ESOP · DOL Form 5500 · 2023

The Kimmey Company ESOP

Data updated 2026-08-25

$860K
Total assets Small plan by assets
1
Participants Small participant base
22nd
Percentile by assets National rank
$860,000
Avg per participant High balance/head
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Official DOL plan name: The Kimmey Company Employee Stock Ownership Plan and Trust · Sponsored by The Kimmey Company · Illinois · Real Estate

$860K in assets, 1 participants

The Kimmey Company's The Kimmey Company Employee Stock Ownership Plan and Trust reported $860K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,839 in Real Estate (4,727 peers)

The Kimmey Company multi-year trail

The Kimmey Company's plans moved -12.7% in assets from 2022 to 2024; this filing shows The Kimmey Company Employee Stock Ownership Plan and Trust at $860K / 1 participant.

#1,839
in Real Estate (4,727 peers)
-12.7%
assets change YoY

The plan reported a net loss of $125K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Kimmey Company Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

The Kimmey Company Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$860,000 22nd percentile higher than 22% 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

The Kimmey Company Employee Stock Ownership Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Kimmey Company Employee Stock Ownership Plan and Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Kimmey Company Employee Stock Ownership Plan and Trust end-of-year assets fell from $985K in the plan year 2022 filing to $860K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 363515406 · The Kimmey Company PY 2023 · ESOP

The Kimmey Company Employee Stock Ownership Plan and Trust · $860K · 1 · 22nd

  • IND $860K
  • IND 1
  • IND 22nd
  • IND ESOP
  • IND near Demcon Concrete Employee Stock Ownership Plan
  • IND ind #1839

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 Illinois →

The Kimmey Company Employee Stock Ownership Plan and Trust in the asset neighbourhood

The Kimmey Company Employee Stock Ownership Plan and TrustThe Kimmey Company Employee …$860KDemcon Concrete Employee Stock Ownership PlanDemcon Concrete Employee Sto…$861KSurvival Systems USA, Inc. Employee Stock Ownership PlanSurvival Systems USA, Inc. E…$861KDuda/Paine Employee Stock Ownership PlanDuda/Paine Employee Stock Ow…$859KCsi Geo, Inc. Employee Stock Ownership PlanCsi Geo, Inc. Employee Stock…$862K
End-of-year total assets ($M) among The Kimmey Company Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

The Kimmey Company multi-year asset trail

Sponsor-wide plan assets over time

All The Kimmey Company plans reported in each filing year

Latest sponsor-wide plan assets
$860K 12.690355329949238% vs 2022
2024 filing year
$0.8M$0.85M$0.9M$0.95M$1M$1.05M 202220232024 $0.99M $0.86M ▼ -13.1%
Year Plans Participants Total Assets
2022 1 1 $985K
2023 1 1 $860K
2024 1 1 $860K

The Kimmey Company filing trail (2023)

Total Assets (Beginning of Year)$985K
Net Assets (End of Year)$860K
Net Income-$125K
Employer EIN363515406
Plan Effective Date1987-06-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Illinois

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

The Kimmey Company Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants The Kimmey Company Employee Stock Ownership Plan and Trust, Total assets ($B): 0.00086 · Participants: 1The Kimmey Company Employee Stock Ownership Plan and TrustAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 4.440263476 · Participants: 4738Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.616096816 · Participants: 4251Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.195072662 · Participants: 486Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership Plan
The Kimmey Company Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Illinois, assets vs. participants
Compare The Kimmey Company Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

The Kimmey Company Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Demcon Concrete Employee Stock Ownership Plan in CA ($861K); by covered participants it is Residential Mortgage Funding, Inc. E.S.O.P. in CA (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 The Kimmey Company Employee Stock Ownership Plan and Trust assets move in 2023? ▼
The Kimmey Company Employee Stock Ownership Plan and Trust pulled back noticeably - down 12.7% during 2023, from $985K to $860K. Reported net income was -$125K.
How have The Kimmey Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Kimmey Company's sponsor-wide assets declined 12.7%, from $985K to $860K.
Where does The Kimmey Company Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
The Kimmey Company Employee Stock Ownership Plan and Trust ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to The Kimmey Company Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Demcon Concrete Employee Stock Ownership Plan in CA ($861K, 107 participants).
Which ESOP plans cover a similar participant headcount to The Kimmey Company Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Residential Mortgage Funding, Inc. E.S.O.P. in CA (1 participant, N/A 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 363515406.

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.