ESOP · DOL Form 5500 · 2024

Fk Holdings Inc ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
38
Participants Small participant base
40th
Percentile by assets National rank
$115,733
Avg per participant Below avg balance/head
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Official DOL plan name: Fk Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Fk Holdings Inc · Ohio · Manufacturing

$4M in assets, 38 participants

Fk Holdings Inc's Fk Holdings, Inc. Employee Stock Ownership Plan reported $4M in total assets and 38 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #4,059 in Manufacturing (17,777 peers)

Fk Holdings Inc multi-year trail

Fk Holdings Inc's plans moved -54.7% in assets from 2022 to 2024; this filing shows Fk Holdings, Inc. Employee Stock Ownership Plan at $4M / 38 participants.

#4,059
in Manufacturing (17,777 peers)
-40.6%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fk Holdings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Fk Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$4,397,871 40th percentile higher than 40% 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

Fk Holdings, Inc. 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. Fk Holdings, Inc. Employee Stock Ownership Plan is a small filing (38 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fk Holdings, Inc. Employee Stock Ownership Plan reported net income fell from -$2M in the plan year 2023 filing to -$4M in the plan year 2024 filing.
  • Fk Holdings, Inc. Employee Stock Ownership Plan end-of-year assets fell from $7M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Fk Holdings, Inc. Employee Stock Ownership Plan reported participants fell from 43 in the plan year 2023 filing to 38 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 260002443 · Fk Holdings Inc PY 2024 · ESOP

Fk Holdings, Inc. Employee Stock Ownership Plan · $4M · 38 · 40th

  • RANK $4M
  • RANK 38
  • RANK 40th
  • RANK ESOP
  • RANK near Tbb Holdings, Inc. Employee Stock Ownership Plan
  • RANK ind #4059

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 →

Fk Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Fk Holdings, Inc. Employee Stock Ownership PlanFk Holdings, Inc. Employee S…$4MTbb Holdings, Inc. Employee Stock Ownership PlanTbb Holdings, Inc. Employee …$4MAmerican Mechanical, Inc. Employee Stock Ownership PlanAmerican Mechanical, Inc. Em…$4MPrimary Freight Services, Inc. Employee Stock Ownership PlanPrimary Freight Services, In…$4MPrimary Freight Services, Inc. Employee Stock Ownership PlanPrimary Freight Services, In…$4M
End-of-year total assets ($M) among Fk Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Fk Holdings Inc multi-year asset trail

Sponsor-wide plan assets over time

All Fk Holdings Inc plans reported in each filing year

Latest sponsor-wide plan assets
$4M 54.7367832779311% vs 2022
2024 filing year
$2M$4M$6M$8M$10M$12M 202220232024 $9.72M $4.4M ▼ -54.7%
Year Plans Participants Total Assets
2022 1 52 $10M
2023 1 43 $7M
2024 1 38 $4M

Fk Holdings Inc filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)-$636K
Net Income-$4M
Employer EIN260002443
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Ohio

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

Fk Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Fk Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.004397871 · Participants: 38Fk Holdings, Inc. Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.965382968 · Participants: 33639Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 2.007916491 · Participants: 1118The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.695889558 · Participants: 903Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.501664561 · Participants: 4264Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.485460635 · Participants: 415Cleveland Steel Container Corporation Employee Stock Ownership Plan
Fk Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Fk Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Fk Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Tbb Holdings, Inc. Employee Stock Ownership Plan in HI ($4M); by covered participants it is Foresight Bank Employee Stock Ownership Plan in MN (38 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (38 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 Fk Holdings, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Fk Holdings, Inc. Employee Stock Ownership Plan contracted severely - down 40.6% during 2024, from $7M to $4M. Reported net income was -$4M.
How have Fk Holdings Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fk Holdings Inc's sponsor-wide assets declined 54.7%, from $10M to $4M.
Which ESOP plans are similar in size to Fk Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Tbb Holdings, Inc. Employee Stock Ownership Plan in HI ($4M, 113 participants).
Which ESOP plans cover a similar participant headcount to Fk Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Foresight Bank Employee Stock Ownership Plan in MN (38 participants, $6M 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 260002443.

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.