401(k) · DOL Form 5500 · 2022

Kimball, Tirey & St. John LLP 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
222
Participants Below avg headcount
74th
Percentile by assets National rank
$72,276
Avg per participant Below avg balance/head
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Official DOL plan name: Kimball, Tirey & St. John LLP 401(k) Plan · Sponsored by Kimball, Tirey & St. John LLP · California · Professional & Technical Services

$16M in assets, 222 participants

Kimball, Tirey & St. John LLP's Kimball, Tirey & St. John LLP 401(k) Plan reported $16M in total assets and 222 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.

  • #15,826 in Professional & Technical Services (21,562 peers)

Coverage in California

Kimball, Tirey & St. John LLP 401(k) Plan covers 222 participants in California, about 35% of the average California filer (state average ~630 per filing). Assets: $16M.

#15,826
in Professional & Technical Services (21,562 peers)
-17.4%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kimball, Tirey & St. John LLP 401(k) Plan's outsized position by total assets

Kimball, Tirey & St. John LLP 401(k) Plan vs every filed plan by assets

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

$16,045,371 Top 26% higher than 74% 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

Kimball, Tirey & St. John LLP 401(k) Plan 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. Kimball, Tirey & St. John LLP 401(k) Plan sits mid-pack in the medium band (222 participants).

DOL schedule card

Filing strip 330404480 · Kimball, Tirey & St. John LLP PY 2022 · 401(k)

Kimball, Tirey & St. John LLP 401(k) Plan · $16M · 222 · 74th

  • EBSA $16M
  • PART 222
  • TYPE 74th
  • NET 401(k)
  • BOOK near Hodges Doughty & Carson 401(k) Profit Sharing Plan
  • VS-ST ind #15826

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 California →

Kimball, Tirey & St. John LLP 401(k) Plan in the asset neighbourhood

Kimball, Tirey & St. John LLP 401(k) PlanKimball, Tirey & St. John LL…$16MHodges Doughty & Carson 401(k) Profit Sharing PlanHodges Doughty & Carson 401(…$16MSun Belle, Inc. 401(k) Profit Sharing PlanSun Belle, Inc. 401(k) Profi…$16MJames Bell Associates, Inc. 401(k) and Profit Sharing PlanJames Bell Associates, Inc. …$16MQuestec 401(k) Defined Contribution Retirement PlanQuestec 401(k) Defined Contr…$16M
End-of-year total assets ($M) among Kimball, Tirey & St. John LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$16M
Net Income-$3M
Employer EIN330404480
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kimball, Tirey & St. John LLP)

Sponsor-wide plan assets over time

All Kimball, Tirey & St. John LLP plans reported in each filing year

Latest sponsor-wide plan assets
$24M 46.75187005647922% vs 2022
2024 filing year
$15M$20M$25M 202220232024 $16.1M $23.6M ▲ +46.7%
Year Plans Participants Total Assets
2022 1 222 $16M
2023 1 265 $20M
2024 1 318 $24M

Nearby 401(k) Plans in California

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

Kimball, Tirey & St. John LLP 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Kimball, Tirey & St. John LLP 401(k) Plan, Total assets ($B): 0.016045371 · Participants: 222Kimball, Tirey & St. John LLP 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Kimball, Tirey & St. John LLP 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Kimball, Tirey & St. John LLP 401(k) Plan side-by-side with 3 peers →

Kimball, Tirey & St. John LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Hodges Doughty & Carson 401(k) Profit Sharing Plan in TN ($16M); by covered participants it is Home Products International - North America, Inc. Retirement Savings Plan in IL (222 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (222 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 Kimball, Tirey & St. John LLP 401(k) Plan assets move in 2022? ▼
Kimball, Tirey & St. John LLP 401(k) Plan declined sharply - down 17.4% during 2022, from $19M to $16M. Reported net income was -$3M.
How have Kimball, Tirey & St. John LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kimball, Tirey & St. John LLP's sponsor-wide assets grew 46.8%, from $16M to $24M.
Which 401(k) plans are similar in size to Kimball, Tirey & St. John LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hodges Doughty & Carson 401(k) Profit Sharing Plan in TN ($16M, 30 participants).
Which 401(k) plans cover a similar participant headcount to Kimball, Tirey & St. John LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Home Products International - North America, Inc. Retirement Savings Plan in IL (222 participants, N/A 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 330404480.

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.