401(k) · DOL Form 5500 · 2022
Kirkland Financial, LLC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 17
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $117,394
- Avg per participant Below avg balance/head
Official DOL plan name: Kirkland Financial, LLC 401(k) Plan · Sponsored by Kirkland Financial, LLC · Tennessee · Finance & Insurance
$2M in assets, 17 participants
Kirkland Financial, LLC's Kirkland Financial, LLC 401(k) Plan reported $2M in total assets and 17 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.
- #2,112 in Finance & Insurance (9,261 peers)
Kirkland Financial, LLC multi-year trail
Kirkland Financial, LLC's plans moved +62.6% in assets from 2022 to 2024; this filing shows Kirkland Financial, LLC 401(k) Plan at $2M / 17 participants.
- #2,112
- in Finance & Insurance (9,261 peers)
- -10.4%
- assets change YoY
The plan reported a net loss of $231K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kirkland Financial, LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Kirkland Financial, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,995,692 34th percentile higher than 34% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Kirkland Financial, LLC 401(k) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kirkland Financial, LLC 401(k) Plan is a small filing (17 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 200424354 · Kirkland Financial, LLC PY 2022 · 401(k)
Kirkland Financial, LLC 401(k) Plan · $2M · 17 · 34th
- EOY $2M
- 5500 17
- ASSETS 34th
- PCT 401(k)
- EIN near La Rosa Del Monte Express (New York), LLC 401(k) Profit Sharing Plan & Trust
- RANK ind #2112
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 Finance & Insurance retirement plans → · Plans in Tennessee →
Kirkland Financial, LLC 401(k) Plan in the asset neighbourhood
Kirkland Financial, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Kirkland Financial, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 62.613920384508226% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 17 | $2M |
| 2023 | 1 | 19 | $3M |
| 2024 | 1 | 19 | $3M |
Kirkland Financial, LLC filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$231K |
| Employer EIN | 200424354 |
| Plan Effective Date | 2008-04-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $21.0B · 220,835
- Hca 401(k) Plan $18.7B · 280,576
- International Paper Company Salaried Savings Plan $4.2B · 11,839
- Federal Express Corporation Pilots Retirement Savings Plan $4.0B · 5,305
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.0B · 62,485
Kirkland Financial, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is La Rosa Del Monte Express (New York), LLC 401(k) Profit Sharing Plan & Trust in NY ($2M); by covered participants it is Seed Enhancements, LLC 401(k) Plan in ID (17 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (17 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.