ESOP · DOL Form 5500 · 2023

Kwg Holdings, Inc. ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
35
Participants Small participant base
59th
Percentile by assets National rank
$287,833
Avg per participant High balance/head
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Official DOL plan name: Karlen Williams Graybill Advertising Employee Stock Ownership Plan · Sponsored by Kwg Holdings, Inc. · New York · Professional & Technical Services

$10M in assets, 35 participants

Kwg Holdings, Inc.'s Karlen Williams Graybill Advertising Employee Stock Ownership Plan reported $10M in total assets and 35 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #11,656 in Professional & Technical Services (20,321 peers)

Kwg Holdings, Inc. multi-year trail

Kwg Holdings, Inc.'s plans moved +28.3% in assets from 2022 to 2024; this filing shows Karlen Williams Graybill Advertising Employee Stock Ownership Plan at $10M / 35 participants.

#11,656
in Professional & Technical Services (20,321 peers)
-14.7%
assets change YoY

The plan reported a net loss of $146K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Karlen Williams Graybill Advertising Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Karlen Williams Graybill Advertising Employee Stock Ownership Plan vs every filed plan by assets

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

$10,074,162 Top 41% higher than 59% 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

Karlen Williams Graybill Advertising Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Karlen Williams Graybill Advertising Employee Stock Ownership Plan is a small filing (35 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Karlen Williams Graybill Advertising Employee Stock Ownership Plan reported net income fell from $4M in the plan year 2022 filing to -$146K in the plan year 2023 filing.
  • Karlen Williams Graybill Advertising Employee Stock Ownership Plan reported participants rose from 28 in the plan year 2022 filing to 35 in the plan year 2023 filing.
  • Karlen Williams Graybill Advertising Employee Stock Ownership Plan end-of-year assets fell from $12M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 843843310 · Kwg Holdings, Inc. PY 2023 · ESOP

Karlen Williams Graybill Advertising Employee Stock Ownership Plan · $10M · 35 · 59th

  • VS-ST $10M
  • BOY 35
  • SCH 59th
  • EBSA ESOP
  • PART near Bagshaw Trucking, Inc. Employee Stock Ownership Plan
  • TYPE ind #11656

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 New York →

Karlen Williams Graybill Advertising Employee Stock Ownership Plan in the asset neighbourhood

Hdl Coren & Cone, Inc. Employee Stock Ownership PlanHdl Coren & Cone, Inc. Emplo…$10MNational Wire and Cable Corporation Employee Stock Ownership PlanNational Wire and Cable Corp…$10MKarlen Williams Graybill Advertising Employee Stock Ownership PlanKarlen Williams Graybill Adv…$10MBagshaw Trucking, Inc. Employee Stock Ownership PlanBagshaw Trucking, Inc. Emplo…$10MHaven Building Products Employee Stock Ownership PlanHaven Building Products Empl…$10M
End-of-year total assets ($M) among Karlen Williams Graybill Advertising Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Kwg Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Kwg Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 28.335717162367114% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $11.8M $15.2M ▲ +28.4%
Year Plans Participants Total Assets
2022 1 28 $12M
2023 1 35 $10M
2024 1 40 $15M

Kwg Holdings, Inc. filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)-$15M
Net Income-$146K
Employer EIN843843310
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New York

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

Karlen Williams Graybill Advertising Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -20002004006008001000 Total assets ($M) Participants Karlen Williams Graybill Advertising Employee Stock Ownership Plan, Total assets ($M): 10.074162 · Participants: 35Karlen Williams Graybill Advertising Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 876.57583 · Participants: 3439Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 406.002646 · Participants: 4467North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 298.738533 · Participants: 3674Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.681611 · Participants: 1704Greenman-Pedersen, Inc. Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 241.736533 · Participants: 93H.C. Wainwright & Co. Employee Stock Ownership Plan
Karlen Williams Graybill Advertising Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Karlen Williams Graybill Advertising Employee Stock Ownership Plan side-by-side with 3 peers →

Karlen Williams Graybill Advertising Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Bagshaw Trucking, Inc. Employee Stock Ownership Plan in IN ($10M); by covered participants it is Albert Arno, Incorporated Employee Stock Ownership Plan in MO (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 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 Karlen Williams Graybill Advertising Employee Stock Ownership Plan assets move in 2023? ▼
Karlen Williams Graybill Advertising Employee Stock Ownership Plan pulled back noticeably - down 14.7% during 2023, from $12M to $10M. Reported net income was -$146K.
How have Kwg Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kwg Holdings, Inc.'s sponsor-wide assets grew 28.3%, from $12M to $15M.
Which ESOP plans are similar in size to Karlen Williams Graybill Advertising Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bagshaw Trucking, Inc. Employee Stock Ownership Plan in IN ($10M, 63 participants).
Which ESOP plans cover a similar participant headcount to Karlen Williams Graybill Advertising Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Albert Arno, Incorporated Employee Stock Ownership Plan in MO (35 participants, $5M 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 843843310.

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.