ESOP · DOL Form 5500 · 2024

Kumar & Associates, Inc. ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
133
Participants Small participant base
57th
Percentile by assets National rank
$78,928
Avg per participant Below avg balance/head
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Official DOL plan name: Kumar & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Kumar & Associates, Inc. · Colorado · Professional & Technical Services

$10M in assets, 133 participants

Kumar & Associates, Inc.'s Kumar & Associates, Inc. Employee Stock Ownership Plan reported $10M in total assets and 133 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #11,106 in Professional & Technical Services (20,173 peers)

Coverage in Colorado

Kumar & Associates, Inc. Employee Stock Ownership Plan covers 133 participants in Colorado, about 35% of the average Colorado filer (state average ~376 per filing). Assets: $10M.

#11,106
in Professional & Technical Services (20,173 peers)
+13.5%
assets growth YoY

Kumar & Associates, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Kumar & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$10,497,465 Top 43% higher than 57% 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

Kumar & Associates, Inc. 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. Kumar & Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (133 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kumar & Associates, Inc. Employee Stock Ownership Plan reported net income rose from $649K in the plan year 2023 filing to $821K in the plan year 2024 filing.
  • Kumar & Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Kumar & Associates, Inc. Employee Stock Ownership Plan reported participants fell from 152 in the plan year 2023 filing to 133 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 841119130 · Kumar & Associates, Inc. PY 2024 · ESOP

Kumar & Associates, Inc. Employee Stock Ownership Plan · $10M · 133 · 57th

  • SCH $10M
  • EBSA 133
  • PART 57th
  • TYPE ESOP
  • NET near Tbg Partners Employee Stock Ownership Plan
  • BOOK ind #11106

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 Colorado →

Kumar & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

The Nevell Group, Inc. Employee Stock Ownership PlanThe Nevell Group, Inc. Emplo…$11MKumar & Associates, Inc. Employee Stock Ownership PlanKumar & Associates, Inc. Emp…$10MTbg Partners Employee Stock Ownership PlanTbg Partners Employee Stock …$11MEmployee Stock Ownership Plan of Winona Agency, Inc.Employee Stock Ownership Pla…$11MStandard Heating & Air Conditioning Employee Stock Ownership PlanStandard Heating & Air Condi…$11M
End-of-year total assets ($M) among Kumar & Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Colorado filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$821K
Employer EIN841119130
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kumar & Associates, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$10M 16.544034585300025% vs 2022
2024 filing year
$8.5M$9M$9.5M$10M$10.5M$11M 202220232024 $9.01M $10.5M ▲ +16.5%
Year Plans Participants Total Assets
2022 1 155 $9M
2023 1 152 $9M
2024 1 133 $10M

Nearby ESOP Plans in Colorado

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

Kumar & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants Scatter plot of 6 data points. 050010001500 -2000200400600800 Total assets ($M) Participants Kumar & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 10.497465 · Participants: 133Kumar & Associates, Inc. Employee Stock Ownership PlanAlpine Lumber Company Employee Stock Ownership Plan, Total assets ($M): 624.906178 · Participants: 597Alpine Lumber Company Employee Stock Ownership PlanTrinidad Benham Corp. Employee Stock Ownership Plan, Total assets ($M): 341.079585 · Participants: 1027Trinidad Benham Corp. Employee Stock Ownership PlanEnvision Management Holding, Inc. Employee Stock Ownership Plan, Total assets ($M): 284.259 · Participants: 1205Envision Management Holding, Inc. Employee Stock Ownership PlanBrown Strauss, Inc. Employee Stock Ownership Plan, Total assets ($M): 160.44316 · Participants: 233Brown Strauss, Inc. Employee Stock Ownership PlanHercules Industries, Inc. Employee Stock Ownership Plan, Total assets ($M): 107.554924 · Participants: 463Hercules Industries, Inc. Employee Stock Ownership Plan
Kumar & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants
Compare Kumar & Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Kumar & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Colorado, the nearest ESOP by assets is Tbg Partners Employee Stock Ownership Plan in TX ($11M); by covered participants it is Bardenay, Inc. Retirement Plan in ID (133 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (133 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 Kumar & Associates, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Kumar & Associates, Inc. Employee Stock Ownership Plan grew at a solid clip - up 13.5% during 2024, from $9M to $10M. Reported net income was $821K.
How have Kumar & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kumar & Associates, Inc.'s sponsor-wide assets grew 16.5%, from $9M to $10M.
Which ESOP plans are similar in size to Kumar & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Tbg Partners Employee Stock Ownership Plan in TX ($11M, 104 participants).
Which ESOP plans cover a similar participant headcount to Kumar & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bardenay, Inc. Retirement Plan in ID (133 participants, $5M 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 841119130.

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.