ESOP · DOL Form 5500 · 2023

Kappler, Inc. ESOP

Data updated 2026-08-25

$524K
Total assets Small plan by assets: N/A
Participants Small participant base: 18th
Percentile by assets National rank

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Official DOL plan name: Kappler, Inc. Employee Stock Ownership Plan · Sponsored by Kappler, Inc. · Alabama · Manufacturing

$524K in assets, N/A participants

Kappler, Inc.'s Kappler, Inc. Employee Stock Ownership Plan reported $524K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

#1,388 in Manufacturing (18,722 peers)

2023 asset change

Kappler, Inc. Employee Stock Ownership Plan declined sharply 23.3% in 2023 ($684K → $524K) for N/A participants.

#1,388
in Manufacturing (18,722 peers): -23.3%
assets change YoY

The plan reported a net loss of $159K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$524,432 18th percentile higher than 18% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Kappler, Inc. Employee Stock Ownership Plan reported participants fell from 132 in the plan year 2022 filing to N/A in the plan year 2023 filing.
Kappler, Inc. Employee Stock Ownership Plan reported net income rose from -$945K in the plan year 2022 filing to -$159K in the plan year 2023 filing.
Kappler, Inc. Employee Stock Ownership Plan end-of-year assets fell from $684K in the plan year 2022 filing to $524K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 630943684 · Kappler, Inc. PY 2023 · ESOP

Kappler, Inc. Employee Stock Ownership Plan · $524K · N/A · 18th

EBSA $524K
EBSA N/A
EBSA 18th
EBSA ESOP
EBSA near Mesa Design Associates, Inc. Employee Stock Ownership Plan
EBSA ind #1388

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 Alabama →

End-of-year total assets ($M) among Kappler, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Kappler, Inc. years around the 2023 move

Latest sponsor-wide plan assets: $5M 1.5036747063831017% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	265	$5M
2023	2	133	$5M
2024	2	126	$5M

2023 asset-move particulars

Total Assets (Beginning of Year)	$684K
Net Assets (End of Year)	$524K
Net Income	-$159K
Employer EIN	630943684
Plan Effective Date	2001-01-01
Filing Status	FILING RECEIVED

Nearby ESOP Plans in Alabama

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

Kappler, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants

Starfish Holdings, Inc. Employee Stock Ownership Plan $470M · 1,360
Inline Electric Employee Stock Ownership Plan $196M · 287
Radiance Technologies, Inc. Employee Stock Ownership Plan $168M · 874
Signature Homes Employee Stock Ownership Plan $168M · 123
Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub $127M · 909

Compare Kappler, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Kappler, Inc. Employee Stock Ownership Plan's closest out-of-state ESOP peers by assets

Outside Alabama, the nearest ESOP by end-of-year assets is Mesa Design Associates, Inc. Employee Stock Ownership Plan in TX at $524K (this filing: $524K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($524K here).

Mesa Design Associates, Inc. Employee Stock Ownership Plan (TX) $524K · 23
Compressed Air Power Employee Stock Ownership Plan (AZ) $525K · 18
ESOP Partners Employee Stock Ownership Plan (WI) $522K · 24
Trio Investments, Inc. Employees Stock Ownership Trust (MO) $527K · 4

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 Kappler, Inc. Employee Stock Ownership Plan assets move in 2023? ▼

Kappler, Inc. Employee Stock Ownership Plan declined sharply - down 23.3% during 2023, from $684K to $524K. Reported net income was -$159K.

How have Kappler, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Kappler, Inc.'s sponsor-wide assets declined 1.5%, from $5M to $5M.

Where does Kappler, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Kappler, Inc. Employee Stock Ownership Plan ranks in the 18th 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 Kappler, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Mesa Design Associates, Inc. Employee Stock Ownership Plan in TX ($524K, 23 participants).

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 630943684.