ESOP · DOL Form 5500 · 2023

Kohler Design Corp. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
25th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kohler Design Corp. Employee Stock Ownership Plan and Trust · Sponsored by Kohler Design Corp. · Illinois · Manufacturing

$1M in assets, 1 participants

Kohler Design Corp.'s Kohler Design Corp. Employee Stock Ownership Plan and Trust reported $1M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #2,087 in Manufacturing (18,722 peers)

What the 2023 filing shows

Kohler Design Corp. Employee Stock Ownership Plan and Trust holds $1M for 1 participant - about $1.2M per participant, in the lower half of filed plans by assets.

#2,087
in Manufacturing (18,722 peers)
-6.2%
assets change YoY

The plan reported a net loss of $78K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kohler Design Corp. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

Kohler Design Corp. Employee Stock Ownership Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,182,400 25th percentile higher than 25% of 127,068 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 2023

Kohler Design Corp. Employee Stock Ownership Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kohler Design Corp. Employee Stock Ownership Plan and Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kohler Design Corp. Employee Stock Ownership Plan and Trust reported net income fell from $215 in the plan year 2022 filing to -$78K in the plan year 2023 filing.
  • Kohler Design Corp. Employee Stock Ownership Plan and Trust end-of-year assets fell from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 364251504 · Kohler Design Corp. PY 2023 · ESOP

Kohler Design Corp. Employee Stock Ownership Plan and Trust · $1M · 1 · 25th

  • RANK $1M
  • PHOTO 1
  • IND 25th
  • EOY ESOP
  • 5500 near Lor Geotechnical Group Employee Stock Ownership Plan
  • ASSETS ind #2087

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 Illinois →

Kohler Design Corp. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Mercer Savings Bank Employee Stock Ownership PlanMercer Savings Bank Employee…$1MKohler Design Corp. Employee Stock Ownership Plan and TrustKohler Design Corp. Employee…$1MLor Geotechnical Group Employee Stock Ownership PlanLor Geotechnical Group Emplo…$1MHanky Panky Ltd. ESOP$1MRoss Group, Inc. Employee Stock Ownership PlanRoss Group, Inc. Employee St…$1M
End-of-year total assets ($M) among Kohler Design Corp. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$78K
Employer EIN364251504
Plan Effective Date1998-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kohler Design Corp.)

Sponsor-wide plan assets over time

All Kohler Design Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 6.2036928329594385% vs 2022
2023 filing year
$1.15M$1.2M$1.25M$1.3M 20222023 $1.26M $1.18M ▼ -6.3%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 1 $1M

Nearby ESOP Plans in Illinois

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

Kohler Design Corp. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Kohler Design Corp. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.0011824 · Participants: 1Kohler Design Corp. Employee Stock Ownership Plan and TrustAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 4.440263476 · Participants: 4738Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.616096816 · Participants: 4251Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.195072662 · Participants: 486Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership Plan
Kohler Design Corp. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Kohler Design Corp. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Kohler Design Corp. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Lor Geotechnical Group Employee Stock Ownership Plan in CA ($1M); by covered participants it is Residential Mortgage Funding, Inc. E.S.O.P. in CA (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kohler Design Corp. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Kohler Design Corp. Employee Stock Ownership Plan and Trust pulled back noticeably - down 6.2% during 2023, from $1M to $1M. Reported net income was -$78K.
How have Kohler Design Corp. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Kohler Design Corp.'s sponsor-wide assets declined 6.2%, from $1M to $1M.
Where does Kohler Design Corp. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Kohler Design Corp. Employee Stock Ownership Plan and Trust ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which ESOP plans are similar in size to Kohler Design Corp. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Lor Geotechnical Group Employee Stock Ownership Plan in CA ($1M, 14 participants).
Which ESOP plans cover a similar participant headcount to Kohler Design Corp. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Residential Mortgage Funding, Inc. E.S.O.P. in CA (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 364251504.

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.