ESOP · DOL Form 5500 · 2023

K.K.W. Holdings, Inc. ESOP

Data updated 2026-08-25

$31M
Total assets Below avg plan size
664
Participants Below avg headcount
80th
Percentile by assets National rank
$46,422
Avg per participant Low balance/head
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Official DOL plan name: Kkw Holdings, Inc. Employee Stock Ownership Plan · Sponsored by K.K.W. Holdings, Inc. · California · Transportation & Warehousing

$31M in assets, 664 participants

K.K.W. Holdings, Inc.'s Kkw Holdings, Inc. Employee Stock Ownership Plan reported $31M in total assets and 664 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #2,636 in Transportation & Warehousing (3,362 peers)

Where Kkw Holdings, Inc. Employee Stock Ownership Plan sits by assets

Kkw Holdings, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $31M for 664 participants (~$46,422/participant), up 6.2% in 2023.

#2,636
in Transportation & Warehousing (3,362 peers)
+6.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Kkw Holdings, Inc. Employee Stock Ownership Plan's outsized position by total assets

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

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

$30,824,317 Top 20% higher than 80% 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

Kkw 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. Kkw Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (664 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kkw Holdings, Inc. Employee Stock Ownership Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Kkw Holdings, Inc. Employee Stock Ownership Plan reported participants fell from 742 in the plan year 2022 filing to 664 in the plan year 2023 filing.
  • Kkw Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $29M in the plan year 2022 filing to $31M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 843524415 · K.K.W. Holdings, Inc. PY 2023 · ESOP

Kkw Holdings, Inc. Employee Stock Ownership Plan · $31M · 664 · 80th

  • IND $31M
  • EOY 664
  • 5500 80th
  • ASSETS ESOP
  • PCT near Jcj Employee Stock Ownership Plan
  • EIN ind #2636

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 →

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

Jcj Employee Stock Ownership PlanJcj Employee Stock Ownership…$31MKkw Holdings, Inc. Employee Stock Ownership PlanKkw Holdings, Inc. Employee …$31MUnitek Holdings Inc. Employee Stock Ownership PlanUnitek Holdings Inc. Employe…$31MVon Tobel Corporation Employee Stock Ownership PlanVon Tobel Corporation Employ…$31MKelly-Fradet Lumber Employee Stock Ownership PlanKelly-Fradet Lumber Employee…$31M
End-of-year total assets ($M) among Kkw Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$5M
Net Income$3M
Employer EIN843524415
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (K.K.W. Holdings, Inc.)

Sponsor-wide plan assets over time

All K.K.W. Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 52.87838466429833% vs 2022
2024 filing year
$20M$40M$60M$80M 202220232024 $63.5M $29.9M ▼ -52.9%
Year Plans Participants Total Assets
2022 2 1,190 $64M
2023 1 664 $31M
2024 1 528 $30M

Nearby ESOP Plans in California

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

Kkw Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Kkw Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.030824317 · Participants: 664Kkw Holdings, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Kkw Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Kkw Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Jcj Employee Stock Ownership Plan in CT ($31M); by covered participants it is Inland Truck Parts Company Employee Stock Ownership Plan and Trust in KS (665 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (664 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 Kkw Holdings, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Kkw Holdings, Inc. Employee Stock Ownership Plan grew at a solid clip - up 6.2% during 2023, from $29M to $31M. Reported net income was $3M.
How have K.K.W. Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), K.K.W. Holdings, Inc.'s sponsor-wide assets declined 52.9%, from $64M to $30M.
Where does Kkw Holdings, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Kkw Holdings, Inc. Employee Stock Ownership Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Kkw Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Jcj Employee Stock Ownership Plan in CT ($31M, 136 participants).
Which ESOP plans cover a similar participant headcount to Kkw Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Inland Truck Parts Company Employee Stock Ownership Plan and Trust in KS (665 participants, $99M 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 843524415.

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.