ESOP · DOL Form 5500 · 2023
Ksm Business Services, Inc. ESOP
Data updated 2026-08-11
- $92M
- Total assets
- 488
- Participants
- 91st
- Percentile by assets
- $188,657
- Avg per participant
Official DOL plan name: Ksm Business Services, Inc. Employee Stock Ownership Plan · Sponsored by Ksm Business Services, Inc. · Indiana · Professional & Technical Services
$92M in assets, 488 participants
Ksm Business Services, Inc.'s Ksm Business Services, Inc. Employee Stock Ownership Plan reported $92M in total assets and 488 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- 91st percentile by assets (of 127,072 plans)
- #18,676 in Professional & Technical Services (20,321 peers)
Where Ksm Business Services, Inc. Employee Stock Ownership Plan sits by assets
Ksm Business Services, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $92M for 488 participants (~$188,657/participant), down 1.7% in 2023.
- $92M
- total plan assets (2023 EOY)
- 488
- covered participants
- 91st
- percentile by assets (of 127,072 plans)
- $188,657
- avg assets per participant
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ksm Business Services, Inc. Employee Stock Ownership Plan reported net income fell from $7M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
- Ksm Business Services, Inc. Employee Stock Ownership Plan reported participants rose from 434 in the plan year 2022 filing to 488 in the plan year 2023 filing.
- Ksm Business Services, Inc. Employee Stock Ownership Plan end-of-year assets fell from $94M in the plan year 2022 filing to $92M in the plan year 2023 filing.
Ksm Business Services, Inc. Employee Stock Ownership Plan vs the 2023 asset distribution
By assets, Ksm Business Services, Inc. Employee Stock Ownership Plan outranks 91% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $94M |
|---|---|
| Net Assets (End of Year) | $92M |
| Net Income | -$2M |
| Employer EIN | 352123203 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ksm Business Services, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 829 | $153M |
| 2023 | 2 | 972 | $174M |
| 2024 | 2 | 1,118 | $198M |
Nearby ESOP Plans in Indiana
Peer ESOP plans, same state, same plan type, ranked by total assets.
Ksm Business Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
- Jasper Holdings, Inc Employee Stock Ownership Plan and Trust $1.9B · 3,535
- Urschel Laboratories Employee Stock Ownership Plan $366M · 487
- Nibco Inc. Employee Stock Ownership Plan $365M · 1,242
- Superior Industrial Solutions, Inc. Employee Stock Ownership Plan $139M · 363
- Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan $135M · 558
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Ksm Business Services, Inc. Employee Stock Ownership Plan by total assets, not by location.
- Westchester Modular Homes, Inc. Employee Stock Ownership Plan (NY) $92M · 145
- Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust (CA) $92M · 145
- Russ Davis Wholesale, Inc Employee Stock Ownership Plan (MN) $92M · 792
- Tuff Shed, Inc. Employee Stock Ownership Plan (CO) $92M · 1,490
Frequently Asked Questions
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Ways to act on Ksm Business Services, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Ksm Business Services, Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Indiana. Compare plans
- Ksm Business Services, Inc.'s sponsor-wide assets have grown 28.8% since 2022 across 3 plan years on file. More Professional & Technical Services plans