ESOP · DOL Form 5500 · 2023

Kruvand Associates, Inc ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
16
Participants Small participant base
50th
Percentile by assets National rank
$414,880
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kruvand Associates, Inc. Retirement Programs · Sponsored by Kruvand Associates, Inc · Texas · Wholesale Trade

$7M in assets, 16 participants

Kruvand Associates, Inc's Kruvand Associates, Inc. Retirement Programs reported $7M in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #2,491 in Wholesale Trade (6,309 peers)

What the 2023 filing shows

Kruvand Associates, Inc. Retirement Programs holds $7M for 16 participants - about $414,880 per participant, above the median plan by assets.

#2,491
in Wholesale Trade (6,309 peers)
-5.6%
assets change YoY

The plan reported a net loss of $396K 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 2023 · DOL Form 5500

$6,638,077 Top 50% higher than 50% 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

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

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kruvand Associates, Inc. Retirement Programs is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kruvand Associates, Inc. Retirement Programs reported participants rose from 15 in the plan year 2022 filing to 16 in the plan year 2023 filing.
  • Kruvand Associates, Inc. Retirement Programs end-of-year assets fell from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 751962622 · Kruvand Associates, Inc PY 2023 · ESOP

Kruvand Associates, Inc. Retirement Programs · $7M · 16 · 50th

  • EOY $7M
  • 5500 16
  • ASSETS 50th
  • PCT ESOP
  • EIN near Cedar River Contracting, Inc. Employee Stock Ownership Plan
  • RANK ind #2491

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

American Wholesale Furniture, Inc. ESOPAmerican Wholesale Furniture…$7MKruvand Associates, Inc. Retirement ProgramsKruvand Associates, Inc. Ret…$7MCedar River Contracting, Inc. Employee Stock Ownership PlanCedar River Contracting, Inc…$7MSynterra Employee Stock Ownership PlanSynterra Employee Stock Owne…$7MCambron Engineering, Inc. Employee Stock Ownership PlanCambron Engineering, Inc. Em…$7M
End-of-year total assets ($M) among Kruvand Associates, Inc. Retirement Programs and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income-$396K
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. -1000010002000300040005000 -50510152025 Total assets ($B) Participants Kruvand Associates, Inc. Retirement Programs, Total assets ($B): 0.006638077 · Participants: 16Kruvand Associates, Inc. Retirement ProgramsSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
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 Cedar River Contracting, Inc. Employee Stock Ownership Plan in IA ($7M); by covered participants it is Tgc Consolidated Employee Stock Ownership Plan in AZ (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Kruvand Associates, Inc. Retirement Programs assets move in 2023? ▼
Kruvand Associates, Inc. Retirement Programs pulled back noticeably - down 5.6% during 2023, from $7M to $7M. Reported net income was -$396K.
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 Cedar River Contracting, Inc. Employee Stock Ownership Plan in IA ($7M, 99 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 Tgc Consolidated Employee Stock Ownership Plan in AZ (16 participants, N/A 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 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.