ESOP · DOL Form 5500 · 2024

Kitware, Inc. ESOP

Data updated 2026-08-25

$15M
Total assets Small plan by assets
171
Participants Small participant base
65th
Percentile by assets National rank
$88,187
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kitware, Inc. Employee Ownership Plan · Sponsored by Kitware, Inc. · New York · Professional & Technical Services

$15M in assets, 171 participants

Kitware, Inc.'s Kitware, Inc. Employee Ownership Plan reported $15M in total assets and 171 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #12,845 in Professional & Technical Services (20,173 peers)

Coverage in New York

Kitware, Inc. Employee Ownership Plan covers 171 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $15M.

#12,845
in Professional & Technical Services (20,173 peers)
+2.2%
assets growth YoY

Kitware, Inc. Employee Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Kitware, Inc. Employee Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$15,080,000 Top 35% higher than 65% of 123,620 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 2024

Kitware, Inc. Employee Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kitware, Inc. Employee Ownership Plan sits mid-pack in the medium band (171 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kitware, Inc. Employee Ownership Plan reported net income fell from $4M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Kitware, Inc. Employee Ownership Plan end-of-year assets rose from $15M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Kitware, Inc. Employee Ownership Plan reported participants rose from 168 in the plan year 2023 filing to 171 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 141802694 · Kitware, Inc. PY 2024 · ESOP

Kitware, Inc. Employee Ownership Plan · $15M · 171 · 65th

  • SCH $15M
  • SCH 171
  • SCH 65th
  • SCH ESOP
  • SCH near Mgc Roofing & Construction, Inc. Employee Stock Ownership Plan
  • SCH ind #12845

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 New York →

Kitware, Inc. Employee Ownership Plan in the asset neighbourhood

Mgc Roofing & Construction, Inc. Employee Stock Ownership PlanMgc Roofing & Construction, …$15MKitware, Inc. Employee Ownership PlanKitware, Inc. Employee Owner…$15MAcsm, Inc. Employee Stock Ownership PlanAcsm, Inc. Employee Stock Ow…$15MRudy's Markets, Inc. Employee Stock Ownership Plan and TrustRudy's Markets, Inc. Employe…$15MAdvanced Conversion Technology, Inc. Employee Stock Ownership PlanAdvanced Conversion Technolo…$15M
End-of-year total assets ($M) among Kitware, Inc. Employee Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)-$11M
Net Income$1M
Employer EIN141802694
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kitware, Inc.)

Sponsor-wide plan assets over time

All Kitware, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$70M 50.54649215431167% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $46.8M $70.5M ▲ +50.5%
Year Plans Participants Total Assets
2022 2 337 $47M
2023 2 351 $61M
2024 2 349 $70M

Nearby ESOP Plans in New York

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

Kitware, Inc. Employee Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. 01000200030004000 -20002004006008001000 Total assets ($M) Participants Kitware, Inc. Employee Ownership Plan, Total assets ($M): 15.08 · Participants: 171Kitware, Inc. Employee Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 896.840227 · Participants: 3483Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 450.776522 · Participants: 3042North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 306.094988 · Participants: 3209Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 254.362741 · Participants: 1716Greenman-Pedersen, Inc. Employee Stock Ownership PlanMarshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 234.345888 · Participants: 518Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan
Kitware, Inc. Employee Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Kitware, Inc. Employee Ownership Plan side-by-side with 3 peers →

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

Outside New York, the nearest ESOP by assets is Mgc Roofing & Construction, Inc. Employee Stock Ownership Plan in GA ($15M); by covered participants it is Forcine Concrete & Construction Co. Inc. Employee Stock Ownership Plan in PA (171 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (171 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kitware, Inc. Employee Ownership Plan assets move in 2024? ▼
Kitware, Inc. Employee Ownership Plan edged up modestly - up 2.2% during 2024, from $15M to $15M. Reported net income was $1M.
How have Kitware, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kitware, Inc.'s sponsor-wide assets grew 50.5%, from $47M to $70M.
Which ESOP plans are similar in size to Kitware, Inc. Employee Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mgc Roofing & Construction, Inc. Employee Stock Ownership Plan in GA ($15M, 53 participants).
Which ESOP plans cover a similar participant headcount to Kitware, Inc. Employee Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Forcine Concrete & Construction Co. Inc. Employee Stock Ownership Plan in PA (171 participants, $13M in assets).

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 141802694.

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.