ESOP · DOL Form 5500 · 2022

Kovatch Castings, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
153
Participants Small participant base
58th
Percentile by assets National rank
$47,212
Avg per participant Low balance/head
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Official DOL plan name: Kovatch Castings, Inc. Employee Stock Ownership Plan · Sponsored by Kovatch Castings, Inc. · Ohio · Manufacturing

$7M in assets, 153 participants

Kovatch Castings, Inc.'s Kovatch Castings, Inc. Employee Stock Ownership Plan reported $7M in total assets and 153 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #9,019 in Manufacturing (20,602 peers)

Coverage in Ohio

Kovatch Castings, Inc. Employee Stock Ownership Plan covers 153 participants in Ohio, about 20% of the average Ohio filer (state average ~765 per filing). Assets: $7M.

#9,019
in Manufacturing (20,602 peers)
+127.1%
assets growth YoY

Kovatch Castings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Kovatch Castings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$7,223,378 Top 42% higher than 58% 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

Kovatch Castings, 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. Kovatch Castings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (153 participants).

EBSA filing schedule strip

Filing strip 341198748 · Kovatch Castings, Inc. PY 2022 · ESOP

Kovatch Castings, Inc. Employee Stock Ownership Plan · $7M · 153 · 58th

  • ASSETS $7M
  • ASSETS 153
  • ASSETS 58th
  • ASSETS ESOP
  • ASSETS near Hop-a-Jet Worldwide Jet Charter Employee Stock Ownership Plan
  • ASSETS ind #9019

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 →

Kovatch Castings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Commodity Control Corporation Employee Stock Ownership PlanCommodity Control Corporatio…$7MFoldcraft Co. Employee Stock Ownership PlanFoldcraft Co. Employee Stock…$7MKovatch Castings, Inc. Employee Stock Ownership PlanKovatch Castings, Inc. Emplo…$7MHop-a-Jet Worldwide Jet Charter Employee Stock Ownership PlanHop-a-Jet Worldwide Jet Char…$7MNortex Communications Company Stock Bonus Employee Stock Ownership PlanNortex Communications Compan…$7M
End-of-year total assets ($M) among Kovatch Castings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)-$11M
Net Income$6M
Employer EIN341198748
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kovatch Castings, Inc.)

Sponsor-wide plan assets over time

All Kovatch Castings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 30.967140025415603% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $16.9M $22.2M ▲ +31.0%
Year Plans Participants Total Assets
2022 2 319 $17M
2023 2 342 $22M
2024 2 386 $22M

Nearby ESOP Plans in Ohio

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

Kovatch Castings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Kovatch Castings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.007223378 · Participants: 153Kovatch Castings, 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
Kovatch Castings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Kovatch Castings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Kovatch Castings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Hop-a-Jet Worldwide Jet Charter Employee Stock Ownership Plan in FL ($7M); by covered participants it is Pro Food Systems, Inc. Employee Stock Ownership Plan in MO (153 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (153 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 Kovatch Castings, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Kovatch Castings, Inc. Employee Stock Ownership Plan surged - up 127.1% during 2022, from $3M to $7M. Reported net income was $6M.
How have Kovatch Castings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kovatch Castings, Inc.'s sponsor-wide assets grew 31.0%, from $17M to $22M.
Which ESOP plans are similar in size to Kovatch Castings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Hop-a-Jet Worldwide Jet Charter Employee Stock Ownership Plan in FL ($7M, 113 participants).
Which ESOP plans cover a similar participant headcount to Kovatch Castings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pro Food Systems, Inc. Employee Stock Ownership Plan in MO (153 participants, $11M 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 341198748.

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.