ESOP · DOL Form 5500 · 2024

Kirby Foods, Inc. ESOP

Data updated 2026-07-24

$45M
Total assets: 366
Participants: 83rd
Percentile by assets: $122,618
Avg per participant

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.

83rd percentile by assets (of 116,472 plans)

Coverage in Illinois

Kirby Foods, Inc. Employee Stock Ownership Plan covers 366 participants in Illinois, about 48% of the average Illinois filer (state average ~768 per filing). Assets: $45M.

$45M
total plan assets (2024 EOY): 366
covered participants: 83rd
percentile by assets (of 116,472 plans): $122,618
avg assets per participant

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 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 →

State

Illinois

Industry

Retail Trade

Participants vs Illinois filers

In Illinois, the average filing covers about 768 participants across 5,440 plans. Kirby Foods, Inc. Employee Stock Ownership Plan reports 366 participants - about 48% of that state average ($45M EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)	$52M
Net Assets (End of Year)	$42M
Net Income	-$7M
Employer EIN	370756504
Plan Effective Date	2009-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Kirby Foods, Inc.)

Total plan assets by year, all Kirby Foods, Inc. plans on file

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

Kehe Distributors, Inc. Employee Stock Ownership Plan $2.2B · 4,815
Scot Forge Company Employee Stock Ownership Plan $1.4B · 491
Bdo USA Employee Stock Ownership Plan $1.1B · 9,258
Shorr Paper Products, Inc. Employee Stock Ownership Plan $430M · 543
Rli Corp. Employee Stock Ownership Plan $404M · 1,001

Compare Kirby Foods, Inc. Employee Stock Ownersh… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Kirby Foods, Inc. Employee Stock Ownership Plan by total assets, not by location.

Howe Electric Construction, Inc. ESOP (CA) $45M · 27
Mgc Contractors, Inc. Employee Stock Ownership Plan (AZ) $45M · 259
Brockmiller Construction, Inc. Employee Stock Ownership Plan (MO) $45M · 17
Vargo Solutions, Inc. Employee Stock Ownership Plan (OH) $45M · 81

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 116,472 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).

Next read for Kirby Foods, Inc. Employee Stock Ownersh…

Filing takeaways

Ways to act on Kirby Foods, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Kirby Foods, Inc. 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 Illinois. Compare plans
Kirby Foods, Inc.'s sponsor-wide assets have declined 12.3% since 2022 across 3 plan years on file. More Retail Trade 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 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.