401(k) · DOL Form 5500 · 2024
Cross Financial Corporation 401(k) Plan
Data updated 2026-08-25
- $139M
- Total assets Near avg plan size
- 1,161
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $119,661
- Avg per participant Near avg balance/head
Official DOL plan name: Cross Retirement Plan · Sponsored by Cross Financial Corporation · Maine · Finance & Insurance
$139M in assets, 1,161 participants
Cross Financial Corporation's Cross Retirement Plan reported $139M in total assets and 1,161 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #7,537 in Finance & Insurance (8,549 peers)
Coverage in Maine
Cross Retirement Plan covers 1,161 participants in Maine, 2.5x the typical Maine plan (state average ~472 per filing). Assets: $139M.
- #7,537
- in Finance & Insurance (8,549 peers)
- +14.6%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Cross Retirement Plan's outsized position by total assets
Cross Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$138,926,056 Top 7% higher than 93% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Cross Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cross Retirement Plan lands in the large band (1,161 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cross Retirement Plan reported net income fell from $31M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- Cross Retirement Plan end-of-year assets rose from $121M in the plan year 2023 filing to $139M in the plan year 2024 filing.
- Cross Retirement Plan reported participants rose from 1,103 in the plan year 2023 filing to 1,161 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 010507032 · Cross Financial Corporation PY 2024 · 401(k)
Cross Retirement Plan · $139M · 1,161 · 93rd
- EBSA $139M
- EBSA 1,161
- EBSA 93rd
- EBSA 401(k)
- EBSA near The Roetzel & Andress 401(k) Plan
- EBSA ind #7537
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 Finance & Insurance retirement plans → · Plans in Maine →
Cross Retirement Plan in the asset neighbourhood
Maine filing particulars
| Total Assets (Beginning of Year) | $121M |
|---|---|
| Net Assets (End of Year) | $139M |
| Net Income | $18M |
| Employer EIN | 010507032 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cross Financial Corporation)
Sponsor-wide plan assets over time
All Cross Financial Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $139M 53.24890222278108% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,078 | $91M |
| 2023 | 1 | 1,103 | $121M |
| 2024 | 1 | 1,161 | $139M |
Nearby 401(k) Plans in Maine
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Td 401(k) Retirement Plan $6.0B · 31,654
- Unum Group 401(k) Retirement Plan $2.5B · 9,451
- Idexx Retirement and Incentive Savings Plan $1.2B · 6,776
- Hannaford Bros. Co. 401(k) Plan $1.1B · 29,915
- Ahold Delhaize USA Services 401(k) Plan $1.0B · 3,012
Cross Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Maine, the nearest 401(k) by assets is The Roetzel & Andress 401(k) Plan in OH ($139M); by covered participants it is The Esab Group, Inc. 401(k) Retirement Savings Plan in MD (1,161 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($139M here).
- The Roetzel & Andress 401(k) Plan (OH) $139M · 304
- Ecg Profit Sharing/401(k) Plan (CA) $139M · 326
- Ls Power Development, LLC 401(k) and Profit Sharing Plan (NJ) $139M · 398
- The General Shale 401(k) Plan (TN) $139M · 594
Similar participant headcount
Nearest other-state filings by covered participants (1,161 participants); asset peers above are excluded.
- The Esab Group, Inc. 401(k) Retirement Savings Plan (MD) 1,161 · 0 off
- Pnw Healthcare Holdings, LLC 401(k) Plan (WA) 1,161 · 0 off
- Creekstone Farms Premium Beef, LLC 401(k) Plan (KS) 1,161 · 0 off
- Success Education Colleges 401(k) Plan (CA) 1,161 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.