ESOP · DOL Form 5500 · 2024

Ketchum & Walton Co. ESOP

Data updated 2026-07-24

$54M
Total assets: 84
Participants: 85th
Percentile by assets: $639,465
Avg per participant

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.

85th percentile by assets (of 116,472 plans)

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.

$54M
total plan assets (2024 EOY): 84
covered participants: 85th
percentile by assets (of 116,472 plans): $639,465
avg assets per participant

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 →

State

Ohio

Industry

Wholesale Trade

Ketchum & Walton Employee Stock Ownership Plan vs the 2024 asset distribution

By assets, Ketchum & Walton Employee Stock Ownership Plan outranks 85% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.5x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$48M
Net Assets (End of Year)	$54M
Net Income	$6M
Employer EIN	310997616
Plan Effective Date	1981-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Ketchum & Walton Co.)

Total plan assets by year, all Ketchum & Walton Co. plans on file

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

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
Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan $502M · 4,264
Cleveland Steel Container Corporation Employee Stock Ownership Plan $485M · 415
Allied Mineral Products Employee Stock Ownership Plan $404M · 606

Compare Ketchum & Walton Employee Stock Ownershi… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Ketchum & Walton Employee Stock Ownership Plan by total assets, not by location.

Jjf Management Services, Inc. ESOP (MD) $54M · 1,850
Consolidated Bus Transit, Inc. ESOP (NY) $54M · 1,191
Halff Associates, Inc. Employee Stock Ownership Plan and Trust (TX) $53M · 1,131
Penmac Staffing Services Inc Employee Stock Ownership Plan (MO) $54M · 850

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 116,472 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 Jjf Management Services, Inc. ESOP in MD ($54M, 1,850 participants).

Next read for Ketchum & Walton Employee Stock Ownershi…

Scale reading

Ways to act on Ketchum & Walton Employee Stock Ownership Plan's numbers.

By total assets, Ketchum & Walton Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Ohio. Compare plans
Ketchum & Walton Co.'s sponsor-wide assets have grown 79.3% since 2022 across 3 plan years on file. More Wholesale Trade plans

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.