ESOP · DOL Form 5500 · 2022
The Kendall Group Employee Stock Ownership Plan ESOP
Data updated 2026-08-11
- $726M
- Total assets
- 1,817
- Participants
- 98th
- Percentile by assets
- $399,330
- Avg per participant
Official DOL plan name: The Kendall Group Employee Stock Ownership Plan · Sponsored by The Kendall Group Employee Stock Ownership Plan · Michigan · Wholesale Trade
$726M in assets, 1,817 participants
The Kendall Group Employee Stock Ownership Plan's The Kendall Group Employee Stock Ownership Plan reported $726M in total assets and 1,817 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,126 plans)
- #6,784 in Wholesale Trade (6,843 peers)
Coverage in Michigan
The Kendall Group Employee Stock Ownership Plan covers 1,817 participants in Michigan, 2.8x the typical Michigan plan (state average ~638 per filing). Assets: $726M.
- $726M
- total plan assets (2022 EOY)
- 1,817
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $399,330
- avg assets per participant
Participants vs Michigan filers
In Michigan, the average filing covers about 638 participants across 4,220 plans. The Kendall Group Employee Stock Ownership Plan reports 1,817 participants - 2.8x that state average ($726M EOY assets).
Michigan filing particulars
| Total Assets (Beginning of Year) | $725M |
|---|---|
| Net Assets (End of Year) | $726M |
| Net Income | $319K |
| Employer EIN | 382023622 |
| Plan Effective Date | 1989-09-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Kendall Group Employee Stock Ownership Plan)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,116 | $915M |
| 2023 | 2 | 3,448 | $1.0B |
| 2024 | 2 | 3,596 | $1.1B |
Nearby ESOP Plans in Michigan
Peer ESOP plans, same state, same plan type, ranked by total assets.
The Kendall Group Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants
- Mcnaughton-Mckay Electric Company Employee Stock Ownership Plan $1.1B · 1,155
- Project Worldwide, Inc. Employee Stock Ownership Plan $395M · 977
- Motor City Electric Co. Employee Stock Ownership Plan $191M · 209
- Bandit Holding Company, Inc. Employee Stock Ownership Plan $182M · 591
- National Nail Corp. Employee Stock Ownership Plan $174M · 170
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to The Kendall Group Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did The Kendall Group Employee Stock Ownership Plan assets move in 2022? ▼
How have The Kendall Group Employee Stock Ownership Plan plan assets changed over time? ▼
Where does The Kendall Group Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to The Kendall Group Employee Stock Ownership Plan? ▼
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Filing takeaways
Ways to act on The Kendall Group Employee Stock Ownership Plan's numbers.
- By total assets, The Kendall Group Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Michigan. Compare plans
- The Kendall Group Employee Stock Ownership Plan's sponsor-wide assets have grown 23.5% since 2022 across 3 plan years on file. More Wholesale Trade plans