ESOP · DOL Form 5500 · 2024
The Kendall Group Employee Stock Ownership Plan ESOP
Data updated 2026-08-25
- $900M
- Total assets Above avg plan size
- 1,936
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $464,798
- Avg per participant High balance/head
Official DOL plan name: The Kendall Group Employee Stock Ownership Plan · Sponsored by The Kendall Group Employee Stock Ownership Plan · Michigan · Wholesale Trade
$900M in assets, 1,936 participants
The Kendall Group Employee Stock Ownership Plan's The Kendall Group Employee Stock Ownership Plan reported $900M in total assets and 1,936 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #6,017 in Wholesale Trade (6,080 peers)
Coverage in Michigan
The Kendall Group Employee Stock Ownership Plan covers 1,936 participants in Michigan, 3.0x the typical Michigan plan (state average ~638 per filing). Assets: $900M.
- #6,017
- in Wholesale Trade (6,080 peers)
- +11.4%
- assets growth YoY
- 9.0×
- vs typical plan assets (national mean)
The Kendall Group Employee Stock Ownership Plan's outsized position by total assets
The Kendall Group Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$899,849,551 Top 2% higher than 98% 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
The Kendall Group Employee Stock Ownership Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Kendall Group Employee Stock Ownership Plan lands in the large band (1,936 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Kendall Group Employee Stock Ownership Plan end-of-year assets rose from $808M in the plan year 2023 filing to $900M in the plan year 2024 filing.
- The Kendall Group Employee Stock Ownership Plan reported net income rose from $83M in the plan year 2023 filing to $92M in the plan year 2024 filing.
- The Kendall Group Employee Stock Ownership Plan reported participants rose from 1,907 in the plan year 2023 filing to 1,936 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 382023622 · The Kendall Group Employee Stock Ownership Plan PY 2024 · ESOP
The Kendall Group Employee Stock Ownership Plan · $900M · 1,936 · 98th
- EIN $900M
- EIN 1,936
- EIN 98th
- EIN ESOP
- EIN near Stewart's Shops Corp Employee Stock Ownership Plan
- EIN ind #6017
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 Michigan →
The Kendall Group Employee Stock Ownership Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $808M |
|---|---|
| Net Assets (End of Year) | $900M |
| Net Income | $92M |
| Employer EIN | 382023622 |
| Plan Effective Date | 1989-09-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Kendall Group Employee Stock Ownership Plan)
Sponsor-wide plan assets over time
All The Kendall Group Employee Stock Ownership Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.1B 23.469042424248517% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,116 | $915M |
| 2023 | 2 | 3,448 | $1.0B |
| 2024 | 2 | 3,596 | $1.1B |
Nearby ESOP Plans in Michigan
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Mcnaughton-Mckay Electric Company Employee Stock Ownership Plan $1.6B · 1,780
- Project Worldwide, Inc. Employee Stock Ownership Plan $453M · 1,284
- Motor City Electric Co. Employee Stock Ownership Plan $410M · 218
- Lee Contracting, Inc. Employee Stock Ownership Plan $250M · 565
- Angelo Iafrate, Inc. Employee Stock Ownership Plan $239M · 46
The Kendall Group Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Michigan, the nearest ESOP by assets is Stewart's Shops Corp Employee Stock Ownership Plan in NY ($897M); by covered participants it is Miller's Health Systems, Inc. Employee Stock Ownership Plan in IN (1,944 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($900M here).
- Stewart's Shops Corp Employee Stock Ownership Plan (NY) $897M · 3,483
- Employee Owned Brands, Inc. Employee Stock Ownership Plan (IA) $877M · 819
- Andersen Corporation Employee Stock Ownership Plan (MN) $963M · 12,104
- Scheels Employee Stock Ownership Plan (ND) $963M · 5,157
Similar participant headcount
Nearest other-state filings by covered participants (1,936 participants); asset peers above are excluded.
- Miller's Health Systems, Inc. Employee Stock Ownership Plan (IN) 1,944 · 8 off
- Mortenson Dental Partners Employee Stock Ownership Plan (KY) 1,948 · 12 off
- Kci Technologies, Inc. Employee Stock Ownership Plan (MD) 1,918 · 18 off
- Morton Buildings, Inc. Leveraged Employee Stock Ownership Plan (IL) 1,960 · 24 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.