ESOP · DOL Form 5500 · 2024

Kirby Foods, Inc. ESOP

Data updated 2026-08-25

$45M
Total assets Below avg plan size
366
Participants Below avg headcount
83rd
Percentile by assets National rank
$122,618
Avg per participant Near avg balance/head
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Official DOL plan name: Kirby Foods, Inc. Employee Stock Ownership Plan · Sponsored by Kirby Foods, Inc. · Illinois · Retail Trade

$45M in assets, 366 participants

Kirby Foods, Inc.'s Kirby Foods, Inc. Employee Stock Ownership Plan reported $45M in total assets and 366 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #7,266 in Retail Trade (8,048 peers)

Coverage in Illinois

Kirby Foods, Inc. Employee Stock Ownership Plan covers 366 participants in Illinois, about 47% of the average Illinois filer (state average ~779 per filing). Assets: $45M.

#7,266
in Retail Trade (8,048 peers)
-14.4%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kirby Foods, Inc. Employee Stock Ownership Plan's outsized position by total assets

Kirby Foods, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$44,878,022 Top 17% higher than 83% 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

Kirby Foods, Inc. Employee Stock 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. Kirby Foods, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (366 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kirby Foods, Inc. Employee Stock Ownership Plan reported net income fell from $230K in the plan year 2023 filing to -$7M in the plan year 2024 filing.
  • Kirby Foods, Inc. Employee Stock Ownership Plan end-of-year assets fell from $52M in the plan year 2023 filing to $45M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 370756504 · Kirby Foods, Inc. PY 2024 · ESOP

Kirby Foods, Inc. Employee Stock Ownership Plan · $45M · 366 · 83rd

  • EOY $45M
  • 5500 366
  • ASSETS 83rd
  • PCT ESOP
  • EIN near Howe Electric Construction, Inc. ESOP
  • RANK ind #7266

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 Illinois →

Kirby Foods, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Vargo Solutions, Inc. Employee Stock Ownership PlanVargo Solutions, Inc. Employ…$45MKirby Foods, Inc. Employee Stock Ownership PlanKirby Foods, Inc. Employee S…$45MHowe Electric Construction, Inc. ESOPHowe Electric Construction, …$45MMgc Contractors, Inc. Employee Stock Ownership PlanMgc Contractors, Inc. Employ…$45MBrockmiller Construction, Inc. Employee Stock Ownership PlanBrockmiller Construction, In…$45M
End-of-year total assets ($M) among Kirby Foods, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$42M
Net Income-$7M
Employer EIN370756504
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kirby Foods, Inc.)

Sponsor-wide plan assets over time

All Kirby Foods, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$51M 12.315531066528838% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $57.8M $50.7M ▼ -12.3%
Year Plans Participants Total Assets
2022 2 771 $58M
2023 2 764 $58M
2024 2 773 $51M

Nearby ESOP Plans in Illinois

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

Kirby Foods, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Kirby Foods, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.044878022 · Participants: 366Kirby Foods, Inc. Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.699095694 · Participants: 4909Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.165348047 · Participants: 4815Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.429776889 · Participants: 491Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 1.0622005 · Participants: 9258Bdo USA Employee Stock Ownership PlanShorr Paper Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.430213996 · Participants: 543Shorr Paper Products, Inc. Employee Stock Ownership Plan
Kirby Foods, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Kirby Foods, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest ESOP by assets is Howe Electric Construction, Inc. ESOP in CA ($45M); by covered participants it is Amigos Employee Stock Ownership Plan and Trust in NE (366 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (366 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 Kirby Foods, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Kirby Foods, Inc. Employee Stock Ownership Plan pulled back noticeably - down 14.4% during 2024, from $52M to $45M. Reported net income was -$7M.
How have Kirby Foods, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kirby Foods, Inc.'s sponsor-wide assets declined 12.3%, from $58M to $51M.
Where does Kirby Foods, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Kirby Foods, Inc. Employee Stock Ownership Plan ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Kirby Foods, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Howe Electric Construction, Inc. ESOP in CA ($45M, 27 participants).
Which ESOP plans cover a similar participant headcount to Kirby Foods, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Amigos Employee Stock Ownership Plan and Trust in NE (366 participants, $2M 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 370756504.

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.