ESOP · DOL Form 5500 · 2023

Libby Perszyk Kathman Holdings, Inc ESOP

Data updated 2026-08-25

$15M
Total assets Small plan by assets
63
Participants Small participant base
67th
Percentile by assets National rank
$234,610
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Libby Perszyk Kathman Holdings, Inc · Ohio · Professional & Technical Services

$15M in assets, 63 participants

Libby Perszyk Kathman Holdings, Inc's Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan reported $15M in total assets and 63 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #13,454 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan holds $15M for 63 participants - about $234,610 per participant, above the median plan by assets.

#13,454
in Professional & Technical Services (20,321 peers)
-1.7%
assets change YoY

The plan reported a net loss of $241K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan's outsized position by total assets

Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$14,780,436 Top 33% higher than 67% 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

Libby Perszyk Kathman Holdings, Inc. 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. Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan is a small filing (63 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan reported net income rose from -$707K in the plan year 2022 filing to -$241K in the plan year 2023 filing.
  • Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan reported participants fell from 65 in the plan year 2022 filing to 63 in the plan year 2023 filing.
  • Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan end-of-year assets fell from $15M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 311076158 · Libby Perszyk Kathman Holdings, Inc PY 2023 · ESOP

Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan · $15M · 63 · 67th

  • NET $15M
  • NET 63
  • NET 67th
  • NET ESOP
  • NET near Horner & Shifrin, Inc. Employee Stock Ownership Plan
  • NET ind #13454

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 Ohio →

Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Mi-T-M Employee Stock Ownership PlanMi-T-M Employee Stock Owners…$15MLibby Perszyk Kathman Holdings, Inc. Employee Stock Ownership PlanLibby Perszyk Kathman Holdin…$15MHorner & Shifrin, Inc. Employee Stock Ownership PlanHorner & Shifrin, Inc. Emplo…$15MMetalcraft, Inc.Employee Stock Ownership PlanMetalcraft, Inc.Employee Sto…$15MVernon Holding Company, Inc. Employee Stock Ownership PlanVernon Holding Company, Inc.…$15M
End-of-year total assets ($M) among Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$15M
Net Income-$241K
Employer EIN311076158
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Libby Perszyk Kathman Holdings, Inc)

Sponsor-wide plan assets over time

All Libby Perszyk Kathman Holdings, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$33M 8.381961999738191% vs 2022
2024 filing year
$29M$30M$31M$32M$33M$34M 202220232024 $30.1M $32.6M ▲ +8.4%
Year Plans Participants Total Assets
2022 2 140 $30M
2023 2 146 $33M
2024 2 115 $33M

Nearby ESOP Plans in Ohio

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

Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.014780436 · Participants: 63Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.692644904 · Participants: 1019The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.62249774 · Participants: 873Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.504257458 · Participants: 4110Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.451883636 · Participants: 434Cleveland Steel Container Corporation Employee Stock Ownership Plan
Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Horner & Shifrin, Inc. Employee Stock Ownership Plan in MO ($15M); by covered participants it is The First National Bank Employee Stock Ownership Plan in IL (63 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (63 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 Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan edged down modestly - down 1.7% during 2023, from $15M to $15M. Reported net income was -$241K.
How have Libby Perszyk Kathman Holdings, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Libby Perszyk Kathman Holdings, Inc's sponsor-wide assets grew 8.4%, from $30M to $33M.
Which ESOP plans are similar in size to Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Horner & Shifrin, Inc. Employee Stock Ownership Plan in MO ($15M, 98 participants).
Which ESOP plans cover a similar participant headcount to Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The First National Bank Employee Stock Ownership Plan in IL (63 participants, $355 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 311076158.

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.