ESOP · DOL Form 5500 · 2024
Kruse-Western, LLC ESOP
Data updated 2026-08-25
- N/A
- Total assets —
- 332
- Participants Below avg headcount
Official DOL plan name: Kruse Western Capital Accumulation Plan · Sponsored by Kruse-Western, LLC · California · Manufacturing
N/A in assets, 332 participants
Kruse-Western, LLC's Kruse Western Capital Accumulation Plan reported N/A in total assets and 332 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
What the 2024 filing shows
Kruse Western Capital Accumulation Plan holds N/A for 332 participants.
- -$5M
- reported net income
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kruse Western Capital Accumulation Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kruse Western Capital Accumulation Plan sits mid-pack in the medium band (332 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kruse Western Capital Accumulation Plan reported net income fell from $275K in the plan year 2023 filing to -$5M in the plan year 2024 filing.
- Kruse Western Capital Accumulation Plan reported participants fell from 367 in the plan year 2023 filing to 332 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 816150382 · Kruse-Western, LLC PY 2024 · ESOP
Kruse Western Capital Accumulation Plan · N/A · 332
- ASSETS N/A
- PCT 332
- EIN PY 2024
- RANK ESOP
- PHOTO near Tradehome Shoe Stores, Inc. Employee Stock Ownership Plan and Trust
- IND -$5M
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 →
Filing particulars (2024)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$5M |
| Employer EIN | 816150382 |
| Plan Effective Date | 2015-11-04 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kruse-Western, LLC)
Sponsor-wide plan assets over time
All Kruse-Western, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| 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.
- Parsons Employee Stock Ownership Plan $5.0B · 8,040
- Acco Employee Stock Ownership Plan $1.7B · 1,499
- Rosendin Electric, Inc. Employee Stock Ownership Plan $1.5B · 1,998
- Ecc Employee Stock Ownership Plan $632M · 317
- Agron, Inc. Employee Stock Ownership Plan $596M · 68
Kruse Western Capital Accumulation Plan's closest out-of-state ESOP peers by headcount
Outside California, the nearest ESOP by covered participants is Tradehome Shoe Stores, Inc. Employee Stock Ownership Plan and Trust in MN (332 participants; this filing: 332 participants).
Similar participant headcount
Nearest other-state filings by covered participants (332 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.