ESOP · DOL Form 5500 · 2023
The Knight Insurance Agency, Inc. ESOP
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 37
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $39,189
- Avg per participant Low balance/head
Official DOL plan name: The Knight Insurance Agency, Inc. Employee Stock Ownership Plan · Sponsored by The Knight Insurance Agency, Inc. · Ohio · Finance & Insurance
$1M in assets, 37 participants
The Knight Insurance Agency, Inc.'s The Knight Insurance Agency, Inc. Employee Stock Ownership Plan reported $1M in total assets and 37 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.
- #1,598 in Finance & Insurance (8,869 peers)
2023 asset change
The Knight Insurance Agency, Inc. Employee Stock Ownership Plan grew sharply 28.3% in 2023 ($1M → $1M) for 37 participants.
- #1,598
- in Finance & Insurance (8,869 peers)
- +28.3%
- assets growth YoY
The Knight Insurance Agency, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
The Knight Insurance Agency, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,450,000 27th percentile higher than 27% 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
The Knight Insurance Agency, 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. The Knight Insurance Agency, Inc. Employee Stock Ownership Plan is a small filing (37 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Knight Insurance Agency, Inc. Employee Stock Ownership Plan reported net income rose from -$6M in the plan year 2022 filing to $478K in the plan year 2023 filing.
- The Knight Insurance Agency, Inc. Employee Stock Ownership Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- The Knight Insurance Agency, Inc. Employee Stock Ownership Plan reported participants fell from 41 in the plan year 2022 filing to 37 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 344267105 · The Knight Insurance Agency, Inc. PY 2023 · ESOP
The Knight Insurance Agency, Inc. Employee Stock Ownership Plan · $1M · 37 · 27th
- EBSA $1M
- EBSA 37
- EBSA 27th
- EBSA ESOP
- EBSA near Kwame Building Group Inc. Employee Stock Ownership Plan
- EBSA ind #1598
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 Ohio →
The Knight Insurance Agency, Inc. Employee Stock Ownership Plan in the asset neighbourhood
The Knight Insurance Agency, Inc. years around the 2023 move
Sponsor-wide plan assets over time
All The Knight Insurance Agency, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 4.424778761061947% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 41 | $1M |
| 2023 | 1 | 37 | $1M |
| 2024 | 1 | 36 | $1M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | -$6M |
| Net Income | $478K |
| Employer EIN | 344267105 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Ohio
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $23.1B · 32,152
- The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $1.7B · 1,019
- Messer Inc. Employee Stock Ownership Plan $622M · 873
- Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan $504M · 4,110
- Cleveland Steel Container Corporation Employee Stock Ownership Plan $452M · 434
The Knight Insurance Agency, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Ohio, the nearest ESOP by assets is Kwame Building Group Inc. Employee Stock Ownership Plan in MO ($1M); by covered participants it is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (37 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (37 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.