ESOP · DOL Form 5500 · 2024

Kaoh ESOP Incentive Fund ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
16
Participants Small participant base
35th
Percentile by assets National rank
$194,688
Avg per participant Above avg balance/head
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Official DOL plan name: Kaoh ESOP Incentive Fund · Sponsored by Kaoh ESOP Incentive Fund · Missouri · Professional & Technical Services

$3M in assets, 16 participants

Kaoh ESOP Incentive Fund's Kaoh ESOP Incentive Fund reported $3M in total assets and 16 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.

  • #6,271 in Professional & Technical Services (20,173 peers)

Kaoh ESOP Incentive Fund multi-year trail

Kaoh ESOP Incentive Fund's plans moved +1787.9% in assets from 2022 to 2024; this filing shows Kaoh ESOP Incentive Fund at $3M / 16 participants.

#6,271
in Professional & Technical Services (20,173 peers)
+562.8%
assets growth YoY

Kaoh ESOP Incentive Fund's mid-pack asset rank among Professional & Technical Services and all filers

Kaoh ESOP Incentive Fund vs every filed plan by assets

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

$3,115,000 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

Kaoh ESOP Incentive Fund among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kaoh ESOP Incentive Fund is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kaoh ESOP Incentive Fund reported net income rose from $327K in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Kaoh ESOP Incentive Fund end-of-year assets rose from $470K in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Kaoh ESOP Incentive Fund reported participants fell from 20 in the plan year 2023 filing to 16 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 813944610 · Kaoh ESOP Incentive Fund PY 2024 · ESOP

Kaoh ESOP Incentive Fund · $3M · 16 · 35th

  • EOY $3M
  • EOY 16
  • EOY 35th
  • EOY ESOP
  • EOY near Dowell Aluminum Foundry, Inc. Profit Sharing Plan
  • EOY ind #6271

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 →

Kaoh ESOP Incentive Fund in the asset neighbourhood

Kaoh ESOP Incentive Fund$3MBee Window, Inc. Employee Stock Ownership PlanBee Window, Inc. Employee St…$3MBluedog Design, Inc. ESOP$3MDowell Aluminum Foundry, Inc. Profit Sharing PlanDowell Aluminum Foundry, Inc…$3MScs Global Services ESOP$3M
End-of-year total assets ($M) among Kaoh ESOP Incentive Fund and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Kaoh ESOP Incentive Fund multi-year asset trail

Sponsor-wide plan assets over time

All Kaoh ESOP Incentive Fund plans reported in each filing year

Latest sponsor-wide plan assets
$3M 1787.878787878788% vs 2022
2024 filing year
$0M$1M$2M$3M$4M 202220232024 $0.17M $3.12M ▲ +1735.3%
Year Plans Participants Total Assets
2022 1 11 $165K
2023 1 20 $470K
2024 1 16 $3M

Kaoh ESOP Incentive Fund filing trail (2024)

Total Assets (Beginning of Year)$470K
Net Assets (End of Year)-$603K
Net Income$3M
Employer EIN813944610
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Missouri

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

Kaoh ESOP Incentive Fund vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Kaoh ESOP Incentive Fund, Total assets ($B): 0.003115 · Participants: 16Kaoh ESOP Incentive FundBurns & 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
Kaoh ESOP Incentive Fund vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Kaoh ESOP Incentive Fund side-by-side with 3 peers →

Kaoh ESOP Incentive Fund's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is Dowell Aluminum Foundry, Inc. Profit Sharing Plan in CA ($3M); by covered participants it is Mediu, Inc. Employee Stock Ownership Plan in OH (16 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Kaoh ESOP Incentive Fund assets move in 2024? ▼
Kaoh ESOP Incentive Fund surged - up 562.8% during 2024, from $470K to $3M. Reported net income was $3M.
How have Kaoh ESOP Incentive Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kaoh ESOP Incentive Fund's sponsor-wide assets grew 1787.9%, from $165K to $3M.
Which ESOP plans are similar in size to Kaoh ESOP Incentive Fund? ▼
Among ESOP plans in other states, the closest by assets is Dowell Aluminum Foundry, Inc. Profit Sharing Plan in CA ($3M, 14 participants).
Which ESOP plans cover a similar participant headcount to Kaoh ESOP Incentive Fund? ▼
Among ESOP plans in other states, the closest by covered participants is Mediu, Inc. Employee Stock Ownership Plan in OH (16 participants, $3M 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 813944610.

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.