ESOP · DOL Form 5500 · 2023

Kumar & Associates, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
152
Participants Small participant base
57th
Percentile by assets National rank
$60,841
Avg per participant Low balance/head
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Official DOL plan name: Kumar & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Kumar & Associates, Inc. · Colorado · Professional & Technical Services

$9M in assets, 152 participants

Kumar & Associates, Inc.'s Kumar & Associates, Inc. Employee Stock Ownership Plan reported $9M in total assets and 152 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #11,248 in Professional & Technical Services (20,321 peers)

Coverage in Colorado

Kumar & Associates, Inc. Employee Stock Ownership Plan covers 152 participants in Colorado, about 40% of the average Colorado filer (state average ~376 per filing). Assets: $9M.

#11,248
in Professional & Technical Services (20,321 peers)
+2.7%
assets growth YoY

Kumar & Associates, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Kumar & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$9,247,813 Top 43% higher than 57% 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

Kumar & Associates, Inc. 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. Kumar & Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (152 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kumar & Associates, Inc. Employee Stock Ownership Plan reported net income rose from $292K in the plan year 2022 filing to $649K in the plan year 2023 filing.
  • Kumar & Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $9M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Kumar & Associates, Inc. Employee Stock Ownership Plan reported participants fell from 155 in the plan year 2022 filing to 152 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 841119130 · Kumar & Associates, Inc. PY 2023 · ESOP

Kumar & Associates, Inc. Employee Stock Ownership Plan · $9M · 152 · 57th

  • BOOK $9M
  • VS-ST 152
  • BOY 57th
  • SCH ESOP
  • EBSA near Mve Group, Inc. Employee Stock Ownership Plan
  • PART ind #11248

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 Colorado →

Kumar & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Regal Machine, Inc. Employee Stock Ownership Plan and TrustRegal Machine, Inc. Employee…$9MKumar & Associates, Inc. Employee Stock Ownership PlanKumar & Associates, Inc. Emp…$9MMve Group, Inc. Employee Stock Ownership PlanMve Group, Inc. Employee Sto…$9MRenkim Corporation Employee Stock Ownership PlanRenkim Corporation Employee …$9MThe Menke Group Employee Stock Ownership PlanThe Menke Group Employee Sto…$9M
End-of-year total assets ($M) among Kumar & Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$649K
Employer EIN841119130
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kumar & Associates, Inc.)

Sponsor-wide plan assets over time

All Kumar & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 16.544034585300025% vs 2022
2024 filing year
$8.5M$9M$9.5M$10M$10.5M$11M 202220232024 $9.01M $10.5M ▲ +16.5%
Year Plans Participants Total Assets
2022 1 155 $9M
2023 1 152 $9M
2024 1 133 $10M

Nearby ESOP Plans in Colorado

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

Kumar & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants Scatter plot of 6 data points. 050010001500 -1000100200300400500 Total assets ($M) Participants Kumar & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 9.247813 · Participants: 152Kumar & Associates, Inc. Employee Stock Ownership PlanAlpine Lumber Company Employee Stock Ownership Plan, Total assets ($M): 385.149702 · Participants: 581Alpine Lumber Company Employee Stock Ownership PlanTrinidad Benham Corp. Employee Stock Ownership Plan, Total assets ($M): 266.310908 · Participants: 776Trinidad Benham Corp. Employee Stock Ownership PlanEnvision Management Holding, Inc. Employee Stock Ownership Plan, Total assets ($M): 211.311494 · Participants: 1075Envision Management Holding, Inc. Employee Stock Ownership PlanBrown Strauss, Inc. Employee Stock Ownership Plan, Total assets ($M): 209.447754 · Participants: 206Brown Strauss, Inc. Employee Stock Ownership PlanHercules Industries, Inc. Employee Stock Ownership Plan, Total assets ($M): 106.310439 · Participants: 444Hercules Industries, Inc. Employee Stock Ownership Plan
Kumar & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants
Compare Kumar & Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Kumar & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Colorado, the nearest ESOP by assets is Mve Group, Inc. Employee Stock Ownership Plan in PA ($9M); by covered participants it is Ameri-Force, Inc. Employee Stock Ownership Plan in FL (152 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (152 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 Kumar & Associates, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Kumar & Associates, Inc. Employee Stock Ownership Plan edged up modestly - up 2.7% during 2023, from $9M to $9M. Reported net income was $649K.
How have Kumar & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kumar & Associates, Inc.'s sponsor-wide assets grew 16.5%, from $9M to $10M.
Which ESOP plans are similar in size to Kumar & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mve Group, Inc. Employee Stock Ownership Plan in PA ($9M, 100 participants).
Which ESOP plans cover a similar participant headcount to Kumar & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ameri-Force, Inc. Employee Stock Ownership Plan in FL (152 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 841119130.

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.