ESOP · DOL Form 5500 · 2024

Klh Marketing, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
22
Participants Small participant base
41st
Percentile by assets National rank
$220,469
Avg per participant Above avg balance/head
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Official DOL plan name: Klh Marketing, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Klh Marketing, Inc. · California · Wholesale Trade

$5M in assets, 22 participants

Klh Marketing, Inc.'s Klh Marketing, Inc. Employee Stock Ownership Plan and Trust reported $5M in total assets and 22 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #1,896 in Wholesale Trade (6,080 peers)

Klh Marketing, Inc. multi-year trail

Klh Marketing, Inc.'s plans moved -22.3% in assets from 2022 to 2024; this filing shows Klh Marketing, Inc. Employee Stock Ownership Plan and Trust at $5M / 22 participants.

#1,896
in Wholesale Trade (6,080 peers)
-19.6%
assets change YoY

The plan reported a net loss of $959K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Klh Marketing, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Wholesale Trade and all filers

Klh Marketing, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$4,850,312 41st percentile higher than 41% 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

Klh Marketing, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Klh Marketing, Inc. Employee Stock Ownership Plan and Trust is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Klh Marketing, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $153K in the plan year 2023 filing to -$959K in the plan year 2024 filing.
  • Klh Marketing, Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Klh Marketing, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 24 in the plan year 2023 filing to 22 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 954387757 · Klh Marketing, Inc. PY 2024 · ESOP

Klh Marketing, Inc. Employee Stock Ownership Plan and Trust · $5M · 22 · 41st

  • BOY $5M
  • SCH 22
  • EBSA 41st
  • PART ESOP
  • TYPE near Feather & Fur Animal Hospital, Inc. ESOP
  • NET ind #1896

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 California →

Klh Marketing, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Klh Marketing, Inc. Employee Stock Ownership Plan and TrustKlh Marketing, Inc. Employee…$5MFeather & Fur Animal Hospital, Inc. ESOPFeather & Fur Animal Hospita…$5MMinnichs Pharmacy, Inc. Employee Stock Ownership PlanMinnichs Pharmacy, Inc. Empl…$5MGinos Distributing, Inc. Employee Stock Ownership PlanGinos Distributing, Inc. Emp…$5MAccent Landscape Contractors, Inc. Employee Stock Ownership PlanAccent Landscape Contractors…$5M
End-of-year total assets ($M) among Klh Marketing, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Klh Marketing, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Klh Marketing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 22.266679616044534% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $6.24M $4.85M ▼ -22.3%
Year Plans Participants Total Assets
2022 1 21 $6M
2023 1 24 $6M
2024 1 22 $5M

Klh Marketing, Inc. filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$2M
Net Income-$959K
Employer EIN954387757
Plan Effective Date2018-06-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Klh Marketing, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Klh Marketing, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.004850312 · Participants: 22Klh Marketing, Inc. Employee Stock Ownership Plan and TrustParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Klh Marketing, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants
Compare Klh Marketing, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Klh Marketing, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Feather & Fur Animal Hospital, Inc. ESOP in HI ($5M); by covered participants it is Electricians, Inc. ESOP in HI (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 Klh Marketing, Inc. Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Klh Marketing, Inc. Employee Stock Ownership Plan and Trust declined sharply - down 19.6% during 2024, from $6M to $5M. Reported net income was -$959K.
How have Klh Marketing, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Klh Marketing, Inc.'s sponsor-wide assets declined 22.3%, from $6M to $5M.
Which ESOP plans are similar in size to Klh Marketing, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Feather & Fur Animal Hospital, Inc. ESOP in HI ($5M, 47 participants).
Which ESOP plans cover a similar participant headcount to Klh Marketing, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Electricians, Inc. ESOP in HI (22 participants, $20M 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 954387757.

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.