ESOP · DOL Form 5500 · 2022

Kelley Brothers Roofing, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
49
Participants Small participant base
57th
Percentile by assets National rank
$141,143
Avg per participant Near avg balance/head
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Official DOL plan name: Kelley Brothers Roofing, Inc. Employee Stock Ownership Plan · Sponsored by Kelley Brothers Roofing, Inc. · Ohio · Construction

$7M in assets, 49 participants

Kelley Brothers Roofing, Inc.'s Kelley Brothers Roofing, Inc. Employee Stock Ownership Plan reported $7M in total assets and 49 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.

  • #5,649 in Construction (9,927 peers)

Kelley Brothers Roofing, Inc. multi-year trail

Kelley Brothers Roofing, Inc.'s plans moved +121.6% in assets from 2022 to 2024; this filing shows Kelley Brothers Roofing, Inc. Employee Stock Ownership Plan at $7M / 49 participants.

#5,649
in Construction (9,927 peers)
+37.6%
assets growth YoY

Kelley Brothers Roofing, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Kelley Brothers Roofing, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$6,916,000 Top 43% higher than 57% of 139,123 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 2022

Kelley Brothers Roofing, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kelley Brothers Roofing, Inc. Employee Stock Ownership Plan is a small filing (49 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 311121475 · Kelley Brothers Roofing, Inc. PY 2022 · ESOP

Kelley Brothers Roofing, Inc. Employee Stock Ownership Plan · $7M · 49 · 57th

  • EOY $7M
  • 5500 49
  • ASSETS 57th
  • PCT ESOP
  • EIN near R & K Solutions, Inc. Employee Stock Ownership Plan
  • RANK ind #5649

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 Ohio →

Kelley Brothers Roofing, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Home Federal Bank Employee Stock Ownership PlanHome Federal Bank Employee S…$7MKelley Brothers Roofing, Inc. Employee Stock Ownership PlanKelley Brothers Roofing, Inc…$7MColumbus Mckinnon Corporation Employee Stock Ownership PlanColumbus Mckinnon Corporatio…$7MKba, Inc. Employee Stock Ownership PlanKba, Inc. Employee Stock Own…$7MR & K Solutions, Inc. Employee Stock Ownership PlanR & K Solutions, Inc. Employ…$7M
End-of-year total assets ($M) among Kelley Brothers Roofing, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Kelley Brothers Roofing, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Kelley Brothers Roofing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 121.55870445344131% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $6.92M $15.3M ▲ +121.4%
Year Plans Participants Total Assets
2022 1 49 $7M
2023 1 53 $12M
2024 1 65 $15M

Kelley Brothers Roofing, Inc. filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)-$3M
Net Income$2M
Employer EIN311121475
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Ohio

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

Kelley Brothers Roofing, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Kelley Brothers Roofing, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.006916 · Participants: 49Kelley Brothers Roofing, Inc. Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.972067387 · Participants: 30782Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.386806135 · Participants: 1000The Garland Industries, Inc. Employee Stock Ownership Plan & TrustAdvanced Drainage Systems, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.559381199 · Participants: 3337Advanced Drainage Systems, Inc. Employee Stock Ownership PlanMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.556639229 · Participants: 808Messer Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.444757925 · Participants: 407Cleveland Steel Container Corporation Employee Stock Ownership Plan
Kelley Brothers Roofing, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Kelley Brothers Roofing, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest ESOP by assets is R & K Solutions, Inc. Employee Stock Ownership Plan in VA ($7M); by covered participants it is Csb Bancshares Inc Amended Employee Stock Ownership Plan in KS (49 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (49 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kelley Brothers Roofing, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Kelley Brothers Roofing, Inc. Employee Stock Ownership Plan surged - up 37.6% during 2022, from $5M to $7M. Reported net income was $2M.
How have Kelley Brothers Roofing, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kelley Brothers Roofing, Inc.'s sponsor-wide assets grew 121.6%, from $7M to $15M.
Which ESOP plans are similar in size to Kelley Brothers Roofing, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is R & K Solutions, Inc. Employee Stock Ownership Plan in VA ($7M, 63 participants).
Which ESOP plans cover a similar participant headcount to Kelley Brothers Roofing, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Csb Bancshares Inc Amended Employee Stock Ownership Plan in KS (49 participants, $10M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 311121475.

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.