ESOP · DOL Form 5500 · 2024

Kocolene Development Corporation ESOP

Data updated 2026-08-25

$26M
Total assets Below avg plan size
57
Participants Small participant base
75th
Percentile by assets National rank
$454,302
Avg per participant High balance/head
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Official DOL plan name: Kocolene Development Corporation Employee Stock Ownership Plan · Sponsored by Kocolene Development Corporation · Indiana · Retail Trade

$26M in assets, 57 participants

Kocolene Development Corporation's Kocolene Development Corporation Employee Stock Ownership Plan reported $26M in total assets and 57 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #6,801 in Retail Trade (8,048 peers)

Where Kocolene Development Corporation Employee Stock Ownership Plan sits by assets

Kocolene Development Corporation Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $26M for 57 participants (~$454,302/participant), down 2.3% in 2024.

#6,801
in Retail Trade (8,048 peers)
-2.3%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $508K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kocolene Development Corporation Employee Stock Ownership Plan's outsized position by total assets

Kocolene Development Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$25,895,224 Top 25% higher than 75% 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

Kocolene Development Corporation 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. Kocolene Development Corporation Employee Stock Ownership Plan is a small filing (57 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kocolene Development Corporation Employee Stock Ownership Plan reported net income fell from $5M in the plan year 2023 filing to -$508K in the plan year 2024 filing.
  • Kocolene Development Corporation Employee Stock Ownership Plan reported participants fell from 66 in the plan year 2023 filing to 57 in the plan year 2024 filing.
  • Kocolene Development Corporation Employee Stock Ownership Plan end-of-year assets fell from $27M in the plan year 2023 filing to $26M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 351297213 · Kocolene Development Corporation PY 2024 · ESOP

Kocolene Development Corporation Employee Stock Ownership Plan · $26M · 57 · 75th

  • BOY $26M
  • BOY 57
  • BOY 75th
  • BOY ESOP
  • BOY near The Elliott Company Employee Stock Ownership Plan
  • BOY ind #6801

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 Indiana →

Kocolene Development Corporation Employee Stock Ownership Plan in the asset neighbourhood

Hyspeco, Inc. Employees Stock Ownership PlanHyspeco, Inc. Employees Stoc…$26MThe Elliott Company Employee Stock Ownership PlanThe Elliott Company Employee…$26MKocolene Development Corporation Employee Stock Ownership PlanKocolene Development Corpora…$26MD & M Industries, Inc. Employee Stock Ownership Plan and TrustD & M Industries, Inc. Emplo…$26MTech Met, Inc. Employee Stock Ownership PlanTech Met, Inc. Employee Stoc…$26M
End-of-year total assets ($M) among Kocolene Development Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$25M
Net Income-$508K
Employer EIN351297213
Plan Effective Date2009-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kocolene Development Corporation)

Sponsor-wide plan assets over time

All Kocolene Development Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$26M 19.10268687726035% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $21.7M $25.9M ▲ +19.1%
Year Plans Participants Total Assets
2022 1 55 $22M
2023 1 66 $27M
2024 1 57 $26M

Nearby ESOP Plans in Indiana

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

Kocolene Development Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.522.5 Total assets ($B) Participants Kocolene Development Corporation Employee Stock Ownership Plan, Total assets ($B): 0.025895224 · Participants: 57Kocolene Development Corporation Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 2.185109137 · Participants: 4295Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.432438721 · Participants: 509Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.376983564 · Participants: 1370Nibco Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.170278352 · Participants: 622Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership PlanErmco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.151428287 · Participants: 123Ermco, Inc. Employee Stock Ownership Plan
Kocolene Development Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Kocolene Development Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest ESOP by assets is The Elliott Company Employee Stock Ownership Plan in KY ($26M); by covered participants it is Ma Bank Employee Stock Ownership Plan in MO (57 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (57 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 Kocolene Development Corporation Employee Stock Ownership Plan assets move in 2024? ▼
Kocolene Development Corporation Employee Stock Ownership Plan edged down modestly - down 2.3% during 2024, from $27M to $26M. Reported net income was -$508K.
How have Kocolene Development Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kocolene Development Corporation's sponsor-wide assets grew 19.1%, from $22M to $26M.
Where does Kocolene Development Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Kocolene Development Corporation Employee Stock Ownership Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Kocolene Development Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Elliott Company Employee Stock Ownership Plan in KY ($26M, 214 participants).
Which ESOP plans cover a similar participant headcount to Kocolene Development Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ma Bank Employee Stock Ownership Plan in MO (57 participants, $3M 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 351297213.

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.