ESOP · DOL Form 5500 · 2024

Libby Perszyk Kathman Holdings, Inc ESOP

Data updated 2026-08-25

$21M
Total assets Small plan by assets
56
Participants Small participant base
71st
Percentile by assets National rank
$374,435
Avg per participant High balance/head
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Official DOL plan name: Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Libby Perszyk Kathman Holdings, Inc · Ohio · Professional & Technical Services

$21M in assets, 56 participants

Libby Perszyk Kathman Holdings, Inc's Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan reported $21M in total assets and 56 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #14,221 in Professional & Technical Services (20,173 peers)

2024 asset change

Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan surged 41.9% in 2024 ($15M → $21M) for 56 participants.

#14,221
in Professional & Technical Services (20,173 peers)
+41.9%
assets growth YoY

Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan's outsized position by total assets

Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$20,968,384 Top 29% higher than 71% 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

Libby Perszyk Kathman Holdings, 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. Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan is a small filing (56 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan reported net income rose from -$241K in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $15M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan reported participants fell from 63 in the plan year 2023 filing to 56 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 311076158 · Libby Perszyk Kathman Holdings, Inc PY 2024 · ESOP

Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan · $21M · 56 · 71st

  • EBSA $21M
  • EBSA 56
  • EBSA 71st
  • EBSA ESOP
  • EBSA near Tactical Engineering & Analysis, Inc. Employee Stock Ownership Plan
  • EBSA ind #14221

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 →

Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Bamco, Inc. Employee Stock Ownership PlanBamco, Inc. Employee Stock O…$21MJkj Employee Stock Ownership PlanJkj Employee Stock Ownership…$21MLibby Perszyk Kathman Holdings, Inc. Employee Stock Ownership PlanLibby Perszyk Kathman Holdin…$21MTactical Engineering & Analysis, Inc. Employee Stock Ownership PlanTactical Engineering & Analy…$21MAta Engineering, Inc. Employee Stock Ownership PlanAta Engineering, Inc. Employ…$21M
End-of-year total assets ($M) among Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Libby Perszyk Kathman Holdings, Inc years around the 2024 move

Sponsor-wide plan assets over time

All Libby Perszyk Kathman Holdings, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$33M 8.381961999738191% vs 2022
2024 filing year
$29M$30M$31M$32M$33M$34M 202220232024 $30.1M $32.6M ▲ +8.4%
Year Plans Participants Total Assets
2022 2 140 $30M
2023 2 146 $33M
2024 2 115 $33M

2024 asset-move particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$21M
Net Income$6M
Employer EIN311076158
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Ohio

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

Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.020968384 · Participants: 56Libby Perszyk Kathman Holdings, 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
Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Tactical Engineering & Analysis, Inc. Employee Stock Ownership Plan in CA ($21M); by covered participants it is Admix, Inc. Employee Stock Ownership Plan in NH (56 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (56 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 Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan surged - up 41.9% during 2024, from $15M to $21M. Reported net income was $6M.
How have Libby Perszyk Kathman Holdings, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Libby Perszyk Kathman Holdings, Inc's sponsor-wide assets grew 8.4%, from $30M to $33M.
Which ESOP plans are similar in size to Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Tactical Engineering & Analysis, Inc. Employee Stock Ownership Plan in CA ($21M, 214 participants).
Which ESOP plans cover a similar participant headcount to Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Admix, Inc. Employee Stock Ownership Plan in NH (56 participants, $10M 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 311076158.

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.