401(k) · DOL Form 5500 · 2022

Solstice Consulting, LLC Dba Kin and Carta 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
587
Participants Below avg headcount
85th
Percentile by assets National rank
$60,321
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kin and Carta 401(k) Plan · Sponsored by Solstice Consulting, LLC Dba Kin and Carta · Illinois · Professional & Technical Services

$35M in assets, 587 participants

Solstice Consulting, LLC Dba Kin and Carta's Kin and Carta 401(k) Plan reported $35M in total assets and 587 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #18,439 in Professional & Technical Services (21,562 peers)

Where Kin and Carta 401(k) Plan sits by assets

Kin and Carta 401(k) Plan sits in the top quartile of all filed plans by assets, $35M for 587 participants (~$60,321/participant), down 2.9% in 2022.

#18,439
in Professional & Technical Services (21,562 peers)
-2.9%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kin and Carta 401(k) Plan's outsized position by total assets

Kin and Carta 401(k) Plan vs every filed plan by assets

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

$35,408,711 Top 15% higher than 85% 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

Kin and Carta 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. Kin and Carta 401(k) Plan sits mid-pack in the medium band (587 participants).

EBSA filing schedule strip

Filing strip 364481735 · Solstice Consulting, LLC Dba Kin and Carta PY 2022 · 401(k)

Kin and Carta 401(k) Plan · $35M · 587 · 85th

  • PCT $35M
  • PCT 587
  • PCT 85th
  • PCT 401(k)
  • PCT near Morrow Equipment Company L.L.C. Savings Plan
  • PCT ind #18439

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 Illinois →

Kin and Carta 401(k) Plan in the asset neighbourhood

E. O. Johnson Company, Inc. 401(k) Profit Sharing PlanE. O. Johnson Company, Inc. …$35MDuke Manufacturing Company Retirement PlanDuke Manufacturing Company R…$35MKin and Carta 401(k) Plan$35MNorth Georgia Electric Membership Corporation 401(k) PlanNorth Georgia Electric Membe…$35MMorrow Equipment Company L.L.C. Savings PlanMorrow Equipment Company L.L…$35M
End-of-year total assets ($M) among Kin and Carta 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$35M
Net Income-$1M
Employer EIN364481735
Plan Effective Date2007-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Solstice Consulting, LLC Dba Kin and Carta)

Sponsor-wide plan assets over time

All Solstice Consulting, LLC Dba Kin and Carta plans reported in each filing year

Latest sponsor-wide plan assets
$55M 54.32412944938888% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $35.4M $54.6M ▲ +54.3%
Year Plans Participants Total Assets
2022 1 587 $35M
2023 1 653 $48M
2024 1 545 $55M

Nearby 401(k) Plans in Illinois

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

Kin and Carta 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Kin and Carta 401(k) Plan, Total assets ($B): 0.035408711 · Participants: 587Kin and Carta 401(k) PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Kin and Carta 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Kin and Carta 401(k) Plan side-by-side with 3 peers →

Kin and Carta 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Morrow Equipment Company L.L.C. Savings Plan in OR ($35M); by covered participants it is On 24, Inc 401(k) Plan in CA (587 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (587 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 Kin and Carta 401(k) Plan assets move in 2022? ▼
Kin and Carta 401(k) Plan edged down modestly - down 2.9% during 2022, from $36M to $35M. Reported net income was -$1M.
How have Solstice Consulting, LLC Dba Kin and Carta plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Solstice Consulting, LLC Dba Kin and Carta's sponsor-wide assets grew 54.3%, from $35M to $55M.
Where does Kin and Carta 401(k) Plan rank by assets among Form 5500 filers? ▼
Kin and Carta 401(k) Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Kin and Carta 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Morrow Equipment Company L.L.C. Savings Plan in OR ($35M, 208 participants).
Which 401(k) plans cover a similar participant headcount to Kin and Carta 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is On 24, Inc 401(k) Plan in CA (587 participants, $41M 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 364481735.

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.