ESOP · DOL Form 5500 · 2023

Kwest Holdings, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
294
Participants Below avg headcount
43rd
Percentile by assets National rank
$15,957
Avg per participant Low balance/head
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Official DOL plan name: Kwest Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Kwest Holdings, Inc. · Ohio · Construction

$5M in assets, 294 participants

Kwest Holdings, Inc.'s Kwest Holdings, Inc. Employee Stock Ownership Plan reported $5M in total assets and 294 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #3,697 in Construction (9,030 peers)

Coverage in Ohio

Kwest Holdings, Inc. Employee Stock Ownership Plan covers 294 participants in Ohio, about 38% of the average Ohio filer (state average ~765 per filing). Assets: $5M.

#3,697
in Construction (9,030 peers)
+2876.4%
assets growth YoY

Kwest Holdings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Kwest Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$4,691,497 43rd percentile higher than 43% 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

Kwest Holdings, Inc. 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. Kwest Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (294 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kwest Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $158K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Kwest Holdings, Inc. Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Kwest Holdings, Inc. Employee Stock Ownership Plan reported participants rose from 213 in the plan year 2022 filing to 294 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 843974050 · Kwest Holdings, Inc. PY 2023 · ESOP

Kwest Holdings, Inc. Employee Stock Ownership Plan · $5M · 294 · 43rd

  • BOOK $5M
  • VS-ST 294
  • BOY 43rd
  • SCH ESOP
  • EBSA near Kentwood Office Furniture Employee Stock Ownership Trust
  • PART ind #3697

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 →

Kwest Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Eac Pinnacle Holdings Inc. Employee Stock Ownership PlanEac Pinnacle Holdings Inc. E…$5MNortm Bhag Employee Stock Ownership PlanNortm Bhag Employee Stock Ow…$5MKwest Holdings, Inc. Employee Stock Ownership PlanKwest Holdings, Inc. Employe…$5MKentwood Office Furniture Employee Stock Ownership TrustKentwood Office Furniture Em…$5MEcigroup Employee Stock Ownership PlanEcigroup Employee Stock Owne…$5M
End-of-year total assets ($M) among Kwest Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$158K
Net Assets (End of Year)-$75M
Net Income$6M
Employer EIN843974050
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kwest Holdings, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$8M 5073.871033231401% vs 2022
2024 filing year
$0M$5M$10M 202220232024 $0.16M $8.16M ▲ +5000.0%
Year Plans Participants Total Assets
2022 1 213 $158K
2023 1 294 $5M
2024 1 294 $8M

Nearby ESOP Plans in Ohio

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

Kwest 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 ($B) Participants Kwest Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.004691497 · Participants: 294Kwest 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
Kwest Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Kwest Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest ESOP by assets is Kentwood Office Furniture Employee Stock Ownership Trust in MI ($5M); by covered participants it is Graef ESOP in WI (294 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (294 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 Kwest Holdings, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Kwest Holdings, Inc. Employee Stock Ownership Plan surged - up 2876.4% during 2023, from $158K to $5M. Reported net income was $6M.
How have Kwest Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kwest Holdings, Inc.'s sponsor-wide assets grew 5073.9%, from $158K to $8M.
Which ESOP plans are similar in size to Kwest Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Kentwood Office Furniture Employee Stock Ownership Trust in MI ($5M, 76 participants).
Which ESOP plans cover a similar participant headcount to Kwest Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Graef ESOP in WI (294 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 843974050.

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.