ESOP · DOL Form 5500 · 2023

Kelly Mitchell Holdings, Inc. ESOP

Data updated 2026-08-25

$16M
Total assets Small plan by assets
281
Participants Below avg headcount
68th
Percentile by assets National rank
$56,698
Avg per participant Low balance/head
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Official DOL plan name: Kelly Mitchell Employee Stock Ownership Plan · Sponsored by Kelly Mitchell Holdings, Inc. · Missouri · Professional & Technical Services

$16M in assets, 281 participants

Kelly Mitchell Holdings, Inc.'s Kelly Mitchell Employee Stock Ownership Plan reported $16M in total assets and 281 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #13,774 in Professional & Technical Services (20,321 peers)

Coverage in Missouri

Kelly Mitchell Employee Stock Ownership Plan covers 281 participants in Missouri, about 38% of the average Missouri filer (state average ~737 per filing). Assets: $16M.

#13,774
in Professional & Technical Services (20,321 peers)
-32.6%
assets change YoY

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kelly Mitchell Employee Stock Ownership Plan's outsized position by total assets

Kelly Mitchell Employee Stock Ownership Plan vs every filed plan by assets

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

$15,932,067 Top 32% higher than 68% 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

Kelly Mitchell Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kelly Mitchell Employee Stock Ownership Plan sits mid-pack in the medium band (281 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kelly Mitchell Employee Stock Ownership Plan reported net income rose from -$12M in the plan year 2022 filing to -$7M in the plan year 2023 filing.
  • Kelly Mitchell Employee Stock Ownership Plan end-of-year assets fell from $24M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Kelly Mitchell Employee Stock Ownership Plan reported participants rose from 259 in the plan year 2022 filing to 281 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 861207830 · Kelly Mitchell Holdings, Inc. PY 2023 · ESOP

Kelly Mitchell Employee Stock Ownership Plan · $16M · 281 · 68th

  • PCT $16M
  • PCT 281
  • PCT 68th
  • PCT ESOP
  • PCT near Kai Hawaii, Inc. Employee Stock Ownership Plan
  • PCT ind #13774

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 Missouri →

Kelly Mitchell Employee Stock Ownership Plan in the asset neighbourhood

Kai Hawaii, Inc. Employee Stock Ownership PlanKai Hawaii, Inc. Employee St…$16MKelly Mitchell Employee Stock Ownership PlanKelly Mitchell Employee Stoc…$16MMega Western Sales Employee Stock Ownership PlanMega Western Sales Employee …$16MDowling Corporation Employee Stock Ownership PlanDowling Corporation Employee…$16MBoudreau Companies Employee Stock Ownership PlanBoudreau Companies Employee …$16M
End-of-year total assets ($M) among Kelly Mitchell Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)-$9M
Net Income-$7M
Employer EIN861207830
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kelly Mitchell Holdings, Inc.)

Sponsor-wide plan assets over time

All Kelly Mitchell Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 56.65367019027484% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $23.7M $10.3M ▼ -56.7%
Year Plans Participants Total Assets
2022 1 259 $24M
2023 1 281 $16M
2024 1 289 $10M

Nearby ESOP Plans in Missouri

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

Kelly Mitchell Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Kelly Mitchell Employee Stock Ownership Plan, Total assets ($B): 0.015932067 · Participants: 281Kelly Mitchell Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.708605759 · Participants: 8553Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.489427066 · Participants: 3651Mccarthy Employee Stock Ownership PlanArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.442677383 · Participants: 560Arco DB Companies, Inc. Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.429385855 · Participants: 2457Je Dunn Employee Stock Ownership Plan and TrustEmery Sapp Employee Stock Ownership Plan, Total assets ($B): 0.312725972 · Participants: 1947Emery Sapp Employee Stock Ownership Plan
Kelly Mitchell Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Kelly Mitchell Employee Stock Ownership Plan side-by-side with 3 peers →

Kelly Mitchell Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is Kai Hawaii, Inc. Employee Stock Ownership Plan in HI ($16M); by covered participants it is Dx Enterprises, Inc. Employee Stock Ownership Plan in IN (282 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (281 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 Kelly Mitchell Employee Stock Ownership Plan assets move in 2023? ▼
Kelly Mitchell Employee Stock Ownership Plan contracted severely - down 32.6% during 2023, from $24M to $16M. Reported net income was -$7M.
How have Kelly Mitchell Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kelly Mitchell Holdings, Inc.'s sponsor-wide assets declined 56.7%, from $24M to $10M.
Which ESOP plans are similar in size to Kelly Mitchell Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Kai Hawaii, Inc. Employee Stock Ownership Plan in HI ($16M, 46 participants).
Which ESOP plans cover a similar participant headcount to Kelly Mitchell Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Dx Enterprises, Inc. Employee Stock Ownership Plan in IN (282 participants, $370K 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 861207830.

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.