ESOP · DOL Form 5500 · 2022
Kelly Mitchell Holdings, Inc. ESOP
Data updated 2026-08-11
- $24M
- Total assets
- 259
- Participants
- 80th
- Percentile by assets
- $91,313
- Avg per participant
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.
- 80th percentile by assets (of 139,126 plans)
- #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.
- $24M
- total plan assets (2022 EOY)
- 259
- covered participants
- 80th
- percentile by assets (of 139,126 plans)
- $91,313
- avg assets per participant
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.
Participants vs Missouri filers
In Missouri, the average filing covers about 737 participants across 2,297 plans. Kelly Mitchell Employee Stock Ownership Plan reports 259 participants - about 35% of that state average ($24M EOY assets).
Missouri filing particulars
| Total Assets (Beginning of Year) | $36M |
|---|---|
| Net Assets (End of Year) | -$2M |
| Net Income | -$12M |
| Employer EIN | 861207830 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kelly Mitchell Holdings, Inc.)
| 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
- Burns & Mcdonnell, Inc. Employee Stock Ownership Plan $4.0B · 7,358
- Mccarthy Employee Stock Ownership Plan $1.2B · 3,252
- Arco DB Companies, Inc. Employee Stock Ownership Plan $353M · 432
- Je Dunn Employee Stock Ownership Plan and Trust $332M · 2,641
- Src Employee Stock Ownership Plan and Trust $238M · 1,388
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Kelly Mitchell Employee Stock Ownership Plan by total assets, not by location.
- Trademark Concrete Systems, Inc. Employee Stock Ownership Plan (CA) $24M · 17
- Laurits R. Christensen Associates Employee Stock Ownership Plan (WI) $24M · 44
- Mike Brown Electric Co. Employee Stock Ownership Plan (CA) $24M · 22
- Kesslers Diamond Center Inc. Employee Stock Ownership Plan (WI) $24M · 145
Frequently Asked Questions
How did Kelly Mitchell Employee Stock Ownership Plan assets move in 2022? ▼
How have Kelly Mitchell Holdings, Inc. plan assets changed over time? ▼
Where does Kelly Mitchell Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Kelly Mitchell Employee Stock Ownership Plan? ▼
Next read for Kelly Mitchell Employee Stock Ownership …
Filing takeaways
Ways to act on Kelly Mitchell Employee Stock Ownership Plan's numbers.
- By total assets, Kelly Mitchell Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Missouri. Compare plans
- Kelly Mitchell Holdings, Inc.'s sponsor-wide assets have declined 56.7% since 2022 across 3 plan years on file. More Professional & Technical Services plans