ESOP · DOL Form 5500 · 2023

Kurtz Bros., Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
53
Participants Small participant base
60th
Percentile by assets National rank
$198,237
Avg per participant Above avg balance/head
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Official DOL plan name: Kurtz Bros. Employee Stock Ownership Plan · Sponsored by Kurtz Bros., Inc. · Pennsylvania · Manufacturing

$11M in assets, 53 participants

Kurtz Bros., Inc.'s Kurtz Bros. Employee Stock Ownership Plan reported $11M in total assets and 53 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #8,640 in Manufacturing (18,722 peers)

Kurtz Bros., Inc. multi-year trail

Kurtz Bros., Inc.'s plans moved +14.2% in assets from 2022 to 2024; this filing shows Kurtz Bros. Employee Stock Ownership Plan at $11M / 53 participants.

#8,640
in Manufacturing (18,722 peers)
+10.4%
assets growth YoY

Kurtz Bros. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Kurtz Bros. Employee Stock Ownership Plan vs every filed plan by assets

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

$10,506,562 Top 40% higher than 60% 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

Kurtz Bros. 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. Kurtz Bros. Employee Stock Ownership Plan is a small filing (53 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kurtz Bros. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Kurtz Bros. Employee Stock Ownership Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Kurtz Bros. Employee Stock Ownership Plan reported participants fell from 56 in the plan year 2022 filing to 53 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 250605470 · Kurtz Bros., Inc. PY 2023 · ESOP

Kurtz Bros. Employee Stock Ownership Plan · $11M · 53 · 60th

  • 5500 $11M
  • 5500 53
  • 5500 60th
  • 5500 ESOP
  • 5500 near Keltech, Inc. Employee Stock Ownership Plan
  • 5500 ind #8640

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 Pennsylvania →

Kurtz Bros. Employee Stock Ownership Plan in the asset neighbourhood

Kurtz Bros. Employee Stock Ownership PlanKurtz Bros. Employee Stock O…$11MKeltech, Inc. Employee Stock Ownership PlanKeltech, Inc. Employee Stock…$11MAlamon, Inc. ESOP & Profit Sharing PlanAlamon, Inc. ESOP & Profit S…$11MHealthcare Management Solutions Employee Stock Ownership PlanHealthcare Management Soluti…$11MThe Miami Corporation Employee Stock Ownership PlanThe Miami Corporation Employ…$11M
End-of-year total assets ($M) among Kurtz Bros. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Kurtz Bros., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Kurtz Bros., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 14.185232497621817% vs 2022
2024 filing year
$9M$9.5M$10M$10.5M$11M$11.5M 202220232024 $9.52M $10.9M ▲ +14.2%
Year Plans Participants Total Assets
2022 1 56 $10M
2023 1 53 $11M
2024 1 56 $11M

Kurtz Bros., Inc. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN250605470
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Kurtz Bros. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Kurtz Bros. Employee Stock Ownership Plan, Total assets ($B): 0.010506562 · Participants: 53Kurtz Bros. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporation Employee Stock Ownership Plan and TrustSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employee Stock Ownership PlanD & H Employee Stock Ownership Plan, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock Ownership Plan
Kurtz Bros. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Kurtz Bros. Employee Stock Ownership Plan side-by-side with 3 peers →

Kurtz Bros. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Keltech, Inc. Employee Stock Ownership Plan in VA ($11M); by covered participants it is Brewer Direct, Inc. Employee Stock Ownership Plan in CA (53 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (53 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 Kurtz Bros. Employee Stock Ownership Plan assets move in 2023? ▼
Kurtz Bros. Employee Stock Ownership Plan grew at a solid clip - up 10.4% during 2023, from $10M to $11M. Reported net income was $1M.
How have Kurtz Bros., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kurtz Bros., Inc.'s sponsor-wide assets grew 14.2%, from $10M to $11M.
Which ESOP plans are similar in size to Kurtz Bros. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Keltech, Inc. Employee Stock Ownership Plan in VA ($11M, 81 participants).
Which ESOP plans cover a similar participant headcount to Kurtz Bros. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Brewer Direct, Inc. Employee Stock Ownership Plan in CA (53 participants, $12M 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 250605470.

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.