ESOP · DOL Form 5500 · 2023

Kruse-Western LLC ESOP

Data updated 2026-08-11

$6M
Total assets
367
Participants
47th
Percentile by assets
$15,672
Avg per participant
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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.

  • 47th percentile by assets (of 127,072 plans)
  • #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.

$6M
total plan assets (2023 EOY)
367
covered participants
47th
percentile by assets (of 127,072 plans)
$15,672
avg assets per participant

Where Kruse Western Capital Accumulation Plan sits by total assets

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 $2,010,000,000 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

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 →

State
California
Industry
Manufacturing

ESOP filing for Kruse Western Capital Accumulation Plan

ESOP filing for plan year 2023: EIN 816150382 ; effective since 2015-11-04 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.

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)

$-2M$0M$2M$4M$6M$8M 202220232024 $5.48M $0M ▼ -100.0%
Total plan assets by year, all Kruse-Western LLC plans on file
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 ($B) Participants Kruse Western Capita…, Total assets ($B): 0.005751537 · Participants: 367Kruse Western Capita…Parsons Employee Sto…, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Sto…Acco Employee Stock …, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock …Rosendin Electric, I…, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, I…Agron, Inc. Employee…, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee…Recology Employee St…, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee St…
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 →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Kruse Western Capital Accumulation Plan by total assets, not by location.

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).

Next read for Kruse Western Capital Accumulation Plan

Filing takeaways

Ways to act on Kruse Western Capital Accumulation Plan's numbers.

  • By total assets, Kruse Western Capital Accumulation Plan ranks in the lower half of filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in California. Compare plans

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.