ESOP · DOL Form 5500 · 2024
Cramer & Associates, Inc. ESOP
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 113
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $283,456
- Avg per participant High balance/head
Official DOL plan name: Cramer & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Cramer & Associates, Inc. · Iowa · Construction
$32M in assets, 113 participants
Cramer & Associates, Inc.'s Cramer & Associates, Inc. Employee Stock Ownership Plan reported $32M in total assets and 113 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.
- #6,946 in Construction (9,039 peers)
Coverage in Iowa
Cramer & Associates, Inc. Employee Stock Ownership Plan covers 113 participants in Iowa, about 19% of the average Iowa filer (state average ~609 per filing). Assets: $32M.
- #6,946
- in Construction (9,039 peers)
- +13.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Cramer & Associates, Inc. Employee Stock Ownership Plan's outsized position by total assets
Cramer & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$32,030,482 Top 22% higher than 78% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Cramer & Associates, 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. Cramer & Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (113 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cramer & Associates, Inc. Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Cramer & Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $28M in the plan year 2023 filing to $32M in the plan year 2024 filing.
- Cramer & Associates, Inc. Employee Stock Ownership Plan reported participants fell from 117 in the plan year 2023 filing to 113 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 421102408 · Cramer & Associates, Inc. PY 2024 · ESOP
Cramer & Associates, Inc. Employee Stock Ownership Plan · $32M · 113 · 78th
- ASSETS $32M
- PCT 113
- EIN 78th
- RANK ESOP
- PHOTO near Geokon Employee Stock Ownership Plan
- IND ind #6946
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 Iowa →
Cramer & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | $4M |
| Employer EIN | 421102408 |
| Plan Effective Date | 1978-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cramer & Associates, Inc.)
Sponsor-wide plan assets over time
All Cramer & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $32M 26.374238003021965% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 128 | $25M |
| 2023 | 1 | 117 | $28M |
| 2024 | 1 | 113 | $32M |
Nearby ESOP Plans in Iowa
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Employee Owned Brands, Inc. Employee Stock Ownership Plan $877M · 819
- Van Meter Industrial, Inc. Employee Stock Ownership Plan $659M · 849
- Ita Group Holdings, Inc. Employees' Stock Ownership Plan $498M · 907
- Precision, Inc. Employee Stock Ownership Plan and Trust $473M · 658
- Vgm Group, Inc. Employee Stock Ownership Plan $426M · 1,169
Cramer & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Iowa, the nearest ESOP by assets is Geokon Employee Stock Ownership Plan in NH ($32M); by covered participants it is Multi Image Group, Inc. Employee Stock Ownership Plan in FL (113 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
Similar participant headcount
Nearest other-state filings by covered participants (113 participants); asset peers above are excluded.
- Multi Image Group, Inc. Employee Stock Ownership Plan (FL) 113 · 0 off
- Mosaic Employee Stock Ownership Plan (WA) 113 · 0 off
- Beacon Electric Company Employee Stock Ownership Plan (OH) 113 · 0 off
- Modern Plumbing Industries ESOP and Trust (FL) 113 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.