401(k) · DOL Form 5500 · 2022

Cross Financial Corporation 401(k) Plan

Data updated 2026-08-11

$91M
Total assets
1,078
Participants
92nd
Percentile by assets
$84,094
Avg per participant
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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.

  • 92nd percentile by assets (of 139,126 plans)
  • #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.

$91M
total plan assets (2022 EOY)
1,078
covered participants
92nd
percentile by assets (of 139,126 plans)
$84,094
avg assets per participant

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.

Where Cross Retirement Plan sits 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 $2,010,000,000 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

State
Maine
Industry
Finance & Insurance

Participants vs Maine filers

In Maine, the average filing covers about 472 participants across 561 plans. Cross Retirement Plan reports 1,078 participants - 2.3x that state average ($91M EOY assets).

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)

$80M$100M$120M$140M$160M 202220232024 $90.7M $139M ▲ +53.3%
Total plan assets by year, all Cross Financial Corporation plans on file
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…, Total assets ($B): 4.082814523 · Participants: 26725Td 401(k) Retirement…Unum Group 401(k) Re…, Total assets ($B): 1.823433108 · Participants: 9051Unum Group 401(k) Re…Idexx Retirement and…, Total assets ($B): 0.833975444 · Participants: 6436Idexx Retirement and…Hannaford Bros. Co.,…, Total assets ($B): 0.831539018 · Participants: 28776Hannaford Bros. Co.,…The Cianbro Team Equ…, Total assets ($B): 0.624114187 · Participants: 2575The Cianbro Team Equ…
Cross Retirement Plan vs. nearby 401(k) plans in Maine, assets vs. participants
Compare Cross Retirement Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Cross Retirement Plan by total assets, not by location.

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).

Next read for Cross Retirement Plan

Filing takeaways

Ways to act on Cross Retirement Plan's numbers.

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.