ESOP · DOL Form 5500 · 2023

Kerr-Greulich Engineers, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
30
Participants Small participant base
33rd
Percentile by assets National rank
$84,180
Avg per participant Below avg balance/head
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Official DOL plan name: Kerr-Greulich Engineers, Inc. Employee Stock Ownership Plan · Sponsored by Kerr-Greulich Engineers, Inc. · Kentucky · Professional & Technical Services

$3M in assets, 30 participants

Kerr-Greulich Engineers, Inc.'s Kerr-Greulich Engineers, Inc. Employee Stock Ownership Plan reported $3M in total assets and 30 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #6,058 in Professional & Technical Services (20,321 peers)

2023 asset change

Kerr-Greulich Engineers, Inc. Employee Stock Ownership Plan pulled back noticeably 9.1% in 2023 ($3M → $3M) for 30 participants.

#6,058
in Professional & Technical Services (20,321 peers)
-9.1%
assets change YoY

The plan reported a net loss of $157K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kerr-Greulich Engineers, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Kerr-Greulich Engineers, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,525,388 33rd percentile higher than 33% 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

Kerr-Greulich Engineers, Inc. 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. Kerr-Greulich Engineers, Inc. Employee Stock Ownership Plan is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kerr-Greulich Engineers, Inc. Employee Stock Ownership Plan reported net income fell from $855K in the plan year 2022 filing to -$157K in the plan year 2023 filing.
  • Kerr-Greulich Engineers, Inc. Employee Stock Ownership Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 611184927 · Kerr-Greulich Engineers, Inc. PY 2023 · ESOP

Kerr-Greulich Engineers, Inc. Employee Stock Ownership Plan · $3M · 30 · 33rd

  • PCT $3M
  • EIN 30
  • RANK 33rd
  • PHOTO ESOP
  • IND near Royal State Corporation ESOP
  • EOY ind #6058

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 Kentucky →

Kerr-Greulich Engineers, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Kerr-Greulich Engineers, Inc. Employee Stock Ownership PlanKerr-Greulich Engineers, Inc…$3MAutologue Computer Systems, Inc. Employee Stock Ownership PlanAutologue Computer Systems, …$3MEfs Wealth Management Employee Stock Ownership PlanEfs Wealth Management Employ…$3MRoyal State Corporation ESOP$3MManagement Support Technology, Incorporated Employee Stock OwnershipManagement Support Technolog…$3M
End-of-year total assets ($M) among Kerr-Greulich Engineers, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Kerr-Greulich Engineers, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Kerr-Greulich Engineers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 1.6993486166246918% vs 2022
2024 filing year
$2.5M$2.6M$2.7M$2.8M$2.9M 202220232024 $2.78M $2.73M ▼ -1.8%
Year Plans Participants Total Assets
2022 1 30 $3M
2023 1 30 $3M
2024 1 31 $3M

2023 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$1M
Net Income-$157K
Employer EIN611184927
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Kentucky

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

Kerr-Greulich Engineers, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -10123 Total assets ($B) Participants Kerr-Greulich Engineers, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.002525388 · Participants: 30Kerr-Greulich Engineers, Inc. Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.325722921 · Participants: 6764Houchens Industries, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) Employee, Total assets ($B): 0.14680249 · Participants: 1080Stock Yards Bank & Trust Company 401(k) EmployeeGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.126524729 · Participants: 1362Gray, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.104682343 · Participants: 489H & R Agri-Power Employee Stock Ownership PlanKentuckiana Comfort Center, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.094072192 · Participants: 650Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan
Kerr-Greulich Engineers, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Kerr-Greulich Engineers, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Kerr-Greulich Engineers, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is Royal State Corporation ESOP in HI ($3M); by covered participants it is Blue Ridge Aquaculture, Inc. Employee Stock Ownership Plan in VA (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 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kerr-Greulich Engineers, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Kerr-Greulich Engineers, Inc. Employee Stock Ownership Plan pulled back noticeably - down 9.1% during 2023, from $3M to $3M. Reported net income was -$157K.
How have Kerr-Greulich Engineers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kerr-Greulich Engineers, Inc.'s sponsor-wide assets declined 1.7%, from $3M to $3M.
Which ESOP plans are similar in size to Kerr-Greulich Engineers, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Royal State Corporation ESOP in HI ($3M, 1 participant).
Which ESOP plans cover a similar participant headcount to Kerr-Greulich Engineers, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Blue Ridge Aquaculture, Inc. Employee Stock Ownership Plan in VA (30 participants, N/A 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 611184927.

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.