ESOP · DOL Form 5500 · 2022

Kruse-Western, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
420
Participants Below avg headcount
52nd
Percentile by assets National rank
$13,038
Avg per participant Low balance/head
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Official DOL plan name: Kruse Western Capital Accumulation Plan · Sponsored by Kruse-Western, Inc. · California · Manufacturing

$5M in assets, 420 participants

Kruse-Western, Inc.'s Kruse Western Capital Accumulation Plan reported $5M in total assets and 420 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #7,521 in Manufacturing (20,602 peers)

2022 asset change

Kruse Western Capital Accumulation Plan contracted severely 94.7% in 2022 ($103M → $5M) for 420 participants.

#7,521
in Manufacturing (20,602 peers)
-94.7%
assets change YoY

Kruse Western Capital Accumulation Plan's mid-pack asset rank among Manufacturing and all filers

Kruse Western Capital Accumulation Plan vs every filed plan by assets

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

$5,476,066 Top 48% higher than 52% 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

Kruse Western Capital Accumulation Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kruse Western Capital Accumulation Plan sits mid-pack in the medium band (420 participants).

EBSA filing schedule strip

Filing strip 816150382 · Kruse-Western, Inc. PY 2022 · ESOP

Kruse Western Capital Accumulation Plan · $5M · 420 · 52nd

  • ASSETS $5M
  • ASSETS 420
  • ASSETS 52nd
  • ASSETS ESOP
  • ASSETS near Master Magnetics, Inc. Employee Stock Ownership Plan
  • ASSETS ind #7521

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 California →

Kruse Western Capital Accumulation Plan in the asset neighbourhood

Kruse Western Capital Accumulation PlanKruse Western Capital Accumu…$5MMaster Magnetics, Inc. Employee Stock Ownership PlanMaster Magnetics, Inc. Emplo…$5MRumsey Construction Employee Stock Ownership PlanRumsey Construction Employee…$5MElipticon Wood Products Employee Stock Ownership PlanElipticon Wood Products Empl…$5MBittersweet Turf Farms, Inc. Employee Stock Ownership PlanBittersweet Turf Farms, Inc.…$5M
End-of-year total assets ($M) among Kruse Western Capital Accumulation Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Kruse-Western, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Kruse-Western, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $5.48M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 420 $5M
2023 1 367 $6M
2024 1 332 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$103M
Net Assets (End of Year)$5M
Net Income$147M
Employer EIN816150382
Plan Effective Date2015-11-04
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Kruse Western Capital Accumulation Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Kruse Western Capital Accumulation Plan, Total assets ($B): 0.005476066 · Participants: 420Kruse Western Capital Accumulation PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Kruse Western Capital Accumulation Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Kruse Western Capital Accumulation Plan side-by-side with 3 peers →

Kruse Western Capital Accumulation Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Master Magnetics, Inc. Employee Stock Ownership Plan in CO ($5M); by covered participants it is Vermont Information Processing, Inc. Employee Stock Ownership Plan in VT (421 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (420 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 Kruse Western Capital Accumulation Plan assets move in 2022? ▼
Kruse Western Capital Accumulation Plan contracted severely - down 94.7% during 2022, from $103M to $5M. Reported net income was $147M.
Which ESOP plans are similar in size to Kruse Western Capital Accumulation Plan? ▼
Among ESOP plans in other states, the closest by assets is Master Magnetics, Inc. Employee Stock Ownership Plan in CO ($5M, 80 participants).
Which ESOP plans cover a similar participant headcount to Kruse Western Capital Accumulation Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Vermont Information Processing, Inc. Employee Stock Ownership Plan in VT (421 participants, $401M 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 816150382.

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.