ESOP · DOL Form 5500 · 2024
Kreg Enterprises, Inc. ESOP
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 145
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $84,485
- Avg per participant Below avg balance/head
Official DOL plan name: Kreg Enterprises, Inc. Dba Kreg Tool Company Employee Stock Ownership Plan · Sponsored by Kreg Enterprises, Inc. · Iowa · Manufacturing
$12M in assets, 145 participants
Kreg Enterprises, Inc.'s Kreg Enterprises, Inc. Dba Kreg Tool Company Employee Stock Ownership Plan reported $12M in total assets and 145 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.
- #8,356 in Manufacturing (17,777 peers)
Coverage in Iowa
Kreg Enterprises, Inc. Dba Kreg Tool Company Employee Stock Ownership Plan covers 145 participants in Iowa, about 24% of the average Iowa filer (state average ~609 per filing). Assets: $12M.
- #8,356
- in Manufacturing (17,777 peers)
- +9.2%
- assets growth YoY
Kreg Enterprises, Inc. Dba Kreg Tool Company Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers
Kreg Enterprises, Inc. Dba Kreg Tool Company Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,250,305 Top 40% higher than 60% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Kreg Enterprises, Inc. Dba Kreg Tool Company Employee Stock Ownership Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kreg Enterprises, Inc. Dba Kreg Tool Company Employee Stock Ownership Plan sits mid-pack in the medium band (145 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kreg Enterprises, Inc. Dba Kreg Tool Company Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Kreg Enterprises, Inc. Dba Kreg Tool Company Employee Stock Ownership Plan reported participants fell from 162 in the plan year 2023 filing to 145 in the plan year 2024 filing.
- Kreg Enterprises, Inc. Dba Kreg Tool Company Employee Stock Ownership Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 421367720 · Kreg Enterprises, Inc. PY 2024 · ESOP
Kreg Enterprises, Inc. Dba Kreg Tool Company Employee Stock Ownership Plan · $12M · 145 · 60th
- EIN $12M
- EIN 145
- EIN 60th
- EIN ESOP
- EIN near Gai Employee Stock Ownership Plan
- EIN ind #8356
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 Iowa →
Kreg Enterprises, Inc. Dba Kreg Tool Company Employee Stock Ownership Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $1M |
| Employer EIN | 421367720 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kreg Enterprises, Inc.)
Sponsor-wide plan assets over time
All Kreg Enterprises, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 42.83176447638581% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 392 | $19M |
| 2023 | 2 | 349 | $23M |
| 2024 | 2 | 322 | $27M |
Nearby ESOP Plans in Iowa
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Employee Owned Brands, Inc. Employee Stock Ownership Plan $877M · 819
- Van Meter Industrial, Inc. Employee Stock Ownership Plan $659M · 849
- Ita Group Holdings, Inc. Employees' Stock Ownership Plan $498M · 907
- Precision, Inc. Employee Stock Ownership Plan and Trust $473M · 658
- Vgm Group, Inc. Employee Stock Ownership Plan $426M · 1,169
Kreg Enterprises, Inc. Dba Kreg Tool Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Iowa, the nearest ESOP by assets is Gai Employee Stock Ownership Plan in IL ($12M); by covered participants it is Alaska Rent-a-Car, Inc. Employee Stock Ownership Plan in AK (145 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (145 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.