Profit Sharing · DOL Form 5500 · 2023

Cross Valley, Inc. Profit Sharing Plan

Data updated 2026-08-25

$412K
Total assets Small plan by assets
2
Participants Small participant base
16th
Percentile by assets National rank
$206,085
Avg per participant Above avg balance/head
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Official DOL plan name: Cross Valley, Inc. Retirement Plan · Sponsored by Cross Valley, Inc. · Texas · Construction

$412K in assets, 2 participants

Cross Valley, Inc.'s Cross Valley, Inc. Retirement Plan reported $412K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #1,342 in Construction (9,030 peers)

Cross Valley, Inc. multi-year trail

Cross Valley, Inc.'s plans moved -12.4% in assets from 2022 to 2024; this filing shows Cross Valley, Inc. Retirement Plan at $412K / 2 participants.

#1,342
in Construction (9,030 peers)
-4.9%
assets change YoY

The plan reported a net loss of $21K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cross Valley, Inc. Retirement Plan among the smaller filed plans by assets

Cross Valley, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$412,169 16th percentile higher than 16% of 127,068 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 2023

Cross Valley, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cross Valley, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cross Valley, Inc. Retirement Plan reported net income fell from $40K in the plan year 2022 filing to -$21K in the plan year 2023 filing.
  • Cross Valley, Inc. Retirement Plan end-of-year assets fell from $434K in the plan year 2022 filing to $412K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 465374268 · Cross Valley, Inc. PY 2023 · Profit Sharing

Cross Valley, Inc. Retirement Plan · $412K · 2 · 16th

  • PHOTO $412K
  • PHOTO 2
  • PHOTO 16th
  • PHOTO Profit Sharing
  • PHOTO near Ithaca Group Inc. Retirement Plan
  • PHOTO ind #1342

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 Construction retirement plans → · Plans in Texas →

Cross Valley, Inc. Retirement Plan in the asset neighbourhood

Cross Valley, Inc. Retirement PlanCross Valley, Inc. Retiremen…$412KIthaca Group Inc. Retirement PlanIthaca Group Inc. Retirement…$412KStephanie Younger Group, Inc. Profit Sharing PlanStephanie Younger Group, Inc…$412KDougherty Auto Sales, Inc. Retirement PlanDougherty Auto Sales, Inc. R…$412KManagement Support Technology, Inc. Retirement PlanManagement Support Technolog…$412K
End-of-year total assets ($M) among Cross Valley, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Cross Valley, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Cross Valley, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$380K 12.37272496597541% vs 2022
2024 filing year
$0.36M$0.38M$0.4M$0.42M$0.44M 202220232024 $0.43M $0.38M ▼ -11.6%
Year Plans Participants Total Assets
2022 1 2 $434K
2023 1 2 $412K
2024 1 2 $380K

Cross Valley, Inc. filing trail (2023)

Total Assets (Beginning of Year)$434K
Net Assets (End of Year)$412K
Net Income-$21K
Employer EIN465374268
Plan Effective Date2014-04-10
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

Cross Valley, Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants Cross Valley, Inc. Retirement Plan, Total assets ($B): 0.000412169 · Participants: 2Cross Valley, Inc. Retirement PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
Cross Valley, Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Cross Valley, Inc. Retirement Plan side-by-side with 3 peers →

Cross Valley, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Ithaca Group Inc. Retirement Plan in NJ ($412K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cross Valley, Inc. Retirement Plan assets move in 2023? ▼
Cross Valley, Inc. Retirement Plan edged down modestly - down 4.9% during 2023, from $434K to $412K. Reported net income was -$21K.
How have Cross Valley, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cross Valley, Inc.'s sponsor-wide assets declined 12.4%, from $434K to $380K.
Where does Cross Valley, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Cross Valley, Inc. Retirement Plan ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Cross Valley, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Ithaca Group Inc. Retirement Plan in NJ ($412K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Cross Valley, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 465374268.

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.