ESOP · DOL Form 5500 · 2023
Kirkwood Holding Inc. ESOP
Data updated 2026-08-25
- $25M
- Total assets Below avg plan size
- 123
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $205,493
- Avg per participant Above avg balance/head
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.
- #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.
- #12,674
- in Manufacturing (18,722 peers)
- -9.8%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
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.
Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan's outsized position 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 among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan sits mid-pack in the medium band (123 participants).
What changed between DOL Form 5500 filings
plan year 2022 → 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.
DOL schedule card
Filing strip 201657242 · Kirkwood Holding Inc. PY 2023 · ESOP
Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan · $25M · 123 · 77th
- EBSA $25M
- EBSA 123
- EBSA 77th
- EBSA ESOP
- EBSA near Pipe Distributors, Inc. Employee Stock Ownership Plan
- EBSA ind #12674
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 →
Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Kirkwood Holding Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $48M 5.872456293103226% vs 2022
- 2024 filing year
| 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.
- 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
Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan's out-of-state ESOP peers by assets and headcount
Outside Ohio, the nearest ESOP by assets is Pipe Distributors, Inc. Employee Stock Ownership Plan in TX ($25M); by covered participants it is H. M. Cragg Co. Employee Stock Ownership Plan and Trust in MN (123 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
Similar participant headcount
Nearest other-state filings by covered participants (123 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.