ESOP · DOL Form 5500 · 2022

Kirkwood Holding Inc. ESOP

Data updated 2026-08-25

$28M
Total assets Below avg plan size
139
Participants Small participant base
82nd
Percentile by assets National rank
$201,622
Avg per participant Above avg balance/head
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Official DOL plan name: Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan · Sponsored by Kirkwood Holding Inc. · Ohio · Manufacturing

$28M in assets, 139 participants

Kirkwood Holding Inc.'s Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan reported $28M in total assets and 139 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #15,329 in Manufacturing (20,602 peers)

Coverage in Ohio

Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan covers 139 participants in Ohio, about 18% of the average Ohio filer (state average ~765 per filing). Assets: $28M.

#15,329
in Manufacturing (20,602 peers)
-5.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $795K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan's outsized position by total assets

Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan vs every filed plan by assets

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

$28,025,421 Top 18% higher than 82% 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

Kirkwood Holding Inc. Employees' Stock Ownership Trust and 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. Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan sits mid-pack in the medium band (139 participants).

Plan-year Form 5500 strip

Filing strip 201657242 · Kirkwood Holding Inc. PY 2022 · ESOP

Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan · $28M · 139 · 82nd

  • BOY $28M
  • BOY 139
  • BOY 82nd
  • BOY ESOP
  • BOY near Southern Air Incorporated Employee Stock Ownership Plan and Trust
  • BOY ind #15329

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 →

Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan in the asset neighbourhood

Kirkwood Holding Inc. Employees' Stock Ownership Trust and PlanKirkwood Holding Inc. Employ…$28MSouthern Air Incorporated Employee Stock Ownership Plan and TrustSouthern Air Incorporated Em…$28MRobert D. Gilmore & Associates, Inc. Employee Stock Ownership PlanRobert D. Gilmore & Associat…$28MVon Tobel Corporation Employee Stock Ownership PlanVon Tobel Corporation Employ…$28MColonial Group, Inc. Employee Stock Ownership PlanColonial Group, Inc. Employe…$28M
End-of-year total assets ($M) among Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$20M
Net Income-$795K
Employer EIN201657242
Plan Effective Date1974-07-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Kirkwood Holding Inc.)

Sponsor-wide plan assets over time

All Kirkwood Holding Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$48M 5.872456293103226% vs 2022
2024 filing year
$47M$48M$49M$50M$51M$52M 202220232024 $50.8M $47.8M ▼ -5.9%
Year Plans Participants Total Assets
2022 2 294 $51M
2023 2 282 $48M
2024 2 299 $48M

Nearby ESOP Plans in Ohio

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

Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan, Total assets ($B): 0.028025421 · Participants: 139Kirkwood Holding Inc. Employees' Stock Ownership Trust and 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
Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan side-by-side with 3 peers →

Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Southern Air Incorporated Employee Stock Ownership Plan and Trust in VA ($28M); by covered participants it is Wallner Expac Employer Stock Ownership Plan in CA (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 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 Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan assets move in 2022? ▼
Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan pulled back noticeably - down 5.8% during 2022, from $30M to $28M. Reported net income was -$795K.
How have Kirkwood Holding Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kirkwood Holding Inc.'s sponsor-wide assets declined 5.9%, from $51M to $48M.
Where does Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan rank by assets among Form 5500 filers? ▼
Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan? ▼
Among ESOP plans in other states, the closest by assets is Southern Air Incorporated Employee Stock Ownership Plan and Trust in VA ($28M, 600 participants).
Which ESOP plans cover a similar participant headcount to Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Wallner Expac Employer Stock Ownership Plan in CA (139 participants, $49M 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 201657242.

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.