401(k)
2022 plan-year 401(k) DOL Form 5500

OWEN-AMES-KIMBALL CO. RETIREMENT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

OWEN-AMES-KIMBALL CO.

This 401(k) plan holds $30M in total assets and serves 180 participants as of 2022. It is sponsored by OWEN-AMES-KIMBALL CO. in Michigan. The plan reported a net loss of $4M for the year.

Total Assets (2023)
$30M
Participants
180
State
Industry
Construction

What the Filing Says About OWEN-AMES-KIMBALL CO. RETIREMENT PLAN

OWEN-AMES-KIMBALL CO. RETIREMENT PLAN is a 401(k) retirement plan sponsored by OWEN-AMES-KIMBALL CO., headquartered in Michigan. As of the 2022 Form 5500 filing, the plan reports $30M in total end-of-year assets and covers 180 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 380900420, and the plan has been effective since 1961-12-31. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $34M at the beginning of 2022 to $30M at year-end — a decline of 11.0%. Net assets (after liabilities) closed the year at $30M, with reported net income of $-3,735,539 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$34M
Total Assets (End of Year)$30M
Net Assets (End of Year)$30M
Net Income$-3,735,539
Plan Type401(k)
Employer EIN380900420
Plan Effective Date1961-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (OWEN-AMES-KIMBALL CO.)

Year Plans Participants Total Assets
2022 1 180 $30M
2023 1 214 $35M
2024 1 229 $41M

Nearby 401(k) Plans in Michigan

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

Frequently Asked Questions

How much money is in the OWEN-AMES-KIMBALL CO. RETIREMENT PLAN?
As of the 2022 Form 5500 filing, OWEN-AMES-KIMBALL CO. RETIREMENT PLAN holds $30M in total assets with 180 participants. It is sponsored by OWEN-AMES-KIMBALL CO..
What type of plan is OWEN-AMES-KIMBALL CO. RETIREMENT PLAN?
OWEN-AMES-KIMBALL CO. RETIREMENT PLAN is a 401(k) plan. It has been effective since 1961-12-31. The plan is filed with the U.S. Department of Labor under EIN 380900420.
Who sponsors the OWEN-AMES-KIMBALL CO. RETIREMENT PLAN?
OWEN-AMES-KIMBALL CO. RETIREMENT PLAN is sponsored by OWEN-AMES-KIMBALL CO., located in Michigan. The sponsor's EIN is 380900420 and the plan operates in the Construction industry.
How did OWEN-AMES-KIMBALL CO. RETIREMENT PLAN perform in 2022?
OWEN-AMES-KIMBALL CO. RETIREMENT PLAN declined by 11.0% during 2022, moving from $34M to $30M in total assets. Net income was $-3,735,539.
Where can I find official filings for OWEN-AMES-KIMBALL CO. RETIREMENT PLAN?
Official Form 5500 filings for OWEN-AMES-KIMBALL CO. RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 380900420 or plan name at efast.dol.gov.
How does OWEN-AMES-KIMBALL CO. RETIREMENT PLAN compare to other plans?
You can compare OWEN-AMES-KIMBALL CO. RETIREMENT PLAN against other 401(k) plans on the plan type page, or view plans in Michigan on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 380900420.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.