401(k) · DOL Form 5500 · 2022
Kiavi, Inc. 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 434
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $36,832
- Avg per participant Low balance/head
Official DOL plan name: Kiavi, Inc. Retirement Trust · Sponsored by Kiavi, Inc. · Pennsylvania · Professional & Technical Services
$16M in assets, 434 participants
Kiavi, Inc.'s Kiavi, Inc. Retirement Trust reported $16M in total assets and 434 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.
- #15,813 in Professional & Technical Services (21,562 peers)
Kiavi, Inc. multi-year trail
Kiavi, Inc.'s plans moved +95.9% in assets from 2022 to 2024; this filing shows Kiavi, Inc. Retirement Trust at $16M / 434 participants.
- #15,813
- in Professional & Technical Services (21,562 peers)
- +14.7%
- assets growth YoY
Kiavi, Inc. Retirement Trust's outsized position by total assets
Kiavi, Inc. Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$15,985,142 Top 26% higher than 74% 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
Kiavi, Inc. Retirement Trust among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kiavi, Inc. Retirement Trust sits mid-pack in the medium band (434 participants).
EBSA filing schedule strip
Filing strip 463089169 · Kiavi, Inc. PY 2022 · 401(k)
Kiavi, Inc. Retirement Trust · $16M · 434 · 74th
- ASSETS $16M
- ASSETS 434
- ASSETS 74th
- ASSETS 401(k)
- ASSETS near Pediatric Surgical Associates, Ltd. Profit Sharing Plan
- ASSETS ind #15813
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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →
Kiavi, Inc. Retirement Trust in the asset neighbourhood
Kiavi, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Kiavi, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 95.90771855514328% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 434 | $16M |
| 2023 | 1 | 368 | $24M |
| 2024 | 1 | 361 | $31M |
Kiavi, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $2M |
| Employer EIN | 463089169 |
| Plan Effective Date | 2014-08-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
Kiavi, Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Pediatric Surgical Associates, Ltd. Profit Sharing Plan in MN ($16M); by covered participants it is Emprise Bank 401(k) Plan in KS (434 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (434 participants); asset peers above are excluded.
- Emprise Bank 401(k) Plan (KS) 434 · 0 off
- Clari Retirement Savings Plan (CA) 434 · 0 off
- Rosina Food Products, Inc. 401(k) Plan (NY) 434 · 0 off
- Black's Tire Service, Inc. 401(k) Retirement Plan (NC) 434 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.