ESOP · DOL Form 5500 · 2022
Libby Perszyk Kathman Holdings, Inc ESOP
Data updated 2026-08-11
- $15M
- Total assets
- 65
- Participants
- 73rd
- Percentile by assets
- $231,325
- Avg per participant
Official DOL plan name: Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Libby Perszyk Kathman Holdings, Inc · Ohio · Professional & Technical Services
$15M in assets, 65 participants
Libby Perszyk Kathman Holdings, Inc's Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan reported $15M in total assets and 65 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.
- 73rd percentile by assets (of 139,126 plans)
- #15,554 in Professional & Technical Services (21,562 peers)
What the 2022 filing shows
Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan holds $15M for 65 participants - about $231,325 per participant, above the median plan by assets.
- $15M
- total plan assets (2022 EOY)
- 65
- covered participants
- 73rd
- percentile by assets (of 139,126 plans)
- $231,325
- avg assets per participant
The plan reported a net loss of $707K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
ESOP filing for Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan
ESOP filing for plan year 2022: EIN 311076158 ; effective since 1994-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2022)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$707K |
| Employer EIN | 311076158 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Libby Perszyk Kathman Holdings, Inc)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 140 | $30M |
| 2023 | 2 | 146 | $33M |
| 2024 | 2 | 115 | $33M |
Nearby ESOP Plans in Ohio
Peer ESOP plans, same state, same plan type, ranked by total assets.
Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $22.0B · 30,782
- The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $1.4B · 1,000
- Advanced Drainage Systems, Inc. Employee Stock Ownership Plan $559M · 3,337
- Messer Inc. Employee Stock Ownership Plan $557M · 808
- Cleveland Steel Container Corporation Employee Stock Ownership Plan $445M · 407
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan by total assets, not by location.
- Davin Healthcare Workforce Solutions, Inc. Employee Stock Ownership Plan (NY) $15M · 153
- Imperial Brown, Inc. Employee Stock Ownership Plan (OR) $15M · 245
- Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust (CA) $15M · 208
- Summit Body & Equipment, Inc. Employee Stock Ownership Plan and Trust (OR) $15M · 25
Frequently Asked Questions
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Filing takeaways
Ways to act on Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Ohio. Compare plans
- Libby Perszyk Kathman Holdings, Inc's sponsor-wide assets have grown 8.4% since 2022 across 3 plan years on file. More Professional & Technical Services plans