401(k) · DOL Form 5500 · 2022
Kimball Management 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 131
- Participants Small participant base
- 51st
- Percentile by assets National rank
- $38,789
- Avg per participant Low balance/head
Official DOL plan name: Kimball Management 401(k) Plan · Sponsored by Kimball Management · Utah · Construction
$5M in assets, 131 participants
Kimball Management's Kimball Management 401(k) Plan reported $5M in total assets and 131 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.
- #4,964 in Construction (9,927 peers)
Coverage in Utah
Kimball Management 401(k) Plan covers 131 participants in Utah, about 22% of the average Utah filer (state average ~592 per filing). Assets: $5M.
- #4,964
- in Construction (9,927 peers)
- -6.6%
- assets change YoY
The plan reported a net loss of $363K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kimball Management 401(k) Plan's mid-pack asset rank among Construction and all filers
Kimball Management 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,081,415 Top 49% higher than 51% 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
Kimball Management 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 Management 401(k) Plan sits mid-pack in the medium band (131 participants).
Plan-year Form 5500 strip
Filing strip 743036721 · Kimball Management PY 2022 · 401(k)
Kimball Management 401(k) Plan · $5M · 131 · 51st
- VS-ST $5M
- VS-ST 131
- VS-ST 51st
- VS-ST 401(k)
- VS-ST near Novan, Inc. 401(k) Plan
- VS-ST ind #4964
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 Construction retirement plans → · Plans in Utah →
Kimball Management 401(k) Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$363K |
| Employer EIN | 743036721 |
| Plan Effective Date | 1989-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kimball Management)
Sponsor-wide plan assets over time
All Kimball Management plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 49.54671434765689% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 245 | $7M |
| 2023 | 2 | 263 | $8M |
| 2024 | 2 | 307 | $10M |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Deseret 401(k) Plan $4.7B · 23,455
- Intermountain Healthcare Savings Plus 401(k) Plan $3.6B · 42,446
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.5B · 9,870
- Skywest, Inc. Employees' Retirement Plan $952M · 16,878
- Autoliv Asp, Inc. Employee Savings and Investment Plan $588M · 4,068
Kimball Management 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Novan, Inc. 401(k) Plan in NC ($5M); by covered participants it is Premium Brands Holdings Corporation Retirement Plan in WA (131 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Novan, Inc. 401(k) Plan (NC) $5M · 32
- My Secure Advantage 401(k)Plan (CA) $5M · 90
- Endurance 401(k) Plan (IL) $5M · 554
- Adena Commercial LLC 401-K Savings Plan (OH) $5M · 105
Similar participant headcount
Nearest other-state filings by covered participants (131 participants); asset peers above are excluded.
- Premium Brands Holdings Corporation Retirement Plan (WA) 131 · 0 off
- Tsuda USA 401(k) Plan (IN) 131 · 0 off
- Toxikon Retirement 401(k) Profit Sharing Plan (MA) 131 · 0 off
- Monmouth Cardiology Associates, LLC 401(k) Plan (NJ) 131 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.