401(k) · DOL Form 5500 · 2022

Kingswood Ventures, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
25th
Percentile by assets National rank
$503,398
Avg per participant High balance/head
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Official DOL plan name: Kingswood Ventures Retirement Plan · Sponsored by Kingswood Ventures, Inc. · Minnesota · Other Services

$1M in assets, 2 participants

Kingswood Ventures, Inc.'s Kingswood Ventures Retirement Plan reported $1M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,069 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, Kingswood Ventures Retirement Plan ranks #4,069 of 8,398 2022 filers by assets (1993% of the sector average)-$1M for 2 participants.

#4,069
in Other Services (8,398 peers)
-6.2%
assets change YoY

The plan reported a net loss of $67K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kingswood Ventures Retirement Plan among the smaller filed plans by assets

Kingswood Ventures Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,006,795 25th percentile higher than 25% of 139,123 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 2022

Kingswood Ventures Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kingswood Ventures Retirement Plan is a micro filing (2 participants), the leftmost band.

Published 5500 schedule card

Filing strip 831122898 · Kingswood Ventures, Inc. PY 2022 · 401(k)

Kingswood Ventures Retirement Plan · $1M · 2 · 25th

  • NET $1M
  • BOOK 2
  • VS-ST 25th
  • BOY 401(k)
  • SCH near Frederick Dreher Dds PC 401(k) Profit Sharing Plan & Trust
  • EBSA ind #4069

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 Other Services retirement plans → · Plans in Minnesota →

Kingswood Ventures Retirement Plan in the asset neighbourhood

Kingswood Ventures Retirement PlanKingswood Ventures Retiremen…$1MFrederick Dreher Dds PC 401(k) Profit Sharing Plan & TrustFrederick Dreher Dds PC 401(…$1MMmih, Inc. Profit Sharing Plan & TrustMmih, Inc. Profit Sharing Pl…$1MFaith Christian Academy 401(k) PlanFaith Christian Academy 401(…$1MDgp, Inc. 401(k) Plan$1M
End-of-year total assets ($M) among Kingswood Ventures Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$67K
Employer EIN831122898
Plan Effective Date2018-07-05
Filing StatusFILING RECEIVED

Sponsor Plan History (Kingswood Ventures, Inc.)

Sponsor-wide plan assets over time

All Kingswood Ventures, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 28.32681926310719% vs 2022
2024 filing year
$0.9M$1M$1.1M$1.2M$1.3M$1.4M 202220232024 $1.01M $1.29M ▲ +27.7%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M
2024 1 2 $1M

Nearby 401(k) Plans in Minnesota

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Kingswood Ventures Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Kingswood Ventures Retirement Plan, Total assets ($B): 0.001006795 · Participants: 2Kingswood Ventures Retirement PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Kingswood Ventures Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Kingswood Ventures Retirement Plan side-by-side with 3 peers →

Kingswood Ventures Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Frederick Dreher Dds PC 401(k) Profit Sharing Plan & Trust in NY ($1M); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kingswood Ventures Retirement Plan assets move in 2022? ▼
Kingswood Ventures Retirement Plan pulled back noticeably - down 6.2% during 2022, from $1M to $1M. Reported net income was -$67K.
How have Kingswood Ventures, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kingswood Ventures, Inc.'s sponsor-wide assets grew 28.3%, from $1M to $1M.
Where does Kingswood Ventures Retirement Plan rank by assets among Form 5500 filers? ▼
Kingswood Ventures Retirement Plan ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Kingswood Ventures Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Frederick Dreher Dds PC 401(k) Profit Sharing Plan & Trust in NY ($1M, 11 participants).
Which 401(k) plans cover a similar participant headcount to Kingswood Ventures Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants, $162K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 831122898.

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.