ESOP · DOL Form 5500 · 2022

Kimberlite Corporation ESOP

Data updated 2026-08-25

$35M
Total assets Below avg plan size
106
Participants Small participant base
85th
Percentile by assets National rank
$327,889
Avg per participant High balance/head
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Official DOL plan name: Kimberlite Corporation Employee Stock Ownership Plan · Sponsored by Kimberlite Corporation · California · Administrative & Support Services

$35M in assets, 106 participants

Kimberlite Corporation's Kimberlite Corporation Employee Stock Ownership Plan reported $35M in total assets and 106 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #4,578 in Administrative & Support Services (4,927 peers)

Coverage in California

Kimberlite Corporation Employee Stock Ownership Plan covers 106 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $35M.

#4,578
in Administrative & Support Services (4,927 peers)
-9.4%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kimberlite Corporation Employee Stock Ownership Plan's outsized position by total assets

Kimberlite Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$34,756,222 Top 15% higher than 85% 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

Kimberlite Corporation 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. Kimberlite Corporation Employee Stock Ownership Plan sits mid-pack in the medium band (106 participants).

EBSA filing schedule strip

Filing strip 770444505 · Kimberlite Corporation PY 2022 · ESOP

Kimberlite Corporation Employee Stock Ownership Plan · $35M · 106 · 85th

  • PHOTO $35M
  • PHOTO 106
  • PHOTO 85th
  • PHOTO ESOP
  • PHOTO near Midwest Bancorporation, Inc and Affiliates ESOP
  • PHOTO ind #4578

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 California →

Kimberlite Corporation Employee Stock Ownership Plan in the asset neighbourhood

Community Trust Bancorp Inc Employee Stock Ownership PlanCommunity Trust Bancorp Inc …$35MFlat Rock Metal and Bar Processing Employee Stock Ownership PlanFlat Rock Metal and Bar Proc…$35MSoutheast Bancorp, Inc. Employee Stock Ownership PlanSoutheast Bancorp, Inc. Empl…$35MKimberlite Corporation Employee Stock Ownership PlanKimberlite Corporation Emplo…$35MMidwest Bancorporation, Inc and Affiliates ESOPMidwest Bancorporation, Inc …$35M
End-of-year total assets ($M) among Kimberlite Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$35M
Net Income-$4M
Employer EIN770444505
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kimberlite Corporation)

Sponsor-wide plan assets over time

All Kimberlite Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$31M 10.935124076489096% vs 2022
2024 filing year
$30M$32M$34M$36M 202220232024 $34.8M $31M ▼ -10.9%
Year Plans Participants Total Assets
2022 1 106 $35M
2023 1 104 $33M
2024 1 112 $31M

Nearby ESOP Plans in California

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

Kimberlite Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Kimberlite Corporation Employee Stock Ownership Plan, Total assets ($B): 0.034756222 · Participants: 106Kimberlite Corporation Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Kimberlite Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Kimberlite Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

Kimberlite Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Midwest Bancorporation, Inc and Affiliates ESOP in MO ($35M); by covered participants it is Clickstop, Inc. Employee Stock Ownership Plan in IA (106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (106 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 Kimberlite Corporation Employee Stock Ownership Plan assets move in 2022? ▼
Kimberlite Corporation Employee Stock Ownership Plan pulled back noticeably - down 9.4% during 2022, from $38M to $35M. Reported net income was -$4M.
How have Kimberlite Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kimberlite Corporation's sponsor-wide assets declined 10.9%, from $35M to $31M.
Where does Kimberlite Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Kimberlite Corporation Employee Stock Ownership Plan ranks in the 85th 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 Kimberlite Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Midwest Bancorporation, Inc and Affiliates ESOP in MO ($35M, 193 participants).
Which ESOP plans cover a similar participant headcount to Kimberlite Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Clickstop, Inc. Employee Stock Ownership Plan in IA (106 participants, $449K 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 770444505.

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.