ESOP · DOL Form 5500 · 2023

Crystal Valley Sales, Inc. ESOP

Data updated 2026-08-25

$333K
Total assets Small plan by assets
10
Participants Small participant base
15th
Percentile by assets National rank
$33,334
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Crystal Valley Sales Employee Stock Ownership Plan · Sponsored by Crystal Valley Sales, Inc. · Indiana · Wholesale Trade

$333K in assets, 10 participants

Crystal Valley Sales, Inc.'s Crystal Valley Sales Employee Stock Ownership Plan reported $333K in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

  • #448 in Wholesale Trade (6,309 peers)

What the 2023 filing shows

Crystal Valley Sales Employee Stock Ownership Plan holds $333K for 10 participants - about $33,334 per participant, among the smaller plans by assets on file.

#448
in Wholesale Trade (6,309 peers)
+2.2%
assets growth YoY

Crystal Valley Sales Employee Stock Ownership Plan among the smaller filed plans by assets

Crystal Valley Sales Employee Stock Ownership Plan vs every filed plan by assets

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

$333,342 15th percentile higher than 15% 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

Crystal Valley Sales Employee Stock Ownership 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. Crystal Valley Sales Employee Stock Ownership Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Crystal Valley Sales Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2022 filing to $7K in the plan year 2023 filing.
  • Crystal Valley Sales Employee Stock Ownership Plan end-of-year assets rose from $326K in the plan year 2022 filing to $333K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 351782097 · Crystal Valley Sales, Inc. PY 2023 · ESOP

Crystal Valley Sales Employee Stock Ownership Plan · $333K · 10 · 15th

  • SCH $333K
  • SCH 10
  • SCH 15th
  • SCH ESOP
  • SCH near Mission Bell Mfg, Inc. Employee Stock Ownership Plan
  • SCH ind #448

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 Indiana →

Crystal Valley Sales Employee Stock Ownership Plan in the asset neighbourhood

Mission Bell Mfg, Inc. Employee Stock Ownership PlanMission Bell Mfg, Inc. Emplo…$336KEptdesign, Inc. Employee Stock Ownership PlanEptdesign, Inc. Employee Sto…$338KCrystal Valley Sales Employee Stock Ownership PlanCrystal Valley Sales Employe…$333KLenoir Mirror Company Employee Stock Ownership PlanLenoir Mirror Company Employ…$330KCentral-State Bancorp, Inc. Employee Stock Ownership PlanCentral-State Bancorp, Inc. …$329K
End-of-year total assets ($M) among Crystal Valley Sales Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$326K
Net Assets (End of Year)$333K
Net Income$7K
Employer EIN351782097
Plan Effective Date2015-12-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Crystal Valley Sales, Inc.)

Sponsor-wide plan assets over time

All Crystal Valley Sales, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$335K 2.613349353865771% vs 2022
2024 filing year
$0.33M 202220232024 $0.33M $0.33M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 10 $326K
2023 1 10 $333K
2024 1 10 $335K

Nearby ESOP Plans in Indiana

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

Crystal Valley Sales Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -0.500.511.522.5 Total assets ($B) Participants Crystal Valley Sales Employee Stock Ownership Plan, Total assets ($B): 0.000333342 · Participants: 10Crystal Valley Sales Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.921766853 · Participants: 3535Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.36648086 · Participants: 487Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.364505967 · Participants: 1242Nibco Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.138902309 · Participants: 363Superior Industrial Solutions, Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.135390454 · Participants: 558Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan
Crystal Valley Sales Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Crystal Valley Sales Employee Stock Ownership Plan side-by-side with 3 peers →

Crystal Valley Sales Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Mission Bell Mfg, Inc. Employee Stock Ownership Plan in CA ($336K); by covered participants it is Mantech International Corporation Employee Stock Ownership Plan in VA (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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.

Frequently Asked Questions

How did Crystal Valley Sales Employee Stock Ownership Plan assets move in 2023? ▼
Crystal Valley Sales Employee Stock Ownership Plan edged up modestly - up 2.2% during 2023, from $326K to $333K. Reported net income was $7K.
How have Crystal Valley Sales, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Crystal Valley Sales, Inc.'s sponsor-wide assets grew 2.6%, from $326K to $335K.
Where does Crystal Valley Sales Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Crystal Valley Sales Employee Stock Ownership Plan ranks in the 15th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Crystal Valley Sales Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mission Bell Mfg, Inc. Employee Stock Ownership Plan in CA ($336K, 298 participants).
Which ESOP plans cover a similar participant headcount to Crystal Valley Sales Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mantech International Corporation Employee Stock Ownership Plan in VA (10 participants, N/A 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 351782097.

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.