401(k)
2024 plan-year 401(k) DOL Form 5500

KROS-WISE 401K PROFIT SHARING PLAN & TRUST

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

KROS-WISE

This 401(k) plan holds $4M in total assets and serves 80 participants as of 2024. It is sponsored by KROS-WISE in California. The plan reported positive net income of $510K for the year.

Total Assets (2023)
$4M
Participants
80
State
Industry
Other Services

What the Filing Says About KROS-WISE 401K PROFIT SHARING PLAN & TRUST

KROS-WISE 401K PROFIT SHARING PLAN & TRUST is a 401(k) retirement plan sponsored by KROS-WISE, headquartered in California. As of the 2024 Form 5500 filing, the plan reports $4M in total end-of-year assets and covers 80 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 201632876, and the plan has been effective since 2006-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $3M at the beginning of 2024 to $4M at year-end — a gain of 17.9%. Net assets (after liabilities) closed the year at $3M, with reported net income of $510K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$3M
Total Assets (End of Year)$4M
Net Assets (End of Year)$3M
Net Income$510K
Plan Type401(k)
Employer EIN201632876
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (KROS-WISE)

Year Plans Participants Total Assets
2022 2 196 $5M
2023 1 149 N/A
2024 3 285 $13M

Nearby 401(k) Plans in California

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Frequently Asked Questions

How much money is in the KROS-WISE 401K PROFIT SHARING PLAN & TRUST?
As of the 2024 Form 5500 filing, KROS-WISE 401K PROFIT SHARING PLAN & TRUST holds $4M in total assets with 80 participants. It is sponsored by KROS-WISE.
What type of plan is KROS-WISE 401K PROFIT SHARING PLAN & TRUST?
KROS-WISE 401K PROFIT SHARING PLAN & TRUST is a 401(k) plan. It has been effective since 2006-01-01. The plan is filed with the U.S. Department of Labor under EIN 201632876.
Who sponsors the KROS-WISE 401K PROFIT SHARING PLAN & TRUST?
KROS-WISE 401K PROFIT SHARING PLAN & TRUST is sponsored by KROS-WISE, located in California. The sponsor's EIN is 201632876 and the plan operates in the Other Services industry.
How did KROS-WISE 401K PROFIT SHARING PLAN & TRUST perform in 2024?
KROS-WISE 401K PROFIT SHARING PLAN & TRUST grew by 17.9% during 2024, moving from $3M to $4M in total assets. Net income was $510K.
Where can I find official filings for KROS-WISE 401K PROFIT SHARING PLAN & TRUST?
Official Form 5500 filings for KROS-WISE 401K PROFIT SHARING PLAN & TRUST are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 201632876 or plan name at efast.dol.gov.
How does KROS-WISE 401K PROFIT SHARING PLAN & TRUST compare to other plans?
You can compare KROS-WISE 401K PROFIT SHARING PLAN & TRUST against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 201632876.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.