Other
2023 plan-year Other DOL Form 5500

KEHE DISTRIBUTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

KEHE DISTRIBUTORS, INC.

This Other plan holds $1.6B in total assets and serves 4,251 participants as of 2023. It is sponsored by KEHE DISTRIBUTORS, INC. in Illinois. The plan reported positive net income of $453M for the year.

Total Assets (2023)
$1.6B
Participants
4,251
State
Industry
Wholesale Trade

What the Filing Says About KEHE DISTRIBUTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

KEHE DISTRIBUTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN is a Other retirement plan sponsored by KEHE DISTRIBUTORS, INC., headquartered in Illinois. As of the 2023 Form 5500 filing, the plan reports $1.6B in total end-of-year assets and covers 4,251 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 271729384, and the plan has been effective since 2000-05-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $1.2B at the beginning of 2023 to $1.6B at year-end — a gain of 38.9%. Net assets (after liabilities) closed the year at $1.6B, with reported net income of $453M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$1.2B
Total Assets (End of Year)$1.6B
Net Assets (End of Year)$1.6B
Net Income$453M
Plan TypeOther
Employer EIN271729384
Plan Effective Date2000-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (KEHE DISTRIBUTORS, INC.)

Year Plans Participants Total Assets
2022 2 10,279 $1.4B
2023 2 10,300 $1.9B
2024 2 11,469 $2.5B

Nearby Other Plans in Illinois

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Frequently Asked Questions

How much money is in the KEHE DISTRIBUTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
As of the 2023 Form 5500 filing, KEHE DISTRIBUTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN holds $1.6B in total assets with 4,251 participants. It is sponsored by KEHE DISTRIBUTORS, INC..
What type of plan is KEHE DISTRIBUTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
KEHE DISTRIBUTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN is a Other plan. It has been effective since 2000-05-01. The plan is filed with the U.S. Department of Labor under EIN 271729384.
Who sponsors the KEHE DISTRIBUTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
KEHE DISTRIBUTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN is sponsored by KEHE DISTRIBUTORS, INC., located in Illinois. The sponsor's EIN is 271729384 and the plan operates in the Wholesale Trade industry.
How did KEHE DISTRIBUTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN perform in 2023?
KEHE DISTRIBUTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN grew by 38.9% during 2023, moving from $1.2B to $1.6B in total assets. Net income was $453M.
Where can I find official filings for KEHE DISTRIBUTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
Official Form 5500 filings for KEHE DISTRIBUTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 271729384 or plan name at efast.dol.gov.
How does KEHE DISTRIBUTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN compare to other plans?
You can compare KEHE DISTRIBUTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN against other Other plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 271729384.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.