401(k) · DOL Form 5500 · 2023

Cruz Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
206
Participants Below avg headcount
77th
Percentile by assets National rank
$122,872
Avg per participant Near avg balance/head
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Official DOL plan name: Cruz Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by Cruz Associates, Inc. · Virginia · Professional & Technical Services

$25M in assets, 206 participants

Cruz Associates, Inc.'s Cruz Associates, Inc. 401(k) Profit Sharing Plan reported $25M in total assets and 206 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #15,643 in Professional & Technical Services (20,321 peers)

Coverage in Virginia

Cruz Associates, Inc. 401(k) Profit Sharing Plan covers 206 participants in Virginia, about 26% of the average Virginia filer (state average ~782 per filing). Assets: $25M.

#15,643
in Professional & Technical Services (20,321 peers)
+25.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Cruz Associates, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Cruz Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$25,311,684 Top 23% higher than 77% of 127,068 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 2023

Cruz Associates, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cruz Associates, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (206 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cruz Associates, Inc. 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Cruz Associates, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $20M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Cruz Associates, Inc. 401(k) Profit Sharing Plan reported participants fell from 213 in the plan year 2022 filing to 206 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 541768442 · Cruz Associates, Inc. PY 2023 · 401(k)

Cruz Associates, Inc. 401(k) Profit Sharing Plan · $25M · 206 · 77th

  • PCT $25M
  • PCT 206
  • PCT 77th
  • PCT 401(k)
  • PCT near Golling Automotive Group 401(k) Plan
  • PCT ind #15643

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 Professional & Technical Services retirement plans → · Plans in Virginia →

Cruz Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Cruz Associates, Inc. 401(k) Profit Sharing PlanCruz Associates, Inc. 401(k)…$25MGolling Automotive Group 401(k) PlanGolling Automotive Group 401…$25MAlliance Defending Freedom 401(k) Profit Sharing PlanAlliance Defending Freedom 4…$25MApiture 401(k) Plan$25MDickson Medical Associates Profit Sharing PlanDickson Medical Associates P…$25M
End-of-year total assets ($M) among Cruz Associates, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$25M
Net Income$5M
Employer EIN541768442
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cruz Associates, Inc.)

Sponsor-wide plan assets over time

All Cruz Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 51.03483183389718% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.2M $30.6M ▲ +51.0%
Year Plans Participants Total Assets
2022 1 213 $20M
2023 1 206 $25M
2024 1 273 $31M

Nearby 401(k) Plans in Virginia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Cruz Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Cruz Associates, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.025311684 · Participants: 206Cruz Associates, Inc. 401(k) Profit Sharing PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Cruz Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Cruz Associates, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Cruz Associates, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Golling Automotive Group 401(k) Plan in MI ($25M); by covered participants it is Nwsl Retirement Plan in IL (206 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (206 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cruz Associates, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Cruz Associates, Inc. 401(k) Profit Sharing Plan grew sharply - up 25.1% during 2023, from $20M to $25M. Reported net income was $5M.
How have Cruz Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cruz Associates, Inc.'s sponsor-wide assets grew 51.0%, from $20M to $31M.
Where does Cruz Associates, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Cruz Associates, Inc. 401(k) Profit Sharing Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Cruz Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Golling Automotive Group 401(k) Plan in MI ($25M, 383 participants).
Which 401(k) plans cover a similar participant headcount to Cruz Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nwsl Retirement Plan in IL (206 participants, $152K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 541768442.

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.