ESOP · DOL Form 5500 · 2023

Klh Marketing, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
24
Participants Small participant base
48th
Percentile by assets National rank
$251,441
Avg per participant Above avg balance/head
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Official DOL plan name: Klh Marketing, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Klh Marketing, Inc. · California · Wholesale Trade

$6M in assets, 24 participants

Klh Marketing, Inc.'s Klh Marketing, Inc. Employee Stock Ownership Plan and Trust reported $6M in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #2,368 in Wholesale Trade (6,309 peers)

Klh Marketing, Inc. multi-year trail

Klh Marketing, Inc.'s plans moved -22.3% in assets from 2022 to 2024; this filing shows Klh Marketing, Inc. Employee Stock Ownership Plan and Trust at $6M / 24 participants.

#2,368
in Wholesale Trade (6,309 peers)
-3.3%
assets change YoY

Klh Marketing, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Wholesale Trade and all filers

Klh Marketing, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$6,034,589 48th percentile higher than 48% 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

Klh Marketing, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Klh Marketing, Inc. Employee Stock Ownership Plan and Trust is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Klh Marketing, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $2M in the plan year 2022 filing to $153K in the plan year 2023 filing.
  • Klh Marketing, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 21 in the plan year 2022 filing to 24 in the plan year 2023 filing.
  • Klh Marketing, Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 954387757 · Klh Marketing, Inc. PY 2023 · ESOP

Klh Marketing, Inc. Employee Stock Ownership Plan and Trust · $6M · 24 · 48th

  • PCT $6M
  • PCT 24
  • PCT 48th
  • PCT ESOP
  • PCT near The Cool Hardware Company, Inc. Employee Stock Ownership Plan and Trust
  • PCT ind #2368

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 →

Klh Marketing, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Home Federal Bank Employee Stock Ownership PlanHome Federal Bank Employee S…$6MLundquist Employee Stock Ownership PlanLundquist Employee Stock Own…$6MKlh Marketing, Inc. Employee Stock Ownership Plan and TrustKlh Marketing, Inc. Employee…$6MThe Cool Hardware Company, Inc. Employee Stock Ownership Plan and TrustThe Cool Hardware Company, I…$6MBepc, Incorporated Employee Stock Ownership PlanBepc, Incorporated Employee …$6M
End-of-year total assets ($M) among Klh Marketing, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Klh Marketing, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Klh Marketing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 22.266679616044534% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $6.24M $4.85M ▼ -22.3%
Year Plans Participants Total Assets
2022 1 21 $6M
2023 1 24 $6M
2024 1 22 $5M

Klh Marketing, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$3M
Net Income$153K
Employer EIN954387757
Plan Effective Date2018-06-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Klh Marketing, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Klh Marketing, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.006034589 · Participants: 24Klh Marketing, Inc. Employee Stock Ownership Plan and TrustParsons 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
Klh Marketing, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants
Compare Klh Marketing, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Klh Marketing, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is The Cool Hardware Company, Inc. Employee Stock Ownership Plan and Trust in DC ($6M); by covered participants it is Valador, Inc. Employee Stock Bonus Plan in WV (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Klh Marketing, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Klh Marketing, Inc. Employee Stock Ownership Plan and Trust edged down modestly - down 3.3% during 2023, from $6M to $6M. Reported net income was $153K.
How have Klh Marketing, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Klh Marketing, Inc.'s sponsor-wide assets declined 22.3%, from $6M to $5M.
Which ESOP plans are similar in size to Klh Marketing, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is The Cool Hardware Company, Inc. Employee Stock Ownership Plan and Trust in DC ($6M, 129 participants).
Which ESOP plans cover a similar participant headcount to Klh Marketing, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Valador, Inc. Employee Stock Bonus Plan in WV (24 participants, N/A 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 954387757.

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.