ESOP · DOL Form 5500 · 2024
Kelly Mitchell Holdings, Inc. ESOP
Data updated 2026-07-24
- $10M
- Total assets
- 289
- Participants
- 56th
- Percentile by assets
- $35,472
- Avg per participant
Official DOL plan name: Kelly Mitchell Employee Stock Ownership Plan · Sponsored by Kelly Mitchell Holdings, Inc. · Missouri · Professional & Technical Services
$10M in assets, 289 participants
Kelly Mitchell Holdings, Inc.'s Kelly Mitchell Employee Stock Ownership Plan reported $10M in total assets and 289 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.
- 56th percentile by assets (of 116,472 plans)
Coverage in Missouri
Kelly Mitchell Employee Stock Ownership Plan covers 289 participants in Missouri, about 38% of the average Missouri filer (state average ~756 per filing). Assets: $10M.
- $10M
- total plan assets (2024 EOY)
- 289
- covered participants
- 56th
- percentile by assets (of 116,472 plans)
- $35,472
- avg assets per participant
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kelly Mitchell Employee Stock Ownership Plan end-of-year assets fell from $16M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Kelly Mitchell Employee Stock Ownership Plan reported net income rose from -$7M in the plan year 2023 filing to -$5M in the plan year 2024 filing.
- Kelly Mitchell Employee Stock Ownership Plan reported participants rose from 281 in the plan year 2023 filing to 289 in the plan year 2024 filing.
Participants vs Missouri filers
In Missouri, the average filing covers about 756 participants across 2,155 plans. Kelly Mitchell Employee Stock Ownership Plan reports 289 participants - about 38% of that state average ($10M EOY assets).
Missouri filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | -$15M |
| Net Income | -$5M |
| Employer EIN | 861207830 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kelly Mitchell Holdings, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 259 | $24M |
| 2023 | 1 | 281 | $16M |
| 2024 | 1 | 289 | $10M |
Nearby ESOP Plans in Missouri
Peer ESOP plans, same state, same plan type, ranked by total assets.
Kelly Mitchell Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
- Burns & Mcdonnell, Inc. Employee Stock Ownership Plan $5.5B · 9,902
- Mccarthy Employee Stock Ownership Plan $1.8B · 2,983
- Je Dunn Employee Stock Ownership Plan and Trust $621M · 2,825
- Arco DB Companies, Inc. Employee Stock Ownership Plan $514M · 608
- Emery Sapp Employee Stock Ownership Plan $400M · 2,184
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Kelly Mitchell Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Kelly Mitchell Employee Stock Ownership Plan assets move in 2024? ▼
How have Kelly Mitchell Holdings, Inc. plan assets changed over time? ▼
Which ESOP plans are similar in size to Kelly Mitchell Employee Stock Ownership Plan? ▼
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Filing takeaways
Ways to act on Kelly Mitchell Employee Stock Ownership Plan's numbers.
- By total assets, Kelly Mitchell Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Missouri. Compare plans
- Kelly Mitchell Holdings, Inc.'s sponsor-wide assets have declined 56.7% since 2022 across 3 plan years on file. More Professional & Technical Services plans
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 861207830.
Read our methodology - how this data is sourced, computed, and verified.