ESOP · DOL Form 5500 · 2023

Kaoh ESOP Incentive Fund ESOP

Data updated 2026-08-25

$470K
Total assets Small plan by assets
20
Participants Small participant base
17th
Percentile by assets National rank
$23,500
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kaoh ESOP Incentive Fund · Sponsored by Kaoh ESOP Incentive Fund · Missouri · Professional & Technical Services

$470K in assets, 20 participants

Kaoh ESOP Incentive Fund's Kaoh ESOP Incentive Fund reported $470K in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #2,648 in Professional & Technical Services (20,321 peers)

Kaoh ESOP Incentive Fund multi-year trail

Kaoh ESOP Incentive Fund's plans moved +1787.9% in assets from 2022 to 2024; this filing shows Kaoh ESOP Incentive Fund at $470K / 20 participants.

#2,648
in Professional & Technical Services (20,321 peers)
+184.8%
assets growth YoY

Kaoh ESOP Incentive Fund among the smaller filed plans by assets

Kaoh ESOP Incentive Fund vs every filed plan by assets

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

$470,000 17th percentile higher than 17% 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

Kaoh ESOP Incentive Fund among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kaoh ESOP Incentive Fund is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kaoh ESOP Incentive Fund end-of-year assets rose from $165K in the plan year 2022 filing to $470K in the plan year 2023 filing.
  • Kaoh ESOP Incentive Fund reported net income rose from -$4M in the plan year 2022 filing to $327K in the plan year 2023 filing.
  • Kaoh ESOP Incentive Fund reported participants rose from 11 in the plan year 2022 filing to 20 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 813944610 · Kaoh ESOP Incentive Fund PY 2023 · ESOP

Kaoh ESOP Incentive Fund · $470K · 20 · 17th

  • ASSETS $470K
  • ASSETS 20
  • ASSETS 17th
  • ASSETS ESOP
  • ASSETS near Cottage Hill Nursery, Inc Employee Stock Ownership Plan
  • ASSETS ind #2648

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 Missouri →

Kaoh ESOP Incentive Fund in the asset neighbourhood

Kaoh ESOP Incentive Fund$470KCottage Hill Nursery, Inc Employee Stock Ownership PlanCottage Hill Nursery, Inc Em…$469KMeridian Systems, Inc. Employee Stock Ownership PlanMeridian Systems, Inc. Emplo…$474KEncore Exchange Company Employee Stock Ownership PlanEncore Exchange Company Empl…$474KElectro Form Employee Stock Ownership PlanElectro Form Employee Stock …$465K
End-of-year total assets ($M) among Kaoh ESOP Incentive Fund and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Kaoh ESOP Incentive Fund multi-year asset trail

Sponsor-wide plan assets over time

All Kaoh ESOP Incentive Fund plans reported in each filing year

Latest sponsor-wide plan assets
$3M 1787.878787878788% vs 2022
2024 filing year
$0M$1M$2M$3M$4M 202220232024 $0.17M $3.12M ▲ +1735.3%
Year Plans Participants Total Assets
2022 1 11 $165K
2023 1 20 $470K
2024 1 16 $3M

Kaoh ESOP Incentive Fund filing trail (2023)

Total Assets (Beginning of Year)$165K
Net Assets (End of Year)-$3M
Net Income$327K
Employer EIN813944610
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Missouri

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

Kaoh ESOP Incentive Fund vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Kaoh ESOP Incentive Fund, Total assets ($B): 0.00047 · Participants: 20Kaoh ESOP Incentive FundBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.708605759 · Participants: 8553Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.489427066 · Participants: 3651Mccarthy Employee Stock Ownership PlanArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.442677383 · Participants: 560Arco DB Companies, Inc. Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.429385855 · Participants: 2457Je Dunn Employee Stock Ownership Plan and TrustEmery Sapp Employee Stock Ownership Plan, Total assets ($B): 0.312725972 · Participants: 1947Emery Sapp Employee Stock Ownership Plan
Kaoh ESOP Incentive Fund vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Kaoh ESOP Incentive Fund side-by-side with 3 peers →

Kaoh ESOP Incentive Fund's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is Cottage Hill Nursery, Inc Employee Stock Ownership Plan in AL ($469K); by covered participants it is Shawver Well Company Employee Stock Ownership Plan in IA (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Kaoh ESOP Incentive Fund assets move in 2023? ▼
Kaoh ESOP Incentive Fund surged - up 184.8% during 2023, from $165K to $470K. Reported net income was $327K.
How have Kaoh ESOP Incentive Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kaoh ESOP Incentive Fund's sponsor-wide assets grew 1787.9%, from $165K to $3M.
Where does Kaoh ESOP Incentive Fund rank by assets among Form 5500 filers? ▼
Kaoh ESOP Incentive Fund ranks in the 17th 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 Kaoh ESOP Incentive Fund? ▼
Among ESOP plans in other states, the closest by assets is Cottage Hill Nursery, Inc Employee Stock Ownership Plan in AL ($469K, 45 participants).
Which ESOP plans cover a similar participant headcount to Kaoh ESOP Incentive Fund? ▼
Among ESOP plans in other states, the closest by covered participants is Shawver Well Company Employee Stock Ownership Plan in IA (20 participants, $5M 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 813944610.

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.