ESOP · DOL Form 5500 · 2023

Kramer Mechanical Plumbing and Heating, Inc. ESOP

Data updated 2026-08-25

$275K
Total assets Small plan by assets
27
Participants Small participant base
13th
Percentile by assets National rank
$10,185
Avg per participant Low balance/head
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Official DOL plan name: Kramer Mechanical Employee Stock Ownership Plan · Sponsored by Kramer Mechanical Plumbing and Heating, Inc. · Minnesota · Construction

$275K in assets, 27 participants

Kramer Mechanical Plumbing and Heating, Inc.'s Kramer Mechanical Employee Stock Ownership Plan reported $275K in total assets and 27 participants in its 2023 DOL Form 5500 filing, ranking in the 13th 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.

  • #1,064 in Construction (9,030 peers)

Kramer Mechanical Plumbing and Heating, Inc. multi-year trail

Kramer Mechanical Plumbing and Heating, Inc.'s plans moved +121.4% in assets from 2022 to 2024; this filing shows Kramer Mechanical Employee Stock Ownership Plan at $275K / 27 participants.

#1,064
in Construction (9,030 peers)
$275K
reported net income

Kramer Mechanical Employee Stock Ownership Plan among the smaller filed plans by assets

Kramer Mechanical Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$275,000 13th percentile higher than 13% of 127,068 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 2023

Kramer Mechanical Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kramer Mechanical Employee Stock Ownership Plan is a small filing (27 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 411857185 · Kramer Mechanical Plumbing and Heating, Inc. PY 2023 · ESOP

Kramer Mechanical Employee Stock Ownership Plan · $275K · 27 · 13th

  • VS-ST $275K
  • VS-ST 27
  • VS-ST 13th
  • VS-ST ESOP
  • VS-ST near Ljt & Associates, Inc. Profit Sharing Plan
  • VS-ST ind #1064

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 Minnesota →

Kramer Mechanical Employee Stock Ownership Plan in the asset neighbourhood

Kramer Mechanical Employee Stock Ownership PlanKramer Mechanical Employee S…$275KVersa Engineering & Technology, Inc. Employee Stock Ownership PlanVersa Engineering & Technolo…$276KRiv 512 Administrative Services, Inc., Employees Stock Ownership PlanRiv 512 Administrative Servi…$277KF.a.B.S. Farms, Inc. Employee Stock Ownership PlanF.a.B.S. Farms, Inc. Employe…$277KLjt & Associates, Inc. Profit Sharing PlanLjt & Associates, Inc. Profi…$274K
End-of-year total assets ($M) among Kramer Mechanical Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Kramer Mechanical Plumbing and Heating, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Kramer Mechanical Plumbing and Heating, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 121.37163545787793% vs 2022
2024 filing year
$1M$2M$3M$4M 202220232024 $1.66M $3.67M ▲ +121.1%
Year Plans Participants Total Assets
2022 1 22 $2M
2023 2 54 $3M
2024 2 58 $4M

Kramer Mechanical Plumbing and Heating, Inc. filing trail (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$275K
Net Income$275K
Employer EIN411857185
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Minnesota

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

Kramer Mechanical Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Kramer Mechanical Employee Stock Ownership Plan, Total assets ($M): 0.275 · Participants: 27Kramer Mechanical Employee Stock Ownership PlanAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 899.073238 · Participants: 11644Andersen Corporation Employee Stock Ownership PlanKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 497.538965 · Participants: 789Kingdom Enterprises, Inc. Employee Stock Ownership PlanLandscape Structures, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 432.374379 · Participants: 446Landscape Structures, Inc. Employee Stock Ownership Plan and TrustHormel Foods Corporation Joint Earnings Profit Sharing Trust, Total assets ($M): 431.874919 · Participants: 4575Hormel Foods Corporation Joint Earnings Profit Sharing TrustForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 426.610266 · Participants: 412Force America Inc. Employee Stock Ownership Plan
Kramer Mechanical Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Kramer Mechanical Employee Stock Ownership Plan side-by-side with 3 peers →

Kramer Mechanical Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Ljt & Associates, Inc. Profit Sharing Plan in CO ($274K); by covered participants it is Blankenberger Brothers, Inc. Employee Stock Ownership Plan and Trust Agreement in IN (27 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (27 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How have Kramer Mechanical Plumbing and Heating, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kramer Mechanical Plumbing and Heating, Inc.'s sponsor-wide assets grew 121.4%, from $2M to $4M.
Where does Kramer Mechanical Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Kramer Mechanical Employee Stock Ownership Plan ranks in the 13th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Kramer Mechanical Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ljt & Associates, Inc. Profit Sharing Plan in CO ($274K, 212 participants).
Which ESOP plans cover a similar participant headcount to Kramer Mechanical Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Blankenberger Brothers, Inc. Employee Stock Ownership Plan and Trust Agreement in IN (27 participants, $13M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 411857185.

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.