ESOP · DOL Form 5500 · 2024

Kaeko, Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
103
Participants Small participant base
26th
Percentile by assets National rank
$13,278
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kaeko, Inc. Employee Stock Ownership Plan · Sponsored by Kaeko, Inc. · Arizona · Construction

$1M in assets, 103 participants

Kaeko, Inc.'s Kaeko, Inc. Employee Stock Ownership Plan reported $1M in total assets and 103 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #2,191 in Construction (9,039 peers)

Coverage in Arizona

Kaeko, Inc. Employee Stock Ownership Plan covers 103 participants in Arizona, about 18% of the average Arizona filer (state average ~564 per filing). Assets: $1M.

#2,191
in Construction (9,039 peers)
+15.1%
assets growth YoY

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

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

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

$1,367,605 26th percentile higher than 26% 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

Kaeko, 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. Kaeko, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (103 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kaeko, Inc. Employee Stock Ownership Plan reported net income rose from -$266K in the plan year 2023 filing to $180K in the plan year 2024 filing.
  • Kaeko, Inc. Employee Stock Ownership Plan reported participants rose from 65 in the plan year 2023 filing to 103 in the plan year 2024 filing.
  • Kaeko, Inc. Employee Stock Ownership Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 260319601 · Kaeko, Inc. PY 2024 · ESOP

Kaeko, Inc. Employee Stock Ownership Plan · $1M · 103 · 26th

  • SCH $1M
  • SCH 103
  • SCH 26th
  • SCH ESOP
  • SCH near Nbp, Inc. Employee Stock Ownership Plan
  • SCH ind #2191

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 Arizona →

Kaeko, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Kaeko, Inc. Employee Stock Ownership PlanKaeko, Inc. Employee Stock O…$1MNbp, Inc. Employee Stock Ownership PlanNbp, Inc. Employee Stock Own…$1MWinegars Supermarkets, Inc. Employee Stock Ownership PlanWinegars Supermarkets, Inc. …$1MLca Employee Stock Ownership PlanLca Employee Stock Ownership…$1MJeo Employee Stock Ownership PlanJeo Employee Stock Ownership…$1M
End-of-year total assets ($M) among Kaeko, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$180K
Employer EIN260319601
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kaeko, Inc.)

Sponsor-wide plan assets over time

All Kaeko, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 15.752852940723516% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.62M $1.37M ▼ -15.4%
Year Plans Participants Total Assets
2022 1 74 $2M
2023 1 65 $1M
2024 1 103 $1M

Nearby ESOP Plans in Arizona

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

Kaeko, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Kaeko, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.001367605 · Participants: 103Kaeko, Inc. Employee Stock Ownership PlanThe Sundt Companies Employee Stock Ownership Plan, Total assets ($B): 1.454509943 · Participants: 3220The Sundt Companies Employee Stock Ownership PlanU-Haul Holding Company Employee Stock Ownership Plan, Total assets ($B): 0.561105831 · Participants: 21253U-Haul Holding Company Employee Stock Ownership PlanSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.414837473 · Participants: 263Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanWilson Electric Services Corp. Employee Stock Ownership Plan, Total assets ($B): 0.26183793 · Participants: 757Wilson Electric Services Corp. Employee Stock Ownership PlanPima Medical Institute Employee Stock Ownership Plan, Total assets ($B): 0.225590305 · Participants: 1089Pima Medical Institute Employee Stock Ownership Plan
Kaeko, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants
Compare Kaeko, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest ESOP by assets is Nbp, Inc. Employee Stock Ownership Plan in GA ($1M); by covered participants it is Cci Holdings, Inc. Employee Stock Ownership Plan in IN (103 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (103 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 Kaeko, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Kaeko, Inc. Employee Stock Ownership Plan grew sharply - up 15.1% during 2024, from $1M to $1M. Reported net income was $180K.
How have Kaeko, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kaeko, Inc.'s sponsor-wide assets declined 15.8%, from $2M to $1M.
Which ESOP plans are similar in size to Kaeko, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Nbp, Inc. Employee Stock Ownership Plan in GA ($1M, 26 participants).
Which ESOP plans cover a similar participant headcount to Kaeko, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Cci Holdings, Inc. Employee Stock Ownership Plan in IN (103 participants, $91M 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 260319601.

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.