ESOP · DOL Form 5500 · 2023

Kurmac, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
29
Participants Small participant base
31st
Percentile by assets National rank
$70,467
Avg per participant Below avg balance/head
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Official DOL plan name: Kurmac, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Kurmac, Inc. · California · Retail Trade

$2M in assets, 29 participants

Kurmac, Inc.'s Kurmac, Inc. Employee Stock Ownership Plan and Trust reported $2M in total assets and 29 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #3,590 in Retail Trade (8,414 peers)

2023 asset change

Kurmac, Inc. Employee Stock Ownership Plan and Trust grew at a solid clip 13.5% in 2023 ($2M → $2M) for 29 participants.

#3,590
in Retail Trade (8,414 peers)
+13.5%
assets growth YoY

Kurmac, Inc. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

Kurmac, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$2,043,529 31st percentile higher than 31% 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

Kurmac, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kurmac, Inc. Employee Stock Ownership Plan and Trust is a small filing (29 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kurmac, Inc. Employee Stock Ownership Plan and Trust reported net income rose from -$212K in the plan year 2022 filing to $250K in the plan year 2023 filing.
  • Kurmac, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Kurmac, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 28 in the plan year 2022 filing to 29 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 330565606 · Kurmac, Inc. PY 2023 · ESOP

Kurmac, Inc. Employee Stock Ownership Plan and Trust · $2M · 29 · 31st

  • IND $2M
  • EOY 29
  • 5500 31st
  • ASSETS ESOP
  • PCT near Belden Brick & Supply Employee Stock Ownership Plan
  • EIN ind #3590

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 California →

Kurmac, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Fsc Bancshares, Inc. Employee Stock Ownership Plan and TrustFsc Bancshares, Inc. Employe…$2MKurmac, Inc. Employee Stock Ownership Plan and TrustKurmac, Inc. Employee Stock …$2MBelden Brick & Supply Employee Stock Ownership PlanBelden Brick & Supply Employ…$2MApex Plumbing, Inc. Employee Stock Ownership PlanApex Plumbing, Inc. Employee…$2MR-Keough Construction, Inc. Employee Stock Ownership PlanR-Keough Construction, Inc. …$2M
End-of-year total assets ($M) among Kurmac, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Kurmac, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Kurmac, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 9.530487578065621% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M$2.2M 202220232024 $1.8M $1.63M ▼ -9.4%
Year Plans Participants Total Assets
2022 1 28 $2M
2023 1 29 $2M
2024 1 33 $2M

2023 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$250K
Employer EIN330565606
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Kurmac, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Kurmac, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.002043529 · Participants: 29Kurmac, Inc. Employee Stock Ownership Plan and TrustParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Kurmac, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants
Compare Kurmac, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Kurmac, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Belden Brick & Supply Employee Stock Ownership Plan in MI ($2M); by covered participants it is Rsr Partners Inc ESOP in CT (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 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 Kurmac, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Kurmac, Inc. Employee Stock Ownership Plan and Trust grew at a solid clip - up 13.5% during 2023, from $2M to $2M. Reported net income was $250K.
How have Kurmac, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kurmac, Inc.'s sponsor-wide assets declined 9.5%, from $2M to $2M.
Which ESOP plans are similar in size to Kurmac, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Belden Brick & Supply Employee Stock Ownership Plan in MI ($2M, 28 participants).
Which ESOP plans cover a similar participant headcount to Kurmac, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Rsr Partners Inc ESOP in CT (29 participants, N/A 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 330565606.

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.