ESOP · DOL Form 5500 · 2022

Kruvand Associates, Inc ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
15
Participants Small participant base
58th
Percentile by assets National rank
$468,936
Avg per participant High balance/head
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Official DOL plan name: Kruvand Associates, Inc. Retirement Programs · Sponsored by Kruvand Associates, Inc · Texas · Wholesale Trade

$7M in assets, 15 participants

Kruvand Associates, Inc's Kruvand Associates, Inc. Retirement Programs reported $7M in total assets and 15 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,254 in Wholesale Trade (6,843 peers)

What the 2022 filing shows

Kruvand Associates, Inc. Retirement Programs holds $7M for 15 participants - about $468,936 per participant, above the median plan by assets.

#3,254
in Wholesale Trade (6,843 peers)
-5.2%
assets change YoY

The plan reported a net loss of $387K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kruvand Associates, Inc. Retirement Programs's mid-pack asset rank among Wholesale Trade and all filers

Kruvand Associates, Inc. Retirement Programs vs every filed plan by assets

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

$7,034,040 Top 42% higher than 58% 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

Kruvand Associates, Inc. Retirement Programs among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kruvand Associates, Inc. Retirement Programs is a small filing (15 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 751962622 · Kruvand Associates, Inc PY 2022 · ESOP

Kruvand Associates, Inc. Retirement Programs · $7M · 15 · 58th

  • ASSETS $7M
  • ASSETS 15
  • ASSETS 58th
  • ASSETS ESOP
  • ASSETS near Cleaves-Bessmer-Marietti, Inc. Employee Stock Ownership Plan
  • ASSETS ind #3254

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 Texas →

Kruvand Associates, Inc. Retirement Programs in the asset neighbourhood

Cleaves-Bessmer-Marietti, Inc. Employee Stock Ownership PlanCleaves-Bessmer-Marietti, In…$7MKruvand Associates, Inc. Retirement ProgramsKruvand Associates, Inc. Ret…$7MInfinite Campus, Inc. Employee Stock Ownership Plan and TrustInfinite Campus, Inc. Employ…$7MWaukesha State Bank Employee Stock Ownership PlanWaukesha State Bank Employee…$7MC & R Mechanical Company Employee Stock Ownership PlanC & R Mechanical Company Emp…$7M
End-of-year total assets ($M) among Kruvand Associates, Inc. Retirement Programs and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income-$387K
Employer EIN751962622
Plan Effective Date1984-05-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Kruvand Associates, Inc)

Sponsor-wide plan assets over time

All Kruvand Associates, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$7M 0.7949912141528909% vs 2022
2024 filing year
$6.6M$6.8M$7M$7.2M 202220232024 $7.03M $6.98M ▼ -0.7%
Year Plans Participants Total Assets
2022 1 15 $7M
2023 1 16 $7M
2024 1 14 $7M

Nearby ESOP Plans in Texas

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

Kruvand Associates, Inc. Retirement Programs vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -50510152025 Total assets ($B) Participants Kruvand Associates, Inc. Retirement Programs, Total assets ($B): 0.00703404 · Participants: 15Kruvand Associates, Inc. Retirement ProgramsSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 20.550345006 · Participants: 2620Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.519630506 · Participants: 690Highland Homes Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.495132236 · Participants: 818Cactus Feeders, Inc. Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.421653441 · Participants: 5325Austin Industries Employee Stock Ownership PlanLja Engineering ESOP, Total assets ($B): 0.352817177 · Participants: 1298Lja Engineering ESOP
Kruvand Associates, Inc. Retirement Programs vs. nearby ESOP plans in Texas, assets vs. participants
Compare Kruvand Associates, Inc. Retirement Programs side-by-side with 3 peers →

Kruvand Associates, Inc. Retirement Programs's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Cleaves-Bessmer-Marietti, Inc. Employee Stock Ownership Plan in MO ($7M); by covered participants it is N-Link Corporation Employee Stock Ownership Plan in OR (15 participants). Same-state nearby plans are listed separately above.

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 Kruvand Associates, Inc. Retirement Programs assets move in 2022? ▼
Kruvand Associates, Inc. Retirement Programs pulled back noticeably - down 5.2% during 2022, from $7M to $7M. Reported net income was -$387K.
How have Kruvand Associates, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kruvand Associates, Inc's sponsor-wide assets declined 0.8%, from $7M to $7M.
Which ESOP plans are similar in size to Kruvand Associates, Inc. Retirement Programs? ▼
Among ESOP plans in other states, the closest by assets is Cleaves-Bessmer-Marietti, Inc. Employee Stock Ownership Plan in MO ($7M, 29 participants).
Which ESOP plans cover a similar participant headcount to Kruvand Associates, Inc. Retirement Programs? ▼
Among ESOP plans in other states, the closest by covered participants is N-Link Corporation Employee Stock Ownership Plan in OR (15 participants, $578K 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 751962622.

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.