ESOP · DOL Form 5500 · 2022

Ketchum & Walton Co. ESOP

Data updated 2026-08-25

$30M
Total assets Below avg plan size
70
Participants Small participant base
83rd
Percentile by assets National rank
$427,904
Avg per participant High balance/head
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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.

  • #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.

#5,642
in Wholesale Trade (6,843 peers)
-7.0%
assets change YoY
0.3×
vs typical plan assets (national mean)

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.

Ketchum & Walton Employee Stock Ownership Plan's outsized position 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 $2,050,000,000 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

Ketchum & Walton 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. Ketchum & Walton Employee Stock Ownership Plan is a small filing (70 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 310997616 · Ketchum & Walton Co. PY 2022 · ESOP

Ketchum & Walton Employee Stock Ownership Plan · $30M · 70 · 83rd

  • BOY $30M
  • SCH 70
  • EBSA 83rd
  • PART ESOP
  • TYPE near Iroquois Paving Corporation Employee Stock Ownership Plan
  • NET ind #5642

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 →

Ketchum & Walton Employee Stock Ownership Plan in the asset neighbourhood

Comsonics, Inc. Employee Stock Ownership TrustComsonics, Inc. Employee Sto…$30MAlerus Financial Employee Stock Ownership PlanAlerus Financial Employee St…$30MIroquois Paving Corporation Employee Stock Ownership PlanIroquois Paving Corporation …$30MKetchum & Walton Employee Stock Ownership PlanKetchum & Walton Employee St…$30MJ. D. Steel Co., Inc. Employee Stock Ownership PlanJ. D. Steel Co., Inc. Employ…$30M
End-of-year total assets ($M) among Ketchum & Walton 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)$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.)

Sponsor-wide plan assets over time

All Ketchum & Walton Co. plans reported in each filing year

Latest sponsor-wide plan assets
$54M 79.32920130224014% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $30M $53.7M ▲ +79.4%
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 ($B) Participants Ketchum & Walton Employee Stock Ownership Plan, Total assets ($B): 0.029953308 · Participants: 70Ketchum & Walton 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
Ketchum & Walton Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Ketchum & Walton Employee Stock Ownership Plan side-by-side with 3 peers →

Ketchum & Walton Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Iroquois Paving Corporation Employee Stock Ownership Plan in IL ($30M); by covered participants it is The Production Management Group, Ltd. ESOP in MD (70 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (70 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 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).
Which ESOP plans cover a similar participant headcount to Ketchum & Walton Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The Production Management Group, Ltd. ESOP in MD (70 participants, $17M 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 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.