ESOP · DOL Form 5500 · 2024
Kingsgate Logistics, Inc. ESOP
Data updated 2026-08-25
- $70K
- Total assets Small plan by assets
- 40
- Participants Small participant base
- 5th
- Percentile by assets National rank
- $1,750
- Avg per participant Low balance/head
Official DOL plan name: Kingsgate Logistics, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Kingsgate Logistics, Inc. · Ohio · Transportation & Warehousing
$70K in assets, 40 participants
Kingsgate Logistics, Inc.'s Kingsgate Logistics, Inc. Employee Stock Ownership Plan and Trust reported $70K in total assets and 40 participants in its 2024 DOL Form 5500 filing, ranking in the 5th 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.
- #133 in Transportation & Warehousing (3,299 peers)
Kingsgate Logistics, Inc. multi-year trail
Kingsgate Logistics, Inc.'s plans moved -64.1% in assets from 2023 to 2024; this filing shows Kingsgate Logistics, Inc. Employee Stock Ownership Plan and Trust at $70K / 40 participants.
- #133
- in Transportation & Warehousing (3,299 peers)
- -64.1%
- assets change YoY
The plan reported a net loss of $100K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kingsgate Logistics, Inc. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets
Kingsgate Logistics, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$70,000 5th percentile higher than 5% 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
Kingsgate Logistics, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kingsgate Logistics, Inc. Employee Stock Ownership Plan and Trust is a small filing (40 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kingsgate Logistics, Inc. Employee Stock Ownership Plan and Trust reported net income rose from -$24M in the plan year 2023 filing to -$100K in the plan year 2024 filing.
- Kingsgate Logistics, Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $195K in the plan year 2023 filing to $70K in the plan year 2024 filing.
- Kingsgate Logistics, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 47 in the plan year 2023 filing to 40 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 263218651 · Kingsgate Logistics, Inc. PY 2024 · ESOP
Kingsgate Logistics, Inc. Employee Stock Ownership Plan and Trust · $70K · 40 · 5th
- VS-ST $70K
- BOY 40
- SCH 5th
- EBSA ESOP
- PART near Poly-Fiber, Inc. Employee Stock Ownership Plan
- TYPE ind #133
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 →
Kingsgate Logistics, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood
Kingsgate Logistics, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Kingsgate Logistics, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $70K 64.1025641025641% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 47 | $195K |
| 2024 | 1 | 40 | $70K |
Kingsgate Logistics, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $195K |
|---|---|
| Net Assets (End of Year) | -$24M |
| Net Income | -$100K |
| Employer EIN | 263218651 |
| Plan Effective Date | 2023-01-01 |
| 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
Kingsgate Logistics, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Ohio, the nearest ESOP by assets is Poly-Fiber, Inc. Employee Stock Ownership Plan in CA ($70K); by covered participants it is Spencer County Bank Employees' Stock Ownership Plan & Trust in IN (40 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($70K here).
- Poly-Fiber, Inc. Employee Stock Ownership Plan (CA) $70K · 14
- Hill Administrative Services, Inc. Employee Stock Ownership and Profit Sharing Plan (FL) $70K · 32
- Jackson Tool Sales Inc Employee Stock Ownership Plan (MI) $70K · 1
- Local Plumbing Co., Ltd. Employee Stock Ownership Plan and Trust (IL) $69K · 2
Similar participant headcount
Nearest other-state filings by covered participants (40 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.