401(k) · DOL Form 5500 · 2022

Chisholm Chisholm & Kilpatrick, Ltd. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
160
Participants Small participant base
64th
Percentile by assets National rank
$60,624
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Chisholm Chisholm & Kilpatrick 401(k) Plan · Sponsored by Chisholm Chisholm & Kilpatrick, Ltd. · Rhode Island · Professional & Technical Services

$10M in assets, 160 participants

Chisholm Chisholm & Kilpatrick, Ltd.'s Chisholm Chisholm & Kilpatrick 401(k) Plan reported $10M in total assets and 160 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #13,598 in Professional & Technical Services (21,562 peers)

Coverage in Rhode Island

Chisholm Chisholm & Kilpatrick 401(k) Plan covers 160 participants in Rhode Island, about 11% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $10M.

#13,598
in Professional & Technical Services (21,562 peers)
-5.2%
assets change YoY

The plan reported a net loss of $535K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Chisholm Chisholm & Kilpatrick 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Chisholm Chisholm & Kilpatrick 401(k) Plan vs every filed plan by assets

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

$9,699,888 Top 36% higher than 64% 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

Chisholm Chisholm & Kilpatrick 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. Chisholm Chisholm & Kilpatrick 401(k) Plan sits mid-pack in the medium band (160 participants).

EBSA filing schedule strip

Filing strip 274459831 · Chisholm Chisholm & Kilpatrick, Ltd. PY 2022 · 401(k)

Chisholm Chisholm & Kilpatrick 401(k) Plan · $10M · 160 · 64th

  • PCT $10M
  • PCT 160
  • PCT 64th
  • PCT 401(k)
  • PCT near Commodore Construction Corp. 401(k) Retirement Plan
  • PCT ind #13598

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 Rhode Island →

Chisholm Chisholm & Kilpatrick 401(k) Plan in the asset neighbourhood

Chisholm Chisholm & Kilpatrick 401(k) PlanChisholm Chisholm & Kilpatri…$10MCommodore Construction Corp. 401(k) Retirement PlanCommodore Construction Corp.…$10MThe Central Orthopedic Group, LLP 401(k) Profit Sharing PlanThe Central Orthopedic Group…$10MMotor City Stamping, Inc Employees Salary Savings & Profit Sharing PlanMotor City Stamping, Inc Emp…$10MMinistry Centered Technologies, Inc. 401(k) PlanMinistry Centered Technologi…$10M
End-of-year total assets ($M) among Chisholm Chisholm & Kilpatrick 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Rhode Island filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income-$535K
Employer EIN274459831
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chisholm Chisholm & Kilpatrick, Ltd.)

Sponsor-wide plan assets over time

All Chisholm Chisholm & Kilpatrick, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 74.17784617719298% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $9.7M $16.9M ▲ +74.2%
Year Plans Participants Total Assets
2022 1 160 $10M
2023 1 198 $13M
2024 1 214 $17M

Nearby 401(k) Plans in Rhode Island

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

Chisholm Chisholm & Kilpatrick 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -100102030 Total assets ($B) Participants Chisholm Chisholm & Kilpatrick 401(k) Plan, Total assets ($B): 0.009699888 · Participants: 160Chisholm Chisholm & Kilpatrick 401(k) PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 24.237200876 · Participants: 273274CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 4.980267873 · Participants: 25353Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 2.504448168 · Participants: 17454Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.458736828 · Participants: 24670Unfi 401(k) PlanFm Global 401(k) Savings Plan, Total assets ($B): 1.429728934 · Participants: 3865Fm Global 401(k) Savings Plan
Chisholm Chisholm & Kilpatrick 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Chisholm Chisholm & Kilpatrick 401(k) Plan side-by-side with 3 peers →

Chisholm Chisholm & Kilpatrick 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Commodore Construction Corp. 401(k) Retirement Plan in NY ($10M); by covered participants it is Apple Care, LLC 401(k) Plan in GA (160 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (160 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 Chisholm Chisholm & Kilpatrick 401(k) Plan assets move in 2022? ▼
Chisholm Chisholm & Kilpatrick 401(k) Plan pulled back noticeably - down 5.2% during 2022, from $10M to $10M. Reported net income was -$535K.
How have Chisholm Chisholm & Kilpatrick, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chisholm Chisholm & Kilpatrick, Ltd.'s sponsor-wide assets grew 74.2%, from $10M to $17M.
Which 401(k) plans are similar in size to Chisholm Chisholm & Kilpatrick 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Commodore Construction Corp. 401(k) Retirement Plan in NY ($10M, 106 participants).
Which 401(k) plans cover a similar participant headcount to Chisholm Chisholm & Kilpatrick 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Apple Care, LLC 401(k) Plan in GA (160 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 274459831.

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.