ESOP · DOL Form 5500 · 2024

Kontek Systems, Inc. ESOP

Data updated 2026-08-25

$516K
Total assets Small plan by assets
28
Participants Small participant base
18th
Percentile by assets National rank
$18,428
Avg per participant Low balance/head
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Official DOL plan name: Kontek Systems, Inc. Employee Stock Ownership Plan · Sponsored by Kontek Systems, Inc. · North Carolina · Construction

$516K in assets, 28 participants

Kontek Systems, Inc.'s Kontek Systems, Inc. Employee Stock Ownership Plan reported $516K in total assets and 28 participants in its 2024 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,556 in Construction (9,039 peers)

Kontek Systems, Inc. multi-year trail

Kontek Systems, Inc.'s plans moved +22.7% in assets from 2022 to 2024; this filing shows Kontek Systems, Inc. Employee Stock Ownership Plan at $516K / 28 participants.

#1,556
in Construction (9,039 peers)
-38.2%
assets change YoY

The plan reported a net loss of $165K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kontek Systems, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Kontek Systems, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$515,981 18th percentile higher than 18% 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

Kontek Systems, 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. Kontek Systems, Inc. Employee Stock Ownership Plan is a small filing (28 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 562031485 · Kontek Systems, Inc. PY 2024 · ESOP

Kontek Systems, Inc. Employee Stock Ownership Plan · $516K · 28 · 18th

  • NET $516K
  • BOOK 28
  • VS-ST 18th
  • BOY ESOP
  • SCH near Miller Engineers & Scientist Empl Stock Ownership Plan
  • EBSA ind #1556

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 North Carolina →

Kontek Systems, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Kontek Systems, Inc. Employee Stock Ownership PlanKontek Systems, Inc. Employe…$516KMiller Engineers & Scientist Empl Stock Ownership PlanMiller Engineers & Scientist…$515KMebs Employee Stock Ownership PlanMebs Employee Stock Ownershi…$521KCla-Mar Inc Employees Stock Ownership PlanCla-Mar Inc Employees Stock …$522KKentucky First Federal Bancorp, Inc. Employee Stock Ownership PlanKentucky First Federal Banco…$513K
End-of-year total assets ($M) among Kontek Systems, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Kontek Systems, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Kontek Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 22.686924966028236% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $3.36M $4.13M ▲ +22.9%
Year Plans Participants Total Assets
2022 1 34 $3M
2023 1 31 $3M
2024 2 65 $4M

Kontek Systems, Inc. filing trail (2024)

Total Assets (Beginning of Year)$834K
Net Assets (End of Year)-$402K
Net Income-$165K
Employer EIN562031485
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in North Carolina

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

Kontek Systems, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -500050010001500 -50050100150200 Total assets ($M) Participants Kontek Systems, Inc. Employee Stock Ownership Plan, Total assets ($M): 0.515981 · Participants: 28Kontek Systems, Inc. Employee Stock Ownership PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 184.02736 · Participants: 1396Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustEcmd, Inc. Employee Stock Ownership Plan, Total assets ($M): 153.55178 · Participants: 969Ecmd, Inc. Employee Stock Ownership PlanPrecision Walls, Inc. Employee Stock Ownership Plan, Total assets ($M): 143.430717 · Participants: 1228Precision Walls, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 132.702062 · Participants: 279Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($M): 123.497988 · Participants: 158State Utility Contractors, Inc. Employee Stock Ownership Plan
Kontek Systems, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Kontek Systems, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Kontek Systems, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside North Carolina, the nearest ESOP by assets is Miller Engineers & Scientist Empl Stock Ownership Plan in WI ($515K); by covered participants it is Asu Group Employee Stock Ownership Plan in MI (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 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 Kontek Systems, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Kontek Systems, Inc. Employee Stock Ownership Plan contracted severely - down 38.2% during 2024, from $834K to $516K. Reported net income was -$165K.
How have Kontek Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kontek Systems, Inc.'s sponsor-wide assets grew 22.7%, from $3M to $4M.
Where does Kontek Systems, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Kontek Systems, Inc. Employee Stock Ownership Plan ranks in the 18th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Kontek Systems, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Miller Engineers & Scientist Empl Stock Ownership Plan in WI ($515K, 9 participants).
Which ESOP plans cover a similar participant headcount to Kontek Systems, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Asu Group Employee Stock Ownership Plan in MI (28 participants, $4M 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 562031485.

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.