ESOP · DOL Form 5500 · 2022

Kline Electric, Inc. ESOP

Data updated 2026-08-25

$20M
Total assets Small plan by assets
135
Participants Small participant base
77th
Percentile by assets National rank
$145,034
Avg per participant Above avg balance/head
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Official DOL plan name: Kline Electric, Inc. Employee Stock Ownership Plan · Sponsored by Kline Electric, Inc. · Iowa · Construction

$20M in assets, 135 participants

Kline Electric, Inc.'s Kline Electric, Inc. Employee Stock Ownership Plan reported $20M in total assets and 135 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #7,578 in Construction (9,927 peers)

Coverage in Iowa

Kline Electric, Inc. Employee Stock Ownership Plan covers 135 participants in Iowa, about 22% of the average Iowa filer (state average ~609 per filing). Assets: $20M.

#7,578
in Construction (9,927 peers)
+24.3%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Kline Electric, Inc. Employee Stock Ownership Plan's outsized position by total assets

Kline Electric, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$19,579,587 Top 23% higher than 77% 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

Kline Electric, Inc. Employee Stock Ownership Plan 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. Kline Electric, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (135 participants).

Form 5500 schedule snapshot

Filing strip 800099527 · Kline Electric, Inc. PY 2022 · ESOP

Kline Electric, Inc. Employee Stock Ownership Plan · $20M · 135 · 77th

  • TYPE $20M
  • TYPE 135
  • TYPE 77th
  • TYPE ESOP
  • TYPE near Bernards Holdings, Inc. Employee Stock Ownership Plan
  • TYPE ind #7578

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 Iowa →

Kline Electric, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Life's Abundance Inc Employee Stock Ownership PlanLife's Abundance Inc Employe…$20MBernards Holdings, Inc. Employee Stock Ownership PlanBernards Holdings, Inc. Empl…$20MNelco Products, Inc. Employee Stock Ownership PlanNelco Products, Inc. Employe…$20MKline Electric, Inc. Employee Stock Ownership PlanKline Electric, Inc. Employe…$20MMedler Electric Company Employee Stock Ownership Plan and TrustMedler Electric Company Empl…$20M
End-of-year total assets ($M) among Kline Electric, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Iowa filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$10M
Net Income$4M
Employer EIN800099527
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kline Electric, Inc.)

Sponsor-wide plan assets over time

All Kline Electric, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 29.49540764062081% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $19.6M $25.4M ▲ +29.5%
Year Plans Participants Total Assets
2022 1 135 $20M
2023 1 142 $24M
2024 1 157 $25M

Nearby ESOP Plans in Iowa

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

Kline Electric, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. 0100020003000 -2000200400600800 Total assets ($M) Participants Kline Electric, Inc. Employee Stock Ownership Plan, Total assets ($M): 19.579587 · Participants: 135Kline Electric, Inc. Employee Stock Ownership PlanEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 685.782673 · Participants: 781Employee Owned Brands, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 437.278096 · Participants: 774Van Meter Industrial, Inc. Employee Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 402.726302 · Participants: 645Precision, Inc. Employee Stock Ownership Plan and TrustIta Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 382.93662 · Participants: 643Ita Group Holdings, Inc. Employees' Stock Ownership PlanAnnett Holdings, Inc. Employee Stock Ownership Plan & Trust, Total assets ($M): 362.257753 · Participants: 2582Annett Holdings, Inc. Employee Stock Ownership Plan & Trust
Kline Electric, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Kline Electric, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Iowa, the nearest ESOP by assets is Bernards Holdings, Inc. Employee Stock Ownership Plan in CA ($20M); by covered participants it is Nordon, Inc. Employee Stock Ownership Plan in NY (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Kline Electric, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Kline Electric, Inc. Employee Stock Ownership Plan grew sharply - up 24.3% during 2022, from $16M to $20M. Reported net income was $4M.
How have Kline Electric, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kline Electric, Inc.'s sponsor-wide assets grew 29.5%, from $20M to $25M.
Where does Kline Electric, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Kline Electric, Inc. Employee Stock Ownership Plan ranks in the 77th 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 Kline Electric, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bernards Holdings, Inc. Employee Stock Ownership Plan in CA ($20M, 391 participants).
Which ESOP plans cover a similar participant headcount to Kline Electric, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Nordon, Inc. Employee Stock Ownership Plan in NY (135 participants, $14M 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 800099527.

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.