ESOP · DOL Form 5500 · 2022

Kirkwood Holding Inc. ESOP

Data updated 2026-08-11

$28M
Total assets: 139
Participants: 82nd
Percentile by assets: $201,622
Avg per participant

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.

82nd percentile by assets (of 139,126 plans)
#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.

$28M
total plan assets (2022 EOY): 139
covered participants: 82nd
percentile by assets (of 139,126 plans): $201,622
avg assets per participant

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.

Where Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan sits 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

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

State

Ohio

Industry

Manufacturing

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan reports 139 participants - about 18% of that state average ($28M EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)	$30M
Net Assets (End of Year)	$20M
Net Income	-$795K
Employer EIN	201657242
Plan Effective Date	1974-07-31
Filing Status	FILING RECEIVED

Sponsor Plan History (Kirkwood Holding Inc.)

Total plan assets by year, all Kirkwood Holding Inc. plans on file

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

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

Compare Kirkwood Holding Inc. Employees' Stock O… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan by total assets, not by location.

Southern Air Incorporated Employee Stock Ownership Plan and Trust (VA) $28M · 600
Robert D. Gilmore & Associates, Inc. Employee Stock Ownership Plan (PA) $28M · 165
Von Tobel Corporation Employee Stock Ownership Plan (IN) $28M · 146
Colonial Group, Inc. Employee Stock Ownership Plan (GA) $28M · 360

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).

Next read for Kirkwood Holding Inc. Employees' Stock O…

Filing takeaways

Ways to act on Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan's numbers.

By total assets, Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Ohio. Compare plans
Kirkwood Holding Inc.'s sponsor-wide assets have declined 5.9% since 2022 across 3 plan years on file. More Manufacturing plans

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.