ESOP · DOL Form 5500 · 2024

Kabouter Holdings, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
22
Participants Small participant base
30th
Percentile by assets National rank
$94,876
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kabouter Management Employee Stock Ownership Plan · Sponsored by Kabouter Holdings, Inc. · Illinois · Finance & Insurance

$2M in assets, 22 participants

Kabouter Holdings, Inc.'s Kabouter Management Employee Stock Ownership Plan reported $2M in total assets and 22 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,607 in Finance & Insurance (8,549 peers)

Kabouter Holdings, Inc. multi-year trail

Kabouter Holdings, Inc.'s plans moved -49.8% in assets from 2022 to 2024; this filing shows Kabouter Management Employee Stock Ownership Plan at $2M / 22 participants.

#1,607
in Finance & Insurance (8,549 peers)
-7.5%
assets change YoY

Kabouter Management Employee Stock Ownership Plan among the smaller filed plans by assets

Kabouter Management Employee Stock Ownership Plan vs every filed plan by assets

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

$2,087,278 30th percentile higher than 30% 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

Kabouter Management 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. Kabouter Management Employee Stock Ownership Plan is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kabouter Management Employee Stock Ownership Plan reported net income rose from -$943K in the plan year 2023 filing to $40K in the plan year 2024 filing.
  • Kabouter Management Employee Stock Ownership Plan reported participants fell from 25 in the plan year 2023 filing to 22 in the plan year 2024 filing.
  • Kabouter Management Employee Stock Ownership Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 831729441 · Kabouter Holdings, Inc. PY 2024 · ESOP

Kabouter Management Employee Stock Ownership Plan · $2M · 22 · 30th

  • 5500 $2M
  • ASSETS 22
  • PCT 30th
  • EIN ESOP
  • RANK near Durbin Bennett Tax Advisors, Inc. Employee Stock Ownership Plan
  • PHOTO ind #1607

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 →

Kabouter Management Employee Stock Ownership Plan in the asset neighbourhood

Kabouter Management Employee Stock Ownership PlanKabouter Management Employee…$2MDurbin Bennett Tax Advisors, Inc. Employee Stock Ownership PlanDurbin Bennett Tax Advisors,…$2MMarina Landscape, Inc. ESOP$2MTactical Rehabilitation Employee Stock Ownership PlanTactical Rehabilitation Empl…$2MS.J. Morse Company Employee Stock Ownership PlanS.J. Morse Company Employee …$2M
End-of-year total assets ($M) among Kabouter Management Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Kabouter Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Kabouter Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 49.82521693436608% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $4.16M $2.09M ▼ -49.8%
Year Plans Participants Total Assets
2022 1 32 $4M
2023 1 25 $2M
2024 1 22 $2M

Kabouter Holdings, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)-$6M
Net Income$40K
Employer EIN831729441
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Illinois

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

Kabouter Management Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -50000500010000 -101234 Total assets ($B) Participants Kabouter Management Employee Stock Ownership Plan, Total assets ($B): 0.002087278 · Participants: 22Kabouter Management Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.699095694 · Participants: 4909Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.165348047 · Participants: 4815Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.429776889 · Participants: 491Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 1.0622005 · Participants: 9258Bdo USA Employee Stock Ownership PlanShorr Paper Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.430213996 · Participants: 543Shorr Paper Products, Inc. Employee Stock Ownership Plan
Kabouter Management Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Kabouter Management Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest ESOP by assets is Durbin Bennett Tax Advisors, Inc. Employee Stock Ownership Plan in TX ($2M); by covered participants it is Electricians, Inc. ESOP in HI (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 Kabouter Management Employee Stock Ownership Plan assets move in 2024? ▼
Kabouter Management Employee Stock Ownership Plan pulled back noticeably - down 7.5% during 2024, from $2M to $2M. Reported net income was $40K.
How have Kabouter Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kabouter Holdings, Inc.'s sponsor-wide assets declined 49.8%, from $4M to $2M.
Which ESOP plans are similar in size to Kabouter Management Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Durbin Bennett Tax Advisors, Inc. Employee Stock Ownership Plan in TX ($2M, 16 participants).
Which ESOP plans cover a similar participant headcount to Kabouter Management Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Electricians, Inc. ESOP in HI (22 participants, $20M 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 831729441.

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.