ESOP · DOL Form 5500 · 2022

Kurmac, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
28
Participants Small participant base
32nd
Percentile by assets National rank
$64,329
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kurmac, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Kurmac, Inc. · California · Retail Trade

$2M in assets, 28 participants

Kurmac, Inc.'s Kurmac, Inc. Employee Stock Ownership Plan and Trust reported $2M in total assets and 28 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #3,986 in Retail Trade (9,519 peers)

2022 asset change

Kurmac, Inc. Employee Stock Ownership Plan and Trust pulled back noticeably 10.6% in 2022 ($2M → $2M) for 28 participants.

#3,986
in Retail Trade (9,519 peers)
-10.6%
assets change YoY

The plan reported a net loss of $212K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kurmac, Inc. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

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

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

$1,801,209 32nd percentile higher than 32% 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

Kurmac, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kurmac, Inc. Employee Stock Ownership Plan and Trust is a small filing (28 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 330565606 · Kurmac, Inc. PY 2022 · ESOP

Kurmac, Inc. Employee Stock Ownership Plan and Trust · $2M · 28 · 32nd

  • EIN $2M
  • RANK 28
  • PHOTO 32nd
  • IND ESOP
  • EOY near Sturdevant Refrigeration & Air Conditioning, Inc. Employee Stock Ownership Plan
  • 5500 ind #3986

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 California →

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

Howe Contracting, Inc. Employee Stock Ownership PlanHowe Contracting, Inc. Emplo…$2MKurmac, Inc. Employee Stock Ownership Plan and TrustKurmac, Inc. Employee Stock …$2MSturdevant Refrigeration & Air Conditioning, Inc. Employee Stock Ownership PlanSturdevant Refrigeration & A…$2MSes Employee Stock Ownership PlanSes Employee Stock Ownership…$2MB&b Welding Company, Inc. Employee Stock Ownership PlanB&b Welding Company, Inc. Em…$2M
End-of-year total assets ($M) among Kurmac, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Kurmac, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Kurmac, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 9.530487578065621% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M$2.2M 202220232024 $1.8M $1.63M ▼ -9.4%
Year Plans Participants Total Assets
2022 1 28 $2M
2023 1 29 $2M
2024 1 33 $2M

2022 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$212K
Employer EIN330565606
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Kurmac, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Kurmac, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.001801209 · Participants: 28Kurmac, Inc. Employee Stock Ownership Plan and TrustParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Kurmac, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants

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

Outside California, the nearest ESOP by assets is Sturdevant Refrigeration & Air Conditioning, Inc. Employee Stock Ownership Plan in HI ($2M); by covered participants it is Clay County Savings Bank Employee Stock Ownership Plan in MO (28 participants). Same-state nearby plans are listed separately above.

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 Kurmac, Inc. Employee Stock Ownership Plan and Trust assets move in 2022?
Kurmac, Inc. Employee Stock Ownership Plan and Trust pulled back noticeably - down 10.6% during 2022, from $2M to $2M. Reported net income was -$212K.
How have Kurmac, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Kurmac, Inc.'s sponsor-wide assets declined 9.5%, from $2M to $2M.
Which ESOP plans are similar in size to Kurmac, Inc. Employee Stock Ownership Plan and Trust?
Among ESOP plans in other states, the closest by assets is Sturdevant Refrigeration & Air Conditioning, Inc. Employee Stock Ownership Plan in HI ($2M, 30 participants).
Which ESOP plans cover a similar participant headcount to Kurmac, Inc. Employee Stock Ownership Plan and Trust?
Among ESOP plans in other states, the closest by covered participants is Clay County Savings Bank Employee Stock Ownership Plan in MO (28 participants, $624K in assets).