401(k) · DOL Form 5500 · 2022

Kirkpatrick Management Company, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
250
Participants Below avg headcount
48th
Percentile by assets National rank
$17,303
Avg per participant Low balance/head
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Official DOL plan name: Kirkpatrick Management Company, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Kirkpatrick Management Company, Inc. · Indiana · Real Estate

$4M in assets, 250 participants

Kirkpatrick Management Company, Inc.'s Kirkpatrick Management Company, Inc. 401(k) Profit Sharing Plan and Trust reported $4M in total assets and 250 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.

  • #3,321 in Real Estate (5,057 peers)

Coverage in Indiana

Kirkpatrick Management Company, Inc. 401(k) Profit Sharing Plan and Trust covers 250 participants in Indiana, about 46% of the average Indiana filer (state average ~541 per filing). Assets: $4M.

#3,321
in Real Estate (5,057 peers)
-15.9%
assets change YoY

The plan reported a net loss of $816K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kirkpatrick Management Company, Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Real Estate and all filers

Kirkpatrick Management Company, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$4,325,715 48th percentile higher than 48% 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

Kirkpatrick Management Company, Inc. 401(k) Profit Sharing Plan and Trust 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. Kirkpatrick Management Company, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (250 participants).

Published 5500 schedule card

Filing strip 351291497 · Kirkpatrick Management Company, Inc. PY 2022 · 401(k)

Kirkpatrick Management Company, Inc. 401(k) Profit Sharing Plan and Trust · $4M · 250 · 48th

  • BOY $4M
  • SCH 250
  • EBSA 48th
  • PART 401(k)
  • TYPE near Mediate Management Company, Inc. 401(k) Profit Sharing Plan
  • NET ind #3321

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 Real Estate retirement plans → · Plans in Indiana →

Kirkpatrick Management Company, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Kirkpatrick Management Company, Inc. 401(k) Profit Sharing Plan and TrustKirkpatrick Management Compa…$4MMediate Management Company, Inc. 401(k) Profit Sharing PlanMediate Management Company, …$4MFamily Focus Employees Savings TrustFamily Focus Employees Savin…$4MBalke Brown Transwestern Inc. 401(k) PlanBalke Brown Transwestern Inc…$4MAgile Pursuits, Inc. 401(k) PlanAgile Pursuits, Inc. 401(k) …$4M
End-of-year total assets ($M) among Kirkpatrick Management Company, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$816K
Employer EIN351291497
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kirkpatrick Management Company, Inc.)

Sponsor-wide plan assets over time

All Kirkpatrick Management Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 25.628734209257892% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.33M $5.43M ▲ +25.4%
Year Plans Participants Total Assets
2022 1 250 $4M
2023 1 241 $5M
2024 1 263 $5M

Nearby 401(k) Plans in Indiana

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

Kirkpatrick Management Company, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Kirkpatrick Management Company, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.004325715 · Participants: 250Kirkpatrick Management Company, Inc. 401(k) Profit Sharing Plan and TrustElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Kirkpatrick Management Company, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Kirkpatrick Management Company, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Kirkpatrick Management Company, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Mediate Management Company, Inc. 401(k) Profit Sharing Plan in MA ($4M); by covered participants it is Linode LLC 401(k) Profit Sharing Plan in PA (250 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (250 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 Kirkpatrick Management Company, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Kirkpatrick Management Company, Inc. 401(k) Profit Sharing Plan and Trust declined sharply - down 15.9% during 2022, from $5M to $4M. Reported net income was -$816K.
How have Kirkpatrick Management Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kirkpatrick Management Company, Inc.'s sponsor-wide assets grew 25.6%, from $4M to $5M.
Which 401(k) plans are similar in size to Kirkpatrick Management Company, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Mediate Management Company, Inc. 401(k) Profit Sharing Plan in MA ($4M, 145 participants).
Which 401(k) plans cover a similar participant headcount to Kirkpatrick Management Company, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Linode LLC 401(k) Profit Sharing Plan in PA (250 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 351291497.

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.