ESOP · DOL Form 5500 · 2023

Kruse-Western LLC ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
367
Participants Below avg headcount
47th
Percentile by assets National rank
$15,672
Avg per participant Low balance/head
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Official DOL plan name: Kruse Western Capital Accumulation Plan · Sponsored by Kruse-Western LLC · California · Manufacturing

$6M in assets, 367 participants

Kruse-Western LLC's Kruse Western Capital Accumulation Plan reported $6M in total assets and 367 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #5,728 in Manufacturing (18,722 peers)

What the 2023 filing shows

Kruse Western Capital Accumulation Plan holds $6M for 367 participants - about $15,672 per participant, in the lower half of filed plans by assets.

#5,728
in Manufacturing (18,722 peers)
+5.0%
assets growth YoY

Kruse Western Capital Accumulation Plan's mid-pack asset rank among Manufacturing and all filers

Kruse Western Capital Accumulation Plan vs every filed plan by assets

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

$5,751,537 47th percentile higher than 47% 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

Kruse Western Capital Accumulation Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kruse Western Capital Accumulation Plan sits mid-pack in the medium band (367 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kruse Western Capital Accumulation Plan reported net income fell from $147M in the plan year 2022 filing to $275K in the plan year 2023 filing.
  • Kruse Western Capital Accumulation Plan reported participants fell from 420 in the plan year 2022 filing to 367 in the plan year 2023 filing.
  • Kruse Western Capital Accumulation Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 816150382 · Kruse-Western LLC PY 2023 · ESOP

Kruse Western Capital Accumulation Plan · $6M · 367 · 47th

  • VS-ST $6M
  • VS-ST 367
  • VS-ST 47th
  • VS-ST ESOP
  • VS-ST near Pittsburgh Air Systems, Inc Employee Stock Ownership Plan
  • VS-ST ind #5728

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 California →

Kruse Western Capital Accumulation Plan in the asset neighbourhood

Kruse Western Capital Accumulation PlanKruse Western Capital Accumu…$6MPittsburgh Air Systems, Inc Employee Stock Ownership PlanPittsburgh Air Systems, Inc …$6MNeighborhood Ltc Pharmacy, Inc. Employee Stock Ownership PlanNeighborhood Ltc Pharmacy, I…$6MBeacon Electric Company Employee Stock Ownership PlanBeacon Electric Company Empl…$6MThe Cmi Group, Inc Employee Stock Ownership PlanThe Cmi Group, Inc Employee …$6M
End-of-year total assets ($M) among Kruse Western Capital Accumulation Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$275K
Employer EIN816150382
Plan Effective Date2015-11-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Kruse-Western LLC)

Sponsor-wide plan assets over time

All Kruse-Western LLC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $5.48M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 420 $5M
2023 1 367 $6M
2024 1 332 N/A

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

Kruse Western Capital Accumulation Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Kruse Western Capital Accumulation Plan, Total assets ($B): 0.005751537 · Participants: 367Kruse Western Capital Accumulation PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Kruse Western Capital Accumulation Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Kruse Western Capital Accumulation Plan side-by-side with 3 peers →

Kruse Western Capital Accumulation Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Pittsburgh Air Systems, Inc Employee Stock Ownership Plan in PA ($6M); by covered participants it is Structural Component Systems, Inc. Employee Stock Ownership Plan and Trust in NE (367 participants). Same-state nearby plans are listed separately above.

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 Kruse Western Capital Accumulation Plan assets move in 2023? ▼
Kruse Western Capital Accumulation Plan grew at a solid clip - up 5.0% during 2023, from $5M to $6M. Reported net income was $275K.
Which ESOP plans are similar in size to Kruse Western Capital Accumulation Plan? ▼
Among ESOP plans in other states, the closest by assets is Pittsburgh Air Systems, Inc Employee Stock Ownership Plan in PA ($6M, 31 participants).
Which ESOP plans cover a similar participant headcount to Kruse Western Capital Accumulation Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Structural Component Systems, Inc. Employee Stock Ownership Plan and Trust in NE (367 participants, $53M 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 816150382.

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.