ESOP · DOL Form 5500 · 2023

Korellis Enterprises, Inc. ESOP

Data updated 2026-08-11

$26M
Total assets: 29
Participants: 77th
Percentile by assets: $895,684
Avg per participant

Official DOL plan name: Korellis Enterprises, Inc. Employee Stock Ownership Plan · Sponsored by Korellis Enterprises, Inc. · Indiana · Construction

$26M in assets, 29 participants

Korellis Enterprises, Inc.'s Korellis Enterprises, Inc. Employee Stock Ownership Plan reported $26M in total assets and 29 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

77th percentile by assets (of 127,072 plans)
#6,817 in Construction (9,030 peers)

Where Korellis Enterprises, Inc. Employee Stock Ownership Plan sits by assets

Korellis Enterprises, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $26M for 29 participants (~$895,684/participant), up 5.6% in 2023.

$26M
total plan assets (2023 EOY): 29
covered participants: 77th
percentile by assets (of 127,072 plans): $895,684
avg assets per participant

Korellis Enterprises, Inc. Employee Stock Ownership Plan reported net income fell from $9M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Korellis Enterprises, Inc. Employee Stock Ownership Plan reported participants rose from 27 in the plan year 2022 filing to 29 in the plan year 2023 filing.
Korellis Enterprises, Inc. Employee Stock Ownership Plan end-of-year assets rose from $25M in the plan year 2022 filing to $26M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Indiana

Industry

Construction

Korellis Enterprises, Inc. Employee Stock Ownership Plan vs the 2023 asset distribution

By assets, Korellis Enterprises, Inc. Employee Stock Ownership Plan outranks 77% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$25M
Net Assets (End of Year)	$25M
Net Income	$1M
Employer EIN	351802693
Plan Effective Date	2018-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Korellis Enterprises, Inc.)

Total plan assets by year, all Korellis Enterprises, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	27	$25M
2023	1	29	$26M
2024	1	31	$28M

Nearby ESOP Plans in Indiana

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

Korellis Enterprises, Inc. Employee Stock Ownership Plan 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 Korellis Enterprises, Inc. Employee Stoc… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Korellis Enterprises, Inc. Employee Stock Ownership Plan by total assets, not by location.

Eileen Fisher, Inc. Employee Stock Ownership Plan (NY) $26M · 675
Mckay Nursery Employee Stock Ownership Plan (WI) $26M · 99
Salem Fabrication Technologies Group, Inc. Employee Stock Ownership Plan (NC) $26M · 62
Buehler's Fresh Foods Employee Stock Ownership Plan (OH) $26M · 1,631

Frequently Asked Questions

How did Korellis Enterprises, Inc. Employee Stock Ownership Plan assets move in 2023? ▼

Korellis Enterprises, Inc. Employee Stock Ownership Plan grew at a solid clip - up 5.6% during 2023, from $25M to $26M. Reported net income was $1M.

How have Korellis Enterprises, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Korellis Enterprises, Inc.'s sponsor-wide assets grew 12.9%, from $25M to $28M.

Where does Korellis Enterprises, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Korellis Enterprises, Inc. Employee Stock Ownership Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which ESOP plans are similar in size to Korellis Enterprises, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Eileen Fisher, Inc. Employee Stock Ownership Plan in NY ($26M, 675 participants).

Next read for Korellis Enterprises, Inc. Employee Stoc…

Scale reading

Ways to act on Korellis Enterprises, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Korellis Enterprises, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Indiana. Compare plans
Korellis Enterprises, Inc.'s sponsor-wide assets have grown 12.9% since 2022 across 3 plan years on file. More Construction 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 351802693.