ESOP · DOL Form 5500 · 2023

Kitware, Inc. ESOP

Data updated 2026-08-25

$15M
Total assets Small plan by assets
168
Participants Small participant base
67th
Percentile by assets National rank
$87,857
Avg per participant Below avg balance/head
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Official DOL plan name: Kitware, Inc. Employee Ownership Plan · Sponsored by Kitware, Inc. · New York · Professional & Technical Services

$15M in assets, 168 participants

Kitware, Inc.'s Kitware, Inc. Employee Ownership Plan reported $15M in total assets and 168 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #13,444 in Professional & Technical Services (20,321 peers)

Coverage in New York

Kitware, Inc. Employee Ownership Plan covers 168 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $15M.

#13,444
in Professional & Technical Services (20,321 peers)
+25.3%
assets growth YoY

Kitware, Inc. Employee Ownership Plan's outsized position by total assets

Kitware, Inc. Employee Ownership Plan vs every filed plan by assets

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

$14,760,000 Top 33% higher than 67% 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

Kitware, Inc. Employee 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. Kitware, Inc. Employee Ownership Plan sits mid-pack in the medium band (168 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kitware, Inc. Employee Ownership Plan reported net income rose from $1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Kitware, Inc. Employee Ownership Plan end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Kitware, Inc. Employee Ownership Plan reported participants rose from 161 in the plan year 2022 filing to 168 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 141802694 · Kitware, Inc. PY 2023 · ESOP

Kitware, Inc. Employee Ownership Plan · $15M · 168 · 67th

  • VS-ST $15M
  • VS-ST 168
  • VS-ST 67th
  • VS-ST ESOP
  • VS-ST near Southeast Construction Products, Inc. Employee Stock Ownership Plan
  • VS-ST ind #13444

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 New York →

Kitware, Inc. Employee Ownership Plan in the asset neighbourhood

Vernon Holding Company, Inc. Employee Stock Ownership PlanVernon Holding Company, Inc.…$15MMetalcraft, Inc.Employee Stock Ownership PlanMetalcraft, Inc.Employee Sto…$15MKitware, Inc. Employee Ownership PlanKitware, Inc. Employee Owner…$15MSoutheast Construction Products, Inc. Employee Stock Ownership PlanSoutheast Construction Produ…$15MLantana Consulting Group Employee Stock Ownership PlanLantana Consulting Group Emp…$15M
End-of-year total assets ($M) among Kitware, Inc. Employee Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)-$12M
Net Income$4M
Employer EIN141802694
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kitware, Inc.)

Sponsor-wide plan assets over time

All Kitware, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$70M 50.54649215431167% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $46.8M $70.5M ▲ +50.5%
Year Plans Participants Total Assets
2022 2 337 $47M
2023 2 351 $61M
2024 2 349 $70M

Nearby ESOP Plans in New York

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

Kitware, Inc. Employee Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -20002004006008001000 Total assets ($M) Participants Kitware, Inc. Employee Ownership Plan, Total assets ($M): 14.76 · Participants: 168Kitware, Inc. Employee Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 876.57583 · Participants: 3439Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 406.002646 · Participants: 4467North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 298.738533 · Participants: 3674Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.681611 · Participants: 1704Greenman-Pedersen, Inc. Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 241.736533 · Participants: 93H.C. Wainwright & Co. Employee Stock Ownership Plan
Kitware, Inc. Employee Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Kitware, Inc. Employee Ownership Plan side-by-side with 3 peers →

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

Outside New York, the nearest ESOP by assets is Southeast Construction Products, Inc. Employee Stock Ownership Plan in CA ($15M); by covered participants it is Owl's Head Alloys Employee Stock Ownership Plan in KY (168 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (168 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 Kitware, Inc. Employee Ownership Plan assets move in 2023? ▼
Kitware, Inc. Employee Ownership Plan grew sharply - up 25.3% during 2023, from $12M to $15M. Reported net income was $4M.
How have Kitware, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kitware, Inc.'s sponsor-wide assets grew 50.5%, from $47M to $70M.
Which ESOP plans are similar in size to Kitware, Inc. Employee Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Southeast Construction Products, Inc. Employee Stock Ownership Plan in CA ($15M, 32 participants).
Which ESOP plans cover a similar participant headcount to Kitware, Inc. Employee Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Owl's Head Alloys Employee Stock Ownership Plan in KY (168 participants, $54M 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 141802694.

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.