ESOP · DOL Form 5500 · 2022

Libby Perszyk Kathman Holdings, Inc ESOP

Data updated 2026-08-25

$15M
Total assets Small plan by assets
65
Participants Small participant base
73rd
Percentile by assets National rank
$231,325
Avg per participant Above avg balance/head
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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.

  • #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.

#15,554
in Professional & Technical Services (21,562 peers)
-5.5%
assets change YoY

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.

Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan's outsized position by total assets

Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$15,036,155 Top 27% higher than 73% 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

Libby Perszyk Kathman Holdings, 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. Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan is a small filing (65 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 311076158 · Libby Perszyk Kathman Holdings, Inc PY 2022 · ESOP

Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan · $15M · 65 · 73rd

  • ASSETS $15M
  • ASSETS 65
  • ASSETS 73rd
  • ASSETS ESOP
  • ASSETS near Davin Healthcare Workforce Solutions, Inc. Employee Stock Ownership Plan
  • ASSETS ind #15554

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 →

Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Financial Statement Services, Inc. Employee Stock Ownership Plan and TrustFinancial Statement Services…$15MImperial Brown, Inc. Employee Stock Ownership PlanImperial Brown, Inc. Employe…$15MLibby Perszyk Kathman Holdings, Inc. Employee Stock Ownership PlanLibby Perszyk Kathman Holdin…$15MDavin Healthcare Workforce Solutions, Inc. Employee Stock Ownership PlanDavin Healthcare Workforce S…$15MSummit Body & Equipment, Inc. Employee Stock Ownership Plan and TrustSummit Body & Equipment, Inc…$15M
End-of-year total assets ($M) among Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$15M
Net Income-$707K
Employer EIN311076158
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Libby Perszyk Kathman Holdings, Inc)

Sponsor-wide plan assets over time

All Libby Perszyk Kathman Holdings, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$33M 8.381961999738191% vs 2022
2024 filing year
$29M$30M$31M$32M$33M$34M 202220232024 $30.1M $32.6M ▲ +8.4%
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 Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.015036155 · Participants: 65Libby Perszyk Kathman Holdings, 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
Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Davin Healthcare Workforce Solutions, Inc. Employee Stock Ownership Plan in NY ($15M); by covered participants it is Tag Engineering, Inc. Employee Stock Ownership Plan in MD (65 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (65 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 Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan pulled back noticeably - down 5.5% during 2022, from $16M to $15M. Reported net income was -$707K.
How have Libby Perszyk Kathman Holdings, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Libby Perszyk Kathman Holdings, Inc's sponsor-wide assets grew 8.4%, from $30M to $33M.
Which ESOP plans are similar in size to Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Davin Healthcare Workforce Solutions, Inc. Employee Stock Ownership Plan in NY ($15M, 153 participants).
Which ESOP plans cover a similar participant headcount to Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Tag Engineering, Inc. Employee Stock Ownership Plan in MD (65 participants, N/A 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 311076158.

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.