401(k)
2023 plan-year 401(k) DOL Form 5500

CRUISE, LLC RETIREMENT TRUST

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

CRUISE, LLC

This 401(k) plan holds $366M in total assets and serves 2,964 participants as of 2023. It is sponsored by CRUISE, LLC in California. The plan reported positive net income of $152M for the year.

Total Assets (2023)
$366M
Participants
2,964
State
Industry
Transportation & Warehousing

What the Filing Says About CRUISE, LLC RETIREMENT TRUST

CRUISE, LLC RETIREMENT TRUST is a 401(k) retirement plan sponsored by CRUISE, LLC, headquartered in California. As of the 2023 Form 5500 filing, the plan reports $366M in total end-of-year assets and covers 2,964 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 383995716, and the plan has been effective since 2014-02-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $214M at the beginning of 2023 to $366M at year-end — a gain of 71.0%. Net assets (after liabilities) closed the year at $366M, with reported net income of $152M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$214M
Total Assets (End of Year)$366M
Net Assets (End of Year)$366M
Net Income$152M
Plan Type401(k)
Employer EIN383995716
Plan Effective Date2014-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (CRUISE, LLC)

Year Plans Participants Total Assets
2022 1 2,258 $214M
2023 1 2,964 $366M
2024 1 3,674 $489M

Nearby 401(k) Plans in California

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Frequently Asked Questions

How much money is in the CRUISE, LLC RETIREMENT TRUST?
As of the 2023 Form 5500 filing, CRUISE, LLC RETIREMENT TRUST holds $366M in total assets with 2,964 participants. It is sponsored by CRUISE, LLC.
What type of plan is CRUISE, LLC RETIREMENT TRUST?
CRUISE, LLC RETIREMENT TRUST is a 401(k) plan. It has been effective since 2014-02-01. The plan is filed with the U.S. Department of Labor under EIN 383995716.
Who sponsors the CRUISE, LLC RETIREMENT TRUST?
CRUISE, LLC RETIREMENT TRUST is sponsored by CRUISE, LLC, located in California. The sponsor's EIN is 383995716 and the plan operates in the Transportation & Warehousing industry.
How did CRUISE, LLC RETIREMENT TRUST perform in 2023?
CRUISE, LLC RETIREMENT TRUST grew by 71.0% during 2023, moving from $214M to $366M in total assets. Net income was $152M.
Where can I find official filings for CRUISE, LLC RETIREMENT TRUST?
Official Form 5500 filings for CRUISE, LLC RETIREMENT TRUST are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 383995716 or plan name at efast.dol.gov.
How does CRUISE, LLC RETIREMENT TRUST compare to other plans?
You can compare CRUISE, LLC RETIREMENT TRUST against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 383995716.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.