ESOP · DOL Form 5500 · 2024

A.J. Kirkwood & Associates, Inc. ESOP

Data updated 2026-08-25

$24M
Total assets Small plan by assets
291
Participants Below avg headcount
74th
Percentile by assets National rank
$82,139
Avg per participant Below avg balance/head
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Official DOL plan name: A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan · Sponsored by A.J. Kirkwood & Associates, Inc. · California · Construction

$24M in assets, 291 participants

A.J. Kirkwood & Associates, Inc.'s A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan reported $24M in total assets and 291 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.

  • #6,532 in Construction (9,039 peers)

Coverage in California

A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan covers 291 participants in California, about 46% of the average California filer (state average ~630 per filing). Assets: $24M.

#6,532
in Construction (9,039 peers)
+0.6%
assets growth YoY

The plan reported a net loss of $447K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan's outsized position by total assets

A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$23,902,564 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

A. J. Kirkwood & Associates, 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. A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (291 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2023 filing to -$447K in the plan year 2024 filing.
  • A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan reported participants fell from 321 in the plan year 2023 filing to 291 in the plan year 2024 filing.
  • A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $24M in the plan year 2023 filing to $24M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 330707710 · A.J. Kirkwood & Associates, Inc. PY 2024 · ESOP

A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan · $24M · 291 · 74th

  • BOOK $24M
  • BOOK 291
  • BOOK 74th
  • BOOK ESOP
  • BOOK near Apmc Holdings, Inc. Employee Stock Ownership Plan
  • BOOK ind #6532

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 California →

A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

National Distribution Service Employee Stock Ownership PlanNational Distribution Servic…$24MCitizens Bank Employee Stock Ownership and Retirement Savings PlanCitizens Bank Employee Stock…$24MApmc Holdings, Inc. Employee Stock Ownership PlanApmc Holdings, Inc. Employee…$24MA. J. Kirkwood & Associates, Inc. Employee Stock Ownership PlanA. J. Kirkwood & Associates,…$24MD&r Earthmoving Employee Stock Ownership PlanD&r Earthmoving Employee Sto…$24M
End-of-year total assets ($M) among A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$23M
Net Income-$447K
Employer EIN330707710
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (A.J. Kirkwood & Associates, Inc.)

Sponsor-wide plan assets over time

All A.J. Kirkwood & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 53.560989727141404% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $51.5M $23.9M ▼ -53.6%
Year Plans Participants Total Assets
2022 2 777 $51M
2023 2 692 $24M
2024 1 291 $24M

Nearby ESOP Plans in California

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

A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.023902564 · Participants: 291A. J. Kirkwood & Associates, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Apmc Holdings, Inc. Employee Stock Ownership Plan in IN ($24M); by covered participants it is Manson Construction Co. Non-Craft Employee Stock Ownership Plan in WA (291 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (291 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 A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan held essentially flat - up 0.6% during 2024, from $24M to $24M. Reported net income was -$447K.
How have A.J. Kirkwood & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), A.J. Kirkwood & Associates, Inc.'s sponsor-wide assets declined 53.6%, from $51M to $24M.
Which ESOP plans are similar in size to A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Apmc Holdings, Inc. Employee Stock Ownership Plan in IN ($24M, 101 participants).
Which ESOP plans cover a similar participant headcount to A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Manson Construction Co. Non-Craft Employee Stock Ownership Plan in WA (291 participants, $207M 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 330707710.

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.