ESOP · DOL Form 5500 · 2023

Ki Industries, Inc. ESOP

Data updated 2026-08-25

$26M
Total assets Below avg plan size
49
Participants Small participant base
77th
Percentile by assets National rank
$532,834
Avg per participant High balance/head
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Official DOL plan name: Ki Industries, Inc. Employee Stock Ownership Plan · Sponsored by Ki Industries, Inc. · Illinois · Manufacturing

$26M in assets, 49 participants

Ki Industries, Inc.'s Ki Industries, Inc. Employee Stock Ownership Plan reported $26M in total assets and 49 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #12,792 in Manufacturing (18,722 peers)

Where Ki Industries, Inc. Employee Stock Ownership Plan sits by assets

Ki Industries, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $26M for 49 participants (~$532,834/participant), down 10.0% in 2023.

#12,792
in Manufacturing (18,722 peers)
-10.0%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ki Industries, Inc. Employee Stock Ownership Plan's outsized position by total assets

Ki Industries, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$26,108,874 Top 23% higher than 77% of 127,068 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 2023

Ki Industries, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ki Industries, Inc. Employee Stock Ownership Plan is a small filing (49 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ki Industries, Inc. Employee Stock Ownership Plan reported net income rose from -$4M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • Ki Industries, Inc. Employee Stock Ownership Plan reported participants fell from 55 in the plan year 2022 filing to 49 in the plan year 2023 filing.
  • Ki Industries, Inc. Employee Stock Ownership Plan end-of-year assets fell from $29M in the plan year 2022 filing to $26M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 363609752 · Ki Industries, Inc. PY 2023 · ESOP

Ki Industries, Inc. Employee Stock Ownership Plan · $26M · 49 · 77th

  • BOOK $26M
  • BOOK 49
  • BOOK 77th
  • BOOK ESOP
  • BOOK near Data Systems Analysts, Inc. Employee Stock Ownership Plan
  • BOOK ind #12792

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 Illinois →

Ki Industries, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Minn-Dak, Co. Employee Stock Ownership PlanMinn-Dak, Co. Employee Stock…$26MBapko Metal, Inc. Employee Stock Ownership PlanBapko Metal, Inc. Employee S…$26MKi Industries, Inc. Employee Stock Ownership PlanKi Industries, Inc. Employee…$26MData Systems Analysts, Inc. Employee Stock Ownership PlanData Systems Analysts, Inc. …$26MNew Hampshire Boring, Inc. Employee Stock Ownership PlanNew Hampshire Boring, Inc. E…$26M
End-of-year total assets ($M) among Ki Industries, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$25M
Net Income-$3M
Employer EIN363609752
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ki Industries, Inc.)

Sponsor-wide plan assets over time

All Ki Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 57.583978127934934% vs 2022
2024 filing year
$0M$10M$20M$30M$40M$50M 202220232024 $29M $12.3M ▼ -57.6%
Year Plans Participants Total Assets
2022 1 55 $29M
2023 3 134 $38M
2024 1 43 $12M

Nearby ESOP Plans in Illinois

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

Ki Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Ki Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.026108874 · Participants: 49Ki Industries, Inc. Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 4.440263476 · Participants: 4738Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.616096816 · Participants: 4251Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.195072662 · Participants: 486Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership Plan
Ki Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Ki Industries, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest ESOP by assets is Data Systems Analysts, Inc. Employee Stock Ownership Plan in PA ($26M); by covered participants it is Csb Bancshares Inc Amended Employee Stock Ownership Plan in KS (49 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (49 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ki Industries, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Ki Industries, Inc. Employee Stock Ownership Plan pulled back noticeably - down 10.0% during 2023, from $29M to $26M. Reported net income was -$3M.
How have Ki Industries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ki Industries, Inc.'s sponsor-wide assets declined 57.6%, from $29M to $12M.
Where does Ki Industries, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Ki Industries, Inc. Employee Stock Ownership Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Ki Industries, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Data Systems Analysts, Inc. Employee Stock Ownership Plan in PA ($26M, 355 participants).
Which ESOP plans cover a similar participant headcount to Ki Industries, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Csb Bancshares Inc Amended Employee Stock Ownership Plan in KS (49 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 363609752.

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.