ESOP · DOL Form 5500 · 2023
Ketchum & Walton Co. ESOP
Data updated 2026-08-11
- $48M
- Total assets
- 70
- Participants
- 85th
- Percentile by assets
- $678,781
- Avg per participant
Official DOL plan name: Ketchum & Walton Employee Stock Ownership Plan · Sponsored by Ketchum & Walton Co. · Ohio · Wholesale Trade
$48M in assets, 70 participants
Ketchum & Walton Co.'s Ketchum & Walton Employee Stock Ownership Plan reported $48M in total assets and 70 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.
- 85th percentile by assets (of 127,072 plans)
- #5,430 in Wholesale Trade (6,309 peers)
Where Ketchum & Walton Employee Stock Ownership Plan sits by assets
Ketchum & Walton Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $48M for 70 participants (~$678,781/participant), up 58.6% in 2023.
- $48M
- total plan assets (2023 EOY)
- 70
- covered participants
- 85th
- percentile by assets (of 127,072 plans)
- $678,781
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ketchum & Walton Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Ketchum & Walton Employee Stock Ownership Plan end-of-year assets rose from $30M in the plan year 2022 filing to $48M in the plan year 2023 filing.
Ketchum & Walton Employee Stock Ownership Plan vs the 2023 asset distribution
By assets, Ketchum & Walton Employee Stock Ownership Plan outranks 85% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $48M |
| Net Income | $18M |
| Employer EIN | 310997616 |
| Plan Effective Date | 1981-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ketchum & Walton Co.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 70 | $30M |
| 2023 | 1 | 70 | $48M |
| 2024 | 1 | 84 | $54M |
Nearby ESOP Plans in Ohio
Peer ESOP plans, same state, same plan type, ranked by total assets.
Ketchum & Walton Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $23.1B · 32,152
- The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $1.7B · 1,019
- Messer Inc. Employee Stock Ownership Plan $622M · 873
- Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan $504M · 4,110
- Cleveland Steel Container Corporation Employee Stock Ownership Plan $452M · 434
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Ketchum & Walton Employee Stock Ownership Plan by total assets, not by location.
- The Lewis Chemical Company Employee Stock Ownership Plan (GA) $48M · 54
- Paddock Publications, Inc. Employee Stock Ownership Plan (IL) $48M · 228
- Flat Rock Metal and Bar Processing Employee Stock Ownership Plan (MI) $47M · 443
- Malibu Wellness, Inc. Employee Stock Ownership Plan and Trust (IN) $47M · 41
Frequently Asked Questions
How did Ketchum & Walton Employee Stock Ownership Plan assets move in 2023? ▼
How have Ketchum & Walton Co. plan assets changed over time? ▼
Where does Ketchum & Walton Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Ketchum & Walton Employee Stock Ownership Plan? ▼
Next read for Ketchum & Walton Employee Stock Ownershi…
Scale reading
Ways to act on Ketchum & Walton Employee Stock Ownership Plan's numbers.
- By total assets, Ketchum & Walton 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 Ohio. Compare plans
- Ketchum & Walton Co.'s sponsor-wide assets have grown 79.3% since 2022 across 3 plan years on file. More Wholesale Trade plans