ESOP · DOL Form 5500 · 2022
Karl's, Inc. ESOP
Data updated 2026-08-11
- $15M
- Total assets
- 260
- Participants
- 73rd
- Percentile by assets
- $58,650
- Avg per participant
Official DOL plan name: Karl's Inc Employee Stock Ownership Plan and Trust · Sponsored by Karl's, Inc. · South Dakota · Retail Trade
$15M in assets, 260 participants
Karl's, Inc.'s Karl's Inc Employee Stock Ownership Plan and Trust reported $15M in total assets and 260 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.
- 73rd percentile by assets (of 139,126 plans)
- #7,900 in Retail Trade (9,519 peers)
Karl's, Inc. multi-year trail
Karl's, Inc.'s plans moved +50.1% in assets from 2022 to 2024; this filing shows Karl's Inc Employee Stock Ownership Plan and Trust at $15M / 260 participants.
- $15M
- total plan assets (2022 EOY)
- 260
- covered participants
- 73rd
- percentile by assets (of 139,126 plans)
- $58,650
- avg assets per participant
Where Karl's Inc Employee Stock Ownership Plan and Trust sits by total assets
Karl's Inc Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$15,249,057 Top 27% higher than 73% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Karl's, Inc. across 3 plan years on file
Across the 3 plan years Karl's, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $20M to $30M, a gain of 50.1%, while reported participants moved from 637 to 670 (+5.2%). Peak year by sponsor assets: 2024 ($30M); trough: 2022 ($20M).
Karl's, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 637 | $20M |
| 2023 | 2 | 597 | $25M |
| 2024 | 2 | 670 | $30M |
Karl's, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $5M |
| Employer EIN | 460307274 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in South Dakota
Peer ESOP plans, same state, same plan type, ranked by total assets.
Karl's Inc Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in South Dakota, assets vs. participants
- Showplace Wood Products, Inc. Employee Stock Ownership Plan $91M · 469
- Fishback Financial Corporation Employee Stock Ownership Plan $55M · 688
- Bierschbach Equipment & Supply Co., Inc. Employee Stock Ownership Plan $41M · 82
- Re/Spec Inc. Employee Stock Ownership Plan $39M · 516
- The Ramkota Companies, Inc. Employee Stock Ownership Plan and Trust $36M · 112
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Karl's Inc Employee Stock Ownership Plan and Trust by total assets, not by location.
Frequently Asked Questions
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Next read for Karl's Inc Employee Stock Ownership Plan…
Multi-year trail
Ways to act on Karl's Inc Employee Stock Ownership Plan and Trust's numbers.
- By total assets, Karl's Inc Employee Stock Ownership Plan and Trust ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in South Dakota. Compare plans
- Karl's, Inc.'s sponsor-wide assets have grown 50.1% since 2022 across 3 plan years on file. More Retail Trade plans