ESOP · DOL Form 5500 · 2023

Kelley Brothers Roofing, Inc. ESOP

Data updated 2026-08-11

$12M
Total assets
53
Participants
62nd
Percentile by assets
$221,189
Avg per participant
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Official DOL plan name: Kelley Brothers Roofing, Inc. Employee Stock Ownership Plan · Sponsored by Kelley Brothers Roofing, Inc. · Ohio · Construction

$12M in assets, 53 participants

Kelley Brothers Roofing, Inc.'s Kelley Brothers Roofing, Inc. Employee Stock Ownership Plan reported $12M in total assets and 53 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • 62nd percentile by assets (of 127,072 plans)
  • #5,475 in Construction (9,030 peers)

Kelley Brothers Roofing, Inc. multi-year trail

Kelley Brothers Roofing, Inc.'s plans moved +121.6% in assets from 2022 to 2024; this filing shows Kelley Brothers Roofing, Inc. Employee Stock Ownership Plan at $12M / 53 participants.

$12M
total plan assets (2023 EOY)
53
covered participants
62nd
percentile by assets (of 127,072 plans)
$221,189
avg assets per participant

Where Kelley Brothers Roofing, Inc. Employee Stock Ownership Plan sits by total assets

Kelley Brothers Roofing, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$11,723,000 Top 38% higher than 62% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kelley Brothers Roofing, Inc. Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Kelley Brothers Roofing, Inc. Employee Stock Ownership Plan end-of-year assets rose from $7M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Kelley Brothers Roofing, Inc. Employee Stock Ownership Plan reported participants rose from 49 in the plan year 2022 filing to 53 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Ohio
Industry
Construction

Kelley Brothers Roofing, Inc. across 3 plan years on file

Across the 3 plan years Kelley Brothers Roofing, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $7M to $15M, a gain of 121.6%, while reported participants moved from 49 to 65 (+32.7%). Peak year by sponsor assets: 2024 ($15M); trough: 2022 ($7M).

Kelley Brothers Roofing, Inc. multi-year asset trail

$5M$10M$15M$20M 202220232024 $6.92M $15.3M ▲ +121.4%
Total plan assets by year, all Kelley Brothers Roofing, Inc. plans on file
Year Plans Participants Total Assets
2022 1 49 $7M
2023 1 53 $12M
2024 1 65 $15M

Kelley Brothers Roofing, Inc. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$2M
Net Income$5M
Employer EIN311121475
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Ohio

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

Kelley Brothers Roofing, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Kelley Brothers Roof…, Total assets ($B): 0.011723 · Participants: 53Kelley Brothers Roof…Procter & Gamble Pro…, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Pro…The Garland Industri…, Total assets ($B): 1.692644904 · Participants: 1019The Garland Industri…Messer Inc. Employee…, Total assets ($B): 0.62249774 · Participants: 873Messer Inc. Employee…Great Lakes Cheese C…, Total assets ($B): 0.504257458 · Participants: 4110Great Lakes Cheese C…Cleveland Steel Cont…, Total assets ($B): 0.451883636 · Participants: 434Cleveland Steel Cont…
Kelley Brothers Roofing, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Kelley Brothers Roofing, Inc. Employee S… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Kelley Brothers Roofing, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Kelley Brothers Roofing, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Kelley Brothers Roofing, Inc. Employee Stock Ownership Plan surged - up 69.5% during 2023, from $7M to $12M. Reported net income was $5M.
How have Kelley Brothers Roofing, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kelley Brothers Roofing, Inc.'s sponsor-wide assets grew 121.6%, from $7M to $15M.
Which ESOP plans are similar in size to Kelley Brothers Roofing, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mcaninch Holding Company Employee Stock Ownership Plan in IA ($12M, 263 participants).

Next read for Kelley Brothers Roofing, Inc. Employee S…

Multi-year trail

Ways to act on Kelley Brothers Roofing, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, Kelley Brothers Roofing, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Ohio. Compare plans
  • Kelley Brothers Roofing, Inc.'s sponsor-wide assets have grown 121.6% since 2022 across 3 plan years on file. More Construction plans

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 311121475.

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.