ESOP · DOL Form 5500 · 2022

Kurtz Bros., Inc. ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
56
Participants Small participant base
64th
Percentile by assets National rank
$169,941
Avg per participant Above avg balance/head
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Official DOL plan name: Kurtz Bros. Employee Stock Ownership Plan · Sponsored by Kurtz Bros., Inc. · Pennsylvania · Manufacturing

$10M in assets, 56 participants

Kurtz Bros., Inc.'s Kurtz Bros. Employee Stock Ownership Plan reported $10M in total assets and 56 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #10,488 in Manufacturing (20,602 peers)

Kurtz Bros., Inc. multi-year trail

Kurtz Bros., Inc.'s plans moved +14.2% in assets from 2022 to 2024; this filing shows Kurtz Bros. Employee Stock Ownership Plan at $10M / 56 participants.

#10,488
in Manufacturing (20,602 peers)
+16.5%
assets growth YoY

Kurtz Bros. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Kurtz Bros. Employee Stock Ownership Plan vs every filed plan by assets

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

$9,516,721 Top 36% higher than 64% 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

Kurtz Bros. 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. Kurtz Bros. Employee Stock Ownership Plan is a small filing (56 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 250605470 · Kurtz Bros., Inc. PY 2022 · ESOP

Kurtz Bros. Employee Stock Ownership Plan · $10M · 56 · 64th

  • IND $10M
  • EOY 56
  • 5500 64th
  • ASSETS ESOP
  • PCT near Benmark Holdings, Inc. Employee Stock Ownership Plan
  • EIN ind #10488

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 Pennsylvania →

Kurtz Bros. Employee Stock Ownership Plan in the asset neighbourhood

Ironsmith, Inc. Employee Stock Ownership PlanIronsmith, Inc. Employee Sto…$10MKurtz Bros. Employee Stock Ownership PlanKurtz Bros. Employee Stock O…$10MBenmark Holdings, Inc. Employee Stock Ownership PlanBenmark Holdings, Inc. Emplo…$10MJpra Architects, Ltd. Employee Stock Ownership PlanJpra Architects, Ltd. Employ…$10MSpiezle Group, Inc. Employee Stock Ownership PlanSpiezle Group, Inc. Employee…$10M
End-of-year total assets ($M) among Kurtz Bros. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Kurtz Bros., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Kurtz Bros., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 14.185232497621817% vs 2022
2024 filing year
$9M$9.5M$10M$10.5M$11M$11.5M 202220232024 $9.52M $10.9M ▲ +14.2%
Year Plans Participants Total Assets
2022 1 56 $10M
2023 1 53 $11M
2024 1 56 $11M

Kurtz Bros., Inc. filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN250605470
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Kurtz Bros. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Kurtz Bros. Employee Stock Ownership Plan, Total assets ($B): 0.009516721 · Participants: 56Kurtz Bros. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.519811811 · Participants: 22323Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.154561341 · Participants: 337Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533697969 · Participants: 12847Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.48126732 · Participants: 2268Centimark Corporation Employee Stock Ownership Plan and TrustNewage Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.310383492 · Participants: 304Newage Industries, Inc. Employee Stock Ownership Plan
Kurtz Bros. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Kurtz Bros. Employee Stock Ownership Plan side-by-side with 3 peers →

Kurtz Bros. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Benmark Holdings, Inc. Employee Stock Ownership Plan in OH ($10M); by covered participants it is Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan in MO (56 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (56 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 Kurtz Bros. Employee Stock Ownership Plan assets move in 2022? ▼
Kurtz Bros. Employee Stock Ownership Plan grew sharply - up 16.5% during 2022, from $8M to $10M. Reported net income was $2M.
How have Kurtz Bros., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kurtz Bros., Inc.'s sponsor-wide assets grew 14.2%, from $10M to $11M.
Which ESOP plans are similar in size to Kurtz Bros. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Benmark Holdings, Inc. Employee Stock Ownership Plan in OH ($10M, 43 participants).
Which ESOP plans cover a similar participant headcount to Kurtz Bros. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan in MO (56 participants, $36M 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 250605470.

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.