ESOP · DOL Form 5500 · 2023
Kretz Lumber Co., Inc. ESOP
Data updated 2026-08-11
- $21M
- Total assets
- 71
- Participants
- 74th
- Percentile by assets
- $295,773
- Avg per participant
Official DOL plan name: Kretz Lumber Co., Inc. Employee Stock Ownership Plan · Sponsored by Kretz Lumber Co., Inc. · Wisconsin · Manufacturing
$21M in assets, 71 participants
Kretz Lumber Co., Inc.'s Kretz Lumber Co., Inc. Employee Stock Ownership Plan reported $21M in total assets and 71 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- 74th percentile by assets (of 127,072 plans)
- #11,911 in Manufacturing (18,722 peers)
Kretz Lumber Co., Inc. multi-year trail
Kretz Lumber Co., Inc.'s plans moved +12.2% in assets from 2022 to 2024; this filing shows Kretz Lumber Co., Inc. Employee Stock Ownership Plan at $21M / 71 participants.
- $21M
- total plan assets (2023 EOY)
- 71
- covered participants
- 74th
- percentile by assets (of 127,072 plans)
- $295,773
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kretz Lumber Co., Inc. Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2022 filing to $680K in the plan year 2023 filing.
- Kretz Lumber Co., Inc. Employee Stock Ownership Plan reported participants fell from 79 in the plan year 2022 filing to 71 in the plan year 2023 filing.
- Kretz Lumber Co., Inc. Employee Stock Ownership Plan end-of-year assets rose from $21M in the plan year 2022 filing to $21M in the plan year 2023 filing.
Kretz Lumber Co., Inc. across 3 plan years on file
Across the 3 plan years Kretz Lumber Co., Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $21M to $23M, a gain of 12.2%, while reported participants moved from 79 to 77 (-2.5%). Peak year by sponsor assets: 2024 ($23M); trough: 2022 ($21M).
Kretz Lumber Co., Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 79 | $21M |
| 2023 | 1 | 71 | $21M |
| 2024 | 1 | 77 | $23M |
Kretz Lumber Co., Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $680K |
| Employer EIN | 390888340 |
| Plan Effective Date | 1973-08-30 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Wisconsin
Peer ESOP plans, same state, same plan type, ranked by total assets.
Kretz Lumber Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
- Schreiber Foods, Inc. Employee Stock Ownership Plan $3.6B · 6,108
- Woodman's Employees' Profit Sharing and Stock Ownership Plan $700M · 2,837
- Ki Employee Stock Ownership Plan $511M · 1,624
- Trachte Building Systems Employee Stock Ownership Plan $331M · 228
- Wausau Supply Company Employee Stock Ownership Plan $315M · 808
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Kretz Lumber Co., Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Kretz Lumber Co., Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Kretz Lumber Co., Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Wisconsin. Compare plans
- Kretz Lumber Co., Inc.'s sponsor-wide assets have grown 12.2% since 2022 across 3 plan years on file. More Manufacturing plans