ESOP · DOL Form 5500 · 2024

Kovatch Castings, Inc. ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
180
Participants Small participant base
60th
Percentile by assets National rank
$66,467
Avg per participant Below avg balance/head
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Official DOL plan name: Kovatch Castings, Inc. Employee Stock Ownership Plan · Sponsored by Kovatch Castings, Inc. · Ohio · Manufacturing

$12M in assets, 180 participants

Kovatch Castings, Inc.'s Kovatch Castings, Inc. Employee Stock Ownership Plan reported $12M in total assets and 180 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #8,236 in Manufacturing (17,777 peers)

Coverage in Ohio

Kovatch Castings, Inc. Employee Stock Ownership Plan covers 180 participants in Ohio, about 24% of the average Ohio filer (state average ~765 per filing). Assets: $12M.

#8,236
in Manufacturing (17,777 peers)
+17.9%
assets growth YoY

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

Kovatch Castings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$11,964,000 Top 40% higher than 60% 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

Kovatch Castings, Inc. Employee Stock Ownership 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. Kovatch Castings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (180 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kovatch Castings, 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.
  • Kovatch Castings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Kovatch Castings, Inc. Employee Stock Ownership Plan reported participants rose from 163 in the plan year 2023 filing to 180 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 341198748 · Kovatch Castings, Inc. PY 2024 · ESOP

Kovatch Castings, Inc. Employee Stock Ownership Plan · $12M · 180 · 60th

  • TYPE $12M
  • NET 180
  • BOOK 60th
  • VS-ST ESOP
  • BOY near K. H. Employee Stock Ownership Plan
  • SCH ind #8236

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 →

Kovatch Castings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Standard Golf Company Employee Stock Ownership PlanStandard Golf Company Employ…$12MKovatch Castings, Inc. Employee Stock Ownership PlanKovatch Castings, Inc. Emplo…$12MK. H. Employee Stock Ownership PlanK. H. Employee Stock Ownersh…$12MWarwick Plumbing and Heating Corporation Employee Stock Ownership PlanWarwick Plumbing and Heating…$12MNortheast Bank Employee Stock Ownership PlanNortheast Bank Employee Stoc…$12M
End-of-year total assets ($M) among Kovatch Castings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)-$2M
Net Income$4M
Employer EIN341198748
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kovatch Castings, Inc.)

Sponsor-wide plan assets over time

All Kovatch Castings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 30.967140025415603% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $16.9M $22.2M ▲ +31.0%
Year Plans Participants Total Assets
2022 2 319 $17M
2023 2 342 $22M
2024 2 386 $22M

Nearby ESOP Plans in Ohio

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

Kovatch Castings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Kovatch Castings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.011964 · Participants: 180Kovatch Castings, 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
Kovatch Castings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Kovatch Castings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest ESOP by assets is K. H. Employee Stock Ownership Plan in WI ($12M); by covered participants it is California Hydronics Corporation Employee Stock Ownership Plan in CA (180 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (180 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 Kovatch Castings, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Kovatch Castings, Inc. Employee Stock Ownership Plan grew sharply - up 17.9% during 2024, from $10M to $12M. Reported net income was $4M.
How have Kovatch Castings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kovatch Castings, Inc.'s sponsor-wide assets grew 31.0%, from $17M to $22M.
Which ESOP plans are similar in size to Kovatch Castings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is K. H. Employee Stock Ownership Plan in WI ($12M, 39 participants).
Which ESOP plans cover a similar participant headcount to Kovatch Castings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is California Hydronics Corporation Employee Stock Ownership Plan in CA (180 participants, $45M 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 341198748.

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.