ESOP · DOL Form 5500 · 2023

Kontek Systems, Inc. ESOP

Data updated 2026-08-25

$834K
Total assets Small plan by assets
25
Participants Small participant base
22nd
Percentile by assets National rank
$33,376
Avg per participant Low balance/head
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Official DOL plan name: Kontek Systems, Inc. Employee Stock Ownership Plan · Sponsored by Kontek Systems, Inc. · North Carolina · Construction

$834K in assets, 25 participants

Kontek Systems, Inc.'s Kontek Systems, Inc. Employee Stock Ownership Plan reported $834K in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,827 in Construction (9,030 peers)

What the 2023 filing shows

Kontek Systems, Inc. Employee Stock Ownership Plan holds $834K for 25 participants - about $33,376 per participant, among the smaller plans by assets on file.

#1,827
in Construction (9,030 peers)
+1.2%
assets growth YoY

Kontek Systems, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Kontek Systems, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$834,394 22nd percentile higher than 22% 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

Kontek Systems, 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. Kontek Systems, Inc. Employee Stock Ownership Plan is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kontek Systems, Inc. Employee Stock Ownership Plan reported net income rose from -$700K in the plan year 2022 filing to $163K in the plan year 2023 filing.
  • Kontek Systems, Inc. Employee Stock Ownership Plan reported participants fell from 26 in the plan year 2022 filing to 25 in the plan year 2023 filing.
  • Kontek Systems, Inc. Employee Stock Ownership Plan end-of-year assets rose from $825K in the plan year 2022 filing to $834K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 565185642 · Kontek Systems, Inc. PY 2023 · ESOP

Kontek Systems, Inc. Employee Stock Ownership Plan · $834K · 25 · 22nd

  • PCT $834K
  • PCT 25
  • PCT 22nd
  • PCT ESOP
  • PCT near Community Bankshares, Inc. Employee Stock Ownership and Trust
  • PCT ind #1827

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 North Carolina →

Kontek Systems, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Loren D. Stark Company, Inc. Employee Stock Ownership PlanLoren D. Stark Company, Inc.…$835KNissho of California Inc Employee Stock Ownership PlanNissho of California Inc Emp…$836KKontek Systems, Inc. Employee Stock Ownership PlanKontek Systems, Inc. Employe…$834KCommunity Bankshares, Inc. Employee Stock Ownership and TrustCommunity Bankshares, Inc. E…$834KDorian Drake International, Inc. Employee Stock Ownership PlanDorian Drake International, …$832K
End-of-year total assets ($M) among Kontek Systems, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$825K
Net Assets (End of Year)-$237K
Net Income$163K
Employer EIN565185642
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kontek Systems, Inc.)

Sponsor-wide plan assets over time

All Kontek Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$834K 1.1834326702116693% vs 2022
2023 filing year
$0.82M$0.82M$0.83M$0.83M$0.84M 20222023 $0.82M $0.83M ▲ +1.2%
Year Plans Participants Total Assets
2022 1 26 $825K
2023 1 25 $834K

Nearby ESOP Plans in North Carolina

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

Kontek Systems, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -500050010001500 -50050100150200 Total assets ($M) Participants Kontek Systems, Inc. Employee Stock Ownership Plan, Total assets ($M): 0.834394 · Participants: 25Kontek Systems, Inc. Employee Stock Ownership PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 181.705477 · Participants: 1330Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustEcmd, Inc. Employee Stock Ownership Plan, Total assets ($M): 131.739406 · Participants: 922Ecmd, Inc. Employee Stock Ownership PlanPrecision Walls, Inc. Employee Stock Ownership Plan, Total assets ($M): 111.490037 · Participants: 1028Precision Walls, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 102.100516 · Participants: 273Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($M): 85.875992 · Participants: 144State Utility Contractors, Inc. Employee Stock Ownership Plan
Kontek Systems, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Kontek Systems, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Kontek Systems, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside North Carolina, the nearest ESOP by assets is Community Bankshares, Inc. Employee Stock Ownership and Trust in GA ($834K); by covered participants it is Wvs Financial Corp. Employee Stock Ownership Plan in PA (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Kontek Systems, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Kontek Systems, Inc. Employee Stock Ownership Plan edged up modestly - up 1.2% during 2023, from $825K to $834K. Reported net income was $163K.
How have Kontek Systems, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Kontek Systems, Inc.'s sponsor-wide assets grew 1.2%, from $825K to $834K.
Where does Kontek Systems, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Kontek Systems, Inc. Employee Stock Ownership Plan ranks in the 22nd 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 Kontek Systems, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Community Bankshares, Inc. Employee Stock Ownership and Trust in GA ($834K, 476 participants).
Which ESOP plans cover a similar participant headcount to Kontek Systems, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Wvs Financial Corp. Employee Stock Ownership Plan in PA (25 participants, $3M 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 565185642.

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.