ESOP · DOL Form 5500 · 2023

Kroeschell, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
89
Participants Small participant base
52nd
Percentile by assets National rank
$83,793
Avg per participant Below avg balance/head
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Official DOL plan name: Kroeschell, Inc. Amended and Restated Employee Stock Ownership Plan · Sponsored by Kroeschell, Inc. · Illinois · Construction

$7M in assets, 89 participants

Kroeschell, Inc.'s Kroeschell, Inc. Amended and Restated Employee Stock Ownership Plan reported $7M in total assets and 89 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #4,564 in Construction (9,030 peers)

Kroeschell, Inc. multi-year trail

Kroeschell, Inc.'s plans moved +19.5% in assets from 2022 to 2024; this filing shows Kroeschell, Inc. Amended and Restated Employee Stock Ownership Plan at $7M / 89 participants.

#4,564
in Construction (9,030 peers)
-12.0%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kroeschell, Inc. Amended and Restated Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Kroeschell, Inc. Amended and Restated Employee Stock Ownership Plan vs every filed plan by assets

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

$7,457,547 Top 48% higher than 52% 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

Kroeschell, Inc. Amended and Restated 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. Kroeschell, Inc. Amended and Restated Employee Stock Ownership Plan is a small filing (89 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kroeschell, Inc. Amended and Restated Employee Stock Ownership Plan reported net income fell from -$407K in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Kroeschell, Inc. Amended and Restated Employee Stock Ownership Plan end-of-year assets fell from $8M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Kroeschell, Inc. Amended and Restated Employee Stock Ownership Plan reported participants fell from 95 in the plan year 2022 filing to 89 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 361343970 · Kroeschell, Inc. PY 2023 · ESOP

Kroeschell, Inc. Amended and Restated Employee Stock Ownership Plan · $7M · 89 · 52nd

  • BOOK $7M
  • BOOK 89
  • BOOK 52nd
  • BOOK ESOP
  • BOOK near Mulkey Enterprises, Inc. Employee Stock Ownership Plan
  • BOOK ind #4564

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 Illinois →

Kroeschell, Inc. Amended and Restated Employee Stock Ownership Plan in the asset neighbourhood

Kroeschell, Inc. Amended and Restated Employee Stock Ownership PlanKroeschell, Inc. Amended and…$7MMulkey Enterprises, Inc. Employee Stock Ownership PlanMulkey Enterprises, Inc. Emp…$7MW.E.T., Inc. Employee Stock Ownership Plan and TrustW.E.T., Inc. Employee Stock …$7MSprinklermatic Fire Protection Systems, Inc. Employee Stock Ownership PlanSprinklermatic Fire Protecti…$7MMetro Electric Co., Inc. Employee Stock Ownership PlanMetro Electric Co., Inc. Emp…$7M
End-of-year total assets ($M) among Kroeschell, Inc. Amended and Restated Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Kroeschell, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Kroeschell, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 19.452583977868446% vs 2022
2024 filing year
$26M$28M$30M$32M$34M 202220232024 $27.1M $32.4M ▲ +19.5%
Year Plans Participants Total Assets
2022 2 213 $27M
2023 2 198 $29M
2024 2 199 $32M

Kroeschell, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$1M
Employer EIN361343970
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Illinois

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

Kroeschell, Inc. Amended and Restated Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Kroeschell, Inc. Amended and Restated Employee Stock Ownership Plan, Total assets ($B): 0.007457547 · Participants: 89Kroeschell, Inc. Amended and Restated Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 4.440263476 · Participants: 4738Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.616096816 · Participants: 4251Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.195072662 · Participants: 486Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership Plan
Kroeschell, Inc. Amended and Restated Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Kroeschell, Inc. Amended and Restated Employee Stock Ownership Plan side-by-side with 3 peers →

Kroeschell, Inc. Amended and Restated Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Mulkey Enterprises, Inc. Employee Stock Ownership Plan in GA ($7M); by covered participants it is Northern Factory Sales, Inc. Employee Stock Ownership Plan and Trust in MN (89 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (89 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 Kroeschell, Inc. Amended and Restated Employee Stock Ownership Plan assets move in 2023? ▼
Kroeschell, Inc. Amended and Restated Employee Stock Ownership Plan pulled back noticeably - down 12.0% during 2023, from $8M to $7M. Reported net income was -$1M.
How have Kroeschell, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kroeschell, Inc.'s sponsor-wide assets grew 19.5%, from $27M to $32M.
Which ESOP plans are similar in size to Kroeschell, Inc. Amended and Restated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mulkey Enterprises, Inc. Employee Stock Ownership Plan in GA ($7M, 40 participants).
Which ESOP plans cover a similar participant headcount to Kroeschell, Inc. Amended and Restated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Northern Factory Sales, Inc. Employee Stock Ownership Plan and Trust in MN (89 participants, $84M 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 361343970.

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.