ESOP · DOL Form 5500 · 2024

Korellis Enterprises, Inc. ESOP

Data updated 2026-08-25

$28M
Total assets Below avg plan size
31
Participants Small participant base
76th
Percentile by assets National rank
$895,632
Avg per participant High balance/head
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Official DOL plan name: Korellis Enterprises, Inc. Employee Stock Ownership Plan · Sponsored by Korellis Enterprises, Inc. · Indiana · Construction

$28M in assets, 31 participants

Korellis Enterprises, Inc.'s Korellis Enterprises, Inc. Employee Stock Ownership Plan reported $28M in total assets and 31 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #6,752 in Construction (9,039 peers)

Where Korellis Enterprises, Inc. Employee Stock Ownership Plan sits by assets

Korellis Enterprises, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $28M for 31 participants (~$895,632/participant), up 6.9% in 2024.

#6,752
in Construction (9,039 peers)
+6.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Korellis Enterprises, Inc. Employee Stock Ownership Plan's outsized position by total assets

Korellis Enterprises, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$27,764,600 Top 24% higher than 76% 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

Korellis Enterprises, Inc. 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. Korellis Enterprises, Inc. 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

  • Korellis Enterprises, Inc. Employee Stock Ownership Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Korellis Enterprises, Inc. Employee Stock Ownership Plan reported participants rose from 29 in the plan year 2023 filing to 31 in the plan year 2024 filing.
  • Korellis Enterprises, Inc. Employee Stock Ownership Plan end-of-year assets rose from $26M in the plan year 2023 filing to $28M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 351802693 · Korellis Enterprises, Inc. PY 2024 · ESOP

Korellis Enterprises, Inc. Employee Stock Ownership Plan · $28M · 31 · 76th

  • ASSETS $28M
  • PCT 31
  • EIN 76th
  • RANK ESOP
  • PHOTO near Nussbaum Transportation Services Employee Stock Ownership Plan
  • IND ind #6752

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 →

Korellis Enterprises, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Miller Paint Co., Inc. Employee Stock Ownership PlanMiller Paint Co., Inc. Emplo…$28MLaurits R. Christensen Associates Employee Stock Ownership PlanLaurits R. Christensen Assoc…$28MNussbaum Transportation Services Employee Stock Ownership PlanNussbaum Transportation Serv…$28MKorellis Enterprises, Inc. Employee Stock Ownership PlanKorellis Enterprises, Inc. E…$28MD&a Companies, Inc. Employee Stock Ownership PlanD&a Companies, Inc. Employee…$28M
End-of-year total assets ($M) among Korellis Enterprises, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$27M
Net Income$2M
Employer EIN351802693
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Korellis Enterprises, Inc.)

Sponsor-wide plan assets over time

All Korellis Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 12.866292269574037% vs 2022
2024 filing year
$24M$25M$26M$27M$28M$29M 202220232024 $24.6M $27.8M ▲ +12.8%
Year Plans Participants Total Assets
2022 1 27 $25M
2023 1 29 $26M
2024 1 31 $28M

Nearby ESOP Plans in Indiana

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

Korellis Enterprises, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.522.5 Total assets ($B) Participants Korellis Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.0277646 · Participants: 31Korellis Enterprises, Inc. Employee Stock Ownership PlanJasper 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
Korellis Enterprises, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Korellis Enterprises, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest ESOP by assets is Nussbaum Transportation Services Employee Stock Ownership Plan in IL ($28M); 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 Korellis Enterprises, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Korellis Enterprises, Inc. Employee Stock Ownership Plan grew at a solid clip - up 6.9% during 2024, from $26M to $28M. Reported net income was $2M.
How have Korellis Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Korellis Enterprises, Inc.'s sponsor-wide assets grew 12.9%, from $25M to $28M.
Where does Korellis Enterprises, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Korellis Enterprises, Inc. Employee Stock Ownership Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Korellis Enterprises, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Nussbaum Transportation Services Employee Stock Ownership Plan in IL ($28M, 672 participants).
Which ESOP plans cover a similar participant headcount to Korellis Enterprises, Inc. 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 351802693.

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.