ESOP · DOL Form 5500 · 2023
Kentucky Comfort Center, Inc. ESOP
Data updated 2026-08-25
- $94M
- Total assets Below avg plan size
- 650
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $144,726
- Avg per participant Above avg balance/head
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.
- #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.
- #16,134
- in Manufacturing (18,722 peers)
- +72.9%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan's outsized position by total assets
Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$94,072,192 Top 9% higher than 91% 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
Kentuckiana Comfort Center, Inc. Employee Stock Ownership 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. Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (650 participants).
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.
Plan-year Form 5500 strip
Filing strip 610915072 · Kentucky Comfort Center, Inc. PY 2023 · ESOP
Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan · $94M · 650 · 91st
- BOOK $94M
- VS-ST 650
- BOY 91st
- SCH ESOP
- EBSA near Magic Valley Growers, Ltd. Employee Stock Ownership Plan
- PART ind #16134
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 Kentucky →
Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $54M |
|---|---|
| Net Assets (End of Year) | $93M |
| Net Income | $41M |
| Employer EIN | 610915072 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kentucky Comfort Center, Inc.)
Sponsor-wide plan assets over time
All Kentucky Comfort Center, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $138M 87.61651306973876% vs 2022
- 2024 filing year
| 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.
- Houchens Industries, Inc. Employee Stock Ownership Plan $2.3B · 6,764
- Stock Yards Bank & Trust Company 401(k) Employee $147M · 1,080
- Gray, Inc. Employee Stock Ownership Plan $127M · 1,362
- H & R Agri-Power Employee Stock Ownership Plan $105M · 489
- P.L. Marketing, Inc. Employee Stock Ownership Plan $93M · 1,226
Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Kentucky, the nearest ESOP by assets is Magic Valley Growers, Ltd. Employee Stock Ownership Plan in ID ($94M); by covered participants it is Midwestone Financial Group, Inc. Employee Stock Ownership Plan in IA (652 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($94M here).
Similar participant headcount
Nearest other-state filings by covered participants (650 participants); asset peers above are excluded.
- Midwestone Financial Group, Inc. Employee Stock Ownership Plan (IA) 652 · 2 off
- Penmac Staffing Services Inc Employee Stock Ownership Plan (MO) 643 · 7 off
- First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan (MA) 641 · 9 off
- Stellar Industries, Inc. Employee Stock Ownership Plan (ID) 659 · 9 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.