ESOP · DOL Form 5500 · 2023

Kimball Management Corporation ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
120
Participants Small participant base
32nd
Percentile by assets National rank
$18,511
Avg per participant Low balance/head
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Official DOL plan name: Kimball Management Corporation Employee Stock Ownership Plan · Sponsored by Kimball Management Corporation · Utah · Manufacturing

$2M in assets, 120 participants

Kimball Management Corporation's Kimball Management Corporation Employee Stock Ownership Plan reported $2M in total assets and 120 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #2,977 in Manufacturing (18,722 peers)

Coverage in Utah

Kimball Management Corporation Employee Stock Ownership Plan covers 120 participants in Utah, about 20% of the average Utah filer (state average ~592 per filing). Assets: $2M.

#2,977
in Manufacturing (18,722 peers)
+53.9%
assets growth YoY

Kimball Management Corporation Employee Stock Ownership Plan among the smaller filed plans by assets

Kimball Management Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$2,221,332 32nd percentile higher than 32% 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

Kimball Management 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. Kimball Management Corporation Employee Stock Ownership Plan sits mid-pack in the medium band (120 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kimball Management Corporation Employee Stock Ownership Plan reported net income rose from $489K in the plan year 2022 filing to $789K in the plan year 2023 filing.
  • Kimball Management Corporation Employee Stock Ownership Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Kimball Management Corporation Employee Stock Ownership Plan reported participants rose from 114 in the plan year 2022 filing to 120 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 743036721 · Kimball Management Corporation PY 2023 · ESOP

Kimball Management Corporation Employee Stock Ownership Plan · $2M · 120 · 32nd

  • 5500 $2M
  • ASSETS 120
  • PCT 32nd
  • EIN ESOP
  • RANK near Dix.Hite ESOP and Trust
  • PHOTO ind #2977

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 Utah →

Kimball Management Corporation Employee Stock Ownership Plan in the asset neighbourhood

Gautier Steel Employee Stock Ownership PlanGautier Steel Employee Stock…$2MKimball Management Corporation Employee Stock Ownership PlanKimball Management Corporati…$2MDix.Hite ESOP and Trust$2MC.C. Sharrow Co. Inc. Employee Stock Ownership PlanC.C. Sharrow Co. Inc. Employ…$2MBuilders Steel Company Employee Stock Ownership Plan and TrustBuilders Steel Company Emplo…$2M
End-of-year total assets ($M) among Kimball Management Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$789K
Employer EIN743036721
Plan Effective Date2002-04-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Kimball Management Corporation)

Sponsor-wide plan assets over time

All Kimball Management Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$10M 49.54671434765689% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $6.52M $9.76M ▲ +49.7%
Year Plans Participants Total Assets
2022 2 245 $7M
2023 2 263 $8M
2024 2 307 $10M

Nearby ESOP Plans in Utah

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

Kimball Management Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants Scatter plot of 6 data points. -2000200400600800 -50050100150 Total assets ($M) Participants Kimball Management Corporation Employee Stock Ownership Plan, Total assets ($M): 2.221332 · Participants: 120Kimball Management Corporation Employee Stock Ownership PlanWhitaker Construction Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 121.038272 · Participants: 697Whitaker Construction Co., Inc. Employee Stock Ownership PlanJacobsen Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 111.243432 · Participants: 531Jacobsen Construction Company, Inc. Employee Stock Ownership PlanRocky Mountain Atv, Inc. Employee Stock Ownership Plan, Total assets ($M): 104.049142 · Participants: 501Rocky Mountain Atv, Inc. Employee Stock Ownership PlanFj Management Inc. Employee Stock Ownership Plan, Total assets ($M): 102.977078 · Participants: 30Fj Management Inc. Employee Stock Ownership PlanCentral Milling Employee Stock Ownership Plan and Trust, Total assets ($M): 45.365384 · Participants: 111Central Milling Employee Stock Ownership Plan and Trust
Kimball Management Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants
Compare Kimball Management Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Utah, the nearest ESOP by assets is Dix.Hite ESOP and Trust in FL ($2M); by covered participants it is Gordon, Inc. Employee Stock Ownership Plan in LA (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 Kimball Management Corporation Employee Stock Ownership Plan assets move in 2023? ▼
Kimball Management Corporation Employee Stock Ownership Plan surged - up 53.9% during 2023, from $1M to $2M. Reported net income was $789K.
How have Kimball Management Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kimball Management Corporation's sponsor-wide assets grew 49.5%, from $7M to $10M.
Which ESOP plans are similar in size to Kimball Management Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Dix.Hite ESOP and Trust in FL ($2M, 45 participants).
Which ESOP plans cover a similar participant headcount to Kimball Management Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Gordon, Inc. Employee Stock Ownership Plan in LA (120 participants, $41M 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 743036721.

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.