ESOP · DOL Form 5500 · 2022

Kwg Holdings, Inc. ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
28
Participants Small participant base
68th
Percentile by assets National rank
$421,940
Avg per participant High balance/head
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Official DOL plan name: Karlen Williams Graybill Advertising Employee Stock Ownership Plan · Sponsored by Kwg Holdings, Inc. · New York · Professional & Technical Services

$12M in assets, 28 participants

Kwg Holdings, Inc.'s Karlen Williams Graybill Advertising Employee Stock Ownership Plan reported $12M in total assets and 28 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #14,524 in Professional & Technical Services (21,562 peers)

Kwg Holdings, Inc. multi-year trail

Kwg Holdings, Inc.'s plans moved +28.3% in assets from 2022 to 2024; this filing shows Karlen Williams Graybill Advertising Employee Stock Ownership Plan at $12M / 28 participants.

#14,524
in Professional & Technical Services (21,562 peers)
+21.9%
assets growth YoY

Karlen Williams Graybill Advertising Employee Stock Ownership Plan's outsized position by total assets

Karlen Williams Graybill Advertising Employee Stock Ownership Plan vs every filed plan by assets

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

$11,814,326 Top 32% higher than 68% 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

Karlen Williams Graybill Advertising Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Karlen Williams Graybill Advertising Employee Stock Ownership Plan is a small filing (28 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 843843310 · Kwg Holdings, Inc. PY 2022 · ESOP

Karlen Williams Graybill Advertising Employee Stock Ownership Plan · $12M · 28 · 68th

  • RANK $12M
  • RANK 28
  • RANK 68th
  • RANK ESOP
  • RANK near Intrepid Industries Employee Stock Ownership Plan
  • RANK ind #14524

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 New York →

Karlen Williams Graybill Advertising Employee Stock Ownership Plan in the asset neighbourhood

Karlen Williams Graybill Advertising Employee Stock Ownership PlanKarlen Williams Graybill Adv…$12MIntrepid Industries Employee Stock Ownership PlanIntrepid Industries Employee…$12MD.P. Electric, Inc. Employee Stock Ownership PlanD.P. Electric, Inc. Employee…$12MHarris & Ruth Painting Contracting Employee Stock Ownership PlanHarris & Ruth Painting Contr…$12MEverett Co-Operative Bank Employee Stock Ownership PlanEverett Co-Operative Bank Em…$12M
End-of-year total assets ($M) among Karlen Williams Graybill Advertising Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Kwg Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$15M 28.335717162367114% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $11.8M $15.2M ▲ +28.4%
Year Plans Participants Total Assets
2022 1 28 $12M
2023 1 35 $10M
2024 1 40 $15M

Kwg Holdings, Inc. filing trail (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)-$15M
Net Income$4M
Employer EIN843843310
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New York

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

Karlen Williams Graybill Advertising Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Karlen Williams Graybill Advertising Employee Stock Ownership Plan, Total assets ($M): 11.814326 · Participants: 28Karlen Williams Graybill Advertising Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 781.613108 · Participants: 3443Stewart's Shops Corp Employee Stock Ownership PlanLewis Tree Service Employee Stock Ownership Plan, Total assets ($M): 384.275596 · Participants: 3307Lewis Tree Service Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 293.053093 · Participants: 118H.C. Wainwright & Co. Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 207.331837 · Participants: 1611Greenman-Pedersen, Inc. Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 183.683651 · Participants: 3775Griffon Corporation Employee Stock Ownership Plan
Karlen Williams Graybill Advertising Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Karlen Williams Graybill Advertising Employee Stock Ownership Plan side-by-side with 3 peers →

Karlen Williams Graybill Advertising Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Intrepid Industries Employee Stock Ownership Plan in TX ($12M); by covered participants it is Clay County Savings Bank Employee Stock Ownership Plan in MO (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 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 Karlen Williams Graybill Advertising Employee Stock Ownership Plan assets move in 2022? ▼
Karlen Williams Graybill Advertising Employee Stock Ownership Plan grew sharply - up 21.9% during 2022, from $10M to $12M. Reported net income was $4M.
How have Kwg Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kwg Holdings, Inc.'s sponsor-wide assets grew 28.3%, from $12M to $15M.
Which ESOP plans are similar in size to Karlen Williams Graybill Advertising Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Intrepid Industries Employee Stock Ownership Plan in TX ($12M, 12 participants).
Which ESOP plans cover a similar participant headcount to Karlen Williams Graybill Advertising Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Clay County Savings Bank Employee Stock Ownership Plan in MO (28 participants, $624K 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 843843310.

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.