ESOP · DOL Form 5500 · 2023

Kaeko, Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
65
Participants Small participant base
25th
Percentile by assets National rank
$18,279
Avg per participant Low balance/head
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Official DOL plan name: Kraemer Design Services, Inc. Employee Stock Ownership Plan · Sponsored by Kaeko, Inc. · Arizona · Professional & Technical Services

$1M in assets, 65 participants

Kaeko, Inc.'s Kraemer Design Services, Inc. Employee Stock Ownership Plan reported $1M in total assets and 65 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,171 in Professional & Technical Services (20,321 peers)

Kaeko, Inc. multi-year trail

Kaeko, Inc.'s plans moved -15.8% in assets from 2022 to 2024; this filing shows Kraemer Design Services, Inc. Employee Stock Ownership Plan at $1M / 65 participants.

#4,171
in Professional & Technical Services (20,321 peers)
-26.8%
assets change YoY

The plan reported a net loss of $266K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kraemer Design Services, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Kraemer Design Services, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,188,120 25th percentile higher than 25% 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

Kraemer Design Services, 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. Kraemer Design Services, Inc. Employee Stock Ownership Plan is a small filing (65 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kraemer Design Services, Inc. Employee Stock Ownership Plan reported net income fell from $280K in the plan year 2022 filing to -$266K in the plan year 2023 filing.
  • Kraemer Design Services, Inc. Employee Stock Ownership Plan end-of-year assets fell from $2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Kraemer Design Services, Inc. Employee Stock Ownership Plan reported participants fell from 74 in the plan year 2022 filing to 65 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 260319601 · Kaeko, Inc. PY 2023 · ESOP

Kraemer Design Services, Inc. Employee Stock Ownership Plan · $1M · 65 · 25th

  • EIN $1M
  • RANK 65
  • PHOTO 25th
  • IND ESOP
  • EOY near Mercer Savings Bank Employee Stock Ownership Plan
  • 5500 ind #4171

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 Arizona →

Kraemer Design Services, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Kraemer Design Services, Inc. Employee Stock Ownership PlanKraemer Design Services, Inc…$1MMercer Savings Bank Employee Stock Ownership PlanMercer Savings Bank Employee…$1MLor Geotechnical Group Employee Stock Ownership PlanLor Geotechnical Group Emplo…$1MKohler Design Corp. Employee Stock Ownership Plan and TrustKohler Design Corp. Employee…$1MHanky Panky Ltd. ESOP$1M
End-of-year total assets ($M) among Kraemer Design Services, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Kaeko, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Kaeko, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 15.752852940723516% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.62M $1.37M ▼ -15.4%
Year Plans Participants Total Assets
2022 1 74 $2M
2023 1 65 $1M
2024 1 103 $1M

Kaeko, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$266K
Employer EIN260319601
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Arizona

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

Kraemer Design Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.5 Total assets ($B) Participants Kraemer Design Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00118812 · Participants: 65Kraemer Design Services, Inc. Employee Stock Ownership PlanThe Sundt Companies Employee Stock Ownership Plan, Total assets ($B): 1.064355538 · Participants: 2392The Sundt Companies Employee Stock Ownership PlanU-Haul Holding Company Employee Stock Ownership Plan, Total assets ($B): 0.61854692 · Participants: 19740U-Haul Holding Company Employee Stock Ownership PlanSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.313228026 · Participants: 253Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanPima Medical Institute Employee Stock Ownership Plan, Total assets ($B): 0.216174467 · Participants: 1057Pima Medical Institute Employee Stock Ownership PlanWilson Electric Services Corp. Employee Stock Ownership Plan, Total assets ($B): 0.167298665 · Participants: 726Wilson Electric Services Corp. Employee Stock Ownership Plan
Kraemer Design Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants
Compare Kraemer Design Services, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Kraemer Design Services, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Arizona, the nearest ESOP by assets is Mercer Savings Bank Employee Stock Ownership Plan in OH ($1M); by covered participants it is Sandman & Associates Consulting, Inc Employee Stock Ownership Plan in MN (65 participants). Same-state nearby plans are listed separately above.

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 Kraemer Design Services, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Kraemer Design Services, Inc. Employee Stock Ownership Plan declined sharply - down 26.8% during 2023, from $2M to $1M. Reported net income was -$266K.
How have Kaeko, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kaeko, Inc.'s sponsor-wide assets declined 15.8%, from $2M to $1M.
Where does Kraemer Design Services, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Kraemer Design Services, Inc. Employee Stock Ownership Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which ESOP plans are similar in size to Kraemer Design Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mercer Savings Bank Employee Stock Ownership Plan in OH ($1M, 25 participants).
Which ESOP plans cover a similar participant headcount to Kraemer Design Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sandman & Associates Consulting, Inc Employee Stock Ownership Plan in MN (65 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 260319601.

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.