ESOP · DOL Form 5500 · 2023

Fk Holdings Inc ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
43
Participants Small participant base
52nd
Percentile by assets National rank
$172,214
Avg per participant Above avg balance/head
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Official DOL plan name: Fk Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Fk Holdings Inc · Ohio · Manufacturing

$7M in assets, 43 participants

Fk Holdings Inc's Fk Holdings, Inc. Employee Stock Ownership Plan reported $7M in total assets and 43 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #6,886 in Manufacturing (18,722 peers)

Fk Holdings Inc multi-year trail

Fk Holdings Inc's plans moved -54.7% in assets from 2022 to 2024; this filing shows Fk Holdings, Inc. Employee Stock Ownership Plan at $7M / 43 participants.

#6,886
in Manufacturing (18,722 peers)
-23.8%
assets change YoY

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.

Fk Holdings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Fk Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$7,405,183 Top 48% higher than 52% 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

Fk Holdings, 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. Fk Holdings, Inc. Employee Stock Ownership Plan is a small filing (43 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fk Holdings, Inc. Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • Fk Holdings, Inc. Employee Stock Ownership Plan end-of-year assets fell from $10M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Fk Holdings, Inc. Employee Stock Ownership Plan reported participants fell from 52 in the plan year 2022 filing to 43 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 260002443 · Fk Holdings Inc PY 2023 · ESOP

Fk Holdings, Inc. Employee Stock Ownership Plan · $7M · 43 · 52nd

  • ASSETS $7M
  • ASSETS 43
  • ASSETS 52nd
  • ASSETS ESOP
  • ASSETS near New Holland Church Furniture Employee Stock Ownership Plan
  • ASSETS ind #6886

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 →

Fk Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Teoco Corporation Employee Stock Ownership PlanTeoco Corporation Employee S…$7MFk Holdings, Inc. Employee Stock Ownership PlanFk Holdings, Inc. Employee S…$7MNew Holland Church Furniture Employee Stock Ownership PlanNew Holland Church Furniture…$7MThe Lavidge Company Employee Stock Ownership PlanThe Lavidge Company Employee…$7MJohnson Contracting Company, Inc. Employee Stock Ownership PlanJohnson Contracting Company,…$7M
End-of-year total assets ($M) among Fk Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Fk Holdings Inc multi-year asset trail

Sponsor-wide plan assets over time

All Fk Holdings Inc plans reported in each filing year

Latest sponsor-wide plan assets
$4M 54.7367832779311% vs 2022
2024 filing year
$2M$4M$6M$8M$10M$12M 202220232024 $9.72M $4.4M ▼ -54.7%
Year Plans Participants Total Assets
2022 1 52 $10M
2023 1 43 $7M
2024 1 38 $4M

Fk Holdings Inc filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$3M
Net Income-$2M
Employer EIN260002443
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Ohio

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

Fk Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Fk Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.007405183 · Participants: 43Fk Holdings, Inc. Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.692644904 · Participants: 1019The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.62249774 · Participants: 873Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.504257458 · Participants: 4110Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.451883636 · Participants: 434Cleveland Steel Container Corporation Employee Stock Ownership Plan
Fk Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Fk Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest ESOP by assets is New Holland Church Furniture Employee Stock Ownership Plan in PA ($7M); by covered participants it is Unison Solutions, Inc. Employee Stock Ownership Plan in IA (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 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 Fk Holdings, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Fk Holdings, Inc. Employee Stock Ownership Plan declined sharply - down 23.8% during 2023, from $10M to $7M. Reported net income was -$2M.
How have Fk Holdings Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fk Holdings Inc's sponsor-wide assets declined 54.7%, from $10M to $4M.
Which ESOP plans are similar in size to Fk Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is New Holland Church Furniture Employee Stock Ownership Plan in PA ($7M, 48 participants).
Which ESOP plans cover a similar participant headcount to Fk Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Unison Solutions, Inc. Employee Stock Ownership Plan in IA (43 participants, $12M 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 260002443.

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.