ESOP · DOL Form 5500 · 2024

Kruvand Associates, Inc ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
14
Participants Small participant base
48th
Percentile by assets National rank
$498,437
Avg per participant High balance/head
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Official DOL plan name: Kruvand Associates, Inc. Retirement Programs · Sponsored by Kruvand Associates, Inc · Texas · Wholesale Trade

$7M in assets, 14 participants

Kruvand Associates, Inc's Kruvand Associates, Inc. Retirement Programs reported $7M in total assets and 14 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #2,302 in Wholesale Trade (6,080 peers)

What the 2024 filing shows

Kruvand Associates, Inc. Retirement Programs holds $7M for 14 participants - about $498,437 per participant, in the lower half of filed plans by assets.

#2,302
in Wholesale Trade (6,080 peers)
+5.1%
assets growth YoY

Kruvand Associates, Inc. Retirement Programs's mid-pack asset rank among Wholesale Trade and all filers

Kruvand Associates, Inc. Retirement Programs vs every filed plan by assets

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

$6,978,120 48th percentile higher than 48% 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

Kruvand Associates, Inc. Retirement Programs among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kruvand Associates, Inc. Retirement Programs is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kruvand Associates, Inc. Retirement Programs reported net income rose from -$396K in the plan year 2023 filing to $340K in the plan year 2024 filing.
  • Kruvand Associates, Inc. Retirement Programs reported participants fell from 16 in the plan year 2023 filing to 14 in the plan year 2024 filing.
  • Kruvand Associates, Inc. Retirement Programs end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 751962622 · Kruvand Associates, Inc PY 2024 · ESOP

Kruvand Associates, Inc. Retirement Programs · $7M · 14 · 48th

  • VS-ST $7M
  • VS-ST 14
  • VS-ST 48th
  • VS-ST ESOP
  • VS-ST near Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. ESOP
  • VS-ST ind #2302

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 Texas →

Kruvand Associates, Inc. Retirement Programs in the asset neighbourhood

Gsi Water Solutions, Inc. Employee Stock Ownership Plan and TrustGsi Water Solutions, Inc. Em…$7MKruvand Associates, Inc. Retirement ProgramsKruvand Associates, Inc. Ret…$7MSmallwood, Reynolds, Stewart, Stewart & Associates, Inc. ESOPSmallwood, Reynolds, Stewart…$7MRcm Services, Inc. Employee Stock Ownership PlanRcm Services, Inc. Employee …$7MMohawk Hospital Equipment, Inc. Employee Stock Ownership PlanMohawk Hospital Equipment, I…$7M
End-of-year total assets ($M) among Kruvand Associates, Inc. Retirement Programs and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$340K
Employer EIN751962622
Plan Effective Date1984-05-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Kruvand Associates, Inc)

Sponsor-wide plan assets over time

All Kruvand Associates, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$7M 0.7949912141528909% vs 2022
2024 filing year
$6.6M$6.8M$7M$7.2M 202220232024 $7.03M $6.98M ▼ -0.7%
Year Plans Participants Total Assets
2022 1 15 $7M
2023 1 16 $7M
2024 1 14 $7M

Nearby ESOP Plans in Texas

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

Kruvand Associates, Inc. Retirement Programs vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants Kruvand Associates, Inc. Retirement Programs, Total assets ($B): 0.00697812 · Participants: 14Kruvand Associates, Inc. Retirement ProgramsSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 23.876523932 · Participants: 3284Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.982965144 · Participants: 891Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.527193522 · Participants: 7703Austin Industries Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.493492368 · Participants: 1799Lja Engineering, Inc. Employee Stock Ownership PlanAir Tractor Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.40134922 · Participants: 350Air Tractor Holdings, Inc. Employee Stock Ownership Plan
Kruvand Associates, Inc. Retirement Programs vs. nearby ESOP plans in Texas, assets vs. participants
Compare Kruvand Associates, Inc. Retirement Programs side-by-side with 3 peers →

Kruvand Associates, Inc. Retirement Programs's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. ESOP in GA ($7M); by covered participants it is Foods for Living, Inc. Employee Stock Ownership Plan and Trust in MI (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Kruvand Associates, Inc. Retirement Programs assets move in 2024? ▼
Kruvand Associates, Inc. Retirement Programs grew at a solid clip - up 5.1% during 2024, from $7M to $7M. Reported net income was $340K.
How have Kruvand Associates, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kruvand Associates, Inc's sponsor-wide assets declined 0.8%, from $7M to $7M.
Which ESOP plans are similar in size to Kruvand Associates, Inc. Retirement Programs? ▼
Among ESOP plans in other states, the closest by assets is Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. ESOP in GA ($7M, 79 participants).
Which ESOP plans cover a similar participant headcount to Kruvand Associates, Inc. Retirement Programs? ▼
Among ESOP plans in other states, the closest by covered participants is Foods for Living, Inc. Employee Stock Ownership Plan and Trust in MI (14 participants, N/A 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 751962622.

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.