401(k) · DOL Form 5500 · 2022

Kenneth Nicholas & Associates 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
32nd
Percentile by assets National rank
$872,718
Avg per participant High balance/head
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Official DOL plan name: Kenneth Nicholas & Associates Plan & Trust · Sponsored by Kenneth Nicholas & Associates · Illinois · Administrative & Support Services

$2M in assets, 2 participants

Kenneth Nicholas & Associates's Kenneth Nicholas & Associates Plan & Trust reported $2M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #2,731 in Administrative & Support Services (4,927 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Kenneth Nicholas & Associates Plan & Trust ranks #2,731 of 4,927 2022 filers by assets (1653% of the sector average)-$2M for 2 participants.

#2,731
in Administrative & Support Services (4,927 peers)
-33.7%
assets change YoY

The plan reported a net loss of $887K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kenneth Nicholas & Associates Plan & Trust among the smaller filed plans by assets

Kenneth Nicholas & Associates Plan & Trust vs every filed plan by assets

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

$1,745,435 32nd percentile higher than 32% 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

Kenneth Nicholas & Associates Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kenneth Nicholas & Associates Plan & Trust is a micro filing (2 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 363162115 · Kenneth Nicholas & Associates PY 2022 · 401(k)

Kenneth Nicholas & Associates Plan & Trust · $2M · 2 · 32nd

  • 5500 $2M
  • 5500 2
  • 5500 32nd
  • 5500 401(k)
  • 5500 near Sifos Technologies Inc 401(k) Plan
  • 5500 ind #2731

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 Administrative & Support Services retirement plans → · Plans in Illinois →

Kenneth Nicholas & Associates Plan & Trust in the asset neighbourhood

Kenneth Nicholas & Associates Plan & TrustKenneth Nicholas & Associate…$2MSifos Technologies Inc 401(k) PlanSifos Technologies Inc 401(k…$2MPrecision Terminal Logistics LLC 401(k) PlanPrecision Terminal Logistics…$2MMayor's Youth Empowerment Program 401(k) PlanMayor's Youth Empowerment Pr…$2MCommerce Holdings, LLC 401(k) Profit Sharing PlanCommerce Holdings, LLC 401(k…$2M
End-of-year total assets ($M) among Kenneth Nicholas & Associates Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$887K
Employer EIN363162115
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kenneth Nicholas & Associates)

Sponsor-wide plan assets over time

All Kenneth Nicholas & Associates plans reported in each filing year

Latest sponsor-wide plan assets
$3M 72.59909420860703% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.75M $3.01M ▲ +72.0%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $3M

Nearby 401(k) Plans in Illinois

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

Kenneth Nicholas & Associates Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Kenneth Nicholas & Associates Plan & Trust, Total assets ($B): 0.001745435 · Participants: 2Kenneth Nicholas & Associates Plan & TrustState 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
Kenneth Nicholas & Associates Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants

Kenneth Nicholas & Associates Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Sifos Technologies Inc 401(k) Plan in MA ($2M); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Kenneth Nicholas & Associates Plan & Trust assets move in 2022?
Kenneth Nicholas & Associates Plan & Trust contracted severely - down 33.7% during 2022, from $3M to $2M. Reported net income was -$887K.
How have Kenneth Nicholas & Associates plan assets changed over time?
Across 3 plan years on file (2022-2024), Kenneth Nicholas & Associates's sponsor-wide assets grew 72.6%, from $2M to $3M.
Which 401(k) plans are similar in size to Kenneth Nicholas & Associates Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Sifos Technologies Inc 401(k) Plan in MA ($2M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Kenneth Nicholas & Associates Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants, $162K in assets).