ESOP · DOL Form 5500 · 2023
Kocolene Development Corporation ESOP
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 66
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $401,554
- Avg per participant High balance/head
Official DOL plan name: Kocolene Development Corporation Employee Stock Ownership Plan · Sponsored by Kocolene Development Corporation · Indiana · Retail Trade
$27M in assets, 66 participants
Kocolene Development Corporation's Kocolene Development Corporation Employee Stock Ownership Plan reported $27M in total assets and 66 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.
- #7,255 in Retail Trade (8,414 peers)
Where Kocolene Development Corporation Employee Stock Ownership Plan sits by assets
Kocolene Development Corporation Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $27M for 66 participants (~$401,554/participant), up 21.9% in 2023.
- #7,255
- in Retail Trade (8,414 peers)
- +21.9%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Kocolene Development Corporation Employee Stock Ownership Plan's outsized position by total assets
Kocolene Development Corporation Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$26,502,561 Top 23% higher than 77% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Kocolene Development Corporation 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. Kocolene Development Corporation Employee Stock Ownership Plan is a small filing (66 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kocolene Development Corporation Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Kocolene Development Corporation Employee Stock Ownership Plan end-of-year assets rose from $22M in the plan year 2022 filing to $27M in the plan year 2023 filing.
- Kocolene Development Corporation Employee Stock Ownership Plan reported participants rose from 55 in the plan year 2022 filing to 66 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 351297213 · Kocolene Development Corporation PY 2023 · ESOP
Kocolene Development Corporation Employee Stock Ownership Plan · $27M · 66 · 77th
- ASSETS $27M
- PCT 66
- EIN 77th
- RANK ESOP
- PHOTO near Reell Precision Manufacturing Corporation Restated Employee Stock Ownership Plan
- IND ind #7255
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 Indiana →
Kocolene Development Corporation Employee Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $5M |
| Employer EIN | 351297213 |
| Plan Effective Date | 2009-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kocolene Development Corporation)
Sponsor-wide plan assets over time
All Kocolene Development Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 19.10268687726035% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 55 | $22M |
| 2023 | 1 | 66 | $27M |
| 2024 | 1 | 57 | $26M |
Nearby ESOP Plans in Indiana
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Jasper Holdings, Inc Employee Stock Ownership Plan and Trust $1.9B · 3,535
- Urschel Laboratories Employee Stock Ownership Plan $366M · 487
- Nibco Inc. Employee Stock Ownership Plan $365M · 1,242
- Superior Industrial Solutions, Inc. Employee Stock Ownership Plan $139M · 363
- Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan $135M · 558
Kocolene Development Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Indiana, the nearest ESOP by assets is Reell Precision Manufacturing Corporation Restated Employee Stock Ownership Plan in MN ($26M); by covered participants it is Pete Moffat Construction Inc. Employee Stock Ownership Plan in CA (66 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- Reell Precision Manufacturing Corporation Restated Employee Stock Ownership Plan (MN) $26M · 119
- Crafton, Tull & Associates, Inc . Employee Stock Ownership Plan (AR) $26M · 296
- Fox Bros. Piggly Wiggly, Inc. Employee Stock Ownership Plan (WI) $27M · 304
- Island Kinetics, Inc. Employee Stock Ownership Plan (AZ) $26M · 146
Similar participant headcount
Nearest other-state filings by covered participants (66 participants); asset peers above are excluded.
- Pete Moffat Construction Inc. Employee Stock Ownership Plan (CA) 66 · 0 off
- Benson's Heating and Air Conditioning, Inc. Employee Stock Ownership Plan (FL) 66 · 0 off
- D.K. Gnuse Legacy Employee Stock Ownership Plan (IL) 66 · 0 off
- First Commercial Financial Corp. Employee Stock Ownership Plan (TX) 66 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.