ESOP · DOL Form 5500 · 2022
Kruvand Associates, Inc ESOP
Data updated 2026-08-11
- $7M
- Total assets
- 15
- Participants
- 58th
- Percentile by assets
- $468,936
- Avg per participant
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.
- 58th percentile by assets (of 139,126 plans)
- #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.
- $7M
- total plan assets (2022 EOY)
- 15
- covered participants
- 58th
- percentile by assets (of 139,126 plans)
- $468,936
- avg assets per participant
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.
ESOP filing for Kruvand Associates, Inc. Retirement Programs
ESOP filing for plan year 2022: EIN 751962622 ; effective since 1984-05-11 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2022)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$387K |
| Employer EIN | 751962622 |
| Plan Effective Date | 1984-05-11 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kruvand Associates, Inc)
| 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
- Sammons Enterprises, Inc. Employee Stock Ownership Plan $20.6B · 2,620
- Highland Homes Employee Stock Ownership Plan $520M · 690
- Cactus Feeders, Inc. Employee Stock Ownership Plan $495M · 818
- Austin Industries Employee Stock Ownership Plan $422M · 5,325
- Lja Engineering ESOP $353M · 1,298
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Kruvand Associates, Inc. Retirement Programs by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Kruvand Associates, Inc. Retirement Programs's numbers.
- By total assets, Kruvand Associates, Inc. Retirement Programs ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Texas. Compare plans
- Kruvand Associates, Inc's sponsor-wide assets have declined 0.8% since 2022 across 3 plan years on file. More Wholesale Trade plans