ESOP · DOL Form 5500 · 2024
Kelley Brothers Roofing, Inc. ESOP
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 65
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $235,738
- Avg per participant Above avg balance/head
Official DOL plan name: Kelley Brothers Roofing, Inc. Employee Stock Ownership Plan · Sponsored by Kelley Brothers Roofing, Inc. · Ohio · Construction
$15M in assets, 65 participants
Kelley Brothers Roofing, Inc.'s Kelley Brothers Roofing, Inc. Employee Stock Ownership Plan reported $15M in total assets and 65 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.
- #5,733 in Construction (9,039 peers)
Kelley Brothers Roofing, Inc. multi-year trail
Kelley Brothers Roofing, Inc.'s plans moved +121.6% in assets from 2022 to 2024; this filing shows Kelley Brothers Roofing, Inc. Employee Stock Ownership Plan at $15M / 65 participants.
- #5,733
- in Construction (9,039 peers)
- +30.7%
- assets growth YoY
Kelley Brothers Roofing, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers
Kelley Brothers Roofing, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,323,000 Top 35% higher than 65% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Kelley Brothers Roofing, 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. Kelley Brothers Roofing, Inc. Employee Stock Ownership Plan is a small filing (65 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kelley Brothers Roofing, Inc. Employee Stock Ownership Plan end-of-year assets rose from $12M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Kelley Brothers Roofing, Inc. Employee Stock Ownership Plan reported participants rose from 53 in the plan year 2023 filing to 65 in the plan year 2024 filing.
- Kelley Brothers Roofing, Inc. Employee Stock Ownership Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 311121475 · Kelley Brothers Roofing, Inc. PY 2024 · ESOP
Kelley Brothers Roofing, Inc. Employee Stock Ownership Plan · $15M · 65 · 65th
- RANK $15M
- PHOTO 65
- IND 65th
- EOY ESOP
- 5500 near Pacific Industrial Electric, Inc. Employee Stock Ownership Plan
- ASSETS ind #5733
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 →
Kelley Brothers Roofing, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Kelley Brothers Roofing, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Kelley Brothers Roofing, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 121.55870445344131% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 49 | $7M |
| 2023 | 1 | 53 | $12M |
| 2024 | 1 | 65 | $15M |
Kelley Brothers Roofing, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $4M |
| Employer EIN | 311121475 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Ohio
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $22.0B · 33,639
- The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $2.0B · 1,118
- Messer Inc. Employee Stock Ownership Plan $696M · 903
- Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan $502M · 4,264
- Cleveland Steel Container Corporation Employee Stock Ownership Plan $485M · 415
Kelley Brothers Roofing, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Ohio, the nearest ESOP by assets is Pacific Industrial Electric, Inc. Employee Stock Ownership Plan in CA ($15M); by covered participants it is Salem Fabrication Technologies Group, Inc. Employee Stock Ownership Plan in NC (65 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (65 participants); asset peers above are excluded.
- Salem Fabrication Technologies Group, Inc. Employee Stock Ownership Plan (NC) 65 · 0 off
- D.K. Gnuse Legacy Employee Stock Ownership Plan (IL) 65 · 0 off
- Oconee Savings & Loan Association Employee Stock Ownership Plan (SC) 65 · 0 off
- Independence Holdings, Inc. Employee Stock Ownership Plan (FL) 65 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.