ESOP · DOL Form 5500 · 2023
A.J. Kirkwood & Associates, Inc. ESOP
Data updated 2026-08-11
- $24M
- Total assets
- 321
- Participants
- 76th
- Percentile by assets
- $74,006
- Avg per participant
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.
- 76th percentile by assets (of 127,072 plans)
- #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.
- $24M
- total plan assets (2023 EOY)
- 321
- covered participants
- 76th
- percentile by assets (of 127,072 plans)
- $74,006
- avg assets per participant
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.
Where A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan sits 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
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.
A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan vs the 2023 asset distribution
By assets, A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan outranks 76% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).
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.)
| 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.
A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
- 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
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Ways to act on A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
- A.J. Kirkwood & Associates, Inc.'s sponsor-wide assets have declined 53.6% since 2022 across 3 plan years on file. More Construction plans