ESOP · DOL Form 5500 · 2022

Korellis Enterprises, Inc. ESOP

Data updated 2026-08-25

$25M
Total assets Small plan by assets
27
Participants Small participant base
80th
Percentile by assets National rank
$911,094
Avg per participant High balance/head
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Official DOL plan name: Korellis Enterprises, Inc. Employee Stock Ownership Plan · Sponsored by Korellis Enterprises, Inc. · Indiana · Construction

$25M in assets, 27 participants

Korellis Enterprises, Inc.'s Korellis Enterprises, Inc. Employee Stock Ownership Plan reported $25M in total assets and 27 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #7,876 in Construction (9,927 peers)

Where Korellis Enterprises, Inc. Employee Stock Ownership Plan sits by assets

Korellis Enterprises, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $25M for 27 participants (~$911,094/participant), up 60.8% in 2022.

#7,876
in Construction (9,927 peers)
+60.8%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Korellis Enterprises, Inc. Employee Stock Ownership Plan's outsized position by total assets

Korellis Enterprises, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$24,599,550 Top 20% higher than 80% 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

Korellis Enterprises, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Korellis Enterprises, Inc. Employee Stock Ownership Plan is a small filing (27 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 351802693 · Korellis Enterprises, Inc. PY 2022 · ESOP

Korellis Enterprises, Inc. Employee Stock Ownership Plan · $25M · 27 · 80th

  • EOY $25M
  • EOY 27
  • EOY 80th
  • EOY ESOP
  • EOY near Bremer Financial Corporation Employee Stock Ownership Plan
  • EOY ind #7876

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 →

Korellis Enterprises, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Brait Builders Corporation Employee Stock Ownership PlanBrait Builders Corporation E…$25MKorellis Enterprises, Inc. Employee Stock Ownership PlanKorellis Enterprises, Inc. E…$25MBremer Financial Corporation Employee Stock Ownership PlanBremer Financial Corporation…$25MK-M Industries Holding Co., Inc. Employee Stock Ownership PlanK-M Industries Holding Co., …$25MWeststar Bank Holding Company, Inc. Employee Stock Ownership PlanWeststar Bank Holding Compan…$25M
End-of-year total assets ($M) among Korellis Enterprises, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$23M
Net Income$9M
Employer EIN351802693
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Korellis Enterprises, Inc.)

Sponsor-wide plan assets over time

All Korellis Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 12.866292269574037% vs 2022
2024 filing year
$24M$25M$26M$27M$28M$29M 202220232024 $24.6M $27.8M ▲ +12.8%
Year Plans Participants Total Assets
2022 1 27 $25M
2023 1 29 $26M
2024 1 31 $28M

Nearby ESOP Plans in Indiana

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

Korellis Enterprises, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.52 Total assets ($B) Participants Korellis Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.02459955 · Participants: 27Korellis Enterprises, Inc. Employee Stock Ownership PlanJasper 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
Korellis Enterprises, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Korellis Enterprises, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Korellis Enterprises, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Bremer Financial Corporation Employee Stock Ownership Plan in MN ($25M); by covered participants it is Bailey Lauerman & Associates Employee Stock Ownership Plan in NE (27 participants). Same-state nearby plans are listed separately above.

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 Korellis Enterprises, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Korellis Enterprises, Inc. Employee Stock Ownership Plan surged - up 60.8% during 2022, from $15M to $25M. Reported net income was $9M.
How have Korellis Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Korellis Enterprises, Inc.'s sponsor-wide assets grew 12.9%, from $25M to $28M.
Where does Korellis Enterprises, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Korellis Enterprises, Inc. Employee Stock Ownership Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Korellis Enterprises, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bremer Financial Corporation Employee Stock Ownership Plan in MN ($25M, 1,607 participants).
Which ESOP plans cover a similar participant headcount to Korellis Enterprises, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bailey Lauerman & Associates Employee Stock Ownership Plan in NE (27 participants, N/A 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 351802693.

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.