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
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.
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 EIN | 610915072 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kentucky Comfort Center, Inc.)
| 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
- 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
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
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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