ESOP · DOL Form 5500 · 2023

Kennesaw Transportation, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
286
Participants Below avg headcount
32nd
Percentile by assets National rank
$7,907
Avg per participant Low balance/head
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Official DOL plan name: Kennesaw Transportation, Inc. Employee Stock Ownership Plan · Sponsored by Kennesaw Transportation, Inc. · Georgia · Transportation & Warehousing

$2M in assets, 286 participants

Kennesaw Transportation, Inc.'s Kennesaw Transportation, Inc. Employee Stock Ownership Plan reported $2M in total assets and 286 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.

  • #1,050 in Transportation & Warehousing (3,362 peers)

Coverage in Georgia

Kennesaw Transportation, Inc. Employee Stock Ownership Plan covers 286 participants in Georgia, about 26% of the average Georgia filer (state average ~1,096 per filing). Assets: $2M.

#1,050
in Transportation & Warehousing (3,362 peers)
-16.8%
assets change YoY

The plan reported a net loss of $510K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kennesaw Transportation, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Kennesaw Transportation, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,261,448 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

Kennesaw Transportation, 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. Kennesaw Transportation, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (286 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kennesaw Transportation, Inc. Employee Stock Ownership Plan reported net income fell from $668K in the plan year 2022 filing to -$510K in the plan year 2023 filing.
  • Kennesaw Transportation, Inc. Employee Stock Ownership Plan reported participants fell from 380 in the plan year 2022 filing to 286 in the plan year 2023 filing.
  • Kennesaw Transportation, Inc. Employee Stock Ownership Plan end-of-year assets fell from $3M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 581422707 · Kennesaw Transportation, Inc. PY 2023 · ESOP

Kennesaw Transportation, Inc. Employee Stock Ownership Plan · $2M · 286 · 32nd

  • BOY $2M
  • SCH 286
  • EBSA 32nd
  • PART ESOP
  • TYPE near Merchants & Farmers Bank of Dumas Employee Stock Ownership Plan
  • NET ind #1050

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 Georgia →

Kennesaw Transportation, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Qvs Software, Inc. Employee Stock Ownership PlanQvs Software, Inc. Employee …$2MKennesaw Transportation, Inc. Employee Stock Ownership PlanKennesaw Transportation, Inc…$2MMerchants & Farmers Bank of Dumas Employee Stock Ownership PlanMerchants & Farmers Bank of …$2MKabouter Management Employee Stock Ownership PlanKabouter Management Employee…$2MMarc USA, Inc. Employee Stock Ownership PlanMarc USA, Inc. Employee Stoc…$2M
End-of-year total assets ($M) among Kennesaw Transportation, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$510K
Employer EIN581422707
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kennesaw Transportation, Inc.)

Sponsor-wide plan assets over time

All Kennesaw Transportation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 42.779956310807584% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.52M $9.32M ▲ +42.9%
Year Plans Participants Total Assets
2022 2 644 $7M
2023 2 578 $7M
2024 2 616 $9M

Nearby ESOP Plans in Georgia

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

Kennesaw Transportation, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -2000200400600800 Total assets ($M) Participants Kennesaw Transportation, Inc. Employee Stock Ownership Plan, Total assets ($M): 2.261448 · Participants: 286Kennesaw Transportation, Inc. Employee Stock Ownership PlanWarehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan, Total assets ($M): 664.601691 · Participants: 1772Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership PlanChoate Construction Company Employee Stock Ownership Plan, Total assets ($M): 407.968435 · Participants: 454Choate Construction Company Employee Stock Ownership PlanBrent Scarbrough & Company Employee Stock Ownership Plan, Total assets ($M): 366.989824 · Participants: 439Brent Scarbrough & Company Employee Stock Ownership PlanAubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 222.074562 · Participants: 424Aubrey Silvey Enterprises, Inc. Employee Stock Ownership PlanDixie Plywood and Lumber Company Employee Stock Ownership Plan, Total assets ($M): 208.200343 · Participants: 327Dixie Plywood and Lumber Company Employee Stock Ownership Plan
Kennesaw Transportation, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants
Compare Kennesaw Transportation, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest ESOP by assets is Merchants & Farmers Bank of Dumas Employee Stock Ownership Plan in AR ($2M); by covered participants it is Deschutes Brewery, Inc. Employee Stock Ownership Plan in OR (286 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (286 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 Kennesaw Transportation, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Kennesaw Transportation, Inc. Employee Stock Ownership Plan declined sharply - down 16.8% during 2023, from $3M to $2M. Reported net income was -$510K.
How have Kennesaw Transportation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kennesaw Transportation, Inc.'s sponsor-wide assets grew 42.8%, from $7M to $9M.
Which ESOP plans are similar in size to Kennesaw Transportation, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Merchants & Farmers Bank of Dumas Employee Stock Ownership Plan in AR ($2M, 39 participants).
Which ESOP plans cover a similar participant headcount to Kennesaw Transportation, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Deschutes Brewery, Inc. Employee Stock Ownership Plan in OR (286 participants, $3M 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 581422707.

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.