Other
2022 plan-year Other DOL Form 5500

KSM BUSINESS SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

KSM BUSINESS SERVICES, INC.

This Other plan holds $94M in total assets and serves 434 participants as of 2022. It is sponsored by KSM BUSINESS SERVICES, INC. in Indiana. The plan reported positive net income of $7M for the year.

Total Assets (2023)
$94M
Participants
434
State
Industry
Professional & Technical Services

What the Filing Says About KSM BUSINESS SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

KSM BUSINESS SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN is a Other retirement plan sponsored by KSM BUSINESS SERVICES, INC., headquartered in Indiana. As of the 2022 Form 5500 filing, the plan reports $94M in total end-of-year assets and covers 434 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 352123203, and the plan has been effective since 2001-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $86M at the beginning of 2022 to $94M at year-end — a gain of 8.3%. Net assets (after liabilities) closed the year at $94M, with reported net income of $7M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$86M
Total Assets (End of Year)$94M
Net Assets (End of Year)$94M
Net Income$7M
Plan TypeOther
Employer EIN352123203
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (KSM BUSINESS SERVICES, INC.)

Year Plans Participants Total Assets
2022 2 829 $153M
2023 2 972 $174M
2024 2 1,118 $198M

Nearby Other Plans in Indiana

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

Frequently Asked Questions

How much money is in the KSM BUSINESS SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
As of the 2022 Form 5500 filing, KSM BUSINESS SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN holds $94M in total assets with 434 participants. It is sponsored by KSM BUSINESS SERVICES, INC..
What type of plan is KSM BUSINESS SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
KSM BUSINESS SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN is a Other plan. It has been effective since 2001-01-01. The plan is filed with the U.S. Department of Labor under EIN 352123203.
Who sponsors the KSM BUSINESS SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
KSM BUSINESS SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN is sponsored by KSM BUSINESS SERVICES, INC., located in Indiana. The sponsor's EIN is 352123203 and the plan operates in the Professional & Technical Services industry.
How did KSM BUSINESS SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN perform in 2022?
KSM BUSINESS SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN grew by 8.3% during 2022, moving from $86M to $94M in total assets. Net income was $7M.
Where can I find official filings for KSM BUSINESS SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
Official Form 5500 filings for KSM BUSINESS SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 352123203 or plan name at efast.dol.gov.
How does KSM BUSINESS SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN compare to other plans?
You can compare KSM BUSINESS SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN against other Other plans on the plan type page, or view plans in Indiana on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 352123203.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.