ESOP · DOL Form 5500 · 2023

Kelly-Fradet Lumber, Inc. ESOP

Data updated 2026-08-25

$31M
Total assets Below avg plan size
71
Participants Small participant base
80th
Percentile by assets National rank
$431,965
Avg per participant High balance/head
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Official DOL plan name: Kelly-Fradet Lumber Employee Stock Ownership Plan · Sponsored by Kelly-Fradet Lumber, Inc. · Connecticut · Retail Trade

$31M in assets, 71 participants

Kelly-Fradet Lumber, Inc.'s Kelly-Fradet Lumber Employee Stock Ownership Plan reported $31M in total assets and 71 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #7,401 in Retail Trade (8,414 peers)

Where Kelly-Fradet Lumber Employee Stock Ownership Plan sits by assets

Kelly-Fradet Lumber Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $31M for 71 participants (~$431,965/participant), up 25.6% in 2023.

#7,401
in Retail Trade (8,414 peers)
+25.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Kelly-Fradet Lumber Employee Stock Ownership Plan's outsized position by total assets

Kelly-Fradet Lumber Employee Stock Ownership Plan vs every filed plan by assets

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

$30,669,504 Top 20% higher than 80% 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

Kelly-Fradet Lumber 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. Kelly-Fradet Lumber 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

  • Kelly-Fradet Lumber Employee Stock Ownership Plan end-of-year assets rose from $24M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Kelly-Fradet Lumber Employee Stock Ownership Plan reported net income fell from $8M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Kelly-Fradet Lumber Employee Stock Ownership Plan reported participants rose from 68 in the plan year 2022 filing to 71 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 060721855 · Kelly-Fradet Lumber, Inc. PY 2023 · ESOP

Kelly-Fradet Lumber Employee Stock Ownership Plan · $31M · 71 · 80th

  • ASSETS $31M
  • PCT 71
  • EIN 80th
  • RANK ESOP
  • PHOTO near Southern Refrigeration Corporation Employee Stock Ownership Plan
  • IND ind #7401

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 Connecticut →

Kelly-Fradet Lumber Employee Stock Ownership Plan in the asset neighbourhood

Unitek Holdings Inc. Employee Stock Ownership PlanUnitek Holdings Inc. Employe…$31MVon Tobel Corporation Employee Stock Ownership PlanVon Tobel Corporation Employ…$31MKelly-Fradet Lumber Employee Stock Ownership PlanKelly-Fradet Lumber Employee…$31MSouthern Refrigeration Corporation Employee Stock Ownership PlanSouthern Refrigeration Corpo…$31MIsaacson Miller, Inc. Employee Stock Ownership PlanIsaacson Miller, Inc. Employ…$31M
End-of-year total assets ($M) among Kelly-Fradet Lumber Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$17M
Net Income$7M
Employer EIN060721855
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kelly-Fradet Lumber, Inc.)

Sponsor-wide plan assets over time

All Kelly-Fradet Lumber, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$39M 59.94780720630797% vs 2022
2024 filing year
$20M$25M$30M$35M$40M$45M 202220232024 $24.4M $39.1M ▲ +59.9%
Year Plans Participants Total Assets
2022 1 68 $24M
2023 1 71 $31M
2024 1 73 $39M

Nearby ESOP Plans in Connecticut

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

Kelly-Fradet Lumber Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants Scatter plot of 6 data points. 0200400600 0100200300400 Total assets ($M) Participants Kelly-Fradet Lumber Employee Stock Ownership Plan, Total assets ($M): 30.669504 · Participants: 71Kelly-Fradet Lumber Employee Stock Ownership PlanMott Corporation Employee Stock Ownership Plan, Total assets ($M): 360.458407 · Participants: 269Mott Corporation Employee Stock Ownership PlanSonalysts, Inc. Employee Stock Ownership Plan, Total assets ($M): 125.286205 · Participants: 418Sonalysts, Inc. Employee Stock Ownership PlanBl Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 113.226057 · Participants: 323Bl Companies, Inc. Employee Stock Ownership PlanEurpac Service, Inc. Employee Stock Ownership Plan, Total assets ($M): 96.349012 · Participants: 529Eurpac Service, Inc. Employee Stock Ownership PlanTwin Mro Employee Stock Ownership Plan, Total assets ($M): 82.993881 · Participants: 93Twin Mro Employee Stock Ownership Plan
Kelly-Fradet Lumber Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants
Compare Kelly-Fradet Lumber Employee Stock Ownership Plan side-by-side with 3 peers →

Kelly-Fradet Lumber Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Connecticut, the nearest ESOP by assets is Southern Refrigeration Corporation Employee Stock Ownership Plan in VA ($31M); by covered participants it is E80 Holdings, Inc. Employee Stock Ownership Plan in WI (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 Kelly-Fradet Lumber Employee Stock Ownership Plan assets move in 2023? ▼
Kelly-Fradet Lumber Employee Stock Ownership Plan grew sharply - up 25.6% during 2023, from $24M to $31M. Reported net income was $7M.
How have Kelly-Fradet Lumber, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kelly-Fradet Lumber, Inc.'s sponsor-wide assets grew 59.9%, from $24M to $39M.
Where does Kelly-Fradet Lumber Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Kelly-Fradet Lumber Employee Stock Ownership Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Kelly-Fradet Lumber Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Southern Refrigeration Corporation Employee Stock Ownership Plan in VA ($31M, 98 participants).
Which ESOP plans cover a similar participant headcount to Kelly-Fradet Lumber Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is E80 Holdings, Inc. Employee Stock Ownership Plan in WI (71 participants, $7M 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 060721855.

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.