ESOP · DOL Form 5500 · 2023

Kurtz Bros., Inc. ESOP

Data updated 2026-08-11

$11M
Total assets
53
Participants
60th
Percentile by assets
$198,237
Avg per participant
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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.

  • 60th percentile by assets (of 127,072 plans)
  • #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.

$11M
total plan assets (2023 EOY)
53
covered participants
60th
percentile by assets (of 127,072 plans)
$198,237
avg assets per participant

Where Kurtz Bros. Employee Stock Ownership Plan sits by total assets

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 $2,010,000,000 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

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 →

State
Pennsylvania
Industry
Manufacturing

Kurtz Bros., Inc. across 3 plan years on file

Across the 3 plan years Kurtz Bros., Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $10M to $11M, a gain of 14.2%, while reported participants moved from 56 to 56 (+0.0%). Peak year by sponsor assets: 2024 ($11M); trough: 2022 ($10M).

Kurtz Bros., Inc. multi-year asset trail

$9M$9.5M$10M$10.5M$11M$11.5M 202220232024 $9.52M $10.9M ▲ +14.2%
Total plan assets by year, all Kurtz Bros., Inc. plans on file
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 ($B) Participants Kurtz Bros. Employee…, Total assets ($B): 0.010506562 · Participants: 53Kurtz Bros. Employee…Wawa, Inc. Employee …, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee …Bradford White Corpo…, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corpo…Centimark Corporatio…, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporatio…Sheetz, Inc. Employe…, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employe…D & H Employee Stock…, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock…
Kurtz Bros. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Kurtz Bros. Employee Stock Ownership Pla… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Kurtz Bros. Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for Kurtz Bros. Employee Stock Ownership Pla…

Multi-year trail

Ways to act on Kurtz Bros. Employee Stock Ownership Plan's numbers.

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.