ESOP · DOL Form 5500 · 2024

Kasco Employee Stock Ownership Plan ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
105
Participants Small participant base
58th
Percentile by assets National rank
$107,286
Avg per participant Below avg balance/head
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Official DOL plan name: Kasco Employee Stock Ownership Plan · Sponsored by Kasco Employee Stock Ownership Plan · Michigan · Construction

$11M in assets, 105 participants

Kasco Employee Stock Ownership Plan's Kasco Employee Stock Ownership Plan reported $11M in total assets and 105 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #5,106 in Construction (9,039 peers)

Coverage in Michigan

Kasco Employee Stock Ownership Plan covers 105 participants in Michigan, about 16% of the average Michigan filer (state average ~638 per filing). Assets: $11M.

#5,106
in Construction (9,039 peers)
+43.6%
assets growth YoY

Kasco Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Kasco Employee Stock Ownership Plan vs every filed plan by assets

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

$11,265,000 Top 42% higher than 58% 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

Kasco 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. Kasco Employee Stock Ownership Plan sits mid-pack in the medium band (105 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kasco Employee Stock Ownership Plan end-of-year assets rose from $8M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Kasco Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Kasco Employee Stock Ownership Plan reported participants rose from 100 in the plan year 2023 filing to 105 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 873969716 · Kasco Employee Stock Ownership Plan PY 2024 · ESOP

Kasco Employee Stock Ownership Plan · $11M · 105 · 58th

  • SCH $11M
  • SCH 105
  • SCH 58th
  • SCH ESOP
  • SCH near Evergreene Architectural Arts, Inc. Employee Stock Ownership Plan
  • SCH ind #5106

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 Michigan →

Kasco Employee Stock Ownership Plan in the asset neighbourhood

Kasco Employee Stock Ownership PlanKasco Employee Stock Ownersh…$11MC.W. Suter & Son, Inc. Employee Stock Ownership PlanC.W. Suter & Son, Inc. Emplo…$11MEvergreene Architectural Arts, Inc. Employee Stock Ownership PlanEvergreene Architectural Art…$11MMidwest Metalcraft & Equipment Employee Stock Ownership PlanMidwest Metalcraft & Equipme…$11MEmployee Stock Ownership Plan of Controlled Blasting, Inc.Employee Stock Ownership Pla…$11M
End-of-year total assets ($M) among Kasco Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Michigan filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)-$21M
Net Income$3M
Employer EIN873969716
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kasco Employee Stock Ownership Plan)

Sponsor-wide plan assets over time

All Kasco Employee Stock Ownership Plan plans reported in each filing year

Latest sponsor-wide plan assets
$11M 109.19220055710306% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $5.39M $11.3M ▲ +109.1%
Year Plans Participants Total Assets
2022 1 89 $5M
2023 1 100 $8M
2024 1 105 $11M

Nearby ESOP Plans in Michigan

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

Kasco Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants Scatter plot of 6 data points. 05001000150020002500 -0.500.511.52 Total assets ($B) Participants Kasco Employee Stock Ownership Plan, Total assets ($B): 0.011265 · Participants: 105Kasco Employee Stock Ownership PlanMcnaughton-Mckay Electric Company Employee Stock Ownership Plan, Total assets ($B): 1.551258212 · Participants: 1780Mcnaughton-Mckay Electric Company Employee Stock Ownership PlanThe Kendall Group Employee Stock Ownership Plan, Total assets ($B): 0.899849551 · Participants: 1936The Kendall Group Employee Stock Ownership PlanProject Worldwide, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.452711138 · Participants: 1284Project Worldwide, Inc. Employee Stock Ownership PlanMotor City Electric Co. Employee Stock Ownership Plan, Total assets ($B): 0.410252812 · Participants: 218Motor City Electric Co. Employee Stock Ownership PlanLee Contracting, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.250474411 · Participants: 565Lee Contracting, Inc. Employee Stock Ownership Plan
Kasco Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants
Compare Kasco Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Michigan, the nearest ESOP by assets is Evergreene Architectural Arts, Inc. Employee Stock Ownership Plan in NY ($11M); by covered participants it is Peninsula Insurance Bureau Employee Stock Ownership Plan in FL (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 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 Kasco Employee Stock Ownership Plan assets move in 2024? ▼
Kasco Employee Stock Ownership Plan surged - up 43.6% during 2024, from $8M to $11M. Reported net income was $3M.
How have Kasco Employee Stock Ownership Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kasco Employee Stock Ownership Plan's sponsor-wide assets grew 109.2%, from $5M to $11M.
Which ESOP plans are similar in size to Kasco Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Evergreene Architectural Arts, Inc. Employee Stock Ownership Plan in NY ($11M, 78 participants).
Which ESOP plans cover a similar participant headcount to Kasco Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Peninsula Insurance Bureau Employee Stock Ownership Plan in FL (105 participants, $11M 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 873969716.

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.