ESOP · DOL Form 5500 · 2024

Koberstein Holdings, Inc. ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
22
Participants Small participant base
63rd
Percentile by assets National rank
$631,626
Avg per participant High balance/head
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Official DOL plan name: Koberstein Holdings, Inc. Employee Stock Ownership Plan & Trust · Sponsored by Koberstein Holdings, Inc. · Indiana · Transportation & Warehousing

$14M in assets, 22 participants

Koberstein Holdings, Inc.'s Koberstein Holdings, Inc. Employee Stock Ownership Plan & Trust reported $14M in total assets and 22 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #2,101 in Transportation & Warehousing (3,299 peers)

Koberstein Holdings, Inc. multi-year trail

Koberstein Holdings, Inc.'s plans moved +68.2% in assets from 2022 to 2024; this filing shows Koberstein Holdings, Inc. Employee Stock Ownership Plan & Trust at $14M / 22 participants.

#2,101
in Transportation & Warehousing (3,299 peers)
+31.1%
assets growth YoY

Koberstein Holdings, Inc. Employee Stock Ownership Plan & Trust's mid-pack asset rank among Transportation & Warehousing and all filers

Koberstein Holdings, Inc. Employee Stock Ownership Plan & Trust vs every filed plan by assets

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

$13,895,770 Top 37% higher than 63% 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

Koberstein Holdings, Inc. Employee Stock Ownership Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Koberstein Holdings, Inc. Employee Stock Ownership Plan & Trust is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Koberstein Holdings, Inc. Employee Stock Ownership Plan & Trust reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Koberstein Holdings, Inc. Employee Stock Ownership Plan & Trust end-of-year assets rose from $11M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Koberstein Holdings, Inc. Employee Stock Ownership Plan & Trust reported participants rose from 19 in the plan year 2023 filing to 22 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 464269767 · Koberstein Holdings, Inc. PY 2024 · ESOP

Koberstein Holdings, Inc. Employee Stock Ownership Plan & Trust · $14M · 22 · 63rd

  • BOY $14M
  • BOY 22
  • BOY 63rd
  • BOY ESOP
  • BOY near Volkmann Railroad Builders, Inc. Employee Stock Ownership Plan
  • BOY ind #2101

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 →

Koberstein Holdings, Inc. Employee Stock Ownership Plan & Trust in the asset neighbourhood

Ivs Group, Inc. & Affiliates Employee Stock Ownership PlanIvs Group, Inc. & Affiliates…$14MKoberstein Holdings, Inc. Employee Stock Ownership Plan & TrustKoberstein Holdings, Inc. Em…$14MVolkmann Railroad Builders, Inc. Employee Stock Ownership PlanVolkmann Railroad Builders, …$14MTechnical Systems, Inc. Employee Stock Ownership PlanTechnical Systems, Inc. Empl…$14MFrontier Computer Corp. Employee Stock Ownership PlanFrontier Computer Corp. Empl…$14M
End-of-year total assets ($M) among Koberstein Holdings, Inc. Employee Stock Ownership Plan & Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Koberstein Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Koberstein Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 68.20939850465955% vs 2022
2024 filing year
$6M$8M$10M$12M$14M$16M 202220232024 $8.26M $13.9M ▲ +68.3%
Year Plans Participants Total Assets
2022 1 17 $8M
2023 1 19 $11M
2024 1 22 $14M

Koberstein Holdings, Inc. filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN464269767
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Indiana

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

Koberstein Holdings, Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.522.5 Total assets ($B) Participants Koberstein Holdings, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 0.01389577 · Participants: 22Koberstein Holdings, Inc. Employee Stock Ownership Plan & TrustJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 2.185109137 · Participants: 4295Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.432438721 · Participants: 509Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.376983564 · Participants: 1370Nibco Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.170278352 · Participants: 622Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership PlanErmco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.151428287 · Participants: 123Ermco, Inc. Employee Stock Ownership Plan
Koberstein Holdings, Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Koberstein Holdings, Inc. Employee Stock Ownership Plan & Trust side-by-side with 3 peers →

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

Outside Indiana, the nearest ESOP by assets is Volkmann Railroad Builders, Inc. Employee Stock Ownership Plan in WI ($14M); by covered participants it is Electricians, Inc. ESOP in HI (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 Koberstein Holdings, Inc. Employee Stock Ownership Plan & Trust assets move in 2024? ▼
Koberstein Holdings, Inc. Employee Stock Ownership Plan & Trust surged - up 31.1% during 2024, from $11M to $14M. Reported net income was $3M.
How have Koberstein Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Koberstein Holdings, Inc.'s sponsor-wide assets grew 68.2%, from $8M to $14M.
Which ESOP plans are similar in size to Koberstein Holdings, Inc. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by assets is Volkmann Railroad Builders, Inc. Employee Stock Ownership Plan in WI ($14M, 22 participants).
Which ESOP plans cover a similar participant headcount to Koberstein Holdings, Inc. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Electricians, Inc. ESOP in HI (22 participants, $20M 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 464269767.

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.