401(k) · DOL Form 5500 · 2023

Cross Financial Mangement,LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
5
Participants Small participant base
26th
Percentile by assets National rank
$256,274
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cross Financial Management 401(k) Plan Qrp · Sponsored by Cross Financial Mangement,LLC · Oregon · Finance & Insurance

$1M in assets, 5 participants

Cross Financial Mangement,LLC's Cross Financial Management 401(k) Plan Qrp reported $1M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #1,502 in Finance & Insurance (8,869 peers)

Cross Financial Mangement,LLC multi-year trail

Cross Financial Mangement,LLC's plans moved +53.1% in assets from 2022 to 2024; this filing shows Cross Financial Management 401(k) Plan Qrp at $1M / 5 participants.

#1,502
in Finance & Insurance (8,869 peers)
+27.1%
assets growth YoY

Cross Financial Management 401(k) Plan Qrp among the smaller filed plans by assets

Cross Financial Management 401(k) Plan Qrp vs every filed plan by assets

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

$1,281,372 26th percentile higher than 26% 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 Financial Management 401(k) Plan Qrp 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 Financial Management 401(k) Plan Qrp is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cross Financial Management 401(k) Plan Qrp reported net income rose from -$132K in the plan year 2022 filing to $273K in the plan year 2023 filing.
  • Cross Financial Management 401(k) Plan Qrp end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 020699855 · Cross Financial Mangement,LLC PY 2023 · 401(k)

Cross Financial Management 401(k) Plan Qrp · $1M · 5 · 26th

  • 5500 $1M
  • 5500 5
  • 5500 26th
  • 5500 401(k)
  • 5500 near Letnan Industries, Inc. 401(k) Plan
  • 5500 ind #1502

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 Finance & Insurance retirement plans → · Plans in Oregon →

Cross Financial Management 401(k) Plan Qrp in the asset neighbourhood

Cross Financial Management 401(k) Plan QrpCross Financial Management 4…$1MLetnan Industries, Inc. 401(k) PlanLetnan Industries, Inc. 401(…$1MVectra Market Solutions Inc. Retirement PlanVectra Market Solutions Inc.…$1MQualified Category Inc Employee Stock Ownership PlanQualified Category Inc Emplo…$1MRegina L. Lewis, D.D.S., Inc. 401(k) PlanRegina L. Lewis, D.D.S., Inc…$1M
End-of-year total assets ($M) among Cross Financial Management 401(k) Plan Qrp and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Cross Financial Mangement,LLC multi-year asset trail

Sponsor-wide plan assets over time

All Cross Financial Mangement,LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 53.148901142494445% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $1.01M $1.54M ▲ +52.5%
Year Plans Participants Total Assets
2022 1 5 $1M
2023 1 5 $1M
2024 1 5 $2M

Cross Financial Mangement,LLC filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$273K
Employer EIN020699855
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Cross Financial Management 401(k) Plan Qrp vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Cross Financial Management 401(k) Plan Qrp, Total assets ($B): 0.001281372 · Participants: 5Cross Financial Management 401(k) Plan Qrp401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Cross Financial Management 401(k) Plan Qrp vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Cross Financial Management 401(k) Plan Qrp side-by-side with 3 peers →

Cross Financial Management 401(k) Plan Qrp's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Letnan Industries, Inc. 401(k) Plan in MI ($1M); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Financial Management 401(k) Plan Qrp assets move in 2023? ▼
Cross Financial Management 401(k) Plan Qrp grew sharply - up 27.1% during 2023, from $1M to $1M. Reported net income was $273K.
How have Cross Financial Mangement,LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cross Financial Mangement,LLC's sponsor-wide assets grew 53.1%, from $1M to $2M.
Which 401(k) plans are similar in size to Cross Financial Management 401(k) Plan Qrp? ▼
Among 401(k) plans in other states, the closest by assets is Letnan Industries, Inc. 401(k) Plan in MI ($1M, 20 participants).
Which 401(k) plans cover a similar participant headcount to Cross Financial Management 401(k) Plan Qrp? ▼
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M 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 020699855.

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.