ESOP · DOL Form 5500 · 2023

Klean Kanteen, Inc. ESOP

Data updated 2026-08-25

$625K
Total assets Small plan by assets
64
Participants Small participant base
20th
Percentile by assets National rank
$9,765
Avg per participant Low balance/head
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Official DOL plan name: Klean Kanteen, Inc. Employee Stock Ownership Plan · Sponsored by Klean Kanteen, Inc. · California · Wholesale Trade

$625K in assets, 64 participants

Klean Kanteen, Inc.'s Klean Kanteen, Inc. Employee Stock Ownership Plan reported $625K in total assets and 64 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #646 in Wholesale Trade (6,309 peers)

What the 2023 filing shows

Klean Kanteen, Inc. Employee Stock Ownership Plan holds $625K for 64 participants - about $9,765 per participant, among the smaller plans by assets on file.

#646
in Wholesale Trade (6,309 peers)
-6.4%
assets change YoY

The plan reported a net loss of $41K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Klean Kanteen, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Klean Kanteen, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$624,936 20th percentile higher than 20% 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

Klean Kanteen, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Klean Kanteen, Inc. Employee Stock Ownership Plan is a small filing (64 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Klean Kanteen, Inc. Employee Stock Ownership Plan reported net income fell from $92K in the plan year 2022 filing to -$41K in the plan year 2023 filing.
  • Klean Kanteen, Inc. Employee Stock Ownership Plan reported participants fell from 74 in the plan year 2022 filing to 64 in the plan year 2023 filing.
  • Klean Kanteen, Inc. Employee Stock Ownership Plan end-of-year assets fell from $668K in the plan year 2022 filing to $625K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 942537951 · Klean Kanteen, Inc. PY 2023 · ESOP

Klean Kanteen, Inc. Employee Stock Ownership Plan · $625K · 64 · 20th

  • 5500 $625K
  • ASSETS 64
  • PCT 20th
  • EIN ESOP
  • RANK near V W International, Inc. Employee Stock Ownership Plan
  • PHOTO ind #646

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 California →

Klean Kanteen, Inc. Employee Stock Ownership Plan in the asset neighbourhood

V W International, Inc. Employee Stock Ownership PlanV W International, Inc. Empl…$625KVolano Software Company Employee Stock Ownership PlanVolano Software Company Empl…$626KMnx Innovations, Ltd. Employee Stock Ownership Plan and TrustMnx Innovations, Ltd. Employ…$626KKlean Kanteen, Inc. Employee Stock Ownership PlanKlean Kanteen, Inc. Employee…$625KVincent Pools, Inc. Employee Stock Ownership PlanVincent Pools, Inc. Employee…$623K
End-of-year total assets ($M) among Klean Kanteen, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$668K
Net Assets (End of Year)$611K
Net Income-$41K
Employer EIN942537951
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Klean Kanteen, Inc.)

Sponsor-wide plan assets over time

All Klean Kanteen, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.2M$0.4M$0.6M$0.8M 202220232024 $0.67M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 74 $668K
2023 1 64 $625K
2024 1 51 N/A

Nearby ESOP Plans in California

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

Klean Kanteen, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Klean Kanteen, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000624936 · Participants: 64Klean Kanteen, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Klean Kanteen, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Klean Kanteen, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is V W International, Inc. Employee Stock Ownership Plan in VA ($625K); by covered participants it is Minn-Dak, Co. Employee Stock Ownership Plan in ND (64 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (64 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 Klean Kanteen, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Klean Kanteen, Inc. Employee Stock Ownership Plan pulled back noticeably - down 6.4% during 2023, from $668K to $625K. Reported net income was -$41K.
Where does Klean Kanteen, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Klean Kanteen, Inc. Employee Stock Ownership Plan ranks in the 20th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Klean Kanteen, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is V W International, Inc. Employee Stock Ownership Plan in VA ($625K, 35 participants).
Which ESOP plans cover a similar participant headcount to Klean Kanteen, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Minn-Dak, Co. Employee Stock Ownership Plan in ND (64 participants, $26M 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 942537951.

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.