ESOP · DOL Form 5500 · 2024

Kapur & Associates, Inc. ESOP

Data updated 2026-08-25

$59M
Total assets Below avg plan size
222
Participants Below avg headcount
86th
Percentile by assets National rank
$266,369
Avg per participant High balance/head
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Official DOL plan name: Kapur & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Kapur & Associates, Inc. · Wisconsin · Professional & Technical Services

$59M in assets, 222 participants

Kapur & Associates, Inc.'s Kapur & Associates, Inc. Employee Stock Ownership Plan reported $59M in total assets and 222 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,513 in Professional & Technical Services (20,173 peers)

Coverage in Wisconsin

Kapur & Associates, Inc. Employee Stock Ownership Plan covers 222 participants in Wisconsin, about 39% of the average Wisconsin filer (state average ~563 per filing). Assets: $59M.

#17,513
in Professional & Technical Services (20,173 peers)
+21.5%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Kapur & Associates, Inc. Employee Stock Ownership Plan's outsized position by total assets

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

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

$59,134,003 Top 14% higher than 86% 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

Kapur & 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. Kapur & Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (222 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kapur & Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $49M in the plan year 2023 filing to $59M in the plan year 2024 filing.
  • Kapur & Associates, Inc. Employee Stock Ownership Plan reported participants rose from 201 in the plan year 2023 filing to 222 in the plan year 2024 filing.
  • Kapur & Associates, Inc. Employee Stock Ownership Plan reported net income rose from $10M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 391420448 · Kapur & Associates, Inc. PY 2024 · ESOP

Kapur & Associates, Inc. Employee Stock Ownership Plan · $59M · 222 · 86th

  • VS-ST $59M
  • BOY 222
  • SCH 86th
  • EBSA ESOP
  • PART near Cfd Research Corporation Employee Stock Ownership Plan
  • TYPE ind #17513

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 Wisconsin →

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

Premier System Integrators, Inc. Employee Stock Ownership PlanPremier System Integrators, …$59MKapur & Associates, Inc. Employee Stock Ownership PlanKapur & Associates, Inc. Emp…$59MCfd Research Corporation Employee Stock Ownership PlanCfd Research Corporation Emp…$59MChurchill Holdings, Inc. Employee Stock Ownership PlanChurchill Holdings, Inc. Emp…$59MXtekinc Employee Stock Ownership PlanXtekinc Employee Stock Owner…$59M
End-of-year total assets ($M) among Kapur & Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$59M
Net Income$10M
Employer EIN391420448
Plan Effective Date2004-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kapur & Associates, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$110M 45.9753999665554% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $75.2M $110M ▲ +46.0%
Year Plans Participants Total Assets
2022 2 523 $75M
2023 2 604 $94M
2024 2 636 $110M

Nearby ESOP Plans in Wisconsin

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

Kapur & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Kapur & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.059134003 · Participants: 222Kapur & Associates, Inc. Employee Stock Ownership PlanSchreiber Foods, Inc Employee Stock Ownership Plan, Total assets ($B): 3.761100176 · Participants: 6519Schreiber Foods, Inc Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.795573537 · Participants: 2967Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.604138718 · Participants: 1689Ki Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.332844757 · Participants: 834Wausau Supply Company Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.31505419 · Participants: 266Trachte Building Systems Employee Stock Ownership Plan
Kapur & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Kapur & Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest ESOP by assets is Cfd Research Corporation Employee Stock Ownership Plan in AL ($59M); by covered participants it is Delta Star Employee Stock Ownership Plan in VA (222 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (222 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 Kapur & Associates, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Kapur & Associates, Inc. Employee Stock Ownership Plan grew sharply - up 21.5% during 2024, from $49M to $59M. Reported net income was $10M.
How have Kapur & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kapur & Associates, Inc.'s sponsor-wide assets grew 46.0%, from $75M to $110M.
Where does Kapur & Associates, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Kapur & Associates, Inc. Employee Stock Ownership Plan ranks in the 86th 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 Kapur & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Cfd Research Corporation Employee Stock Ownership Plan in AL ($59M, 249 participants).
Which ESOP plans cover a similar participant headcount to Kapur & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Delta Star Employee Stock Ownership Plan in VA (222 participants, $447M 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 391420448.

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.