ESOP · DOL Form 5500 · 2022

Kumar and Associates, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
155
Participants Small participant base
63rd
Percentile by assets National rank
$58,112
Avg per participant Low balance/head
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Official DOL plan name: Kumar and Associates, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Kumar and Associates, Inc. · Colorado · Professional & Technical Services

$9M in assets, 155 participants

Kumar and Associates, Inc.'s Kumar and Associates, Inc. Employee Stock Ownership Plan and Trust reported $9M in total assets and 155 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #13,209 in Professional & Technical Services (21,562 peers)

Coverage in Colorado

Kumar and Associates, Inc. Employee Stock Ownership Plan and Trust covers 155 participants in Colorado, about 41% of the average Colorado filer (state average ~376 per filing). Assets: $9M.

#13,209
in Professional & Technical Services (21,562 peers)
+1.8%
assets growth YoY

Kumar and Associates, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Kumar and Associates, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$9,007,295 Top 37% higher than 63% 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

Kumar and Associates, Inc. Employee Stock Ownership Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kumar and Associates, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (155 participants).

EBSA filing schedule strip

Filing strip 841119130 · Kumar and Associates, Inc. PY 2022 · ESOP

Kumar and Associates, Inc. Employee Stock Ownership Plan and Trust · $9M · 155 · 63rd

  • PHOTO $9M
  • PHOTO 155
  • PHOTO 63rd
  • PHOTO ESOP
  • PHOTO near Renkim Corporation Employee Stock Ownership Plan
  • PHOTO ind #13209

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 Colorado →

Kumar and Associates, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Hose & Rubber Supply, Inc. ESOPHose & Rubber Supply, Inc. E…$9MKumar and Associates, Inc. Employee Stock Ownership Plan and TrustKumar and Associates, Inc. E…$9MRenkim Corporation Employee Stock Ownership PlanRenkim Corporation Employee …$9MBaker & O'brien, Inc. Employee Stock Ownership PlanBaker & O'brien, Inc. Employ…$9MSohnen Enterprises, Inc. Employee Stock Ownership PlanSohnen Enterprises, Inc. Emp…$9M
End-of-year total assets ($M) among Kumar and Associates, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Colorado filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$292K
Employer EIN841119130
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kumar and Associates, Inc.)

Sponsor-wide plan assets over time

All Kumar and Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 16.544034585300025% vs 2022
2024 filing year
$8.5M$9M$9.5M$10M$10.5M$11M 202220232024 $9.01M $10.5M ▲ +16.5%
Year Plans Participants Total Assets
2022 1 155 $9M
2023 1 152 $9M
2024 1 133 $10M

Nearby ESOP Plans in Colorado

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

Kumar and Associates, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Colorado, assets vs. participants Scatter plot of 6 data points. 020040060080010001200 -1000100200300 Total assets ($M) Participants Kumar and Associates, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 9.007295 · Participants: 155Kumar and Associates, Inc. Employee Stock Ownership Plan and TrustAlpine Lumber Company Employee Stock Ownership Plan, Total assets ($M): 285.815279 · Participants: 597Alpine Lumber Company Employee Stock Ownership PlanBrown Strauss, Inc. Employee Stock Ownership Plan, Total assets ($M): 232.984751 · Participants: 206Brown Strauss, Inc. Employee Stock Ownership PlanTrinidad Benham Corp. Employee Stock Ownership Plan, Total assets ($M): 217.557758 · Participants: 1013Trinidad Benham Corp. Employee Stock Ownership PlanEnvision Management Holding, Inc. Employee Stock Ownership Plan, Total assets ($M): 170.68 · Participants: 932Envision Management Holding, Inc. Employee Stock Ownership PlanCatamount Constructors, Inc. Employee Stock Ownership Plan, Total assets ($M): 112.205631 · Participants: 181Catamount Constructors, Inc. Employee Stock Ownership Plan
Kumar and Associates, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Colorado, assets vs. participants
Compare Kumar and Associates, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside Colorado, the nearest ESOP by assets is Renkim Corporation Employee Stock Ownership Plan in MI ($9M); by covered participants it is Denbow Company ESOP in TX (155 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (155 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 Kumar and Associates, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Kumar and Associates, Inc. Employee Stock Ownership Plan and Trust edged up modestly - up 1.8% during 2022, from $9M to $9M. Reported net income was $292K.
How have Kumar and Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kumar and Associates, Inc.'s sponsor-wide assets grew 16.5%, from $9M to $10M.
Which ESOP plans are similar in size to Kumar and Associates, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Renkim Corporation Employee Stock Ownership Plan in MI ($9M, 128 participants).
Which ESOP plans cover a similar participant headcount to Kumar and Associates, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Denbow Company ESOP in TX (155 participants, $15M 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 841119130.

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.