ESOP · DOL Form 5500 · 2024

Kentucky Comfort Center, Inc. ESOP

Data updated 2026-08-25

$109M
Total assets Near avg plan size
726
Participants Near avg headcount
91st
Percentile by assets National rank
$150,391
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan · Sponsored by Kentucky Comfort Center, Inc. · Kentucky · Manufacturing

$109M in assets, 726 participants

Kentucky Comfort Center, Inc.'s Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan reported $109M in total assets and 726 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #15,420 in Manufacturing (17,777 peers)

Where Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan sits by assets

Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $109M for 726 participants (~$150,391/participant), up 16.1% in 2024.

#15,420
in Manufacturing (17,777 peers)
+16.1%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan's outsized position by total assets

Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$109,183,990 Top 9% higher than 91% 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

Kentuckiana Comfort Center, 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. Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (726 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan reported net income fell from $41M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan end-of-year assets rose from $94M in the plan year 2023 filing to $109M in the plan year 2024 filing.
  • Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan reported participants rose from 650 in the plan year 2023 filing to 726 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 610915072 · Kentucky Comfort Center, Inc. PY 2024 · ESOP

Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan · $109M · 726 · 91st

  • SCH $109M
  • EBSA 726
  • PART 91st
  • TYPE ESOP
  • NET near Recore Employee Stock Ownership Plan
  • BOOK ind #15420

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 Kentucky →

Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan in the asset neighbourhood

F.L. Crane & Sons, Inc. Employee Stock Ownership PlanF.L. Crane & Sons, Inc. Empl…$110MKentuckiana Comfort Center, Inc. Employee Stock Ownership PlanKentuckiana Comfort Center, …$109MRecore Employee Stock Ownership PlanRecore Employee Stock Owners…$109MElectrical Consultants, Inc. Employee Stock Ownership PlanElectrical Consultants, Inc.…$109MHawkins, Inc. Employee Stock Ownership PlanHawkins, Inc. Employee Stock…$108M
End-of-year total assets ($M) among Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$94M
Net Assets (End of Year)$100M
Net Income$7M
Employer EIN610915072
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kentucky Comfort Center, Inc.)

Sponsor-wide plan assets over time

All Kentucky Comfort Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$138M 87.61651306973876% vs 2022
2024 filing year
$60M$80M$100M$120M$140M$160M 202220232024 $73.7M $138M ▲ +87.6%
Year Plans Participants Total Assets
2022 2 1,154 $74M
2023 2 1,358 $118M
2024 2 1,491 $138M

Nearby ESOP Plans in Kentucky

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

Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 -10123 Total assets ($B) Participants Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.10918399 · Participants: 726Kentuckiana Comfort Center, Inc. Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.640129838 · Participants: 7785Houchens Industries, Inc. Employee Stock Ownership PlanGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.177392403 · Participants: 1534Gray, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) and Employee Stock Ownership Plan, Total assets ($B): 0.167312413 · Participants: 1107Stock Yards Bank & Trust Company 401(k) and Employee Stock Ownership PlanInterstate Personnel Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.122999859 · Participants: 834Interstate Personnel Services, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.111162082 · Participants: 522H & R Agri-Power Employee Stock Ownership Plan
Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants

Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is Recore Employee Stock Ownership Plan in NC ($109M); by covered participants it is Southside Bancshares, Inc. Employee Stock Ownership Plan in TX (724 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (726 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 Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan assets move in 2024?
Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan grew sharply - up 16.1% during 2024, from $94M to $109M. Reported net income was $7M.
How have Kentucky Comfort Center, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Kentucky Comfort Center, Inc.'s sponsor-wide assets grew 87.6%, from $74M to $138M.
Where does Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Recore Employee Stock Ownership Plan in NC ($109M, 140 participants).
Which ESOP plans cover a similar participant headcount to Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Southside Bancshares, Inc. Employee Stock Ownership Plan in TX (724 participants, $12M in assets).