ESOP · DOL Form 5500 · 2023

Kennie's Markets, Inc. ESOP

Data updated 2026-08-11

$20M
Total assets
183
Participants
73rd
Percentile by assets
$111,841
Avg per participant
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Official DOL plan name: Kennie's Markets, Inc. Employee Stock Ownership Plan · Sponsored by Kennie's Markets, Inc. · Pennsylvania · Retail Trade

$20M in assets, 183 participants

Kennie's Markets, Inc.'s Kennie's Markets, Inc. Employee Stock Ownership Plan reported $20M in total assets and 183 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • 73rd percentile by assets (of 127,072 plans)
  • #6,983 in Retail Trade (8,414 peers)

Coverage in Pennsylvania

Kennie's Markets, Inc. Employee Stock Ownership Plan covers 183 participants in Pennsylvania, about 22% of the average Pennsylvania filer (state average ~822 per filing). Assets: $20M.

$20M
total plan assets (2023 EOY)
183
covered participants
73rd
percentile by assets (of 127,072 plans)
$111,841
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kennie's Markets, Inc. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2022 filing to $595K in the plan year 2023 filing.
  • Kennie's Markets, Inc. Employee Stock Ownership Plan reported participants fell from 187 in the plan year 2022 filing to 183 in the plan year 2023 filing.
  • Kennie's Markets, Inc. Employee Stock Ownership Plan end-of-year assets rose from $20M in the plan year 2022 filing to $20M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Industry

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Kennie's Markets, Inc. Employee Stock Ownership Plan reports 183 participants - about 22% of that state average ($20M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$16M
Net Income$595K
Employer EIN231579478
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kennie's Markets, Inc.)

$22M$23M$24M$25M$26M 202220232024 $22.8M $24.9M ▲ +8.9%
Total plan assets by year, all Kennie's Markets, Inc. plans on file
Year Plans Participants Total Assets
2022 2 355 $23M
2023 2 335 $23M
2024 2 352 $25M

Nearby ESOP Plans in Pennsylvania

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

Kennie's Markets, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants

Kennie's Markets, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Kennie's Markets, In…Wawa, Inc. Employee …Bradford White Corpo…Centimark Corporatio…Sheetz, Inc. Employe…D & H Employee Stock…
Kennie's Markets, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Kennie's Markets, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Kennie's Markets, Inc. Employee Stock Ownership Plan assets move in 2023?
Kennie's Markets, Inc. Employee Stock Ownership Plan edged up modestly - up 1.5% during 2023, from $20M to $20M. Reported net income was $595K.
How have Kennie's Markets, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Kennie's Markets, Inc.'s sponsor-wide assets grew 8.9%, from $23M to $25M.
Which ESOP plans are similar in size to Kennie's Markets, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is J. B. Steel Employee Stock Ownership Plan in AZ ($20M, 92 participants).

Next read for Kennie's Markets, Inc. Employee Stock Ow…

Filing takeaways

Ways to act on Kennie's Markets, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, Kennie's Markets, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Pennsylvania. Compare plans
  • Kennie's Markets, Inc.'s sponsor-wide assets have grown 8.9% since 2022 across 3 plan years on file. More Retail Trade plans