ESOP · DOL Form 5500 · 2022

Kelly Mitchell Holdings, Inc. ESOP

Data updated 2026-08-25

$24M
Total assets Small plan by assets
259
Participants Below avg headcount
80th
Percentile by assets National rank
$91,313
Avg per participant Below avg balance/head
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Official DOL plan name: Kelly Mitchell Employee Stock Ownership Plan · Sponsored by Kelly Mitchell Holdings, Inc. · Missouri · Professional & Technical Services

$24M in assets, 259 participants

Kelly Mitchell Holdings, Inc.'s Kelly Mitchell Employee Stock Ownership Plan reported $24M in total assets and 259 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #17,256 in Professional & Technical Services (21,562 peers)

Coverage in Missouri

Kelly Mitchell Employee Stock Ownership Plan covers 259 participants in Missouri, about 35% of the average Missouri filer (state average ~737 per filing). Assets: $24M.

#17,256
in Professional & Technical Services (21,562 peers)
-34.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kelly Mitchell Employee Stock Ownership Plan's outsized position by total assets

Kelly Mitchell Employee Stock Ownership Plan vs every filed plan by assets

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

$23,650,000 Top 20% higher than 80% 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

Kelly Mitchell Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kelly Mitchell Employee Stock Ownership Plan sits mid-pack in the medium band (259 participants).

Published 5500 schedule card

Filing strip 861207830 · Kelly Mitchell Holdings, Inc. PY 2022 · ESOP

Kelly Mitchell Employee Stock Ownership Plan · $24M · 259 · 80th

  • PCT $24M
  • PCT 259
  • PCT 80th
  • PCT ESOP
  • PCT near Trademark Concrete Systems, Inc. Employee Stock Ownership Plan
  • PCT ind #17256

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 Missouri →

Kelly Mitchell Employee Stock Ownership Plan in the asset neighbourhood

Kesslers Diamond Center Inc. Employee Stock Ownership PlanKesslers Diamond Center Inc.…$24MMike Brown Electric Co. Employee Stock Ownership PlanMike Brown Electric Co. Empl…$24MLaurits R. Christensen Associates Employee Stock Ownership PlanLaurits R. Christensen Assoc…$24MKelly Mitchell Employee Stock Ownership PlanKelly Mitchell Employee Stoc…$24MTrademark Concrete Systems, Inc. Employee Stock Ownership PlanTrademark Concrete Systems, …$24M
End-of-year total assets ($M) among Kelly Mitchell Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Missouri filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)-$2M
Net Income-$12M
Employer EIN861207830
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kelly Mitchell Holdings, Inc.)

Sponsor-wide plan assets over time

All Kelly Mitchell Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 56.65367019027484% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $23.7M $10.3M ▼ -56.7%
Year Plans Participants Total Assets
2022 1 259 $24M
2023 1 281 $16M
2024 1 289 $10M

Nearby ESOP Plans in Missouri

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

Kelly Mitchell Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -1012345 Total assets ($B) Participants Kelly Mitchell Employee Stock Ownership Plan, Total assets ($B): 0.02365 · Participants: 259Kelly Mitchell Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.96136732 · Participants: 7358Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.201297589 · Participants: 3252Mccarthy Employee Stock Ownership PlanArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.353124189 · Participants: 432Arco DB Companies, Inc. Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.332246957 · Participants: 2641Je Dunn Employee Stock Ownership Plan and TrustSrc Employee Stock Ownership Plan and Trust, Total assets ($B): 0.238180744 · Participants: 1388Src Employee Stock Ownership Plan and Trust
Kelly Mitchell Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Kelly Mitchell Employee Stock Ownership Plan side-by-side with 3 peers →

Kelly Mitchell Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is Trademark Concrete Systems, Inc. Employee Stock Ownership Plan in CA ($24M); by covered participants it is American Reading Company, Inc. Employee Stock Ownership Plan in PA (259 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (259 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 Kelly Mitchell Employee Stock Ownership Plan assets move in 2022? ▼
Kelly Mitchell Employee Stock Ownership Plan contracted severely - down 34.7% during 2022, from $36M to $24M. Reported net income was -$12M.
How have Kelly Mitchell Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kelly Mitchell Holdings, Inc.'s sponsor-wide assets declined 56.7%, from $24M to $10M.
Where does Kelly Mitchell Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Kelly Mitchell Employee Stock Ownership Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Kelly Mitchell Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Trademark Concrete Systems, Inc. Employee Stock Ownership Plan in CA ($24M, 17 participants).
Which ESOP plans cover a similar participant headcount to Kelly Mitchell Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is American Reading Company, Inc. Employee Stock Ownership Plan in PA (259 participants, $14M 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 861207830.

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.