ESOP · DOL Form 5500 · 2023

Koberstein Holdings, Inc. ESOP

Data updated 2026-08-11

$11M
Total assets: 19
Participants: 60th
Percentile by assets: $557,657
Avg per participant

Official DOL plan name: Koberstein Holdings, Inc. Employee Stock Ownership Plan & Trust · Sponsored by Koberstein Holdings, Inc. · Indiana · Transportation & Warehousing

$11M in assets, 19 participants

Koberstein Holdings, Inc.'s Koberstein Holdings, Inc. Employee Stock Ownership Plan & Trust reported $11M in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

60th percentile by assets (of 127,072 plans)
#2,041 in Transportation & Warehousing (3,362 peers)

Koberstein Holdings, Inc. multi-year trail

Koberstein Holdings, Inc.'s plans moved +68.2% in assets from 2022 to 2024; this filing shows Koberstein Holdings, Inc. Employee Stock Ownership Plan & Trust at $11M / 19 participants.

$11M
total plan assets (2023 EOY): 19
covered participants: 60th
percentile by assets (of 127,072 plans): $557,657
avg assets per participant

Koberstein Holdings, Inc. Employee Stock Ownership Plan & Trust reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Koberstein Holdings, Inc. Employee Stock Ownership Plan & Trust end-of-year assets rose from $8M in the plan year 2022 filing to $11M in the plan year 2023 filing.
Koberstein Holdings, Inc. Employee Stock Ownership Plan & Trust reported participants rose from 17 in the plan year 2022 filing to 19 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Indiana

Industry

Transportation & Warehousing

Koberstein Holdings, Inc. across 3 plan years on file

Across the 3 plan years Koberstein Holdings, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $8M to $14M, a gain of 68.2%, while reported participants moved from 17 to 22 (+29.4%). Peak year by sponsor assets: 2024 ($14M); trough: 2022 ($8M).

Koberstein Holdings, Inc. multi-year asset trail

Total plan assets by year, all Koberstein Holdings, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	17	$8M
2023	1	19	$11M
2024	1	22	$14M

Koberstein Holdings, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$8M
Net Assets (End of Year)	$9M
Net Income	$2M
Employer EIN	464269767
Plan Effective Date	2014-01-01
Filing Status	FILING RECEIVED

Nearby ESOP Plans in Indiana

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

Koberstein Holdings, Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Indiana, assets vs. participants

Jasper Holdings, Inc Employee Stock Ownership Plan and Trust $1.9B · 3,535
Urschel Laboratories Employee Stock Ownership Plan $366M · 487
Nibco Inc. Employee Stock Ownership Plan $365M · 1,242
Superior Industrial Solutions, Inc. Employee Stock Ownership Plan $139M · 363
Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan $135M · 558

Compare Koberstein Holdings, Inc. Employee Stock… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Koberstein Holdings, Inc. Employee Stock Ownership Plan & Trust by total assets, not by location.

Dazey's, Inc. Employee Stock Ownership Plan (CA) $11M · 66
Gifford Bancorp, Inc. Employee Stock Ownership Plan (IL) $11M · 36
Bna Bank Employee Stock Ownership Plan (MS) $11M · 89
Design Workshop, Inc. Employee Stock Ownership Plan (CO) $11M · 138

Frequently Asked Questions

How did Koberstein Holdings, Inc. Employee Stock Ownership Plan & Trust assets move in 2023? ▼

Koberstein Holdings, Inc. Employee Stock Ownership Plan & Trust grew sharply - up 28.3% during 2023, from $8M to $11M. Reported net income was $2M.

How have Koberstein Holdings, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Koberstein Holdings, Inc.'s sponsor-wide assets grew 68.2%, from $8M to $14M.

Which ESOP plans are similar in size to Koberstein Holdings, Inc. Employee Stock Ownership Plan & Trust? ▼

Among ESOP plans in other states, the closest by assets is Dazey's, Inc. Employee Stock Ownership Plan in CA ($11M, 66 participants).

Next read for Koberstein Holdings, Inc. Employee Stock…

Multi-year trail

Ways to act on Koberstein Holdings, Inc. Employee Stock Ownership Plan & Trust's numbers.

By total assets, Koberstein Holdings, Inc. Employee Stock Ownership Plan & Trust ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Indiana. Compare plans
Koberstein Holdings, Inc.'s sponsor-wide assets have grown 68.2% since 2022 across 3 plan years on file. More Transportation & Warehousing plans

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 464269767.