ESOP · DOL Form 5500 · 2023

Kasco Holdings, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
100
Participants Small participant base
53rd
Percentile by assets National rank
$78,450
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kasco Employee Stock Ownership Plan · Sponsored by Kasco Holdings, Inc. · Michigan · Construction

$8M in assets, 100 participants

Kasco Holdings, Inc.'s Kasco Employee Stock Ownership Plan reported $8M in total assets and 100 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #4,674 in Construction (9,030 peers)

Coverage in Michigan

Kasco Employee Stock Ownership Plan covers 100 participants in Michigan, about 16% of the average Michigan filer (state average ~638 per filing). Assets: $8M.

#4,674
in Construction (9,030 peers)
+45.7%
assets growth YoY

Kasco Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Kasco Employee Stock Ownership Plan vs every filed plan by assets

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

$7,845,000 Top 47% higher than 53% 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

Kasco 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. Kasco Employee Stock Ownership Plan is a small filing (100 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kasco Employee Stock Ownership Plan reported net income fell from $6M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Kasco Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Kasco Employee Stock Ownership Plan reported participants rose from 89 in the plan year 2022 filing to 100 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 873969716 · Kasco Holdings, Inc. PY 2023 · ESOP

Kasco Employee Stock Ownership Plan · $8M · 100 · 53rd

  • PCT $8M
  • PCT 100
  • PCT 53rd
  • PCT ESOP
  • PCT near Mohawk Hospital Equipment, Inc. Employee Stock Ownership Plan
  • PCT ind #4674

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 Michigan →

Kasco Employee Stock Ownership Plan in the asset neighbourhood

Wscb Holdings, Inc. Employee Stock Ownership PlanWscb Holdings, Inc. Employee…$8MKasco Employee Stock Ownership PlanKasco Employee Stock Ownersh…$8MMohawk Hospital Equipment, Inc. Employee Stock Ownership PlanMohawk Hospital Equipment, I…$8MWilcox Employee Stock Ownership PlanWilcox Employee Stock Owners…$8MWooldridge Heating & Air, Inc. Employee Stock Ownership Plan and TrustWooldridge Heating & Air, In…$8M
End-of-year total assets ($M) among Kasco Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)-$24M
Net Income$3M
Employer EIN873969716
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kasco Holdings, Inc.)

Sponsor-wide plan assets over time

All Kasco Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 109.19220055710306% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $5.39M $11.3M ▲ +109.1%
Year Plans Participants Total Assets
2022 1 89 $5M
2023 1 100 $8M
2024 1 105 $11M

Nearby ESOP Plans in Michigan

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

Kasco Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -0.500.511.5 Total assets ($B) Participants Kasco Employee Stock Ownership Plan, Total assets ($B): 0.007845 · Participants: 100Kasco Employee Stock Ownership PlanMcnaughton-Mckay Electric Company Employee Stock Ownership Plan, Total assets ($B): 1.30777109 · Participants: 1635Mcnaughton-Mckay Electric Company Employee Stock Ownership PlanThe Kendall Group Employee Stock Ownership Plan, Total assets ($B): 0.808091077 · Participants: 1907The Kendall Group Employee Stock Ownership PlanProject Worldwide, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.436210284 · Participants: 1173Project Worldwide, Inc. Employee Stock Ownership PlanMotor City Electric Co. Employee Stock Ownership Plan, Total assets ($B): 0.258079249 · Participants: 207Motor City Electric Co. Employee Stock Ownership PlanLee Contracting, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.237688318 · Participants: 500Lee Contracting, Inc. Employee Stock Ownership Plan
Kasco Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants
Compare Kasco Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Michigan, the nearest ESOP by assets is Mohawk Hospital Equipment, Inc. Employee Stock Ownership Plan in NY ($8M); by covered participants it is Triple T Transport Employee Stock Ownership Plan in OH (100 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (100 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 Kasco Employee Stock Ownership Plan assets move in 2023? ▼
Kasco Employee Stock Ownership Plan surged - up 45.7% during 2023, from $5M to $8M. Reported net income was $3M.
How have Kasco Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kasco Holdings, Inc.'s sponsor-wide assets grew 109.2%, from $5M to $11M.
Which ESOP plans are similar in size to Kasco Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mohawk Hospital Equipment, Inc. Employee Stock Ownership Plan in NY ($8M, 52 participants).
Which ESOP plans cover a similar participant headcount to Kasco Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Triple T Transport Employee Stock Ownership Plan in OH (100 participants, $137M 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 873969716.

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.