ESOP · DOL Form 5500 · 2024

Kinetic Fundraising, Incorporated ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
15
Participants Small participant base
35th
Percentile by assets National rank
$213,559
Avg per participant Above avg balance/head
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Official DOL plan name: Kinetic Fundraising, Incorporated Employee Stock Ownership Plan · Sponsored by Kinetic Fundraising, Incorporated · Missouri · Professional & Technical Services

$3M in assets, 15 participants

Kinetic Fundraising, Incorporated's Kinetic Fundraising, Incorporated Employee Stock Ownership Plan reported $3M in total assets and 15 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,366 in Professional & Technical Services (20,173 peers)

Kinetic Fundraising, Incorporated multi-year trail

Kinetic Fundraising, Incorporated's plans moved +20.0% in assets from 2022 to 2024; this filing shows Kinetic Fundraising, Incorporated Employee Stock Ownership Plan at $3M / 15 participants.

#6,366
in Professional & Technical Services (20,173 peers)
+14.1%
assets growth YoY

Kinetic Fundraising, Incorporated Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Kinetic Fundraising, Incorporated Employee Stock Ownership Plan vs every filed plan by assets

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

$3,203,391 35th percentile higher than 35% 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

Kinetic Fundraising, Incorporated 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. Kinetic Fundraising, Incorporated Employee Stock Ownership Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kinetic Fundraising, Incorporated Employee Stock Ownership Plan reported net income rose from $391K in the plan year 2023 filing to $661K in the plan year 2024 filing.
  • Kinetic Fundraising, Incorporated Employee Stock Ownership Plan reported participants rose from 13 in the plan year 2023 filing to 15 in the plan year 2024 filing.
  • Kinetic Fundraising, Incorporated Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 481142716 · Kinetic Fundraising, Incorporated PY 2024 · ESOP

Kinetic Fundraising, Incorporated Employee Stock Ownership Plan · $3M · 15 · 35th

  • EBSA $3M
  • EBSA 15
  • EBSA 35th
  • EBSA ESOP
  • EBSA near Tcg Builders, Inc. Employee Stock Ownership Plan
  • EBSA ind #6366

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 Missouri →

Kinetic Fundraising, Incorporated Employee Stock Ownership Plan in the asset neighbourhood

Kinetic Fundraising, Incorporated Employee Stock Ownership PlanKinetic Fundraising, Incorpo…$3MTcg Builders, Inc. Employee Stock Ownership PlanTcg Builders, Inc. Employee …$3MTucson Asphalt Contractors, Inc. Employee Stock Ownership PlanTucson Asphalt Contractors, …$3MKilroy Architectural Windows, Inc Employee Stock Ownership PlanKilroy Architectural Windows…$3MNi Holdings, Inc. Employee Stock Ownership PlanNi Holdings, Inc. Employee S…$3M
End-of-year total assets ($M) among Kinetic Fundraising, Incorporated Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Kinetic Fundraising, Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Kinetic Fundraising, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$3M 20.036894755144132% vs 2022
2024 filing year
$2.6M$2.8M$3M$3.2M$3.4M 202220232024 $2.67M $3.2M ▲ +19.9%
Year Plans Participants Total Assets
2022 1 11 $3M
2023 1 13 $3M
2024 1 15 $3M

Kinetic Fundraising, Incorporated filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$661K
Employer EIN481142716
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Missouri

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

Kinetic Fundraising, Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Kinetic Fundraising, Incorporated Employee Stock Ownership Plan, Total assets ($B): 0.003203391 · Participants: 15Kinetic Fundraising, Incorporated Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.463861407 · Participants: 9902Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.845491185 · Participants: 2983Mccarthy Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.620590539 · Participants: 2825Je Dunn Employee Stock Ownership Plan and TrustArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.514271888 · Participants: 608Arco DB Companies, Inc. Employee Stock Ownership PlanEmery Sapp Employee Stock Ownership Plan, Total assets ($B): 0.399783698 · Participants: 2184Emery Sapp Employee Stock Ownership Plan
Kinetic Fundraising, Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Kinetic Fundraising, Incorporated Employee Stock Ownership Plan side-by-side with 3 peers →

Kinetic Fundraising, Incorporated Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is Tcg Builders, Inc. Employee Stock Ownership Plan in CA ($3M); by covered participants it is Battery-Biz Employee Stock Ownership Plan in CA (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Kinetic Fundraising, Incorporated Employee Stock Ownership Plan assets move in 2024? ▼
Kinetic Fundraising, Incorporated Employee Stock Ownership Plan grew at a solid clip - up 14.1% during 2024, from $3M to $3M. Reported net income was $661K.
How have Kinetic Fundraising, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kinetic Fundraising, Incorporated's sponsor-wide assets grew 20.0%, from $3M to $3M.
Which ESOP plans are similar in size to Kinetic Fundraising, Incorporated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Tcg Builders, Inc. Employee Stock Ownership Plan in CA ($3M, 41 participants).
Which ESOP plans cover a similar participant headcount to Kinetic Fundraising, Incorporated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Battery-Biz Employee Stock Ownership Plan in CA (15 participants, N/A 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 481142716.

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.