ESOP · DOL Form 5500 · 2023

Kimberlite Corporation ESOP

Data updated 2026-08-25

$33M
Total assets Below avg plan size
104
Participants Small participant base
81st
Percentile by assets National rank
$321,456
Avg per participant High balance/head
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Official DOL plan name: Kimberlite Corporation Employee Stock Ownership Plan · Sponsored by Kimberlite Corporation · California · Administrative & Support Services

$33M in assets, 104 participants

Kimberlite Corporation's Kimberlite Corporation Employee Stock Ownership Plan reported $33M in total assets and 104 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #3,944 in Administrative & Support Services (4,372 peers)

Coverage in California

Kimberlite Corporation Employee Stock Ownership Plan covers 104 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $33M.

#3,944
in Administrative & Support Services (4,372 peers)
-3.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kimberlite Corporation Employee Stock Ownership Plan's outsized position by total assets

Kimberlite Corporation Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$33,431,470 Top 19% higher than 81% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Kimberlite Corporation 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. Kimberlite Corporation Employee Stock Ownership Plan sits mid-pack in the medium band (104 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kimberlite Corporation Employee Stock Ownership Plan reported net income rose from -$4M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Kimberlite Corporation Employee Stock Ownership Plan end-of-year assets fell from $35M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Kimberlite Corporation Employee Stock Ownership Plan reported participants fell from 106 in the plan year 2022 filing to 104 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 770444505 · Kimberlite Corporation PY 2023 · ESOP

Kimberlite Corporation Employee Stock Ownership Plan · $33M · 104 · 81st

  • BOOK $33M
  • VS-ST 104
  • BOY 81st
  • SCH ESOP
  • EBSA near Combined Public Communications Employee Stock Ownership Plan
  • PART ind #3944

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 California →

Kimberlite Corporation Employee Stock Ownership Plan in the asset neighbourhood

Altrust Financial Services, Inc. Employee Stock Ownership PlanAltrust Financial Services, …$34MHaylor Freyer & Coon Inc. Employee Stock Ownership PlanHaylor Freyer & Coon Inc. Em…$34MKimberlite Corporation Employee Stock Ownership PlanKimberlite Corporation Emplo…$33MCombined Public Communications Employee Stock Ownership PlanCombined Public Communicatio…$33MMeadowvale, Inc. Amended and Restated Employee Stock Ownership PlanMeadowvale, Inc. Amended and…$33M
End-of-year total assets ($M) among Kimberlite Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$33M
Net Income-$1M
Employer EIN770444505
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kimberlite Corporation)

Sponsor-wide plan assets over time

All Kimberlite Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$31M 10.935124076489096% vs 2022
2024 filing year
$30M$32M$34M$36M 202220232024 $34.8M $31M ▼ -10.9%
Year Plans Participants Total Assets
2022 1 106 $35M
2023 1 104 $33M
2024 1 112 $31M

Nearby ESOP Plans in California

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

Kimberlite Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Kimberlite Corporation Employee Stock Ownership Plan, Total assets ($B): 0.03343147 · Participants: 104Kimberlite Corporation Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Kimberlite Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Kimberlite Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

Kimberlite Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Combined Public Communications Employee Stock Ownership Plan in KY ($33M); by covered participants it is All Weather Contractors, Inc. Employee Stock Ownership Plan in FL (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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.

Frequently Asked Questions

How did Kimberlite Corporation Employee Stock Ownership Plan assets move in 2023? ▼
Kimberlite Corporation Employee Stock Ownership Plan edged down modestly - down 3.8% during 2023, from $35M to $33M. Reported net income was -$1M.
How have Kimberlite Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kimberlite Corporation's sponsor-wide assets declined 10.9%, from $35M to $31M.
Where does Kimberlite Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Kimberlite Corporation Employee Stock Ownership Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Kimberlite Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Combined Public Communications Employee Stock Ownership Plan in KY ($33M, 207 participants).
Which ESOP plans cover a similar participant headcount to Kimberlite Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is All Weather Contractors, Inc. Employee Stock Ownership Plan in FL (104 participants, $10M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 770444505.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.