ESOP · DOL Form 5500 · 2022

Kretz Lumber Co., Inc. ESOP

Data updated 2026-08-25

$21M
Total assets Small plan by assets
79
Participants Small participant base
78th
Percentile by assets National rank
$259,496
Avg per participant Above avg balance/head
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Official DOL plan name: Kretz Lumber Co., Inc. Employee Stock Ownership Plan · Sponsored by Kretz Lumber Co., Inc. · Wisconsin · Manufacturing

$21M in assets, 79 participants

Kretz Lumber Co., Inc.'s Kretz Lumber Co., Inc. Employee Stock Ownership Plan reported $21M in total assets and 79 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #14,141 in Manufacturing (20,602 peers)

Where Kretz Lumber Co., Inc. Employee Stock Ownership Plan sits by assets

Kretz Lumber Co., Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $21M for 79 participants (~$259,496/participant), down 8.9% in 2022.

#14,141
in Manufacturing (20,602 peers)
-8.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kretz Lumber Co., Inc. Employee Stock Ownership Plan's outsized position by total assets

Kretz Lumber Co., Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$20,500,166 Top 22% higher than 78% 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

Kretz Lumber Co., 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. Kretz Lumber Co., Inc. Employee Stock Ownership Plan is a small filing (79 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 390888340 · Kretz Lumber Co., Inc. PY 2022 · ESOP

Kretz Lumber Co., Inc. Employee Stock Ownership Plan · $21M · 79 · 78th

  • BOOK $21M
  • BOOK 79
  • BOOK 78th
  • BOOK ESOP
  • BOOK near Bolton and Company Employee Stock Ownership Plan
  • BOOK ind #14141

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 Wisconsin →

Kretz Lumber Co., Inc. Employee Stock Ownership Plan in the asset neighbourhood

Current Builders Construction Services, Inc. Employee Stock Ownership PlanCurrent Builders Constructio…$21MRonald N.S. Ho & Associates, Inc. Employee Stock Ownership PlanRonald N.S. Ho & Associates,…$21MKretz Lumber Co., Inc. Employee Stock Ownership PlanKretz Lumber Co., Inc. Emplo…$21MBolton and Company Employee Stock Ownership PlanBolton and Company Employee …$20MBacklund Investment Co. Employee Stock Ownership Plan and TrustBacklund Investment Co. Empl…$20M
End-of-year total assets ($M) among Kretz Lumber Co., 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)$22M
Net Assets (End of Year)$18M
Net Income-$2M
Employer EIN390888340
Plan Effective Date1973-08-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Kretz Lumber Co., Inc.)

Sponsor-wide plan assets over time

All Kretz Lumber Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 12.193750040853327% vs 2022
2024 filing year
$20M$21M$22M$23M$24M 202220232024 $20.5M $23M ▲ +12.2%
Year Plans Participants Total Assets
2022 1 79 $21M
2023 1 71 $21M
2024 1 77 $23M

Nearby ESOP Plans in Wisconsin

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

Kretz Lumber Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -10123 Total assets ($B) Participants Kretz Lumber Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.020500166 · Participants: 79Kretz Lumber Co., Inc. Employee Stock Ownership PlanSchreiber Foods, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.652316726 · Participants: 5656Schreiber Foods, Inc. Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.640316132 · Participants: 2608Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.29452491 · Participants: 1649Ki Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.292527762 · Participants: 747Wausau Supply Company Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.25846345 · Participants: 210Trachte Building Systems Employee Stock Ownership Plan
Kretz Lumber Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Kretz Lumber Co., Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Kretz Lumber Co., Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Bolton and Company Employee Stock Ownership Plan in CA ($20M); by covered participants it is Sierra Pacific Engineering & Products Employee Stock Ownership Plan in CA (79 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 Kretz Lumber Co., Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Kretz Lumber Co., Inc. Employee Stock Ownership Plan pulled back noticeably - down 8.9% during 2022, from $22M to $21M. Reported net income was -$2M.
How have Kretz Lumber Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kretz Lumber Co., Inc.'s sponsor-wide assets grew 12.2%, from $21M to $23M.
Where does Kretz Lumber Co., Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Kretz Lumber Co., Inc. Employee Stock Ownership Plan ranks in the 78th 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 Kretz Lumber Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bolton and Company Employee Stock Ownership Plan in CA ($20M, N/A participants).
Which ESOP plans cover a similar participant headcount to Kretz Lumber Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sierra Pacific Engineering & Products Employee Stock Ownership Plan in CA (79 participants, $86M 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 390888340.

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.