ESOP · DOL Form 5500 · 2024

C.a.C. Industries, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
413
Participants Below avg headcount
52nd
Percentile by assets National rank
$20,266
Avg per participant Low balance/head
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Official DOL plan name: Nortm Bhag Employee Stock Ownership Plan · Sponsored by C.a.C. Industries, Inc. · New York · Construction

$8M in assets, 413 participants

C.a.C. Industries, Inc.'s Nortm Bhag Employee Stock Ownership Plan reported $8M in total assets and 413 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #4,551 in Construction (9,039 peers)

C.a.C. Industries, Inc. multi-year trail

C.a.C. Industries, Inc.'s plans moved +78.1% in assets from 2023 to 2024; this filing shows Nortm Bhag Employee Stock Ownership Plan at $8M / 413 participants.

#4,551
in Construction (9,039 peers)
+78.1%
assets growth YoY

Nortm Bhag Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Nortm Bhag Employee Stock Ownership Plan vs every filed plan by assets

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

$8,370,000 Top 48% higher than 52% 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

Nortm Bhag 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. Nortm Bhag Employee Stock Ownership Plan sits mid-pack in the medium band (413 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Nortm Bhag Employee Stock Ownership Plan reported participants rose from 170 in the plan year 2023 filing to 413 in the plan year 2024 filing.
  • Nortm Bhag Employee Stock Ownership Plan reported net income rose from -$172M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Nortm Bhag Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 113082726 · C.a.C. Industries, Inc. PY 2024 · ESOP

Nortm Bhag Employee Stock Ownership Plan · $8M · 413 · 52nd

  • NET $8M
  • NET 413
  • NET 52nd
  • NET ESOP
  • NET near Bepc, Incorporated Employee Stock Ownership Plan
  • NET ind #4551

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 New York →

Nortm Bhag Employee Stock Ownership Plan in the asset neighbourhood

Bepc, Incorporated Employee Stock Ownership PlanBepc, Incorporated Employee …$8MLoesel-Schaaf Insurance Company, Inc. Employee Stock Ownership Plan & TrustLoesel-Schaaf Insurance Comp…$8MPriority Designs Employee Stock Ownership PlanPriority Designs Employee St…$8MNortm Bhag Employee Stock Ownership PlanNortm Bhag Employee Stock Ow…$8MHometown Bancorp of Alabama, Inc. Employee Stock Ownership PlanHometown Bancorp of Alabama,…$8M
End-of-year total assets ($M) among Nortm Bhag Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

C.a.C. Industries, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All C.a.C. Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 78.08510638297872% vs 2023
2024 filing year
$4M$6M$8M$10M 20232024 $4.7M $8.37M ▲ +78.1%
Year Plans Participants Total Assets
2023 1 170 $5M
2024 1 413 $8M

C.a.C. Industries, Inc. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)-$170M
Net Income$6M
Employer EIN113082726
Plan Effective Date2023-05-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New York

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

Nortm Bhag Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. 01000200030004000 -20002004006008001000 Total assets ($M) Participants Nortm Bhag Employee Stock Ownership Plan, Total assets ($M): 8.37 · Participants: 413Nortm Bhag Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 896.840227 · Participants: 3483Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 450.776522 · Participants: 3042North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 306.094988 · Participants: 3209Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 254.362741 · Participants: 1716Greenman-Pedersen, Inc. Employee Stock Ownership PlanMarshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 234.345888 · Participants: 518Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan
Nortm Bhag Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Nortm Bhag Employee Stock Ownership Plan side-by-side with 3 peers →

Nortm Bhag Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Bepc, Incorporated Employee Stock Ownership Plan in TX ($8M); by covered participants it is Fs Bancorp, Inc/ Employee Stock Ownership Plan in WA (413 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (413 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 Nortm Bhag Employee Stock Ownership Plan assets move in 2024? ▼
Nortm Bhag Employee Stock Ownership Plan surged - up 78.1% during 2024, from $5M to $8M. Reported net income was $6M.
How have C.a.C. Industries, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), C.a.C. Industries, Inc.'s sponsor-wide assets grew 78.1%, from $5M to $8M.
Which ESOP plans are similar in size to Nortm Bhag Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bepc, Incorporated Employee Stock Ownership Plan in TX ($8M, 157 participants).
Which ESOP plans cover a similar participant headcount to Nortm Bhag Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Fs Bancorp, Inc/ Employee Stock Ownership Plan in WA (413 participants, N/A 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 113082726.

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.