ESOP · DOL Form 5500 · 2022

Ketchum & Walton Co. ESOP

Data updated 2026-08-11

$30M
Total assets
70
Participants
83rd
Percentile by assets
$427,904
Avg per participant
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Official DOL plan name: Ketchum & Walton Employee Stock Ownership Plan · Sponsored by Ketchum & Walton Co. · Ohio · Wholesale Trade

$30M in assets, 70 participants

Ketchum & Walton Co.'s Ketchum & Walton Employee Stock Ownership Plan reported $30M in total assets and 70 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • 83rd percentile by assets (of 139,126 plans)
  • #5,642 in Wholesale Trade (6,843 peers)

Where Ketchum & Walton Employee Stock Ownership Plan sits by assets

Ketchum & Walton Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $30M for 70 participants (~$427,904/participant), down 7.0% in 2022.

$30M
total plan assets (2022 EOY)
70
covered participants
83rd
percentile by assets (of 139,126 plans)
$427,904
avg assets per participant

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Ketchum & Walton Employee Stock Ownership Plan sits by total assets

Ketchum & Walton Employee Stock Ownership Plan vs every filed plan by assets

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

$29,953,308 Top 17% higher than 83% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Ohio
Industry
Wholesale Trade

Ketchum & Walton Employee Stock Ownership Plan vs the 2022 asset distribution

By assets, Ketchum & Walton Employee Stock Ownership Plan outranks 83% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$30M
Net Income-$2M
Employer EIN310997616
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ketchum & Walton Co.)

$20M$30M$40M$50M$60M 202220232024 $30M $53.7M ▲ +79.4%
Total plan assets by year, all Ketchum & Walton Co. plans on file
Year Plans Participants Total Assets
2022 1 70 $30M
2023 1 70 $48M
2024 1 84 $54M

Nearby ESOP Plans in Ohio

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

Ketchum & Walton Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Ketchum & Walton Emp…, Total assets ($B): 0.029953308 · Participants: 70Ketchum & Walton Emp…Procter & Gamble Pro…, Total assets ($B): 21.972067387 · Participants: 30782Procter & Gamble Pro…The Garland Industri…, Total assets ($B): 1.386806135 · Participants: 1000The Garland Industri…Advanced Drainage Sy…, Total assets ($B): 0.559381199 · Participants: 3337Advanced Drainage Sy…Messer Inc. Employee…, Total assets ($B): 0.556639229 · Participants: 808Messer Inc. Employee…Cleveland Steel Cont…, Total assets ($B): 0.444757925 · Participants: 407Cleveland Steel Cont…
Ketchum & Walton Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Ketchum & Walton Employee Stock Ownershi… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Ketchum & Walton Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Ketchum & Walton Employee Stock Ownership Plan assets move in 2022? ▼
Ketchum & Walton Employee Stock Ownership Plan pulled back noticeably - down 7.0% during 2022, from $32M to $30M. Reported net income was -$2M.
How have Ketchum & Walton Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ketchum & Walton Co.'s sponsor-wide assets grew 79.3%, from $30M to $54M.
Where does Ketchum & Walton Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Ketchum & Walton Employee Stock Ownership Plan ranks in the 83rd 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 Ketchum & Walton Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Iroquois Paving Corporation Employee Stock Ownership Plan in IL ($30M, 18 participants).

Next read for Ketchum & Walton Employee Stock Ownershi…

Scale reading

Ways to act on Ketchum & Walton Employee Stock Ownership Plan's numbers.

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 310997616.

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.