ESOP · DOL Form 5500 · 2024

Kerr-Greulich Engineers, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
31
Participants Small participant base
33rd
Percentile by assets National rank
$88,098
Avg per participant Below avg balance/head
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Official DOL plan name: Kerr-Greulich Engineers, Inc. Employee Stock Ownership Plan · Sponsored by Kerr-Greulich Engineers, Inc. · Kentucky · Professional & Technical Services

$3M in assets, 31 participants

Kerr-Greulich Engineers, Inc.'s Kerr-Greulich Engineers, Inc. Employee Stock Ownership Plan reported $3M in total assets and 31 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.

  • #5,911 in Professional & Technical Services (20,173 peers)

2024 asset change

Kerr-Greulich Engineers, Inc. Employee Stock Ownership Plan grew at a solid clip 8.1% in 2024 ($3M → $3M) for 31 participants.

#5,911
in Professional & Technical Services (20,173 peers)
+8.1%
assets growth YoY

Kerr-Greulich Engineers, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Kerr-Greulich Engineers, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,731,029 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

Kerr-Greulich Engineers, 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. Kerr-Greulich Engineers, 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

  • Kerr-Greulich Engineers, Inc. Employee Stock Ownership Plan reported net income rose from -$157K in the plan year 2023 filing to $306K in the plan year 2024 filing.
  • Kerr-Greulich Engineers, Inc. Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Kerr-Greulich Engineers, Inc. Employee Stock Ownership Plan reported participants rose from 30 in the plan year 2023 filing to 31 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 611184927 · Kerr-Greulich Engineers, Inc. PY 2024 · ESOP

Kerr-Greulich Engineers, Inc. Employee Stock Ownership Plan · $3M · 31 · 33rd

  • PHOTO $3M
  • IND 31
  • EOY 33rd
  • 5500 ESOP
  • ASSETS near Daar Engineering, Inc. Employee Stock Ownership Plan
  • PCT ind #5911

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 Kentucky →

Kerr-Greulich Engineers, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Vincennes Industrial Supply Inc. Employee Stock Ownership PlanVincennes Industrial Supply …$3MKerr-Greulich Engineers, Inc. Employee Stock Ownership PlanKerr-Greulich Engineers, Inc…$3MDaar Engineering, Inc. Employee Stock Ownership PlanDaar Engineering, Inc. Emplo…$3MLester R. Summers, Inc. Employee Stock Ownership PlanLester R. Summers, Inc. Empl…$3MNorth Jackson Bank Employee Stock Ownership PlanNorth Jackson Bank Employee …$3M
End-of-year total assets ($M) among Kerr-Greulich Engineers, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Kerr-Greulich Engineers, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Kerr-Greulich Engineers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 1.6993486166246918% vs 2022
2024 filing year
$2.5M$2.6M$2.7M$2.8M$2.9M 202220232024 $2.78M $2.73M ▼ -1.8%
Year Plans Participants Total Assets
2022 1 30 $3M
2023 1 30 $3M
2024 1 31 $3M

2024 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income$306K
Employer EIN611184927
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Kentucky

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

Kerr-Greulich Engineers, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -10123 Total assets ($B) Participants Kerr-Greulich Engineers, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.002731029 · Participants: 31Kerr-Greulich Engineers, Inc. Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.640129838 · Participants: 7785Houchens Industries, Inc. Employee Stock Ownership PlanGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.177392403 · Participants: 1534Gray, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) and Employee Stock Ownership Plan, Total assets ($B): 0.167312413 · Participants: 1107Stock Yards Bank & Trust Company 401(k) and Employee Stock Ownership PlanInterstate Personnel Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.122999859 · Participants: 834Interstate Personnel Services, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.111162082 · Participants: 522H & R Agri-Power Employee Stock Ownership Plan
Kerr-Greulich Engineers, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Kerr-Greulich Engineers, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Kerr-Greulich Engineers, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is Daar Engineering, Inc. Employee Stock Ownership Plan in WI ($3M); 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 Kerr-Greulich Engineers, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Kerr-Greulich Engineers, Inc. Employee Stock Ownership Plan grew at a solid clip - up 8.1% during 2024, from $3M to $3M. Reported net income was $306K.
How have Kerr-Greulich Engineers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kerr-Greulich Engineers, Inc.'s sponsor-wide assets declined 1.7%, from $3M to $3M.
Which ESOP plans are similar in size to Kerr-Greulich Engineers, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Daar Engineering, Inc. Employee Stock Ownership Plan in WI ($3M, 73 participants).
Which ESOP plans cover a similar participant headcount to Kerr-Greulich Engineers, 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 611184927.

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.