ESOP · DOL Form 5500 · 2023

Kreg Enterprises, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
162
Participants Small participant base
61st
Percentile by assets National rank
$69,253
Avg per participant Below avg balance/head
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Official DOL plan name: Kreg Enterprises, Inc. Dba Kreg Tool Company Employee Stock Ownership Plan · Sponsored by Kreg Enterprises, Inc. · Iowa · Manufacturing

$11M in assets, 162 participants

Kreg Enterprises, Inc.'s Kreg Enterprises, Inc. Dba Kreg Tool Company Employee Stock Ownership Plan reported $11M in total assets and 162 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #8,963 in Manufacturing (18,722 peers)

Coverage in Iowa

Kreg Enterprises, Inc. Dba Kreg Tool Company Employee Stock Ownership Plan covers 162 participants in Iowa, about 27% of the average Iowa filer (state average ~609 per filing). Assets: $11M.

#8,963
in Manufacturing (18,722 peers)
+27.2%
assets growth YoY

Kreg Enterprises, Inc. Dba Kreg Tool Company Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Kreg Enterprises, Inc. Dba Kreg Tool Company Employee Stock Ownership Plan vs every filed plan by assets

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

$11,218,935 Top 39% higher than 61% 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

Kreg Enterprises, Inc. Dba Kreg Tool Company Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kreg Enterprises, Inc. Dba Kreg Tool Company Employee Stock Ownership Plan sits mid-pack in the medium band (162 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kreg Enterprises, Inc. Dba Kreg Tool Company Employee Stock Ownership Plan reported net income rose from -$12M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Kreg Enterprises, Inc. Dba Kreg Tool Company Employee Stock Ownership Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Kreg Enterprises, Inc. Dba Kreg Tool Company Employee Stock Ownership Plan reported participants fell from 179 in the plan year 2022 filing to 162 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 421367720 · Kreg Enterprises, Inc. PY 2023 · ESOP

Kreg Enterprises, Inc. Dba Kreg Tool Company Employee Stock Ownership Plan · $11M · 162 · 61st

  • PCT $11M
  • EIN 162
  • RANK 61st
  • PHOTO ESOP
  • IND near Lumber King, Inc. Employee Stock Ownership Plan
  • EOY ind #8963

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 Iowa →

Kreg Enterprises, Inc. Dba Kreg Tool Company Employee Stock Ownership Plan in the asset neighbourhood

Peck's Market, Inc. Employee Stock Ownership PlanPeck's Market, Inc. Employee…$11MStockgrowers State Bank Employee Stock Ownership PlanStockgrowers State Bank Empl…$11MKreg Enterprises, Inc. Dba Kreg Tool Company Employee Stock Ownership PlanKreg Enterprises, Inc. Dba K…$11MLumber King, Inc. Employee Stock Ownership PlanLumber King, Inc. Employee S…$11MNotch Employee Stock Ownership PlanNotch Employee Stock Ownersh…$11M
End-of-year total assets ($M) among Kreg Enterprises, Inc. Dba Kreg Tool Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN421367720
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kreg Enterprises, Inc.)

Sponsor-wide plan assets over time

All Kreg Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 42.83176447638581% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.9M $26.9M ▲ +42.8%
Year Plans Participants Total Assets
2022 2 392 $19M
2023 2 349 $23M
2024 2 322 $27M

Nearby ESOP Plans in Iowa

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

Kreg Enterprises, Inc. Dba Kreg Tool Company Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. 020040060080010001200 -20002004006008001000 Total assets ($M) Participants Kreg Enterprises, Inc. Dba Kreg Tool Company Employee Stock Ownership Plan, Total assets ($M): 11.218935 · Participants: 162Kreg Enterprises, Inc. Dba Kreg Tool Company Employee Stock Ownership PlanEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 863.986659 · Participants: 802Employee Owned Brands, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 596.09835 · Participants: 801Van Meter Industrial, Inc. Employee Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 438.062674 · Participants: 667Precision, Inc. Employee Stock Ownership Plan and TrustIta Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 427.790025 · Participants: 771Ita Group Holdings, Inc. Employees' Stock Ownership PlanVgm Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 405.931426 · Participants: 1070Vgm Group, Inc. Employee Stock Ownership Plan
Kreg Enterprises, Inc. Dba Kreg Tool Company Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Kreg Enterprises, Inc. Dba Kreg Tool Company Employee Stock Ownership Plan side-by-side with 3 peers →

Kreg Enterprises, Inc. Dba Kreg Tool Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is Lumber King, Inc. Employee Stock Ownership Plan in KY ($11M); by covered participants it is Alcast Company Employee Stock Ownership Plan in IL (162 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (162 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 Kreg Enterprises, Inc. Dba Kreg Tool Company Employee Stock Ownership Plan assets move in 2023? ▼
Kreg Enterprises, Inc. Dba Kreg Tool Company Employee Stock Ownership Plan grew sharply - up 27.2% during 2023, from $9M to $11M. Reported net income was $2M.
How have Kreg Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kreg Enterprises, Inc.'s sponsor-wide assets grew 42.8%, from $19M to $27M.
Which ESOP plans are similar in size to Kreg Enterprises, Inc. Dba Kreg Tool Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lumber King, Inc. Employee Stock Ownership Plan in KY ($11M, 57 participants).
Which ESOP plans cover a similar participant headcount to Kreg Enterprises, Inc. Dba Kreg Tool Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Alcast Company Employee Stock Ownership Plan in IL (162 participants, $6M 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 421367720.

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.