ESOP · DOL Form 5500 · 2022

William a. Kibbe & Associates, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
33
Participants Small participant base
47th
Percentile by assets National rank
$129,708
Avg per participant Near avg balance/head
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Official DOL plan name: William a. Kibbe & Associates, Inc. Employee Stock Ownership Plan · Sponsored by William a. Kibbe & Associates, Inc. · Michigan · Professional & Technical Services

$4M in assets, 33 participants

William a. Kibbe & Associates, Inc.'s William a. Kibbe & Associates, Inc. Employee Stock Ownership Plan reported $4M in total assets and 33 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,690 in Professional & Technical Services (21,562 peers)

William a. Kibbe & Associates, Inc. multi-year trail

William a. Kibbe & Associates, Inc.'s plans moved -11.7% in assets from 2022 to 2024; this filing shows William a. Kibbe & Associates, Inc. Employee Stock Ownership Plan at $4M / 33 participants.

#9,690
in Professional & Technical Services (21,562 peers)
+1.0%
assets growth YoY

William a. Kibbe & Associates, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

William a. Kibbe & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$4,280,357 47th percentile higher than 47% 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

William a. Kibbe & Associates, Inc. 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. William a. Kibbe & Associates, Inc. Employee Stock Ownership Plan is a small filing (33 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 382353575 · William a. Kibbe & Associates, Inc. PY 2022 · ESOP

William a. Kibbe & Associates, Inc. Employee Stock Ownership Plan · $4M · 33 · 47th

  • NET $4M
  • BOOK 33
  • VS-ST 47th
  • BOY ESOP
  • SCH near Hackett Publishing Company, Inc. ESOP & Trust
  • EBSA ind #9690

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 Michigan →

William a. Kibbe & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Home Furniture Company of Lafayette, Inc. Employee Stock Ownership PlanHome Furniture Company of La…$4MWilliam a. Kibbe & Associates, Inc. Employee Stock Ownership PlanWilliam a. Kibbe & Associate…$4MHackett Publishing Company, Inc. ESOP & TrustHackett Publishing Company, …$4MFoster Electric Company, Inc. Employee Stock Ownership PlanFoster Electric Company, Inc…$4MOceanweather, Inc. Employee Stock Ownership PlanOceanweather, Inc. Employee …$4M
End-of-year total assets ($M) among William a. Kibbe & Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

William a. Kibbe & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All William a. Kibbe & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 11.68720272631465% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $4.28M $3.78M ▼ -11.7%
Year Plans Participants Total Assets
2022 1 33 $4M
2023 1 24 $5M
2024 1 20 $4M

William a. Kibbe & Associates, Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$49K
Employer EIN382353575
Plan Effective Date1994-04-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Michigan

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

William a. Kibbe & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -0.500.511.5 Total assets ($B) Participants William a. Kibbe & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.004280357 · Participants: 33William a. Kibbe & Associates, Inc. Employee Stock Ownership PlanMcnaughton-Mckay Electric Company Employee Stock Ownership Plan, Total assets ($B): 1.052163391 · Participants: 1155Mcnaughton-Mckay Electric Company Employee Stock Ownership PlanThe Kendall Group Employee Stock Ownership Plan, Total assets ($B): 0.725583306 · Participants: 1817The Kendall Group Employee Stock Ownership PlanProject Worldwide, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.394784403 · Participants: 977Project Worldwide, Inc. Employee Stock Ownership PlanMotor City Electric Co. Employee Stock Ownership Plan, Total assets ($B): 0.191093331 · Participants: 209Motor City Electric Co. Employee Stock Ownership PlanBandit Holding Company, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.181896 · Participants: 591Bandit Holding Company, Inc. Employee Stock Ownership Plan
William a. Kibbe & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants
Compare William a. Kibbe & Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

William a. Kibbe & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Michigan, the nearest ESOP by assets is Hackett Publishing Company, Inc. ESOP & Trust in IN ($4M); by covered participants it is Eagle Savings Bank Employee Stock Ownership Plan in OH (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 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 William a. Kibbe & Associates, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
William a. Kibbe & Associates, Inc. Employee Stock Ownership Plan edged up modestly - up 1.0% during 2022, from $4M to $4M. Reported net income was $49K.
How have William a. Kibbe & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), William a. Kibbe & Associates, Inc.'s sponsor-wide assets declined 11.7%, from $4M to $4M.
Which ESOP plans are similar in size to William a. Kibbe & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Hackett Publishing Company, Inc. ESOP & Trust in IN ($4M, 27 participants).
Which ESOP plans cover a similar participant headcount to William a. Kibbe & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Eagle Savings Bank Employee Stock Ownership Plan in OH (33 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 382353575.

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.