ESOP · DOL Form 5500 · 2022

Koberstein Holdings, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
17
Participants Small participant base
61st
Percentile by assets National rank
$485,941
Avg per participant High balance/head
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Official DOL plan name: Koberstein Holdings, Inc. Employee Stock Ownership Plan & Trust · Sponsored by Koberstein Holdings, Inc. · Indiana · Transportation & Warehousing

$8M in assets, 17 participants

Koberstein Holdings, Inc.'s Koberstein Holdings, Inc. Employee Stock Ownership Plan & Trust reported $8M in total assets and 17 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #2,466 in Transportation & Warehousing (3,876 peers)

Koberstein Holdings, Inc. multi-year trail

Koberstein Holdings, Inc.'s plans moved +68.2% in assets from 2022 to 2024; this filing shows Koberstein Holdings, Inc. Employee Stock Ownership Plan & Trust at $8M / 17 participants.

#2,466
in Transportation & Warehousing (3,876 peers)
+18.4%
assets growth YoY

Koberstein Holdings, Inc. Employee Stock Ownership Plan & Trust's mid-pack asset rank among Transportation & Warehousing and all filers

Koberstein Holdings, Inc. Employee Stock Ownership Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$8,260,995 Top 39% higher than 61% of 139,123 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 2022

Koberstein Holdings, Inc. Employee Stock Ownership Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Koberstein Holdings, Inc. Employee Stock Ownership Plan & Trust is a small filing (17 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 464269767 · Koberstein Holdings, Inc. PY 2022 · ESOP

Koberstein Holdings, Inc. Employee Stock Ownership Plan & Trust · $8M · 17 · 61st

  • SCH $8M
  • EBSA 17
  • PART 61st
  • TYPE ESOP
  • NET near Ameri-Force, Inc. Employee Stock Ownership Plan
  • BOOK ind #2466

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 →

Koberstein Holdings, Inc. Employee Stock Ownership Plan & Trust in the asset neighbourhood

Koberstein Holdings, Inc. Employee Stock Ownership Plan & TrustKoberstein Holdings, Inc. Em…$8MAmeri-Force, Inc. Employee Stock Ownership PlanAmeri-Force, Inc. Employee S…$8MAmwest Control, Inc. Employee Stock Ownership PlanAmwest Control, Inc. Employe…$8MAndesa Services Inc. Employee Stock Ownership PlanAndesa Services Inc. Employe…$8MMetroconnections, Inc. Employee Stock Ownership Plan and TrustMetroconnections, Inc. Emplo…$8M
End-of-year total assets ($M) among Koberstein Holdings, Inc. Employee Stock Ownership Plan & Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Koberstein Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Koberstein Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 68.20939850465955% vs 2022
2024 filing year
$6M$8M$10M$12M$14M$16M 202220232024 $8.26M $13.9M ▲ +68.3%
Year Plans Participants Total Assets
2022 1 17 $8M
2023 1 19 $11M
2024 1 22 $14M

Koberstein Holdings, Inc. filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN464269767
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Indiana

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

Koberstein Holdings, Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.52 Total assets ($B) Participants Koberstein Holdings, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 0.008260995 · Participants: 17Koberstein Holdings, Inc. Employee Stock Ownership Plan & TrustJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.524085669 · Participants: 3842Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.314961737 · Participants: 467Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.309552138 · Participants: 1233Nibco Inc. Employee Stock Ownership PlanWood-Mizer Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.115298049 · Participants: 464Wood-Mizer Holdings, Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.113705161 · Participants: 333Superior Industrial Solutions, Inc. Employee Stock Ownership Plan
Koberstein Holdings, Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Koberstein Holdings, Inc. Employee Stock Ownership Plan & Trust side-by-side with 3 peers →

Koberstein Holdings, Inc. Employee Stock Ownership Plan & Trust's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Ameri-Force, Inc. Employee Stock Ownership Plan in FL ($8M); by covered participants it is Corporate Web Services, Inc. Employee Stock Ownership Plan in AZ (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Koberstein Holdings, Inc. Employee Stock Ownership Plan & Trust assets move in 2022? ▼
Koberstein Holdings, Inc. Employee Stock Ownership Plan & Trust grew sharply - up 18.4% during 2022, from $7M to $8M. Reported net income was $1M.
How have Koberstein Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Koberstein Holdings, Inc.'s sponsor-wide assets grew 68.2%, from $8M to $14M.
Which ESOP plans are similar in size to Koberstein Holdings, Inc. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by assets is Ameri-Force, Inc. Employee Stock Ownership Plan in FL ($8M, 192 participants).
Which ESOP plans cover a similar participant headcount to Koberstein Holdings, Inc. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Corporate Web Services, Inc. Employee Stock Ownership Plan in AZ (17 participants, $435K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 464269767.

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.