ESOP · DOL Form 5500 · 2024

Kirkwood Holding Inc. ESOP

Data updated 2026-08-25

$25M
Total assets Small plan by assets
148
Participants Small participant base
74th
Percentile by assets National rank
$166,970
Avg per participant Above avg balance/head
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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.

  • #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.

#11,464
in Manufacturing (17,777 peers)
-2.2%
assets change YoY

Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan's outsized position 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 $2,050,000,000 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

Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan sits mid-pack in the medium band (148 participants).

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 →

Published 5500 schedule card

Filing strip 201657242 · Kirkwood Holding Inc. PY 2024 · ESOP

Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan · $25M · 148 · 74th

  • BOY $25M
  • SCH 148
  • EBSA 74th
  • PART ESOP
  • TYPE near Engineered Seal Products, Inc. Employee Stock Ownership Plan
  • NET ind #11464

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 →

Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan in the asset neighbourhood

Absher Holding Co. Employee Stock Ownership PlanAbsher Holding Co. Employee …$25MSpirol International Holding Corp ESOP & Mpp PlanSpirol International Holding…$25MEngineered Seal Products, Inc. Employee Stock Ownership PlanEngineered Seal Products, In…$25MKirkwood Holding Inc. Employees' Stock Ownership Trust and PlanKirkwood Holding Inc. Employ…$25MForum Architecture & Interior Design, Inc. Employee Stock Ownership PlanForum Architecture & Interio…$25M
End-of-year total assets ($M) among Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

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.)

Sponsor-wide plan assets over time

All Kirkwood Holding Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$48M 5.872456293103226% vs 2022
2024 filing year
$47M$48M$49M$50M$51M$52M 202220232024 $50.8M $47.8M ▼ -5.9%
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 ($B) Participants Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan, Total assets ($B): 0.024711522 · Participants: 148Kirkwood Holding Inc. Employees' Stock Ownership Trust and 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
Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan side-by-side with 3 peers →

Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Engineered Seal Products, Inc. Employee Stock Ownership Plan in IA ($25M); by covered participants it is Island Kinetics, Inc. Employee Stock Ownership Plan in AZ (148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (148 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 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).
Which ESOP plans cover a similar participant headcount to Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Island Kinetics, Inc. Employee Stock Ownership Plan in AZ (148 participants, $33M 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 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.