ESOP · DOL Form 5500 · 2024

Kramer Mechanical Plumbing and Heating, Inc. ESOP

Data updated 2026-08-25

$561K
Total assets Small plan by assets
31
Participants Small participant base
19th
Percentile by assets National rank
$18,111
Avg per participant Low balance/head
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Official DOL plan name: Kramer Mechanical Employee Stock Ownership Plan · Sponsored by Kramer Mechanical Plumbing and Heating, Inc. · Minnesota · Construction

$561K in assets, 31 participants

Kramer Mechanical Plumbing and Heating, Inc.'s Kramer Mechanical Employee Stock Ownership Plan reported $561K in total assets and 31 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.

  • #1,610 in Construction (9,039 peers)

Kramer Mechanical Plumbing and Heating, Inc. multi-year trail

Kramer Mechanical Plumbing and Heating, Inc.'s plans moved +121.4% in assets from 2022 to 2024; this filing shows Kramer Mechanical Employee Stock Ownership Plan at $561K / 31 participants.

#1,610
in Construction (9,039 peers)
+104.2%
assets growth YoY

Kramer Mechanical Employee Stock Ownership Plan among the smaller filed plans by assets

Kramer Mechanical Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$561,443 19th percentile higher than 19% of 123,620 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 2024

Kramer Mechanical Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kramer Mechanical Employee Stock Ownership Plan is a small filing (31 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kramer Mechanical Employee Stock Ownership Plan end-of-year assets rose from $275K in the plan year 2023 filing to $561K in the plan year 2024 filing.
  • Kramer Mechanical Employee Stock Ownership Plan reported participants rose from 27 in the plan year 2023 filing to 31 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 411857185 · Kramer Mechanical Plumbing and Heating, Inc. PY 2024 · ESOP

Kramer Mechanical Employee Stock Ownership Plan · $561K · 31 · 19th

  • TYPE $561K
  • TYPE 31
  • TYPE 19th
  • TYPE ESOP
  • TYPE near Btse Employee Stock Ownership Plan
  • TYPE ind #1610

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 Minnesota →

Kramer Mechanical Employee Stock Ownership Plan in the asset neighbourhood

Kramer Mechanical Employee Stock Ownership PlanKramer Mechanical Employee S…$561KBtse Employee Stock Ownership PlanBtse Employee Stock Ownershi…$561KRitta & Associates, Inc. Employees Stock Ownership Plan & TrustRitta & Associates, Inc. Emp…$560KJim's Formal Wear Employee Stock Ownership PlanJim's Formal Wear Employee S…$559KSelect Education Group Employee Stock Ownership PlanSelect Education Group Emplo…$564K
End-of-year total assets ($M) among Kramer Mechanical Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Kramer Mechanical Plumbing and Heating, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Kramer Mechanical Plumbing and Heating, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 121.37163545787793% vs 2022
2024 filing year
$1M$2M$3M$4M 202220232024 $1.66M $3.67M ▲ +121.1%
Year Plans Participants Total Assets
2022 1 22 $2M
2023 2 54 $3M
2024 2 58 $4M

Kramer Mechanical Plumbing and Heating, Inc. filing trail (2024)

Total Assets (Beginning of Year)$275K
Net Assets (End of Year)$561K
Net Income$286K
Employer EIN411857185
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Minnesota

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

Kramer Mechanical Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -500050010001500 Total assets ($M) Participants Kramer Mechanical Employee Stock Ownership Plan, Total assets ($M): 0.561443 · Participants: 31Kramer Mechanical Employee Stock Ownership PlanAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 962.686911 · Participants: 12104Andersen Corporation Employee Stock Ownership PlanLandscape Structures, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 593.784492 · Participants: 490Landscape Structures, Inc. Employee Stock Ownership Plan and TrustKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 593.525018 · Participants: 782Kingdom Enterprises, Inc. Employee Stock Ownership PlanForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 472.716981 · Participants: 615Force America Inc. Employee Stock Ownership PlanAblenet, Inc. Employee Stock Ownership Plan, Total assets ($M): 459.837439 · Participants: 134Ablenet, Inc. Employee Stock Ownership Plan
Kramer Mechanical Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Kramer Mechanical Employee Stock Ownership Plan side-by-side with 3 peers →

Kramer Mechanical Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Btse Employee Stock Ownership Plan in MA ($561K); by covered participants it is The American National Bank of Beaver Dam Employee Stock Ownership Plan in WI (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kramer Mechanical Employee Stock Ownership Plan assets move in 2024? ▼
Kramer Mechanical Employee Stock Ownership Plan surged - up 104.2% during 2024, from $275K to $561K. Reported net income was $286K.
How have Kramer Mechanical Plumbing and Heating, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kramer Mechanical Plumbing and Heating, Inc.'s sponsor-wide assets grew 121.4%, from $2M to $4M.
Where does Kramer Mechanical Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Kramer Mechanical Employee Stock Ownership Plan ranks in the 19th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Kramer Mechanical Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Btse Employee Stock Ownership Plan in MA ($561K, 51 participants).
Which ESOP plans cover a similar participant headcount to Kramer Mechanical Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The American National Bank of Beaver Dam Employee Stock Ownership Plan in WI (31 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 411857185.

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.