ESOP · DOL Form 5500 · 2023

Eklind Tool Company ESOP

Data updated 2026-08-25

$269K
Total assets Small plan by assets
35
Participants Small participant base
13th
Percentile by assets National rank
$7,693
Avg per participant Low balance/head
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Official DOL plan name: Eklind Tool Employee Stock Ownership Plan · Sponsored by Eklind Tool Company · Illinois · Manufacturing

$269K in assets, 35 participants

Eklind Tool Company's Eklind Tool Employee Stock Ownership Plan reported $269K in total assets and 35 participants in its 2023 DOL Form 5500 filing, ranking in the 13th 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.

  • #930 in Manufacturing (18,722 peers)

Eklind Tool Company multi-year trail

Eklind Tool Company's plans moved -95.4% in assets from 2022 to 2023; this filing shows Eklind Tool Employee Stock Ownership Plan at $269K / 35 participants.

#930
in Manufacturing (18,722 peers)
-38.2%
assets change YoY

The plan reported a net loss of $167K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Eklind Tool Employee Stock Ownership Plan among the smaller filed plans by assets

Eklind Tool Employee Stock Ownership Plan vs every filed plan by assets

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

$269,243 13th percentile higher than 13% 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

Eklind Tool Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Eklind Tool Employee Stock Ownership Plan is a small filing (35 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Eklind Tool Employee Stock Ownership Plan reported net income fell from -$103K in the plan year 2022 filing to -$167K in the plan year 2023 filing.
  • Eklind Tool Employee Stock Ownership Plan end-of-year assets fell from $436K in the plan year 2022 filing to $269K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 361032420 · Eklind Tool Company PY 2023 · ESOP

Eklind Tool Employee Stock Ownership Plan · $269K · 35 · 13th

  • BOOK $269K
  • BOOK 35
  • BOOK 13th
  • BOOK ESOP
  • BOOK near Herregan Distributors, Inc. Employee Stock Ownership Plan
  • BOOK ind #930

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 →

Eklind Tool Employee Stock Ownership Plan in the asset neighbourhood

Eklind Tool Employee Stock Ownership PlanEklind Tool Employee Stock O…$269KHerregan Distributors, Inc. Employee Stock Ownership PlanHerregan Distributors, Inc. …$270KAtlapac Trading Company, Inc. Employee Stock Ownership Plan and TrustAtlapac Trading Company, Inc…$268KJacobson Consulting Applications Employee Stock Ownership PlanJacobson Consulting Applicat…$272KLjt & Associates, Inc. Profit Sharing PlanLjt & Associates, Inc. Profi…$274K
End-of-year total assets ($M) among Eklind Tool Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Eklind Tool Company multi-year asset trail

Sponsor-wide plan assets over time

All Eklind Tool Company plans reported in each filing year

Latest sponsor-wide plan assets
$269K 95.35377861944015% vs 2022
2023 filing year
$0M$2M$4M$6M$8M 20222023 $5.79M $0.27M ▼ -95.3%
Year Plans Participants Total Assets
2022 2 156 $6M
2023 1 35 $269K

Eklind Tool Company filing trail (2023)

Total Assets (Beginning of Year)$436K
Net Assets (End of Year)$269K
Net Income-$167K
Employer EIN361032420
Plan Effective Date2015-12-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Illinois

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

Eklind Tool Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Eklind Tool Employee Stock Ownership Plan, Total assets ($B): 0.000269243 · Participants: 35Eklind Tool Employee Stock Ownership PlanAmsted 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
Eklind Tool Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Eklind Tool Employee Stock Ownership Plan side-by-side with 3 peers →

Eklind Tool Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Herregan Distributors, Inc. Employee Stock Ownership Plan in MN ($270K); by covered participants it is Albert Arno, Incorporated Employee Stock Ownership Plan in MO (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 participants); 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 Eklind Tool Employee Stock Ownership Plan assets move in 2023? ▼
Eklind Tool Employee Stock Ownership Plan contracted severely - down 38.2% during 2023, from $436K to $269K. Reported net income was -$167K.
How have Eklind Tool Company plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Eklind Tool Company's sponsor-wide assets declined 95.4%, from $6M to $269K.
Where does Eklind Tool Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Eklind Tool Employee Stock Ownership Plan ranks in the 13th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Eklind Tool Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Herregan Distributors, Inc. Employee Stock Ownership Plan in MN ($270K, 151 participants).
Which ESOP plans cover a similar participant headcount to Eklind Tool Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Albert Arno, Incorporated Employee Stock Ownership Plan in MO (35 participants, $5M 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 361032420.

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.