Profit Sharing · DOL Form 5500 · 2024

Cross Valley, Inc. Profit Sharing Plan

Data updated 2026-08-25

$380K
Total assets Small plan by assets
2
Participants Small participant base
15th
Percentile by assets National rank
$189,937
Avg per participant Above avg balance/head
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Official DOL plan name: Cross Valley, Inc. Retirement Plan · Sponsored by Cross Valley, Inc. · Texas · Construction

$380K in assets, 2 participants

Cross Valley, Inc.'s Cross Valley, Inc. Retirement Plan reported $380K in total assets and 2 participants in its 2024 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.

  • #1,356 in Construction (9,039 peers)

Cross Valley, Inc. multi-year trail

Cross Valley, Inc.'s plans moved -12.4% in assets from 2022 to 2024; this filing shows Cross Valley, Inc. Retirement Plan at $380K / 2 participants.

#1,356
in Construction (9,039 peers)
-7.8%
assets change YoY

The plan reported a net loss of $32K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cross Valley, Inc. Retirement Plan among the smaller filed plans by assets

Cross Valley, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$379,873 15th percentile higher than 15% of 123,620 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 2024

Cross Valley, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cross Valley, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cross Valley, Inc. Retirement Plan reported net income fell from -$21K in the plan year 2023 filing to -$32K in the plan year 2024 filing.
  • Cross Valley, Inc. Retirement Plan end-of-year assets fell from $412K in the plan year 2023 filing to $380K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 465374268 · Cross Valley, Inc. PY 2024 · Profit Sharing

Cross Valley, Inc. Retirement Plan · $380K · 2 · 15th

  • TYPE $380K
  • TYPE 2
  • TYPE 15th
  • TYPE Profit Sharing
  • TYPE near Emerald & Azalea, Inc. Profit Sharing Plan
  • TYPE ind #1356

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 Construction retirement plans → · Plans in Texas →

Cross Valley, Inc. Retirement Plan in the asset neighbourhood

Cross Valley, Inc. Retirement PlanCross Valley, Inc. Retiremen…$380KEmerald & Azalea, Inc. Profit Sharing PlanEmerald & Azalea, Inc. Profi…$380KSurjit Sandhu Profit Sharing PlanSurjit Sandhu Profit Sharing…$380KEw Gastro Retirement Plan$380KConnolly Grandkids Corporation Retirement PlanConnolly Grandkids Corporati…$380K
End-of-year total assets ($M) among Cross Valley, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Cross Valley, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Cross Valley, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$380K 12.37272496597541% vs 2022
2024 filing year
$0.36M$0.38M$0.4M$0.42M$0.44M 202220232024 $0.43M $0.38M ▼ -11.6%
Year Plans Participants Total Assets
2022 1 2 $434K
2023 1 2 $412K
2024 1 2 $380K

Cross Valley, Inc. filing trail (2024)

Total Assets (Beginning of Year)$412K
Net Assets (End of Year)$380K
Net Income-$32K
Employer EIN465374268
Plan Effective Date2014-04-10
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

Cross Valley, Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Cross Valley, Inc. Retirement Plan, Total assets ($B): 0.000379873 · Participants: 2Cross Valley, Inc. Retirement PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.952930545 · Participants: 10721Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.562703741 · Participants: 103962H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 1.093595117 · Participants: 31848The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.514449309 · Participants: 3779American Heart Association, Inc. Qualified Retirement PlanHaynes and Boone Investment Directed Profit Sharing Plan, Total assets ($B): 0.309725264 · Participants: 1069Haynes and Boone Investment Directed Profit Sharing Plan
Cross Valley, Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Cross Valley, Inc. Retirement Plan side-by-side with 3 peers →

Cross Valley, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Emerald & Azalea, Inc. Profit Sharing Plan in CA ($380K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($380K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cross Valley, Inc. Retirement Plan assets move in 2024? ▼
Cross Valley, Inc. Retirement Plan pulled back noticeably - down 7.8% during 2024, from $412K to $380K. Reported net income was -$32K.
How have Cross Valley, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cross Valley, Inc.'s sponsor-wide assets declined 12.4%, from $434K to $380K.
Where does Cross Valley, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Cross Valley, Inc. Retirement Plan ranks in the 15th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Cross Valley, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Emerald & Azalea, Inc. Profit Sharing Plan in CA ($380K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Cross Valley, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 465374268.

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.