401(k) · DOL Form 5500 · 2022

Cross Financial Corporation 401(k) Plan

Data updated 2026-08-25

$91M
Total assets Below avg plan size
1,078
Participants Near avg headcount
92nd
Percentile by assets National rank
$84,094
Avg per participant Below avg balance/head
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Official DOL plan name: Cross Retirement Plan · Sponsored by Cross Financial Corporation · Maine · Finance & Insurance

$91M in assets, 1,078 participants

Cross Financial Corporation's Cross Retirement Plan reported $91M in total assets and 1,078 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #8,109 in Finance & Insurance (9,261 peers)

Coverage in Maine

Cross Retirement Plan covers 1,078 participants in Maine, 2.3x the typical Maine plan (state average ~472 per filing). Assets: $91M.

#8,109
in Finance & Insurance (9,261 peers)
-15.7%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cross Retirement Plan's outsized position by total assets

Cross Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$90,653,867 Top 8% higher than 92% of 139,123 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 2022

Cross Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cross Retirement Plan lands in the large band (1,078 participants).

Plan-year Form 5500 strip

Filing strip 010507032 · Cross Financial Corporation PY 2022 · 401(k)

Cross Retirement Plan · $91M · 1,078 · 92nd

  • BOOK $91M
  • BOOK 1,078
  • BOOK 92nd
  • BOOK 401(k)
  • BOOK near Dmax 401(k) Savings Plan
  • BOOK ind #8109

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 Finance & Insurance retirement plans → · Plans in Maine →

Cross Retirement Plan in the asset neighbourhood

Signify Health 401(k) Plan$91MDmax 401(k) Savings Plan$91MCross Retirement Plan$91MVia Technologies, Inc. Retirement Savings PlanVia Technologies, Inc. Retir…$91MSeneca Gaming Corporation 401(k) PlanSeneca Gaming Corporation 40…$91M
End-of-year total assets ($M) among Cross Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Maine filing particulars

Total Assets (Beginning of Year)$108M
Net Assets (End of Year)$91M
Net Income-$17M
Employer EIN010507032
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cross Financial Corporation)

Sponsor-wide plan assets over time

All Cross Financial Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$139M 53.24890222278108% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $90.7M $139M ▲ +53.3%
Year Plans Participants Total Assets
2022 1 1,078 $91M
2023 1 1,103 $121M
2024 1 1,161 $139M

Nearby 401(k) Plans in Maine

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Cross Retirement Plan vs. nearby 401(k) plans in Maine, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Cross Retirement Plan, Total assets ($B): 0.090653867 · Participants: 1078Cross Retirement PlanTd 401(k) Retirement Plan, Total assets ($B): 4.082814523 · Participants: 26725Td 401(k) Retirement PlanUnum Group 401(k) Retirement Plan, Total assets ($B): 1.823433108 · Participants: 9051Unum Group 401(k) Retirement PlanIdexx Retirement and Incentive Savings Plan, Total assets ($B): 0.833975444 · Participants: 6436Idexx Retirement and Incentive Savings PlanHannaford Bros. Co., LLC Retirement Savings Plan, Total assets ($B): 0.831539018 · Participants: 28776Hannaford Bros. Co., LLC Retirement Savings PlanThe Cianbro Team Equity Plan, Total assets ($B): 0.624114187 · Participants: 2575The Cianbro Team Equity Plan
Cross Retirement Plan vs. nearby 401(k) plans in Maine, assets vs. participants
Compare Cross Retirement Plan side-by-side with 3 peers →

Cross Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Maine, the nearest 401(k) by assets is Dmax 401(k) Savings Plan in OH ($91M); by covered participants it is Costaff 401(k) Plan in MI (1,078 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($91M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,078 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cross Retirement Plan assets move in 2022? ▼
Cross Retirement Plan declined sharply - down 15.7% during 2022, from $108M to $91M. Reported net income was -$17M.
How have Cross Financial Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cross Financial Corporation's sponsor-wide assets grew 53.2%, from $91M to $139M.
Where does Cross Retirement Plan rank by assets among Form 5500 filers? ▼
Cross Retirement Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Cross Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dmax 401(k) Savings Plan in OH ($91M, 869 participants).
Which 401(k) plans cover a similar participant headcount to Cross Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Costaff 401(k) Plan in MI (1,078 participants, $41M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 010507032.

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.