ESOP · DOL Form 5500 · 2024

Crouse and Associates Insurance Brokers, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
N/A
Participants Small participant base
50th
Percentile by assets National rank
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Official DOL plan name: Crouse and Associates Insurance Brokers, Inc. ESOP · Sponsored by Crouse and Associates Insurance Brokers, Inc. · California · Finance & Insurance

$8M in assets, N/A participants

Crouse and Associates Insurance Brokers, Inc.'s Crouse and Associates Insurance Brokers, Inc. ESOP reported $8M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #2,946 in Finance & Insurance (8,549 peers)

Crouse and Associates Insurance Brokers, Inc. multi-year trail

Crouse and Associates Insurance Brokers, Inc.'s plans moved -34.7% in assets from 2022 to 2024; this filing shows Crouse and Associates Insurance Brokers, Inc. ESOP at $8M / N/A participants.

#2,946
in Finance & Insurance (8,549 peers)
-22.9%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Crouse and Associates Insurance Brokers, Inc. ESOP's mid-pack asset rank among Finance & Insurance and all filers

Crouse and Associates Insurance Brokers, Inc. ESOP vs every filed plan by assets

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

$7,572,976 Top 50% higher than 50% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Crouse and Associates Insurance Brokers, Inc. ESOP reported net income fell from -$2M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Crouse and Associates Insurance Brokers, Inc. ESOP end-of-year assets fell from $10M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 942287340 · Crouse and Associates Insurance Brokers, Inc. PY 2024 · ESOP

Crouse and Associates Insurance Brokers, Inc. ESOP · $8M · N/A · 50th

  • PHOTO $8M
  • IND N/A
  • EOY 50th
  • 5500 ESOP
  • ASSETS near Systems Integration Specialists, Inc. Employee Stock Ownership Plan
  • PCT ind #2946

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 →

Crouse and Associates Insurance Brokers, Inc. ESOP in the asset neighbourhood

Cole's Employee Stock Ownership Plan & Trust AgreementCole's Employee Stock Owners…$8MHowe Contracting, Inc. Employee Stock Ownership PlanHowe Contracting, Inc. Emplo…$8MCrouse and Associates Insurance Brokers, Inc. ESOPCrouse and Associates Insura…$8MSystems Integration Specialists, Inc. Employee Stock Ownership PlanSystems Integration Speciali…$8MWorld Block, Inc. Employee Stock Ownership PlanWorld Block, Inc. Employee S…$8M
End-of-year total assets ($M) among Crouse and Associates Insurance Brokers, Inc. ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Crouse and Associates Insurance Brokers, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Crouse and Associates Insurance Brokers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 34.665258682568606% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $11.6M $7.57M ▼ -34.7%
Year Plans Participants Total Assets
2022 1 N/A $12M
2023 1 N/A $10M
2024 1 N/A $8M

Crouse and Associates Insurance Brokers, Inc. filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$8M
Net Income-$2M
Employer EIN942287340
Plan Effective Date2000-02-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Crouse and Associates Insurance Brokers, Inc. ESOP vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Crouse and Associates Insurance Brokers, Inc. ESOP, Total assets ($B): 0.007572976 · Participants: 0Crouse and Associates Insurance Brokers, Inc. ESOPParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Crouse and Associates Insurance Brokers, Inc. ESOP vs. nearby ESOP plans in California, assets vs. participants
Compare Crouse and Associates Insurance Brokers, Inc. ESOP side-by-side with 3 peers →

Crouse and Associates Insurance Brokers, Inc. ESOP's closest out-of-state ESOP peers by assets

Outside California, the nearest ESOP by end-of-year assets is Systems Integration Specialists, Inc. Employee Stock Ownership Plan in OH at $8M (this filing: $8M).

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 Crouse and Associates Insurance Brokers, Inc. ESOP assets move in 2024? ▼
Crouse and Associates Insurance Brokers, Inc. ESOP declined sharply - down 22.9% during 2024, from $10M to $8M. Reported net income was -$2M.
How have Crouse and Associates Insurance Brokers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Crouse and Associates Insurance Brokers, Inc.'s sponsor-wide assets declined 34.7%, from $12M to $8M.
Which ESOP plans are similar in size to Crouse and Associates Insurance Brokers, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by assets is Systems Integration Specialists, Inc. Employee Stock Ownership Plan in OH ($8M, 29 participants).

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 942287340.

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.