ESOP · DOL Form 5500 · 2023

Kirkwood Holding Inc. ESOP

Data updated 2026-08-11

$25M
Total assets: 123
Participants: 77th
Percentile by assets: $205,493
Avg per participant

Official DOL plan name: Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan · Sponsored by Kirkwood Holding Inc. · Ohio · Manufacturing

$25M in assets, 123 participants

Kirkwood Holding Inc.'s Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan reported $25M in total assets and 123 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

77th percentile by assets (of 127,072 plans)
#12,674 in Manufacturing (18,722 peers)

Coverage in Ohio

Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan covers 123 participants in Ohio, about 16% of the average Ohio filer (state average ~765 per filing). Assets: $25M.

$25M
total plan assets (2023 EOY): 123
covered participants: 77th
percentile by assets (of 127,072 plans): $205,493
avg assets per participant

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.

Where Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan sits by total assets

Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan vs every filed plan by assets

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

$25,275,683 Top 23% higher than 77% 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

Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan reported net income fell from -$795K in the plan year 2022 filing to -$2M in the plan year 2023 filing.
Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan reported participants fell from 139 in the plan year 2022 filing to 123 in the plan year 2023 filing.
Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan end-of-year assets fell from $28M in the plan year 2022 filing to $25M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Ohio

Industry

Manufacturing

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan reports 123 participants - about 16% of that state average ($25M EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)	$28M
Net Assets (End of Year)	$18M
Net Income	-$2M
Employer EIN	201657242
Plan Effective Date	1974-07-31
Filing Status	FILING RECEIVED

Sponsor Plan History (Kirkwood Holding Inc.)

Total plan assets by year, all Kirkwood Holding Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	294	$51M
2023	2	282	$48M
2024	2	299	$48M

Nearby ESOP Plans in Ohio

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

Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan vs. nearby ESOP plans in Ohio, assets vs. participants

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

Compare Kirkwood Holding Inc. Employees' Stock O… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan by total assets, not by location.

Pipe Distributors, Inc. Employee Stock Ownership Plan (TX) $25M · 44
Carley Corporation Employee Stock Ownership Plan (FL) $25M · 139
Geolabs, Inc. Employee Stock Ownership Plan (HI) $25M · 71
Poblocki Paving Corp. Employee Stock Ownership Plan (WI) $25M · 139

Frequently Asked Questions

How did Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan assets move in 2023? ▼

Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan pulled back noticeably - down 9.8% during 2023, from $28M to $25M. Reported net income was -$2M.

How have Kirkwood Holding Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Kirkwood Holding Inc.'s sponsor-wide assets declined 5.9%, from $51M to $48M.

Where does Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan rank by assets among Form 5500 filers? ▼

Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which ESOP plans are similar in size to Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan? ▼

Among ESOP plans in other states, the closest by assets is Pipe Distributors, Inc. Employee Stock Ownership Plan in TX ($25M, 44 participants).

Next read for Kirkwood Holding Inc. Employees' Stock O…

Filing takeaways

Ways to act on Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan's numbers.

By total assets, Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Ohio. Compare plans
Kirkwood Holding Inc.'s sponsor-wide assets have declined 5.9% since 2022 across 3 plan years on file. More Manufacturing plans

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 201657242.