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
PlainRetire home → About this data RSS: change history

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

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 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

Kimball Management 401(k) PlanKimball Management 401(k) Pl…$5MNovan, Inc. 401(k) Plan$5MMy Secure Advantage 401(k)PlanMy Secure Advantage 401(k)Pl…$5MEndurance 401(k) Plan$5MAdena Commercial LLC 401-K Savings PlanAdena Commercial LLC 401-K S…$5M
End-of-year total assets ($M) among Kimball Management 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Utah filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$363K
Employer EIN743036721
Plan Effective Date1989-02-01
Filing StatusFILING 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
$6M$7M$8M$9M$10M$11M 202220232024 $6.52M $9.76M ▲ +49.7%
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.

Kimball Management 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Kimball Management 401(k) Plan, Total assets ($B): 0.005081415 · Participants: 131Kimball Management 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 4.66432779 · Participants: 23455Deseret 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 3.594057 · Participants: 42446Intermountain Healthcare Savings Plus 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.478809721 · Participants: 9870Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 0.951734159 · Participants: 16878Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.588382505 · Participants: 4068Autoliv Asp, Inc. Employee Savings and Investment Plan
Kimball Management 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants

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).

Similar participant headcount

Nearest other-state filings by covered participants (131 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 Management 401(k) Plan assets move in 2022?
Kimball Management 401(k) Plan pulled back noticeably - down 6.6% during 2022, from $5M to $5M. Reported net income was -$363K.
How have Kimball Management plan assets changed over time?
Across 3 plan years on file (2022-2024), Kimball Management's sponsor-wide assets grew 49.5%, from $7M to $10M.
Which 401(k) plans are similar in size to Kimball Management 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Novan, Inc. 401(k) Plan in NC ($5M, 32 participants).
Which 401(k) plans cover a similar participant headcount to Kimball Management 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Premium Brands Holdings Corporation Retirement Plan in WA (131 participants, $4M in assets).