ESOP · DOL Form 5500 · 2022
Karl's, Inc. ESOP
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 260
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $58,650
- Avg per participant Low balance/head
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.
- #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.
- #7,900
- in Retail Trade (9,519 peers)
- +37.8%
- assets growth YoY
Karl's Inc Employee Stock Ownership Plan and Trust's outsized position 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 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. Karl's Inc Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (260 participants).
Published 5500 schedule card
Filing strip 460307274 · Karl's, Inc. PY 2022 · ESOP
Karl's Inc Employee Stock Ownership Plan and Trust · $15M · 260 · 73rd
- TYPE $15M
- TYPE 260
- TYPE 73rd
- TYPE ESOP
- TYPE near Paschal Associates Employee Stock Ownership Plan
- TYPE ind #7900
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 South Dakota →
Karl's Inc Employee Stock Ownership Plan and Trust in the asset neighbourhood
Karl's, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Karl's, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 50.124935698495236% vs 2022
- 2024 filing year
| 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.
- 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
Karl's Inc Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside South Dakota, the nearest ESOP by assets is Paschal Associates Employee Stock Ownership Plan in NC ($15M); by covered participants it is Bowers & Kubota Consulting, Inc. ESOP in HI (260 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (260 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.