ESOP · DOL Form 5500 · 2023

Kentucky Comfort Center, Inc. ESOP

Data updated 2026-08-11

$94M
Total assets
650
Participants
91st
Percentile by assets
$144,726
Avg per participant
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Official DOL plan name: Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan · Sponsored by Kentucky Comfort Center, Inc. · Kentucky · Manufacturing

$94M in assets, 650 participants

Kentucky Comfort Center, Inc.'s Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan reported $94M in total assets and 650 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 127,072 plans)
  • #16,134 in Manufacturing (18,722 peers)

Where Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan sits by assets

Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $94M for 650 participants (~$144,726/participant), up 72.9% in 2023.

$94M
total plan assets (2023 EOY)
650
covered participants
91st
percentile by assets (of 127,072 plans)
$144,726
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan reported net income rose from $20M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan end-of-year assets rose from $54M in the plan year 2022 filing to $94M in the plan year 2023 filing.
  • Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan reported participants rose from 557 in the plan year 2022 filing to 650 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Industry

Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan vs the 2023 asset distribution

By assets, Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan outranks 91% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$93M
Net Income$41M
Employer EIN610915072
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kentucky Comfort Center, Inc.)

$60M$80M$100M$120M$140M$160M 202220232024 $73.7M $138M ▲ +87.6%
Total plan assets by year, all Kentucky Comfort Center, Inc. plans on file
Year Plans Participants Total Assets
2022 2 1,154 $74M
2023 2 1,358 $118M
2024 2 1,491 $138M

Nearby ESOP Plans in Kentucky

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

Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants

Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. 02000400060008000 -0.500.511.522.5 Total assets ($B) Participants Kentuckiana Comfort …Houchens Industries,…Stock Yards Bank & T…Gray, Inc. Employee …H & R Agri-Power Emp…P.L. Marketing, Inc.…
Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan assets move in 2023?
Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan surged - up 72.9% during 2023, from $54M to $94M. Reported net income was $41M.
How have Kentucky Comfort Center, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Kentucky Comfort Center, Inc.'s sponsor-wide assets grew 87.6%, from $74M to $138M.
Where does Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Magic Valley Growers, Ltd. Employee Stock Ownership Plan in ID ($94M, 266 participants).

Next read for Kentuckiana Comfort Center, Inc. Employe…

Scale reading

Ways to act on Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Kentucky. Compare plans
  • Kentucky Comfort Center, Inc.'s sponsor-wide assets have grown 87.6% since 2022 across 3 plan years on file. More Manufacturing plans