ESOP · DOL Form 5500 · 2024

Kirkwood Holding Inc. ESOP

Data updated 2026-08-11

$25M
Total assets
148
Participants
74th
Percentile by assets
$166,970
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan · Sponsored by Kirkwood Holding Inc. · Ohio · Manufacturing

$25M in assets, 148 participants

Kirkwood Holding Inc.'s Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan reported $25M in total assets and 148 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • 74th percentile by assets (of 123,622 plans)
  • #11,464 in Manufacturing (17,777 peers)

Coverage in Ohio

Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan covers 148 participants in Ohio, about 19% of the average Ohio filer (state average ~765 per filing). Assets: $25M.

$25M
total plan assets (2024 EOY)
148
covered participants
74th
percentile by assets (of 123,622 plans)
$166,970
avg assets per participant

Where Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan sits by total assets

Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan vs every filed plan by assets

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

$24,711,522 Top 26% higher than 74% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan reported net income rose from -$2M in the plan year 2023 filing to $624K in the plan year 2024 filing.
  • Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan reported participants rose from 123 in the plan year 2023 filing to 148 in the plan year 2024 filing.
  • Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan end-of-year assets fell from $25M in the plan year 2023 filing to $25M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Ohio
Industry
Manufacturing

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan reports 148 participants - about 19% of that state average ($25M EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$18M
Net Income$624K
Employer EIN201657242
Plan Effective Date1974-07-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Kirkwood Holding Inc.)

$47M$48M$49M$50M$51M$52M 202220232024 $50.8M $47.8M ▼ -5.9%
Total plan assets by year, all Kirkwood Holding Inc. plans on file
Year Plans Participants Total Assets
2022 2 294 $51M
2023 2 282 $48M
2024 2 299 $48M

Nearby ESOP Plans in Ohio

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

Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Kirkwood Holding Inc…, Total assets ($B): 0.024711522 · Participants: 148Kirkwood Holding Inc…Procter & Gamble Pro…, Total assets ($B): 21.965382968 · Participants: 33639Procter & Gamble Pro…The Garland Industri…, Total assets ($B): 2.007916491 · Participants: 1118The Garland Industri…Messer Inc. Employee…, Total assets ($B): 0.695889558 · Participants: 903Messer Inc. Employee…Great Lakes Cheese C…, Total assets ($B): 0.501664561 · Participants: 4264Great Lakes Cheese C…Cleveland Steel Cont…, Total assets ($B): 0.485460635 · Participants: 415Cleveland Steel Cont…
Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Kirkwood Holding Inc. Employees' Stock O… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan by total assets, not by location.

Frequently Asked Questions

How did Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan assets move in 2024? ▼
Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan edged down modestly - down 2.2% during 2024, from $25M to $25M. Reported net income was $624K.
How have Kirkwood Holding Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kirkwood Holding Inc.'s sponsor-wide assets declined 5.9%, from $51M to $48M.
Which ESOP plans are similar in size to Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan? ▼
Among ESOP plans in other states, the closest by assets is Engineered Seal Products, Inc. Employee Stock Ownership Plan in IA ($25M, 161 participants).

Next read for Kirkwood Holding Inc. Employees' Stock O…

Filing takeaways

Ways to act on Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan's numbers.

  • By total assets, Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Ohio. Compare plans
  • Kirkwood Holding Inc.'s sponsor-wide assets have declined 5.9% since 2022 across 3 plan years on file. More Manufacturing plans

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 201657242.

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.