ESOP · DOL Form 5500 · 2022

Kimball Management Corporation ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
114
Participants Small participant base
29th
Percentile by assets National rank
$12,658
Avg per participant Low balance/head
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Official DOL plan name: Kimball Management Corporation Employee Stock Ownership Plan · Sponsored by Kimball Management Corporation · Utah · Manufacturing

$1M in assets, 114 participants

Kimball Management Corporation's Kimball Management Corporation Employee Stock Ownership Plan reported $1M in total assets and 114 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.

  • #2,917 in Manufacturing (20,602 peers)

Coverage in Utah

Kimball Management Corporation Employee Stock Ownership Plan covers 114 participants in Utah, about 19% of the average Utah filer (state average ~592 per filing). Assets: $1M.

#2,917
in Manufacturing (20,602 peers)
+54.7%
assets growth YoY

Kimball Management Corporation Employee Stock Ownership Plan among the smaller filed plans by assets

Kimball Management Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$1,443,058 29th percentile higher than 29% 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

Kimball Management 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. Kimball Management Corporation Employee Stock Ownership Plan sits mid-pack in the medium band (114 participants).

Published 5500 schedule card

Filing strip 743036721 · Kimball Management Corporation PY 2022 · ESOP

Kimball Management Corporation Employee Stock Ownership Plan · $1M · 114 · 29th

  • SCH $1M
  • EBSA 114
  • PART 29th
  • TYPE ESOP
  • NET near L.N. Consulting ESOP
  • BOOK ind #2917

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 Utah →

Kimball Management Corporation Employee Stock Ownership Plan in the asset neighbourhood

Kraus-Manning, Inc. Employee Stock Ownership PlanKraus-Manning, Inc. Employee…$1MKimball Management Corporation Employee Stock Ownership PlanKimball Management Corporati…$1ML.N. Consulting ESOP$1MSun Precast Company, Inc. Employee Stock Ownership PlanSun Precast Company, Inc. Em…$1MFrench Associates, Inc. Employee Stock Ownership PlanFrench Associates, Inc. Empl…$1M
End-of-year total assets ($M) among Kimball Management Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Utah filing particulars

Total Assets (Beginning of Year)$933K
Net Assets (End of Year)$1M
Net Income$489K
Employer EIN743036721
Plan Effective Date2002-04-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Kimball Management Corporation)

Sponsor-wide plan assets over time

All Kimball Management Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$10M 49.54671434765689% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $6.52M $9.76M ▲ +49.7%
Year Plans Participants Total Assets
2022 2 245 $7M
2023 2 263 $8M
2024 2 307 $10M

Nearby ESOP Plans in Utah

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

Kimball Management Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants Scatter plot of 6 data points. 0200400600800 -50050100150 Total assets ($M) Participants Kimball Management Corporation Employee Stock Ownership Plan, Total assets ($M): 1.443058 · Participants: 114Kimball Management Corporation Employee Stock Ownership PlanFj Management Inc. Employee Stock Ownership Plan, Total assets ($M): 100.217205 · Participants: 33Fj Management Inc. Employee Stock Ownership PlanJacobsen Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 97.600451 · Participants: 492Jacobsen Construction Company, Inc. Employee Stock Ownership PlanRocky Mountain Atv, Inc. Employee Stock Ownership Plan, Total assets ($M): 78.504943 · Participants: 473Rocky Mountain Atv, Inc. Employee Stock Ownership PlanWhitaker Construction Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 60.628689 · Participants: 650Whitaker Construction Co., Inc. Employee Stock Ownership PlanCentral Milling Employee Stock Ownership Plan and Trust, Total assets ($M): 32.233096 · Participants: 108Central Milling Employee Stock Ownership Plan and Trust
Kimball Management Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants
Compare Kimball Management Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Utah, the nearest ESOP by assets is L.N. Consulting ESOP in VT ($1M); by covered participants it is Blue Ridge Employees Stock Ownership Plan in MO (114 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (114 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 Kimball Management Corporation Employee Stock Ownership Plan assets move in 2022? ▼
Kimball Management Corporation Employee Stock Ownership Plan surged - up 54.7% during 2022, from $933K to $1M. Reported net income was $489K.
How have Kimball Management Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kimball Management Corporation's sponsor-wide assets grew 49.5%, from $7M to $10M.
Which ESOP plans are similar in size to Kimball Management Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is L.N. Consulting ESOP in VT ($1M, 8 participants).
Which ESOP plans cover a similar participant headcount to Kimball Management Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Blue Ridge Employees Stock Ownership Plan in MO (114 participants, $2M 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 743036721.

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.