ESOP · DOL Form 5500 · 2023
Cruise & Associates, Inc. ESOP
Data updated 2026-08-25
- $58K
- Total assets Small plan by assets
- 26
- Participants Small participant base
- 4th
- Percentile by assets National rank
- $2,241
- Avg per participant Low balance/head
Official DOL plan name: Cruise & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Cruise & Associates, Inc. · Nebraska · Finance & Insurance
$58K in assets, 26 participants
Cruise & Associates, Inc.'s Cruise & Associates, Inc. Employee Stock Ownership Plan reported $58K in total assets and 26 participants in its 2023 DOL Form 5500 filing, ranking in the 4th 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.
- #235 in Finance & Insurance (8,869 peers)
Cruise & Associates, Inc. multi-year trail
Cruise & Associates, Inc.'s plans moved +36.1% in assets from 2022 to 2024; this filing shows Cruise & Associates, Inc. Employee Stock Ownership Plan at $58K / 26 participants.
- #235
- in Finance & Insurance (8,869 peers)
- +8.7%
- assets growth YoY
Cruise & Associates, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Cruise & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$58,274 4th percentile higher than 4% 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
Cruise & Associates, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cruise & Associates, Inc. Employee Stock Ownership Plan is a small filing (26 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cruise & Associates, Inc. Employee Stock Ownership Plan reported net income fell from $29K in the plan year 2022 filing to $5K in the plan year 2023 filing.
- Cruise & Associates, Inc. Employee Stock Ownership Plan reported participants rose from 21 in the plan year 2022 filing to 26 in the plan year 2023 filing.
- Cruise & Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $54K in the plan year 2022 filing to $58K in the plan year 2023 filing.
DOL schedule card
Filing strip 470719555 · Cruise & Associates, Inc. PY 2023 · ESOP
Cruise & Associates, Inc. Employee Stock Ownership Plan · $58K · 26 · 4th
- PCT $58K
- PCT 26
- PCT 4th
- PCT ESOP
- PCT near Fabricated Metals, Inc. Employee Stock Ownership Plan
- PCT ind #235
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 Nebraska →
Cruise & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Cruise & Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Cruise & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $73K 36.13675787588831% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 21 | $54K |
| 2023 | 1 | 26 | $58K |
| 2024 | 1 | 34 | $73K |
Cruise & Associates, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $54K |
|---|---|
| Net Assets (End of Year) | $58K |
| Net Income | $5K |
| Employer EIN | 470719555 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Nebraska
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Mead Lumber Company Employee Stock Ownership Plan and Trust $392M · 1,316
- Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan $218M · 65
- Commonwealth Holdings, Inc. Employee Stock Ownership Plan $148M · 214
- Builders Supply Co. , Inc. Employee Stock Ownership Plan $118M · 242
- Majors Plastics, Inc. Employee Stock Ownership Plan $95M · 386
Cruise & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Nebraska, the nearest ESOP by assets is Fabricated Metals, Inc. Employee Stock Ownership Plan in TX ($57K); by covered participants it is Ringland-Johnson, Inc. Employee Stock Ownership Plan in IL (26 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($58K here).
Similar participant headcount
Nearest other-state filings by covered participants (26 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.