ESOP · DOL Form 5500 · 2024

Mccreary Modern, Inc. ESOP

Data updated 2026-08-25

$90M
Total assets Below avg plan size
707
Participants Below avg headcount
90th
Percentile by assets National rank
$126,785
Avg per participant Near avg balance/head
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Official DOL plan name: Mccreary Modern, Inc. Employee Stock Ownership Plan · Sponsored by Mccreary Modern, Inc. · North Carolina · Manufacturing

$90M in assets, 707 participants

Mccreary Modern, Inc.'s Mccreary Modern, Inc. Employee Stock Ownership Plan reported $90M in total assets and 707 participants in its 2024 DOL Form 5500 filing, ranking in the 90th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #15,076 in Manufacturing (17,777 peers)

Where Mccreary Modern, Inc. Employee Stock Ownership Plan sits by assets

Mccreary Modern, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $90M for 707 participants (~$126,785/participant), up 14.6% in 2024.

#15,076
in Manufacturing (17,777 peers)
+14.6%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Mccreary Modern, Inc. Employee Stock Ownership Plan's outsized position by total assets

Mccreary Modern, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$89,637,227 Top 10% higher than 90% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Mccreary Modern, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mccreary Modern, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (707 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mccreary Modern, Inc. Employee Stock Ownership Plan reported net income fell from $16M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Mccreary Modern, Inc. Employee Stock Ownership Plan end-of-year assets rose from $78M in the plan year 2023 filing to $90M in the plan year 2024 filing.
  • Mccreary Modern, Inc. Employee Stock Ownership Plan reported participants rose from 699 in the plan year 2023 filing to 707 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 561497443 · Mccreary Modern, Inc. PY 2024 · ESOP

Mccreary Modern, Inc. Employee Stock Ownership Plan · $90M · 707 · 90th

  • PCT $90M
  • PCT 707
  • PCT 90th
  • PCT ESOP
  • PCT near Hmc Architects Employee Stock Ownership Plan
  • PCT ind #15076

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in North Carolina →

Mccreary Modern, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Acct Holdings, Inc. Employee Stock Ownership PlanAcct Holdings, Inc. Employee…$90MHmc Architects Employee Stock Ownership PlanHmc Architects Employee Stoc…$90MMccreary Modern, Inc. Employee Stock Ownership PlanMccreary Modern, Inc. Employ…$90MFirst American Bank Corporation Employee Stock Ownership PlanFirst American Bank Corporat…$90MEquus Holdings, Inc. Employee Stock Ownership PlanEquus Holdings, Inc. Employe…$89M
End-of-year total assets ($M) among Mccreary Modern, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$78M
Net Assets (End of Year)$90M
Net Income$11M
Employer EIN561497443
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mccreary Modern, Inc.)

Sponsor-wide plan assets over time

All Mccreary Modern, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$133M 37.53688649550801% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $96.6M $133M ▲ +37.5%
Year Plans Participants Total Assets
2022 2 1,547 $97M
2023 2 1,563 $118M
2024 2 1,503 $133M

Nearby ESOP Plans in North Carolina

Peer ESOP plans, same state, same plan type, ranked by total assets.

Mccreary Modern, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. 050010001500 50100150200 Total assets ($M) Participants Mccreary Modern, Inc. Employee Stock Ownership Plan, Total assets ($M): 89.637227 · Participants: 707Mccreary Modern, Inc. Employee Stock Ownership PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 184.02736 · Participants: 1396Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustEcmd, Inc. Employee Stock Ownership Plan, Total assets ($M): 153.55178 · Participants: 969Ecmd, Inc. Employee Stock Ownership PlanPrecision Walls, Inc. Employee Stock Ownership Plan, Total assets ($M): 143.430717 · Participants: 1228Precision Walls, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 132.702062 · Participants: 279Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($M): 123.497988 · Participants: 158State Utility Contractors, Inc. Employee Stock Ownership Plan
Mccreary Modern, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Mccreary Modern, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Mccreary Modern, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside North Carolina, the nearest ESOP by assets is Hmc Architects Employee Stock Ownership Plan in CA ($90M); by covered participants it is Hatco Corporation Employee Stock Ownership Plan in WI (705 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (707 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mccreary Modern, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Mccreary Modern, Inc. Employee Stock Ownership Plan grew at a solid clip - up 14.6% during 2024, from $78M to $90M. Reported net income was $11M.
How have Mccreary Modern, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mccreary Modern, Inc.'s sponsor-wide assets grew 37.5%, from $97M to $133M.
Where does Mccreary Modern, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Mccreary Modern, Inc. Employee Stock Ownership Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Mccreary Modern, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Hmc Architects Employee Stock Ownership Plan in CA ($90M, 277 participants).
Which ESOP plans cover a similar participant headcount to Mccreary Modern, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Hatco Corporation Employee Stock Ownership Plan in WI (705 participants, $291M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 561497443.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.