ESOP · DOL Form 5500 · 2024

Crystal Valley Sales, Inc. ESOP

Data updated 2026-08-25

$335K
Total assets Small plan by assets
10
Participants Small participant base
14th
Percentile by assets National rank
$33,477
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Crystal Valley Sales Employee Stock Ownership Plan · Sponsored by Crystal Valley Sales, Inc. · Indiana · Wholesale Trade

$335K in assets, 10 participants

Crystal Valley Sales, Inc.'s Crystal Valley Sales Employee Stock Ownership Plan reported $335K in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 14th 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.

  • #423 in Wholesale Trade (6,080 peers)

What the 2024 filing shows

Crystal Valley Sales Employee Stock Ownership Plan holds $335K for 10 participants - about $33,477 per participant, among the smaller plans by assets on file.

#423
in Wholesale Trade (6,080 peers)
+0.4%
assets growth YoY

Crystal Valley Sales Employee Stock Ownership Plan among the smaller filed plans by assets

Crystal Valley Sales Employee Stock Ownership Plan vs every filed plan by assets

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

$334,774 14th percentile higher than 14% 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

Crystal Valley Sales Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Crystal Valley Sales Employee Stock Ownership Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Crystal Valley Sales Employee Stock Ownership Plan reported net income fell from $7K in the plan year 2023 filing to $1K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 351782097 · Crystal Valley Sales, Inc. PY 2024 · ESOP

Crystal Valley Sales Employee Stock Ownership Plan · $335K · 10 · 14th

  • EOY $335K
  • EOY 10
  • EOY 14th
  • EOY ESOP
  • EOY near Forcon Holding Company Employee Stock Ownership Plan
  • EOY ind #423

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 Indiana →

Crystal Valley Sales Employee Stock Ownership Plan in the asset neighbourhood

Forcon Holding Company Employee Stock Ownership PlanForcon Holding Company Emplo…$336KKobra International, Ltd. Employee Stock Ownership PlanKobra International, Ltd. Em…$337KBark Frameworks, Inc. Employee Stock Ownership PlanBark Frameworks, Inc. Employ…$338KCrystal Valley Sales Employee Stock Ownership PlanCrystal Valley Sales Employe…$335KKirsch Employee Stock Ownership PlanKirsch Employee Stock Owners…$333K
End-of-year total assets ($M) among Crystal Valley Sales Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$333K
Net Assets (End of Year)$335K
Net Income$1K
Employer EIN351782097
Plan Effective Date2015-12-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Crystal Valley Sales, Inc.)

Sponsor-wide plan assets over time

All Crystal Valley Sales, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$335K 2.613349353865771% vs 2022
2024 filing year
$0.33M 202220232024 $0.33M $0.33M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 10 $326K
2023 1 10 $333K
2024 1 10 $335K

Nearby ESOP Plans in Indiana

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

Crystal Valley Sales Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.522.5 Total assets ($B) Participants Crystal Valley Sales Employee Stock Ownership Plan, Total assets ($B): 0.000334774 · Participants: 10Crystal Valley Sales Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 2.185109137 · Participants: 4295Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.432438721 · Participants: 509Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.376983564 · Participants: 1370Nibco Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.170278352 · Participants: 622Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership PlanErmco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.151428287 · Participants: 123Ermco, Inc. Employee Stock Ownership Plan
Crystal Valley Sales Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Crystal Valley Sales Employee Stock Ownership Plan side-by-side with 3 peers →

Crystal Valley Sales Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Forcon Holding Company Employee Stock Ownership Plan in FL ($336K); by covered participants it is Micro USA, Inc. Employee Stock Ownership Plan in CA (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Crystal Valley Sales Employee Stock Ownership Plan assets move in 2024? ▼
Crystal Valley Sales Employee Stock Ownership Plan held essentially flat - up 0.4% during 2024, from $333K to $335K. Reported net income was $1K.
How have Crystal Valley Sales, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Crystal Valley Sales, Inc.'s sponsor-wide assets grew 2.6%, from $326K to $335K.
Where does Crystal Valley Sales Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Crystal Valley Sales Employee Stock Ownership Plan ranks in the 14th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Crystal Valley Sales Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Forcon Holding Company Employee Stock Ownership Plan in FL ($336K, 6 participants).
Which ESOP plans cover a similar participant headcount to Crystal Valley Sales Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Micro USA, Inc. Employee Stock Ownership Plan in CA (10 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 351782097.

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.