ESOP · DOL Form 5500 · 2022

Kapur & Associates, Inc. ESOP

Data updated 2026-08-11

$39M
Total assets
176
Participants
86th
Percentile by assets
$221,624
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Kapur & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Kapur & Associates, Inc. · Wisconsin · Professional & Technical Services

$39M in assets, 176 participants

Kapur & Associates, Inc.'s Kapur & Associates, Inc. Employee Stock Ownership Plan reported $39M in total assets and 176 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • 86th percentile by assets (of 139,126 plans)
  • #18,681 in Professional & Technical Services (21,562 peers)

Coverage in Wisconsin

Kapur & Associates, Inc. Employee Stock Ownership Plan covers 176 participants in Wisconsin, about 31% of the average Wisconsin filer (state average ~563 per filing). Assets: $39M.

$39M
total plan assets (2022 EOY)
176
covered participants
86th
percentile by assets (of 139,126 plans)
$221,624
avg assets per participant

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Kapur & Associates, Inc. Employee Stock Ownership Plan reports 176 participants - about 31% of that state average ($39M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$39M
Net Income$8M
Employer EIN391420448
Plan Effective Date2004-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kapur & Associates, Inc.)

$60M$80M$100M$120M 202220232024 $75.2M $110M ▲ +46.0%
Total plan assets by year, all Kapur & Associates, Inc. plans on file
Year Plans Participants Total Assets
2022 2 523 $75M
2023 2 604 $94M
2024 2 636 $110M

Nearby ESOP Plans in Wisconsin

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

Kapur & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants

Kapur & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -10123 Total assets ($B) Participants Kapur & Associates, …Schreiber Foods, Inc…Woodman's Employees'…Ki Employee Stock Ow…Wausau Supply Compan…Trachte Building Sys…
Kapur & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Kapur & Associates, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Kapur & Associates, Inc. Employee Stock Ownership Plan assets move in 2022?
Kapur & Associates, Inc. Employee Stock Ownership Plan grew sharply - up 26.9% during 2022, from $31M to $39M. Reported net income was $8M.
How have Kapur & Associates, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Kapur & Associates, Inc.'s sponsor-wide assets grew 46.0%, from $75M to $110M.
Where does Kapur & Associates, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Kapur & Associates, Inc. Employee Stock Ownership Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Kapur & Associates, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Tobacco Rag Processors, Inc. Employee Stock Ownership Plan in NC ($39M, 163 participants).

Next read for Kapur & Associates, Inc. Employee Stock …

Filing takeaways

Ways to act on Kapur & Associates, Inc. Employee Stock Ownership Plan's numbers.