ESOP · DOL Form 5500 · 2024
Cruise & Associates, Inc. ESOP
Data updated 2026-08-25
- $73K
- Total assets Small plan by assets
- 34
- Participants Small participant base
- 5th
- Percentile by assets National rank
- $2,147
- Avg per participant Low balance/head
Official DOL plan name: Cruise & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Cruise & Associates, Inc. · Nebraska · Finance & Insurance
$73K in assets, 34 participants
Cruise & Associates, Inc.'s Cruise & Associates, Inc. Employee Stock Ownership Plan reported $73K in total assets and 34 participants in its 2024 DOL Form 5500 filing, ranking in the 5th 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.
- #234 in Finance & Insurance (8,549 peers)
Cruise & Associates, Inc. multi-year trail
Cruise & Associates, Inc.'s plans moved +36.1% in assets from 2022 to 2024; this filing shows Cruise & Associates, Inc. Employee Stock Ownership Plan at $73K / 34 participants.
- #234
- in Finance & Insurance (8,549 peers)
- +25.2%
- assets growth YoY
Cruise & Associates, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Cruise & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$72,987 5th percentile higher than 5% 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
Cruise & Associates, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cruise & Associates, Inc. Employee Stock Ownership Plan is a small filing (34 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cruise & Associates, Inc. Employee Stock Ownership Plan reported net income rose from $5K in the plan year 2023 filing to $15K in the plan year 2024 filing.
- Cruise & Associates, Inc. Employee Stock Ownership Plan reported participants rose from 26 in the plan year 2023 filing to 34 in the plan year 2024 filing.
- Cruise & Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $58K in the plan year 2023 filing to $73K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 470719555 · Cruise & Associates, Inc. PY 2024 · ESOP
Cruise & Associates, Inc. Employee Stock Ownership Plan · $73K · 34 · 5th
- PART $73K
- PART 34
- PART 5th
- PART ESOP
- PART near Polaris Automation Holdings, Inc. Employee Stock Ownership Plan
- PART ind #234
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 Nebraska →
Cruise & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Cruise & Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Cruise & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $73K 36.13675787588831% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 21 | $54K |
| 2023 | 1 | 26 | $58K |
| 2024 | 1 | 34 | $73K |
Cruise & Associates, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $58K |
|---|---|
| Net Assets (End of Year) | $73K |
| Net Income | $15K |
| Employer EIN | 470719555 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Nebraska
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Commonwealth Holdings, Inc. Employee Stock Ownership Plan $208M · 241
- Builders Supply Co. , Inc. Employee Stock Ownership Plan $124M · 251
- Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan $91M · 62
- Majors Plastics, Inc. Employee Stock Ownership Plan $91M · 372
- Structural Component Systems, Inc. Employee Stock Ownership Plan and Trust $82M · 391
Cruise & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Nebraska, the nearest ESOP by assets is Polaris Automation Holdings, Inc. Employee Stock Ownership Plan in OH ($73K); by covered participants it is Custom Interface, Inc. Employee Stock Ownership Plan and Trust in WA (34 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($73K here).
Similar participant headcount
Nearest other-state filings by covered participants (34 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.