ESOP · DOL Form 5500 · 2023
A.J. Kirkwood & Associates, Inc. ESOP
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 321
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $74,006
- Avg per participant Below avg balance/head
Official DOL plan name: A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan · Sponsored by A.J. Kirkwood & Associates, Inc. · California · Construction
$24M in assets, 321 participants
A.J. Kirkwood & Associates, Inc.'s A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan reported $24M in total assets and 321 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.
- #6,705 in Construction (9,030 peers)
Where A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan sits by assets
A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $24M for 321 participants (~$74,006/participant), down 6.0% in 2023.
- #6,705
- in Construction (9,030 peers)
- -6.0%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan's outsized position by total assets
A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$23,755,997 Top 24% higher than 76% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
A. J. Kirkwood & Associates, 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. A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (321 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan reported net income fell from $425K in the plan year 2022 filing to -$1M in the plan year 2023 filing.
- A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan reported participants fell from 370 in the plan year 2022 filing to 321 in the plan year 2023 filing.
- A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan end-of-year assets fell from $25M in the plan year 2022 filing to $24M in the plan year 2023 filing.
DOL schedule card
Filing strip 330707710 · A.J. Kirkwood & Associates, Inc. PY 2023 · ESOP
A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan · $24M · 321 · 76th
- NET $24M
- NET 321
- NET 76th
- NET ESOP
- NET near Visionist, Inc. Employee Stock Ownership Plan and Trust
- NET ind #6705
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 →
A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | -$1M |
| Employer EIN | 330707710 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (A.J. Kirkwood & Associates, Inc.)
Sponsor-wide plan assets over time
All A.J. Kirkwood & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 53.560989727141404% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 777 | $51M |
| 2023 | 2 | 692 | $24M |
| 2024 | 1 | 291 | $24M |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Parsons Employee Stock Ownership Plan $3.8B · 7,871
- Acco Employee Stock Ownership Plan $1.4B · 1,397
- Rosendin Electric, Inc. Employee Stock Ownership Plan $1.1B · 1,700
- Agron, Inc. Employee Stock Ownership Plan $533M · 72
- Recology Employee Stock Ownership Plan $497M · 3,656
A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside California, the nearest ESOP by assets is Visionist, Inc. Employee Stock Ownership Plan and Trust in MD ($24M); by covered participants it is Consolidated Supply Employee Stock Ownership Plan in NE (321 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
Similar participant headcount
Nearest other-state filings by covered participants (321 participants); asset peers above are excluded.
- Consolidated Supply Employee Stock Ownership Plan (NE) 321 · 0 off
- Extreme Engineering Solutions, Inc. Employee Stock Ownership Plan (WI) 321 · 0 off
- Tradehome Shoe Stores, Inc. Employee Stock Ownership Plan and Trust (MN) 321 · 0 off
- The Corken Steel Products Company Employee Stock Ownership Plan (KY) 322 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.