ESOP · DOL Form 5500 · 2024

Ketchum & Walton Co. ESOP

Data updated 2026-08-25

$54M
Total assets Below avg plan size
84
Participants Small participant base
85th
Percentile by assets National rank
$639,465
Avg per participant High balance/head
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Official DOL plan name: Ketchum & Walton Employee Stock Ownership Plan · Sponsored by Ketchum & Walton Co. · Ohio · Wholesale Trade

$54M in assets, 84 participants

Ketchum & Walton Co.'s Ketchum & Walton Employee Stock Ownership Plan reported $54M in total assets and 84 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #5,238 in Wholesale Trade (6,080 peers)

Where Ketchum & Walton Employee Stock Ownership Plan sits by assets

Ketchum & Walton Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $54M for 84 participants (~$639,465/participant), up 13.0% in 2024.

#5,238
in Wholesale Trade (6,080 peers)
+13.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Ketchum & Walton Employee Stock Ownership Plan's outsized position by total assets

Ketchum & Walton Employee Stock Ownership Plan vs every filed plan by assets

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

$53,715,028 Top 15% higher than 85% 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

Ketchum & Walton 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. Ketchum & Walton Employee Stock Ownership Plan is a small filing (84 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ketchum & Walton Employee Stock Ownership Plan reported net income fell from $18M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Ketchum & Walton Employee Stock Ownership Plan reported participants rose from 70 in the plan year 2023 filing to 84 in the plan year 2024 filing.
  • Ketchum & Walton Employee Stock Ownership Plan end-of-year assets rose from $48M in the plan year 2023 filing to $54M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 310997616 · Ketchum & Walton Co. PY 2024 · ESOP

Ketchum & Walton Employee Stock Ownership Plan · $54M · 84 · 85th

  • RANK $54M
  • PHOTO 84
  • IND 85th
  • EOY ESOP
  • 5500 near Schmitty & Sons Holdings, Inc. Employee Stock Ownership Plan and Trust
  • ASSETS ind #5238

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 →

Ketchum & Walton Employee Stock Ownership Plan in the asset neighbourhood

Jjf Management Services, Inc. ESOPJjf Management Services, Inc…$54MSchmitty & Sons Holdings, Inc. Employee Stock Ownership Plan and TrustSchmitty & Sons Holdings, In…$54MKetchum & Walton Employee Stock Ownership PlanKetchum & Walton Employee St…$54MConsolidated Bus Transit, Inc. ESOPConsolidated Bus Transit, In…$54MHalff Associates, Inc. Employee Stock Ownership Plan and TrustHalff Associates, Inc. Emplo…$53M
End-of-year total assets ($M) among Ketchum & Walton 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)$48M
Net Assets (End of Year)$54M
Net Income$6M
Employer EIN310997616
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ketchum & Walton Co.)

Sponsor-wide plan assets over time

All Ketchum & Walton Co. plans reported in each filing year

Latest sponsor-wide plan assets
$54M 79.32920130224014% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $30M $53.7M ▲ +79.4%
Year Plans Participants Total Assets
2022 1 70 $30M
2023 1 70 $48M
2024 1 84 $54M

Nearby ESOP Plans in Ohio

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

Ketchum & Walton Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Ketchum & Walton Employee Stock Ownership Plan, Total assets ($B): 0.053715028 · Participants: 84Ketchum & Walton 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
Ketchum & Walton Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Ketchum & Walton Employee Stock Ownership Plan side-by-side with 3 peers →

Ketchum & Walton Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Schmitty & Sons Holdings, Inc. Employee Stock Ownership Plan and Trust in MN ($54M); by covered participants it is Pay Tel Communications, Inc. Employee Stock Ownership Plan in NC (84 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (84 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 Ketchum & Walton Employee Stock Ownership Plan assets move in 2024? ▼
Ketchum & Walton Employee Stock Ownership Plan grew at a solid clip - up 13.0% during 2024, from $48M to $54M. Reported net income was $6M.
How have Ketchum & Walton Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ketchum & Walton Co.'s sponsor-wide assets grew 79.3%, from $30M to $54M.
Where does Ketchum & Walton Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Ketchum & Walton Employee Stock Ownership Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Ketchum & Walton Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Schmitty & Sons Holdings, Inc. Employee Stock Ownership Plan and Trust in MN ($54M, 646 participants).
Which ESOP plans cover a similar participant headcount to Ketchum & Walton Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pay Tel Communications, Inc. Employee Stock Ownership Plan in NC (84 participants, $200K 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 310997616.

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.