ESOP · DOL Form 5500 · 2023

Crouse and Associates Insurance Brokers, Inc. ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets: N/A
Participants Small participant base: 58th
Percentile by assets National rank

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Official DOL plan name: Crouse and Associates Insurance Brokers, Inc. ESOP · Sponsored by Crouse and Associates Insurance Brokers, Inc. · California · Finance & Insurance

$10M in assets, N/A participants

Crouse and Associates Insurance Brokers, Inc.'s Crouse and Associates Insurance Brokers, Inc. ESOP reported $10M in total assets and N/A participants in its 2023 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.

#3,812 in Finance & Insurance (8,869 peers)

Crouse and Associates Insurance Brokers, Inc. multi-year trail

Crouse and Associates Insurance Brokers, Inc.'s plans moved -34.7% in assets from 2022 to 2024; this filing shows Crouse and Associates Insurance Brokers, Inc. ESOP at $10M / N/A participants.

#3,812
in Finance & Insurance (8,869 peers): -15.3%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Crouse and Associates Insurance Brokers, Inc. ESOP's mid-pack asset rank among Finance & Insurance and all filers

Crouse and Associates Insurance Brokers, Inc. ESOP vs every filed plan by assets

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

$9,823,395 Top 42% higher than 58% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Crouse and Associates Insurance Brokers, Inc. ESOP reported net income rose from -$48M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
Crouse and Associates Insurance Brokers, Inc. ESOP end-of-year assets fell from $12M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 942287340 · Crouse and Associates Insurance Brokers, Inc. PY 2023 · ESOP

Crouse and Associates Insurance Brokers, Inc. ESOP · $10M · N/A · 58th

NET $10M
BOOK N/A
VS-ST 58th
BOY ESOP
SCH near Crowley Holdings, Inc. Employee Stock Ownership Plan
EBSA ind #3812

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 →

End-of-year total assets ($M) among Crouse and Associates Insurance Brokers, Inc. ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Crouse and Associates Insurance Brokers, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $8M 34.665258682568606% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$12M
2023	1	N/A	$10M
2024	1	N/A	$8M

Crouse and Associates Insurance Brokers, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$12M
Net Assets (End of Year)	$10M
Net Income	-$2M
Employer EIN	942287340
Plan Effective Date	2000-02-01
Filing Status	FILING RECEIVED

Nearby ESOP Plans in California

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

Crouse and Associates Insurance Brokers, Inc. ESOP vs. nearby ESOP plans in California, assets vs. participants

Parsons Employee Stock Ownership Plan $3.8B · 7,871
Acco Employee Stock Ownership Plan $1.4B · 1,397
Rosendin Electric, Inc. Employee Stock Ownership Plan $1.1B · 1,700
Agron, Inc. Employee Stock Ownership Plan $533M · 72
Recology Employee Stock Ownership Plan $497M · 3,656

Compare Crouse and Associates Insurance Brokers, Inc. ESOP side-by-side with 3 peers →

Crouse and Associates Insurance Brokers, Inc. ESOP's closest out-of-state ESOP peers by assets

Outside California, the nearest ESOP by end-of-year assets is Crowley Holdings, Inc. Employee Stock Ownership Plan in FL at $10M (this filing: $10M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Crowley Holdings, Inc. Employee Stock Ownership Plan (FL) $10M · 1,797
Diversified Plastics, Inc. Employee Stock Ownership Plan and Trust (MN) $10M · 82
Flippo Construction Company, Inc. Employee Stock Ownership Plan (MD) $10M · 130
Employee-Owned Companies, Inc. Employees' Stock Ownership Plan (TX) $10M · 305

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 Crouse and Associates Insurance Brokers, Inc. ESOP assets move in 2023? ▼

Crouse and Associates Insurance Brokers, Inc. ESOP declined sharply - down 15.3% during 2023, from $12M to $10M. Reported net income was -$2M.

How have Crouse and Associates Insurance Brokers, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Crouse and Associates Insurance Brokers, Inc.'s sponsor-wide assets declined 34.7%, from $12M to $8M.

Which ESOP plans are similar in size to Crouse and Associates Insurance Brokers, Inc. ESOP? ▼

Among ESOP plans in other states, the closest by assets is Crowley Holdings, Inc. Employee Stock Ownership Plan in FL ($10M, 1,797 participants).

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 942287340.