ESOP · DOL Form 5500 · 2022

Koss Corporation ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
30
Participants Small participant base
26th
Percentile by assets National rank
$38,127
Avg per participant Low balance/head
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Official DOL plan name: Koss Corporation Employee Stock Ownership Plan and Trust Agreement · Sponsored by Koss Corporation · Wisconsin · Manufacturing

$1M in assets, 30 participants

Koss Corporation's Koss Corporation Employee Stock Ownership Plan and Trust Agreement reported $1M in total assets and 30 participants in its 2022 DOL Form 5500 filing, ranking in the 26th 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.

  • #2,529 in Manufacturing (20,602 peers)

Koss Corporation multi-year trail

Koss Corporation's plans moved +37.8% in assets from 2022 to 2024; this filing shows Koss Corporation Employee Stock Ownership Plan and Trust Agreement at $1M / 30 participants.

#2,529
in Manufacturing (20,602 peers)
-47.8%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Koss Corporation Employee Stock Ownership Plan and Trust Agreement among the smaller filed plans by assets

Koss Corporation Employee Stock Ownership Plan and Trust Agreement vs every filed plan by assets

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

$1,143,798 26th percentile higher than 26% 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

Koss Corporation Employee Stock Ownership Plan and Trust Agreement among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Koss Corporation Employee Stock Ownership Plan and Trust Agreement is a small filing (30 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 391168275 · Koss Corporation PY 2022 · ESOP

Koss Corporation Employee Stock Ownership Plan and Trust Agreement · $1M · 30 · 26th

  • VS-ST $1M
  • VS-ST 30
  • VS-ST 26th
  • VS-ST ESOP
  • VS-ST near The Galt Group, Inc. Employee Stock Ownership Plan and Trust
  • VS-ST ind #2529

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 Wisconsin →

Koss Corporation Employee Stock Ownership Plan and Trust Agreement in the asset neighbourhood

The Galt Group, Inc. Employee Stock Ownership Plan and TrustThe Galt Group, Inc. Employe…$1MElectronix Systems Employee Stock Ownership PlanElectronix Systems Employee …$1MKoss Corporation Employee Stock Ownership Plan and Trust AgreementKoss Corporation Employee St…$1MBlueforce, Inc. Employee Stock Ownership PlanBlueforce, Inc. Employee Sto…$1MBunkie, Inc. Employee Stock Ownership Plan and TrustBunkie, Inc. Employee Stock …$1M
End-of-year total assets ($M) among Koss Corporation Employee Stock Ownership Plan and Trust Agreement and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Koss Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Koss Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$2M 37.7705678799928% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.14M $1.58M ▲ +38.6%
Year Plans Participants Total Assets
2022 1 30 $1M
2023 1 28 $1M
2024 1 26 $2M

Koss Corporation filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$1M
Employer EIN391168275
Plan Effective Date1975-07-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Wisconsin

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

Koss Corporation Employee Stock Ownership Plan and Trust Agreement vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -10123 Total assets ($B) Participants Koss Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 0.001143798 · Participants: 30Koss Corporation Employee Stock Ownership Plan and Trust AgreementSchreiber Foods, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.652316726 · Participants: 5656Schreiber Foods, Inc. Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.640316132 · Participants: 2608Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.29452491 · Participants: 1649Ki Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.292527762 · Participants: 747Wausau Supply Company Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.25846345 · Participants: 210Trachte Building Systems Employee Stock Ownership Plan
Koss Corporation Employee Stock Ownership Plan and Trust Agreement vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Koss Corporation Employee Stock Ownership Plan and Trust Agreement side-by-side with 3 peers →

Koss Corporation Employee Stock Ownership Plan and Trust Agreement's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is The Galt Group, Inc. Employee Stock Ownership Plan and Trust in IL ($1M); by covered participants it is American Display Company Employee Stock Ownership in MN (30 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (30 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 Koss Corporation Employee Stock Ownership Plan and Trust Agreement assets move in 2022? ▼
Koss Corporation Employee Stock Ownership Plan and Trust Agreement contracted severely - down 47.8% during 2022, from $2M to $1M. Reported net income was -$1M.
How have Koss Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Koss Corporation's sponsor-wide assets grew 37.8%, from $1M to $2M.
Which ESOP plans are similar in size to Koss Corporation Employee Stock Ownership Plan and Trust Agreement? ▼
Among ESOP plans in other states, the closest by assets is The Galt Group, Inc. Employee Stock Ownership Plan and Trust in IL ($1M, 1 participant).
Which ESOP plans cover a similar participant headcount to Koss Corporation Employee Stock Ownership Plan and Trust Agreement? ▼
Among ESOP plans in other states, the closest by covered participants is American Display Company Employee Stock Ownership in MN (30 participants, N/A 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 391168275.

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.