401(k) · DOL Form 5500 · 2023

Mark H. Kruse 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
1
Participants Small participant base
42nd
Percentile by assets National rank
$4.3M
Avg per participant High balance/head
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Official DOL plan name: Mark H. Kruse Retirement Plan · Sponsored by Mark H. Kruse · Ohio · Real Estate

$4M in assets, 1 participants

Mark H. Kruse's Mark H. Kruse Retirement Plan reported $4M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,899 in Real Estate (4,727 peers)

Mark H. Kruse multi-year trail

Mark H. Kruse's plans moved +15.5% in assets from 2022 to 2024; this filing shows Mark H. Kruse Retirement Plan at $4M / 1 participant.

#2,899
in Real Estate (4,727 peers)
+10.0%
assets growth YoY

Mark H. Kruse Retirement Plan's mid-pack asset rank among Real Estate and all filers

Mark H. Kruse Retirement Plan vs every filed plan by assets

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

$4,324,614 42nd percentile higher than 42% 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

Mark H. Kruse Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mark H. Kruse Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mark H. Kruse Retirement Plan reported net income rose from -$754K in the plan year 2022 filing to $394K in the plan year 2023 filing.
  • Mark H. Kruse Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 341600877 · Mark H. Kruse PY 2023 · 401(k)

Mark H. Kruse Retirement Plan · $4M · 1 · 42nd

  • EOY $4M
  • EOY 1
  • EOY 42nd
  • EOY 401(k)
  • EOY near Hayes & Stolz Industrial Manufacturing Company, LLC 401(k) Plan
  • EOY ind #2899

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 Real Estate retirement plans → · Plans in Ohio →

Mark H. Kruse Retirement Plan in the asset neighbourhood

The Morley Corporation 401(k) PlanThe Morley Corporation 401(k…$4MMark H. Kruse Retirement Plan$4MHayes & Stolz Industrial Manufacturing Company, LLC 401(k) PlanHayes & Stolz Industrial Man…$4MGeotechnologies, Inc. 401(k) Profit Sharing PlanGeotechnologies, Inc. 401(k)…$4MBoiler & Property Consulting L 401(k) Profit Sharing Plan & TrustBoiler & Property Consulting…$4M
End-of-year total assets ($M) among Mark H. Kruse Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mark H. Kruse multi-year asset trail

Sponsor-wide plan assets over time

All Mark H. Kruse plans reported in each filing year

Latest sponsor-wide plan assets
$5M 15.4527507975354% vs 2022
2024 filing year
$3.8M$4M$4.2M$4.4M$4.6M$4.8M 202220232024 $3.93M $4.54M ▲ +15.5%
Year Plans Participants Total Assets
2022 1 1 $4M
2023 1 1 $4M
2024 1 1 $5M

Mark H. Kruse filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$394K
Employer EIN341600877
Plan Effective Date1982-12-28
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Mark H. Kruse Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Mark H. Kruse Retirement Plan, Total assets ($B): 0.004324614 · Participants: 1Mark H. Kruse Retirement PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Mark H. Kruse Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Mark H. Kruse Retirement Plan side-by-side with 3 peers →

Mark H. Kruse Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Hayes & Stolz Industrial Manufacturing Company, LLC 401(k) Plan in TX ($4M); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Mark H. Kruse Retirement Plan assets move in 2023? ▼
Mark H. Kruse Retirement Plan grew at a solid clip - up 10.0% during 2023, from $4M to $4M. Reported net income was $394K.
How have Mark H. Kruse plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mark H. Kruse's sponsor-wide assets grew 15.5%, from $4M to $5M.
Which 401(k) plans are similar in size to Mark H. Kruse Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hayes & Stolz Industrial Manufacturing Company, LLC 401(k) Plan in TX ($4M, 72 participants).
Which 401(k) plans cover a similar participant headcount to Mark H. Kruse Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 341600877.

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.