ESOP · DOL Form 5500 · 2022

A.J. Kirkwood & Associates, Inc. ESOP

Data updated 2026-08-25

$25M
Total assets Below avg plan size
370
Participants Below avg headcount
81st
Percentile by assets National rank
$68,317
Avg per participant Below avg balance/head
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Official DOL plan name: A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan · Sponsored by A.J. Kirkwood & Associates, Inc. · California · Construction

$25M in assets, 370 participants

A.J. Kirkwood & Associates, Inc.'s A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan reported $25M in total assets and 370 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,922 in Construction (9,927 peers)

Where A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan sits by assets

A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $25M for 370 participants (~$68,317/participant), up 4.0% in 2022.

#7,922
in Construction (9,927 peers)
+4.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan's outsized position by total assets

A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$25,277,273 Top 19% higher than 81% 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

A. J. Kirkwood & Associates, 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. A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (370 participants).

DOL schedule card

Filing strip 330707710 · A.J. Kirkwood & Associates, Inc. PY 2022 · ESOP

A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan · $25M · 370 · 81st

  • EIN $25M
  • EIN 370
  • EIN 81st
  • EIN ESOP
  • EIN near O.E. Meyer Co. Employee Stock Ownership Plan and Trust
  • EIN ind #7922

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 →

A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Cramer & Associates, Inc. Employee Stock Ownership PlanCramer & Associates, Inc. Em…$25MSonny Merryman, Inc. Employee Stock Ownership Plan and TrustSonny Merryman, Inc. Employe…$25MA. J. Kirkwood & Associates, Inc. Employee Stock Ownership PlanA. J. Kirkwood & Associates,…$25MO.E. Meyer Co. Employee Stock Ownership Plan and TrustO.E. Meyer Co. Employee Stoc…$25MApmc Holdings, Inc. Employee Stock Ownership PlanApmc Holdings, Inc. Employee…$25M
End-of-year total assets ($M) among A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$25M
Net Income$425K
Employer EIN330707710
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (A.J. Kirkwood & Associates, Inc.)

Sponsor-wide plan assets over time

All A.J. Kirkwood & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 53.560989727141404% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $51.5M $23.9M ▼ -53.6%
Year Plans Participants Total Assets
2022 2 777 $51M
2023 2 692 $24M
2024 1 291 $24M

Nearby ESOP Plans in California

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

A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.025277273 · Participants: 370A. J. Kirkwood & Associates, Inc. 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
A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is O.E. Meyer Co. Employee Stock Ownership Plan and Trust in OH ($25M); by covered participants it is Recon Management Services, Inc. Employee Stock Ownership Plan in LA (370 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (370 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 A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan edged up modestly - up 4.0% during 2022, from $24M to $25M. Reported net income was $425K.
How have A.J. Kirkwood & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), A.J. Kirkwood & Associates, Inc.'s sponsor-wide assets declined 53.6%, from $51M to $24M.
Where does A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan ranks in the 81st 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 A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is O.E. Meyer Co. Employee Stock Ownership Plan and Trust in OH ($25M, 90 participants).
Which ESOP plans cover a similar participant headcount to A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Recon Management Services, Inc. Employee Stock Ownership Plan in LA (370 participants, $11M 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 330707710.

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.