ESOP · DOL Form 5500 · 2023

Kirkham-Michael, Inc. ESOP

Data updated 2026-08-25

$21M
Total assets Small plan by assets
78
Participants Small participant base
73rd
Percentile by assets National rank
$265,575
Avg per participant High balance/head
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Official DOL plan name: Kirkham-Michael, Inc Employee Stock Ownership Plan · Sponsored by Kirkham-Michael, Inc. · Nebraska · Professional & Technical Services

$21M in assets, 78 participants

Kirkham-Michael, Inc.'s Kirkham-Michael, Inc Employee Stock Ownership Plan reported $21M in total assets and 78 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #14,873 in Professional & Technical Services (20,321 peers)

Kirkham-Michael, Inc. multi-year trail

Kirkham-Michael, Inc.'s plans moved +13.4% in assets from 2022 to 2023; this filing shows Kirkham-Michael, Inc Employee Stock Ownership Plan at $21M / 78 participants.

#14,873
in Professional & Technical Services (20,321 peers)
+9.4%
assets growth YoY

Kirkham-Michael, Inc Employee Stock Ownership Plan's outsized position by total assets

Kirkham-Michael, Inc Employee Stock Ownership Plan vs every filed plan by assets

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

$20,714,869 Top 27% higher than 73% 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

Kirkham-Michael, Inc Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kirkham-Michael, Inc Employee Stock Ownership Plan is a small filing (78 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kirkham-Michael, Inc Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Kirkham-Michael, Inc Employee Stock Ownership Plan end-of-year assets rose from $19M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Kirkham-Michael, Inc Employee Stock Ownership Plan reported participants fell from 80 in the plan year 2022 filing to 78 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 470467468 · Kirkham-Michael, Inc. PY 2023 · ESOP

Kirkham-Michael, Inc Employee Stock Ownership Plan · $21M · 78 · 73rd

  • SCH $21M
  • EBSA 78
  • PART 73rd
  • TYPE ESOP
  • NET near Retirement Planners of America Employee Stock Ownership Plan
  • BOOK ind #14873

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 Nebraska →

Kirkham-Michael, Inc Employee Stock Ownership Plan in the asset neighbourhood

Trademark Concrete Systems, Inc. Employee Stock Ownership PlanTrademark Concrete Systems, …$21MHarris & Associates Employee Stock Ownership PlanHarris & Associates Employee…$21MKirkham-Michael, Inc Employee Stock Ownership PlanKirkham-Michael, Inc Employe…$21MRetirement Planners of America Employee Stock Ownership PlanRetirement Planners of Ameri…$21MValenti-Held Contractor/Developer, Inc. Employee Stock Ownership PlanValenti-Held Contractor/Deve…$21M
End-of-year total assets ($M) among Kirkham-Michael, Inc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Kirkham-Michael, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Kirkham-Michael, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 13.389620968331812% vs 2022
2023 filing year
$28M$30M$32M$34M 20222023 $29.3M $33.2M ▲ +13.4%
Year Plans Participants Total Assets
2022 2 173 $29M
2023 2 183 $33M

Kirkham-Michael, Inc. filing trail (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$20M
Net Income$2M
Employer EIN470467468
Plan Effective Date1997-12-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Nebraska

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

Kirkham-Michael, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Nebraska, assets vs. participants Scatter plot of 6 data points. 050010001500 0100200300400500 Total assets ($M) Participants Kirkham-Michael, Inc Employee Stock Ownership Plan, Total assets ($M): 20.714869 · Participants: 78Kirkham-Michael, Inc Employee Stock Ownership PlanMead Lumber Company Employee Stock Ownership Plan and Trust, Total assets ($M): 392.139506 · Participants: 1316Mead Lumber Company Employee Stock Ownership Plan and TrustTaylor & Martin Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 217.903912 · Participants: 65Taylor & Martin Enterprises, Inc. Employee Stock Ownership PlanCommonwealth Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 147.784876 · Participants: 214Commonwealth Holdings, Inc. Employee Stock Ownership PlanBuilders Supply Co. , Inc. Employee Stock Ownership Plan, Total assets ($M): 118.345407 · Participants: 242Builders Supply Co. , Inc. Employee Stock Ownership PlanMajors Plastics, Inc. Employee Stock Ownership Plan, Total assets ($M): 95.323024 · Participants: 386Majors Plastics, Inc. Employee Stock Ownership Plan
Kirkham-Michael, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Nebraska, assets vs. participants
Compare Kirkham-Michael, Inc Employee Stock Ownership Plan side-by-side with 3 peers →

Kirkham-Michael, Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Nebraska, the nearest ESOP by assets is Retirement Planners of America Employee Stock Ownership Plan in TX ($21M); by covered participants it is Caldwell Group Employee Stock Ownership Plan in IL (78 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (78 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 Kirkham-Michael, Inc Employee Stock Ownership Plan assets move in 2023? ▼
Kirkham-Michael, Inc Employee Stock Ownership Plan grew at a solid clip - up 9.4% during 2023, from $19M to $21M. Reported net income was $2M.
How have Kirkham-Michael, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Kirkham-Michael, Inc.'s sponsor-wide assets grew 13.4%, from $29M to $33M.
Which ESOP plans are similar in size to Kirkham-Michael, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Retirement Planners of America Employee Stock Ownership Plan in TX ($21M, 93 participants).
Which ESOP plans cover a similar participant headcount to Kirkham-Michael, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Caldwell Group Employee Stock Ownership Plan in IL (78 participants, 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 470467468.

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.