ESOP · DOL Form 5500 · 2023

Kretz Lumber Co., Inc. ESOP

Data updated 2026-08-25

$21M
Total assets Small plan by assets
71
Participants Small participant base
74th
Percentile by assets National rank
$295,773
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#11,911
in Manufacturing (18,722 peers)
+2.4%
assets growth YoY

Kretz Lumber Co., Inc. Employee Stock Ownership Plan's outsized position by total assets

Kretz Lumber Co., Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$20,999,866 Top 26% higher than 74% 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

Kretz Lumber Co., 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. Kretz Lumber Co., Inc. Employee Stock Ownership Plan is a small filing (71 participants) on this national headcount ladder.

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 390888340 · Kretz Lumber Co., Inc. PY 2023 · ESOP

Kretz Lumber Co., Inc. Employee Stock Ownership Plan · $21M · 71 · 74th

  • ASSETS $21M
  • PCT 71
  • EIN 74th
  • RANK ESOP
  • PHOTO near Underground Systems, Inc. Employee Stock Ownership Plan
  • IND ind #11911

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 Wisconsin →

Kretz Lumber Co., Inc. Employee Stock Ownership Plan in the asset neighbourhood

Das Employee Stock Ownership PlanDas Employee Stock Ownership…$21MAdman Electric, Inc. Employee Stock Ownership PlanAdman Electric, Inc. Employe…$21MUnderground Systems, Inc. Employee Stock Ownership PlanUnderground Systems, Inc. Em…$21MKretz Lumber Co., Inc. Employee Stock Ownership PlanKretz Lumber Co., Inc. Emplo…$21MThe T. H. Rogers Lumber Company Employee Stock Ownership PlanThe T. H. Rogers Lumber Comp…$21M
End-of-year total assets ($M) among Kretz Lumber Co., Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Kretz Lumber Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Kretz Lumber Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 12.193750040853327% vs 2022
2024 filing year
$20M$21M$22M$23M$24M 202220232024 $20.5M $23M ▲ +12.2%
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 EIN390888340
Plan Effective Date1973-08-30
Filing StatusFILING 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 Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Kretz Lumber Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.020999866 · Participants: 71Kretz Lumber Co., Inc. Employee Stock Ownership PlanSchreiber Foods, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.551413763 · Participants: 6108Schreiber Foods, Inc. Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.700244908 · Participants: 2837Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.511365241 · Participants: 1624Ki Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.331023295 · Participants: 228Trachte Building Systems Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.31506565 · Participants: 808Wausau Supply Company Employee Stock Ownership Plan
Kretz Lumber Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Kretz Lumber Co., Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Kretz Lumber Co., Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Underground Systems, Inc. Employee Stock Ownership Plan in CT ($21M); by covered participants it is Dave Fox Remodeling, Inc. ESOP in OH (71 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (71 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 Kretz Lumber Co., Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Kretz Lumber Co., Inc. Employee Stock Ownership Plan edged up modestly - up 2.4% during 2023, from $21M to $21M. Reported net income was $680K.
How have Kretz Lumber Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kretz Lumber Co., Inc.'s sponsor-wide assets grew 12.2%, from $21M to $23M.
Which ESOP plans are similar in size to Kretz Lumber Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Underground Systems, Inc. Employee Stock Ownership Plan in CT ($21M, 41 participants).
Which ESOP plans cover a similar participant headcount to Kretz Lumber Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Dave Fox Remodeling, Inc. ESOP in OH (71 participants, $2M 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 390888340.

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.