ESOP · DOL Form 5500 · 2023
Ksm Business Services, Inc. ESOP
Data updated 2026-08-25
- $92M
- Total assets Below avg plan size
- 488
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $188,657
- Avg per participant Above avg balance/head
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.
- #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.
- #18,676
- in Professional & Technical Services (20,321 peers)
- -1.7%
- assets change YoY
- 0.9×
- vs typical plan assets (national mean)
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.
Ksm Business Services, Inc. Employee Stock Ownership Plan's outsized position by total assets
Ksm Business Services, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$92,064,828 Top 9% higher than 91% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Ksm Business Services, Inc. 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. Ksm Business Services, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (488 participants).
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.
DOL schedule card
Filing strip 352123203 · Ksm Business Services, Inc. PY 2023 · ESOP
Ksm Business Services, Inc. Employee Stock Ownership Plan · $92M · 488 · 91st
- TYPE $92M
- TYPE 488
- TYPE 91st
- TYPE ESOP
- TYPE near Westchester Modular Homes, Inc. Employee Stock Ownership Plan
- TYPE ind #18676
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 Indiana →
Ksm Business Services, Inc. Employee Stock Ownership Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Ksm Business Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $198M 28.790941892089183% vs 2022
- 2024 filing year
| 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.
- 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
Ksm Business Services, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Indiana, the nearest ESOP by assets is Westchester Modular Homes, Inc. Employee Stock Ownership Plan in NY ($92M); by covered participants it is Pbi-Gordon Companies, Inc. Employee Stock Ownership Plan in KS (488 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($92M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (488 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.