ESOP · DOL Form 5500 · 2022

Kerr Lakeside Inc. ESOP

Data updated 2026-08-25

$20K
Total assets Small plan by assets
N/A
Participants Small participant base
2nd
Percentile by assets National rank
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Official DOL plan name: Kerr Lakeside Inc. Employee Stock Ownership Plan · Sponsored by Kerr Lakeside Inc. · Ohio · Manufacturing

$20K in assets, N/A participants

Kerr Lakeside Inc.'s Kerr Lakeside Inc. Employee Stock Ownership Plan reported $20K in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 2nd 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.

  • #178 in Manufacturing (20,602 peers)

Kerr Lakeside Inc. multi-year trail

Kerr Lakeside Inc.'s plans moved +6711.8% in assets from 2022 to 2024; this filing shows Kerr Lakeside Inc. Employee Stock Ownership Plan at $20K / N/A participants.

#178
in Manufacturing (20,602 peers)
+0.0%
assets growth YoY

Kerr Lakeside Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Kerr Lakeside Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$20,096 2nd percentile higher than 2% 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

Filed plans by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Plan-year Form 5500 strip

Filing strip 340688717 · Kerr Lakeside Inc. PY 2022 · ESOP

Kerr Lakeside Inc. Employee Stock Ownership Plan · $20K · N/A · 2nd

  • RANK $20K
  • PHOTO N/A
  • IND 2nd
  • EOY ESOP
  • 5500 near Advanced Equity Management, Inc. Employee Stock Ownership Plan
  • ASSETS ind #178

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 →

Kerr Lakeside Inc. Employee Stock Ownership Plan in the asset neighbourhood

Kerr Lakeside Inc. Employee Stock Ownership PlanKerr Lakeside Inc. Employee …$20KAdvanced Equity Management, Inc. Employee Stock Ownership PlanAdvanced Equity Management, …$20KPillow Perfect, Inc. ESOP$20KSecure Investing Partners LLC ESOP PlanSecure Investing Partners LL…$20KInternational Holding Partners, Inc. Employee Stock Ownership PlanInternational Holding Partne…$20K
End-of-year total assets ($M) among Kerr Lakeside Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Kerr Lakeside Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Kerr Lakeside Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 6711.843152866242% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $0.02M $1.37M ▲ +6750.0%
Year Plans Participants Total Assets
2022 1 N/A $20K
2023 1 N/A N/A
2024 1 48 $1M

Kerr Lakeside Inc. filing trail (2022)

Total Assets (Beginning of Year)$20K
Net Assets (End of Year)$20K
Employer EIN340688717
Plan Effective Date1980-11-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Ohio

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

Kerr Lakeside Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Kerr Lakeside Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000020096 · Participants: 0Kerr Lakeside 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
Kerr Lakeside Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants

Kerr Lakeside Inc. Employee Stock Ownership Plan's closest out-of-state ESOP peers by assets

Outside Ohio, the nearest ESOP by end-of-year assets is Advanced Equity Management, Inc. Employee Stock Ownership Plan in TX at $20K (this filing: $20K).

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 Kerr Lakeside Inc. Employee Stock Ownership Plan assets move in 2022?
Kerr Lakeside Inc. Employee Stock Ownership Plan held essentially flat - up 0.0% during 2022, from $20K to $20K.
How have Kerr Lakeside Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Kerr Lakeside Inc.'s sponsor-wide assets grew 6711.8%, from $20K to $1M.
Where does Kerr Lakeside Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Kerr Lakeside Inc. Employee Stock Ownership Plan ranks in the 2nd 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 Kerr Lakeside Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Advanced Equity Management, Inc. Employee Stock Ownership Plan in TX ($20K, 21 participants).