ESOP · DOL Form 5500 · 2022

Kitware, Inc. ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
161
Participants Small participant base
68th
Percentile by assets National rank
$73,168
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kitware, Inc. Employee Ownership Plan · Sponsored by Kitware, Inc. · New York · Professional & Technical Services

$12M in assets, 161 participants

Kitware, Inc.'s Kitware, Inc. Employee Ownership Plan reported $12M in total assets and 161 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #14,513 in Professional & Technical Services (21,562 peers)

Coverage in New York

Kitware, Inc. Employee Ownership Plan covers 161 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $12M.

#14,513
in Professional & Technical Services (21,562 peers)
+4.7%
assets growth YoY

Kitware, Inc. Employee Ownership Plan's outsized position by total assets

Kitware, Inc. Employee Ownership Plan vs every filed plan by assets

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

$11,780,000 Top 32% higher than 68% 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

Kitware, Inc. Employee 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. Kitware, Inc. Employee Ownership Plan sits mid-pack in the medium band (161 participants).

Plan-year Form 5500 strip

Filing strip 141802694 · Kitware, Inc. PY 2022 · ESOP

Kitware, Inc. Employee Ownership Plan · $12M · 161 · 68th

  • EIN $12M
  • RANK 161
  • PHOTO 68th
  • IND ESOP
  • EOY near Everett Co-Operative Bank Employee Stock Ownership Plan
  • 5500 ind #14513

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 New York →

Kitware, Inc. Employee Ownership Plan in the asset neighbourhood

Harris & Ruth Painting Contracting Employee Stock Ownership PlanHarris & Ruth Painting Contr…$12MKitware, Inc. Employee Ownership PlanKitware, Inc. Employee Owner…$12MEverett Co-Operative Bank Employee Stock Ownership PlanEverett Co-Operative Bank Em…$12MTile Outlets of America Employee Stock Ownership PlanTile Outlets of America Empl…$12MMid-State Consultants, Inc. Employee Stock Ownership PlanMid-State Consultants, Inc. …$12M
End-of-year total assets ($M) among Kitware, Inc. Employee Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)-$16M
Net Income$1M
Employer EIN141802694
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kitware, Inc.)

Sponsor-wide plan assets over time

All Kitware, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$70M 50.54649215431167% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $46.8M $70.5M ▲ +50.5%
Year Plans Participants Total Assets
2022 2 337 $47M
2023 2 351 $61M
2024 2 349 $70M

Nearby ESOP Plans in New York

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

Kitware, Inc. Employee Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Kitware, Inc. Employee Ownership Plan, Total assets ($M): 11.78 · Participants: 161Kitware, Inc. Employee Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 781.613108 · Participants: 3443Stewart's Shops Corp Employee Stock Ownership PlanLewis Tree Service Employee Stock Ownership Plan, Total assets ($M): 384.275596 · Participants: 3307Lewis Tree Service Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 293.053093 · Participants: 118H.C. Wainwright & Co. Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 207.331837 · Participants: 1611Greenman-Pedersen, Inc. Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 183.683651 · Participants: 3775Griffon Corporation Employee Stock Ownership Plan
Kitware, Inc. Employee Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Kitware, Inc. Employee Ownership Plan side-by-side with 3 peers →

Kitware, Inc. Employee Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Everett Co-Operative Bank Employee Stock Ownership Plan in MA ($12M); by covered participants it is Tech-Marine Business, Inc. Employee Stock Ownership Plan in DC (161 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (161 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 Kitware, Inc. Employee Ownership Plan assets move in 2022? ▼
Kitware, Inc. Employee Ownership Plan edged up modestly - up 4.7% during 2022, from $11M to $12M. Reported net income was $1M.
How have Kitware, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kitware, Inc.'s sponsor-wide assets grew 50.5%, from $47M to $70M.
Which ESOP plans are similar in size to Kitware, Inc. Employee Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Everett Co-Operative Bank Employee Stock Ownership Plan in MA ($12M, N/A participants).
Which ESOP plans cover a similar participant headcount to Kitware, Inc. Employee Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Tech-Marine Business, Inc. Employee Stock Ownership Plan in DC (161 participants, $11M 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 141802694.

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.