ESOP · DOL Form 5500 · 2024

Cullman & Kravis Associates, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
13
Participants Small participant base
33rd
Percentile by assets National rank
$212,396
Avg per participant Above avg balance/head
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Official DOL plan name: Cullman & Kravis, Inc. Employee Stock Ownership · Sponsored by Cullman & Kravis Associates, Inc. · New York · Professional & Technical Services

$3M in assets, 13 participants

Cullman & Kravis Associates, Inc.'s Cullman & Kravis, Inc. Employee Stock Ownership reported $3M in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,940 in Professional & Technical Services (20,173 peers)

Cullman & Kravis Associates, Inc. multi-year trail

Cullman & Kravis Associates, Inc.'s plans moved -30.4% in assets from 2022 to 2024; this filing shows Cullman & Kravis, Inc. Employee Stock Ownership at $3M / 13 participants.

#5,940
in Professional & Technical Services (20,173 peers)
-29.0%
assets change YoY

The plan reported a net loss of $719K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cullman & Kravis, Inc. Employee Stock Ownership among the smaller filed plans by assets

Cullman & Kravis, Inc. Employee Stock Ownership vs every filed plan by assets

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

$2,761,143 33rd percentile higher than 33% 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

Cullman & Kravis, Inc. Employee Stock Ownership among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cullman & Kravis, Inc. Employee Stock Ownership is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cullman & Kravis, Inc. Employee Stock Ownership reported net income fell from $187K in the plan year 2023 filing to -$719K in the plan year 2024 filing.
  • Cullman & Kravis, Inc. Employee Stock Ownership reported participants rose from 10 in the plan year 2023 filing to 13 in the plan year 2024 filing.
  • Cullman & Kravis, Inc. Employee Stock Ownership end-of-year assets fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 133264205 · Cullman & Kravis Associates, Inc. PY 2024 · ESOP

Cullman & Kravis, Inc. Employee Stock Ownership · $3M · 13 · 33rd

  • ASSETS $3M
  • ASSETS 13
  • ASSETS 33rd
  • ASSETS ESOP
  • ASSETS near Dental Designs Employee Stock Ownership Plan
  • ASSETS ind #5940

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 New York →

Cullman & Kravis, Inc. Employee Stock Ownership in the asset neighbourhood

Remcom, Inc. Employee Stock Ownership PlanRemcom, Inc. Employee Stock …$3MCullman & Kravis, Inc. Employee Stock OwnershipCullman & Kravis, Inc. Emplo…$3MDental Designs Employee Stock Ownership PlanDental Designs Employee Stoc…$3MMetro Safety & Fire, Inc. Employee Stock Ownership Plan and TrustMetro Safety & Fire, Inc. Em…$3MVirtexco Corporation Employee Stock Ownership PlanVirtexco Corporation Employe…$3M
End-of-year total assets ($M) among Cullman & Kravis, Inc. Employee Stock Ownership and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Cullman & Kravis Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Cullman & Kravis Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 30.391850142246884% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $3.97M $2.76M ▼ -30.5%
Year Plans Participants Total Assets
2022 1 11 $4M
2023 1 10 $4M
2024 1 13 $3M

Cullman & Kravis Associates, Inc. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$2M
Net Income-$719K
Employer EIN133264205
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New York

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

Cullman & Kravis, Inc. Employee Stock Ownership vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Cullman & Kravis, Inc. Employee Stock Ownership, Total assets ($M): 2.761143 · Participants: 13Cullman & Kravis, Inc. Employee Stock OwnershipStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 896.840227 · Participants: 3483Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 450.776522 · Participants: 3042North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 306.094988 · Participants: 3209Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 254.362741 · Participants: 1716Greenman-Pedersen, Inc. Employee Stock Ownership PlanMarshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 234.345888 · Participants: 518Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan
Cullman & Kravis, Inc. Employee Stock Ownership vs. nearby ESOP plans in New York, assets vs. participants
Compare Cullman & Kravis, Inc. Employee Stock Ownership side-by-side with 3 peers →

Cullman & Kravis, Inc. Employee Stock Ownership's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Dental Designs Employee Stock Ownership Plan in FL ($3M); by covered participants it is Ncp Capco Development Co. Employee Stock Ownership Plan in AL (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Cullman & Kravis, Inc. Employee Stock Ownership assets move in 2024? ▼
Cullman & Kravis, Inc. Employee Stock Ownership declined sharply - down 29.0% during 2024, from $4M to $3M. Reported net income was -$719K.
How have Cullman & Kravis Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cullman & Kravis Associates, Inc.'s sponsor-wide assets declined 30.4%, from $4M to $3M.
Which ESOP plans are similar in size to Cullman & Kravis, Inc. Employee Stock Ownership? ▼
Among ESOP plans in other states, the closest by assets is Dental Designs Employee Stock Ownership Plan in FL ($3M, 36 participants).
Which ESOP plans cover a similar participant headcount to Cullman & Kravis, Inc. Employee Stock Ownership? ▼
Among ESOP plans in other states, the closest by covered participants is Ncp Capco Development Co. Employee Stock Ownership Plan in AL (13 participants, N/A 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 133264205.

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.