ESOP · DOL Form 5500 · 2024
Kirsch Cpa Group Holdings, Inc. ESOP
Data updated 2026-08-25
- $333K
- Total assets Small plan by assets
- 42
- Participants Small participant base
- 14th
- Percentile by assets National rank
- $7,929
- Avg per participant Low balance/head
Official DOL plan name: Kirsch Employee Stock Ownership Plan · Sponsored by Kirsch Cpa Group Holdings, Inc. · Ohio · Professional & Technical Services
$333K in assets, 42 participants
Kirsch Cpa Group Holdings, Inc.'s Kirsch Employee Stock Ownership Plan reported $333K in total assets and 42 participants in its 2024 DOL Form 5500 filing, ranking in the 14th 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.
- #2,254 in Professional & Technical Services (20,173 peers)
2024 asset change
Kirsch Employee Stock Ownership Plan contracted severely 56.7% in 2024 ($768K → $333K) for 42 participants.
- #2,254
- in Professional & Technical Services (20,173 peers)
- -56.7%
- assets change YoY
The plan reported a net loss of $22M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kirsch Employee Stock Ownership Plan among the smaller filed plans by assets
Kirsch Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$333,000 14th percentile higher than 14% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Kirsch Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kirsch Employee Stock Ownership Plan is a small filing (42 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 994001488 · Kirsch Cpa Group Holdings, Inc. PY 2024 · ESOP
Kirsch Employee Stock Ownership Plan · $333K · 42 · 14th
- EOY $333K
- EOY 42
- EOY 14th
- EOY ESOP
- EOY near Crystal Valley Sales Employee Stock Ownership Plan
- EOY ind #2254
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 Ohio →
Kirsch Employee Stock Ownership Plan in the asset neighbourhood
2024 asset-move particulars
| Total Assets (Beginning of Year) | $768K |
|---|---|
| Net Assets (End of Year) | -$22M |
| Net Income | -$22M |
| Employer EIN | 994001488 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Ohio
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $22.0B · 33,639
- The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $2.0B · 1,118
- Messer Inc. Employee Stock Ownership Plan $696M · 903
- Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan $502M · 4,264
- Cleveland Steel Container Corporation Employee Stock Ownership Plan $485M · 415
Kirsch Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Ohio, the nearest ESOP by assets is Crystal Valley Sales Employee Stock Ownership Plan in IN ($335K); by covered participants it is Sdg Architects, Inc. ESOP in CA (42 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($333K here).
Similar participant headcount
Nearest other-state filings by covered participants (42 participants); asset peers above are excluded.
- Sdg Architects, Inc. ESOP (CA) 42 · 0 off
- Wayne Bank Employee Stock Ownership Plan (IN) 42 · 0 off
- Scilucent, Inc. Employee Stock Ownership Plan (VA) 42 · 0 off
- Metropolitan Planning Group (CA) 42 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.