ESOP · DOL Form 5500 · 2022

Key West Boats, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
200
Participants Below avg headcount
55th
Percentile by assets National rank
$31,409
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Key West Boats, Inc. Employee Stock Ownership Plan · Sponsored by Key West Boats, Inc. · South Carolina · Manufacturing

$6M in assets, 200 participants

Key West Boats, Inc.'s Key West Boats, Inc. Employee Stock Ownership Plan reported $6M in total assets and 200 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #8,292 in Manufacturing (20,602 peers)

Key West Boats, Inc. multi-year trail

Key West Boats, Inc.'s plans moved +21.2% in assets from 2022 to 2024; this filing shows Key West Boats, Inc. Employee Stock Ownership Plan at $6M / 200 participants.

#8,292
in Manufacturing (20,602 peers)
+8.4%
assets growth YoY

Key West Boats, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Key West Boats, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$6,281,727 Top 45% higher than 55% 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

Key West Boats, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Key West Boats, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (200 participants).

Plan-year Form 5500 strip

Filing strip 570857357 · Key West Boats, Inc. PY 2022 · ESOP

Key West Boats, Inc. Employee Stock Ownership Plan · $6M · 200 · 55th

  • PCT $6M
  • EIN 200
  • RANK 55th
  • PHOTO ESOP
  • IND near Door Components, Inc. ESOP
  • EOY ind #8292

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 South Carolina →

Key West Boats, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Triad Engineering, Inc. Employee Stock Ownership PlanTriad Engineering, Inc. Empl…$6MGlmv Architecture, Inc. Employee Stock Ownership PlanGlmv Architecture, Inc. Empl…$6MKey West Boats, Inc. Employee Stock Ownership PlanKey West Boats, Inc. Employe…$6MDoor Components, Inc. ESOP$6MAlamo Transformer Supply Company Employee Stock Ownership PlanAlamo Transformer Supply Com…$6M
End-of-year total assets ($M) among Key West Boats, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Key West Boats, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Key West Boats, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 21.191826501677404% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $12.8M $15.5M ▲ +21.2%
Year Plans Participants Total Assets
2022 2 328 $13M
2023 1 145 $8M
2024 2 307 $15M

Key West Boats, Inc. filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$489K
Employer EIN570857357
Plan Effective Date2002-04-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in South Carolina

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

Key West Boats, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants Scatter plot of 6 data points. 0100200300400500 01020304050 Total assets ($M) Participants Key West Boats, Inc. Employee Stock Ownership Plan, Total assets ($M): 6.281727 · Participants: 200Key West Boats, Inc. Employee Stock Ownership PlanBonitz, Inc. Employee Stock Ownership Plan, Total assets ($M): 47.562592 · Participants: 397Bonitz, Inc. Employee Stock Ownership PlanAl's Liquor Store Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 20.970729 · Participants: 40Al's Liquor Store Holdings, Inc. Employee Stock Ownership PlanSynergi Employee Stock Ownership Plan, Total assets ($M): 15.319 · Participants: 242Synergi Employee Stock Ownership PlanEmployees Stock Ownership Plan of Emory Wilson Process, Inc., Total assets ($M): 13.911741 · Participants: 53Employees Stock Ownership Plan of Emory Wilson Process, Inc.Oobe Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 12.792 · Participants: 34Oobe Holdings, Inc. Employee Stock Ownership Plan
Key West Boats, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants

Key West Boats, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside South Carolina, the nearest ESOP by assets is Door Components, Inc. ESOP in CA ($6M); by covered participants it is West Yost & Associates, Inc. Employee Stock Ownership Plan and Trust in CA (200 participants). Same-state nearby plans are listed separately above.

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 Key West Boats, Inc. Employee Stock Ownership Plan assets move in 2022?
Key West Boats, Inc. Employee Stock Ownership Plan grew at a solid clip - up 8.4% during 2022, from $6M to $6M. Reported net income was $489K.
How have Key West Boats, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Key West Boats, Inc.'s sponsor-wide assets grew 21.2%, from $13M to $15M.
Which ESOP plans are similar in size to Key West Boats, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Door Components, Inc. ESOP in CA ($6M, 219 participants).
Which ESOP plans cover a similar participant headcount to Key West Boats, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is West Yost & Associates, Inc. Employee Stock Ownership Plan and Trust in CA (200 participants, N/A in assets).