ESOP · DOL Form 5500 · 2023

Edward Kurth & Sons, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
19
Participants Small participant base
34th
Percentile by assets National rank
$136,569
Avg per participant Near avg balance/head
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Official DOL plan name: Edward Kurth & Sons, Inc. Employee Stock Ownership Plan · Sponsored by Edward Kurth & Sons, Inc. · New Jersey · Construction

$3M in assets, 19 participants

Edward Kurth & Sons, Inc.'s Edward Kurth & Sons, Inc. Employee Stock Ownership Plan reported $3M in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #2,842 in Construction (9,030 peers)

2023 asset change

Edward Kurth & Sons, Inc. Employee Stock Ownership Plan declined sharply 15.5% in 2023 ($3M → $3M) for 19 participants.

#2,842
in Construction (9,030 peers)
-15.5%
assets change YoY

The plan reported a net loss of $80K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Edward Kurth & Sons, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Edward Kurth & Sons, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,594,808 34th percentile higher than 34% 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

Edward Kurth & Sons, Inc. 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. Edward Kurth & Sons, Inc. Employee Stock Ownership Plan is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Edward Kurth & Sons, Inc. Employee Stock Ownership Plan reported net income fell from $474K in the plan year 2022 filing to -$80K in the plan year 2023 filing.
  • Edward Kurth & Sons, Inc. Employee Stock Ownership Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Edward Kurth & Sons, Inc. Employee Stock Ownership Plan reported participants fell from 21 in the plan year 2022 filing to 19 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 222205717 · Edward Kurth & Sons, Inc. PY 2023 · ESOP

Edward Kurth & Sons, Inc. Employee Stock Ownership Plan · $3M · 19 · 34th

  • RANK $3M
  • PHOTO 19
  • IND 34th
  • EOY ESOP
  • 5500 near Pro-Cast Products, Inc. Employee Stock Ownership Plan
  • ASSETS ind #2842

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 New Jersey →

Edward Kurth & Sons, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Pro-Cast Products, Inc. Employee Stock Ownership PlanPro-Cast Products, Inc. Empl…$3MNorstam Veneers, Inc. Amended & Restated Employee Stock Ownership PlanNorstam Veneers, Inc. Amende…$3MSuburban Towing Inc Employee Stock Ownership PlanSuburban Towing Inc Employee…$3MPacific Cabinets Holding, Inc. Employee Stock Ownership PlanPacific Cabinets Holding, In…$3MEdward Kurth & Sons, Inc. Employee Stock Ownership PlanEdward Kurth & Sons, Inc. Em…$3M
End-of-year total assets ($M) among Edward Kurth & Sons, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Edward Kurth & Sons, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Edward Kurth & Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 9.032615888863415% vs 2022
2024 filing year
$2.4M$2.6M$2.8M$3M$3.2M 202220232024 $3.07M $2.79M ▼ -9.1%
Year Plans Participants Total Assets
2022 1 21 $3M
2023 1 19 $3M
2024 1 21 $3M

2023 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$80K
Employer EIN222205717
Plan Effective Date2008-02-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New Jersey

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

Edward Kurth & Sons, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400500 Total assets ($M) Participants Edward Kurth & Sons, Inc. Employee Stock Ownership Plan, Total assets ($M): 2.594808 · Participants: 19Edward Kurth & Sons, Inc. Employee Stock Ownership PlanOkonite Company Employees Stock Ownership Plan, Total assets ($M): 420.904787 · Participants: 1127Okonite Company Employees Stock Ownership PlanMathematica Group Holding Inc. Employee Stock Ownership Plan, Total assets ($M): 309.109417 · Participants: 1571Mathematica Group Holding Inc. Employee Stock Ownership PlanConair LLC Savings and Investment Plan, Total assets ($M): 300.696739 · Participants: 1050Conair LLC Savings and Investment PlanAmboy Bancorporation Employee Stock Ownership Plan, Total assets ($M): 106.542135 · Participants: 193Amboy Bancorporation Employee Stock Ownership PlanColumbia Bank Employee Stock Ownership Plan, Total assets ($M): 85.571031 · Participants: 729Columbia Bank Employee Stock Ownership Plan
Edward Kurth & Sons, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants
Compare Edward Kurth & Sons, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside New Jersey, the nearest ESOP by assets is Pro-Cast Products, Inc. Employee Stock Ownership Plan in CA ($3M); by covered participants it is Ritchie Industries, Inc. Employee Stock Ownership Plan in IA (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Edward Kurth & Sons, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Edward Kurth & Sons, Inc. Employee Stock Ownership Plan declined sharply - down 15.5% during 2023, from $3M to $3M. Reported net income was -$80K.
How have Edward Kurth & Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edward Kurth & Sons, Inc.'s sponsor-wide assets declined 9.0%, from $3M to $3M.
Which ESOP plans are similar in size to Edward Kurth & Sons, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Pro-Cast Products, Inc. Employee Stock Ownership Plan in CA ($3M, 114 participants).
Which ESOP plans cover a similar participant headcount to Edward Kurth & Sons, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ritchie Industries, Inc. Employee Stock Ownership Plan in IA (19 participants, $32M 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 222205717.

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.