ESOP · DOL Form 5500 · 2022

Kwest Holdings, Inc. ESOP

Data updated 2026-08-25

$158K
Total assets Small plan by assets
213
Participants Below avg headcount
9th
Percentile by assets National rank
$740
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kwest Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Kwest Holdings, Inc. · Ohio · Construction

$158K in assets, 213 participants

Kwest Holdings, Inc.'s Kwest Holdings, Inc. Employee Stock Ownership Plan reported $158K in total assets and 213 participants in its 2022 DOL Form 5500 filing, ranking in the 9th 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.

  • #736 in Construction (9,927 peers)

Coverage in Ohio

Kwest Holdings, Inc. Employee Stock Ownership Plan covers 213 participants in Ohio, about 28% of the average Ohio filer (state average ~765 per filing). Assets: $158K.

#736
in Construction (9,927 peers)
-18.1%
assets change YoY

Kwest Holdings, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Kwest Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$157,622 9th percentile higher than 9% 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

Kwest Holdings, Inc. Employee Stock Ownership 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. Kwest Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (213 participants).

Form 5500 schedule snapshot

Filing strip 843974050 · Kwest Holdings, Inc. PY 2022 · ESOP

Kwest Holdings, Inc. Employee Stock Ownership Plan · $158K · 213 · 9th

  • PCT $158K
  • EIN 213
  • RANK 9th
  • PHOTO ESOP
  • IND near Louisiana Lift & Equipment, Inc. ESOP
  • EOY ind #736

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 →

Kwest Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Kwest Holdings, Inc. Employee Stock Ownership PlanKwest Holdings, Inc. Employe…$158KLouisiana Lift & Equipment, Inc. ESOPLouisiana Lift & Equipment, …$157KLipman Hearne, Inc. Employee Stock Ownership PlanLipman Hearne, Inc. Employee…$157KAuburn Savings Bank, Fsb Employee Stock Ownership PlanAuburn Savings Bank, Fsb Emp…$158KZoetewey and Dykstra, an Accountancy Corporation Employee Stock Ownership PlanZoetewey and Dykstra, an Acc…$159K
End-of-year total assets ($M) among Kwest Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$193K
Net Assets (End of Year)-$81M
Net Income$2M
Employer EIN843974050
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kwest Holdings, Inc.)

Sponsor-wide plan assets over time

All Kwest Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 5073.871033231401% vs 2022
2024 filing year
$0M$5M$10M 202220232024 $0.16M $8.16M ▲ +5000.0%
Year Plans Participants Total Assets
2022 1 213 $158K
2023 1 294 $5M
2024 1 294 $8M

Nearby ESOP Plans in Ohio

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

Kwest 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 ($B) Participants Kwest Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000157622 · Participants: 213Kwest 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
Kwest Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants

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

Outside Ohio, the nearest ESOP by assets is Louisiana Lift & Equipment, Inc. ESOP in LA ($157K); by covered participants it is Fema Corporation Employee Stock Ownership Plan in MI (213 participants). Same-state nearby plans are listed separately above.

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 Kwest Holdings, Inc. Employee Stock Ownership Plan assets move in 2022?
Kwest Holdings, Inc. Employee Stock Ownership Plan declined sharply - down 18.1% during 2022, from $193K to $158K. Reported net income was $2M.
How have Kwest Holdings, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Kwest Holdings, Inc.'s sponsor-wide assets grew 5073.9%, from $158K to $8M.
Where does Kwest Holdings, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Kwest Holdings, Inc. Employee Stock Ownership Plan ranks in the 9th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Kwest Holdings, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Louisiana Lift & Equipment, Inc. ESOP in LA ($157K, N/A participants).
Which ESOP plans cover a similar participant headcount to Kwest Holdings, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Fema Corporation Employee Stock Ownership Plan in MI (213 participants, $65M in assets).