ESOP · DOL Form 5500 · 2022

Kontek Systems, Inc. ESOP

Data updated 2026-08-25

$825K
Total assets Small plan by assets
26
Participants Small participant base
23rd
Percentile by assets National rank
$31,717
Avg per participant Low balance/head
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Official DOL plan name: Kontek Systems, Inc. Employee Stock Ownership Plan · Sponsored by Kontek Systems, Inc. · North Carolina · Construction

$825K in assets, 26 participants

Kontek Systems, Inc.'s Kontek Systems, Inc. Employee Stock Ownership Plan reported $825K in total assets and 26 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.

  • #2,019 in Construction (9,927 peers)

2022 asset change

Kontek Systems, Inc. Employee Stock Ownership Plan contracted severely 50.8% in 2022 ($2M → $825K) for 26 participants.

#2,019
in Construction (9,927 peers)
-50.8%
assets change YoY

The plan reported a net loss of $700K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kontek Systems, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Kontek Systems, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$824,635 23rd percentile higher than 23% 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

Kontek Systems, 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. Kontek Systems, Inc. Employee Stock Ownership Plan is a small filing (26 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 565185642 · Kontek Systems, Inc. PY 2022 · ESOP

Kontek Systems, Inc. Employee Stock Ownership Plan · $825K · 26 · 23rd

  • TYPE $825K
  • TYPE 26
  • TYPE 23rd
  • TYPE ESOP
  • TYPE near Switchback Brewing Company Employee Stock Ownership Plan
  • TYPE ind #2019

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 North Carolina →

Kontek Systems, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Switchback Brewing Company Employee Stock Ownership PlanSwitchback Brewing Company E…$826KCommunity Bancshares, Inc. Employee Stock Ownership Plan and TrustCommunity Bancshares, Inc. E…$828KDietz & Company Architects, Inc. Employee Stock Ownership PlanDietz & Company Architects, …$828KWoodsboro Bank Employee Stock Ownership PlanWoodsboro Bank Employee Stoc…$829KKontek Systems, Inc. Employee Stock Ownership PlanKontek Systems, Inc. Employe…$825K
End-of-year total assets ($M) among Kontek Systems, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Kontek Systems, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Kontek Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$834K 1.1834326702116693% vs 2022
2023 filing year
$0.82M$0.82M$0.83M$0.83M$0.84M 20222023 $0.82M $0.83M ▲ +1.2%
Year Plans Participants Total Assets
2022 1 26 $825K
2023 1 25 $834K

2022 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)-$399K
Net Income-$700K
Employer EIN565185642
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in North Carolina

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

Kontek Systems, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Kontek Systems, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000824635 · Participants: 26Kontek Systems, Inc. Employee Stock Ownership PlanOld Dominion 401(k) Retirement Plan, Total assets ($B): 1.794370156 · Participants: 24080Old Dominion 401(k) Retirement PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.183667115 · Participants: 1322Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.082312735 · Participants: 147State Utility Contractors, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.077703602 · Participants: 250Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanMckim & Creed, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.071758417 · Participants: 790Mckim & Creed, Inc. Employee Stock Ownership Plan
Kontek Systems, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Kontek Systems, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest ESOP by assets is Switchback Brewing Company Employee Stock Ownership Plan in VT ($826K); by covered participants it is Empire Telephone Corporation Employee Stock Ownership Plan in NY (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 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 Kontek Systems, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Kontek Systems, Inc. Employee Stock Ownership Plan contracted severely - down 50.8% during 2022, from $2M to $825K. Reported net income was -$700K.
How have Kontek Systems, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Kontek Systems, Inc.'s sponsor-wide assets grew 1.2%, from $825K to $834K.
Where does Kontek Systems, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Kontek Systems, Inc. Employee Stock Ownership Plan ranks in the 23rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Kontek Systems, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Switchback Brewing Company Employee Stock Ownership Plan in VT ($826K, 31 participants).
Which ESOP plans cover a similar participant headcount to Kontek Systems, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Empire Telephone Corporation Employee Stock Ownership Plan in NY (26 participants, $10M 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 565185642.

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.