ESOP · DOL Form 5500 · 2024

Kretz Lumber Co., Inc. ESOP

Data updated 2026-08-25

$23M
Total assets Small plan by assets
77
Participants Small participant base
73rd
Percentile by assets National rank
$298,700
Avg per participant High balance/head
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Official DOL plan name: Kretz Lumber Co., Inc. Employee Stock Ownership Plan · Sponsored by Kretz Lumber Co., Inc. · Wisconsin · Manufacturing

$23M in assets, 77 participants

Kretz Lumber Co., Inc.'s Kretz Lumber Co., Inc. Employee Stock Ownership Plan reported $23M in total assets and 77 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #11,190 in Manufacturing (17,777 peers)

Kretz Lumber Co., Inc. multi-year trail

Kretz Lumber Co., Inc.'s plans moved +12.2% in assets from 2022 to 2024; this filing shows Kretz Lumber Co., Inc. Employee Stock Ownership Plan at $23M / 77 participants.

#11,190
in Manufacturing (17,777 peers)
+9.5%
assets growth YoY

Kretz Lumber Co., Inc. Employee Stock Ownership Plan's outsized position by total assets

Kretz Lumber Co., Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$22,999,905 Top 27% higher than 73% 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

Kretz Lumber Co., 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. Kretz Lumber Co., Inc. Employee Stock Ownership Plan is a small filing (77 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kretz Lumber Co., Inc. Employee Stock Ownership Plan reported net income rose from $680K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Kretz Lumber Co., Inc. Employee Stock Ownership Plan end-of-year assets rose from $21M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Kretz Lumber Co., Inc. Employee Stock Ownership Plan reported participants rose from 71 in the plan year 2023 filing to 77 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 390888340 · Kretz Lumber Co., Inc. PY 2024 · ESOP

Kretz Lumber Co., Inc. Employee Stock Ownership Plan · $23M · 77 · 73rd

  • IND $23M
  • EOY 77
  • 5500 73rd
  • ASSETS ESOP
  • PCT near Donley Companies, Inc. Employee Stock Ownership Plan
  • EIN ind #11190

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 Wisconsin →

Kretz Lumber Co., Inc. Employee Stock Ownership Plan in the asset neighbourhood

Apt Employee Stock Ownership PlanApt Employee Stock Ownership…$23MCornerstone Benefits, Inc. Employee Stock Ownership PlanCornerstone Benefits, Inc. E…$23MBuehler's Fresh Foods Employee Stock Ownership PlanBuehler's Fresh Foods Employ…$23MKretz Lumber Co., Inc. Employee Stock Ownership PlanKretz Lumber Co., Inc. Emplo…$23MDonley Companies, Inc. Employee Stock Ownership PlanDonley Companies, Inc. Emplo…$23M
End-of-year total assets ($M) among Kretz Lumber Co., Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Kretz Lumber Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Kretz Lumber Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 12.193750040853327% vs 2022
2024 filing year
$20M$21M$22M$23M$24M 202220232024 $20.5M $23M ▲ +12.2%
Year Plans Participants Total Assets
2022 1 79 $21M
2023 1 71 $21M
2024 1 77 $23M

Kretz Lumber Co., Inc. filing trail (2024)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN390888340
Plan Effective Date1973-08-30
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Wisconsin

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

Kretz Lumber Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Kretz Lumber Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.022999905 · Participants: 77Kretz Lumber Co., Inc. Employee Stock Ownership PlanSchreiber Foods, Inc Employee Stock Ownership Plan, Total assets ($B): 3.761100176 · Participants: 6519Schreiber Foods, Inc Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.795573537 · Participants: 2967Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.604138718 · Participants: 1689Ki Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.332844757 · Participants: 834Wausau Supply Company Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.31505419 · Participants: 266Trachte Building Systems Employee Stock Ownership Plan
Kretz Lumber Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Kretz Lumber Co., Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Kretz Lumber Co., Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Donley Companies, Inc. Employee Stock Ownership Plan in OH ($23M); by covered participants it is Hilbers, Inc. Employee Stock Ownership Plan in CA (77 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (77 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 Kretz Lumber Co., Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Kretz Lumber Co., Inc. Employee Stock Ownership Plan grew at a solid clip - up 9.5% during 2024, from $21M to $23M. Reported net income was $2M.
How have Kretz Lumber Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kretz Lumber Co., Inc.'s sponsor-wide assets grew 12.2%, from $21M to $23M.
Which ESOP plans are similar in size to Kretz Lumber Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Donley Companies, Inc. Employee Stock Ownership Plan in OH ($23M, 373 participants).
Which ESOP plans cover a similar participant headcount to Kretz Lumber Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Hilbers, Inc. Employee Stock Ownership Plan in CA (77 participants, $8M 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 390888340.

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.