Profit Sharing · DOL Form 5500 · 2022
Kittelson & Associates, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $42M
- Total assets
- 308
- Participants
- 86th
- Percentile by assets
- $136,804
- Avg per participant
Official DOL plan name: Kittelson & Associates, Inc. 401(k) Retirement Plan · Sponsored by Kittelson & Associates, Inc. · Oregon · Professional & Technical Services
$42M in assets, 308 participants
Kittelson & Associates, Inc.'s Kittelson & Associates, Inc. 401(k) Retirement Plan reported $42M in total assets and 308 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.
- 86th percentile by assets (of 139,126 plans)
- #18,851 in Professional & Technical Services (21,562 peers)
Where Kittelson & Associates, Inc. 401(k) Retirement Plan sits by assets
Kittelson & Associates, Inc. 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $42M for 308 participants (~$136,804/participant), down 2.3% in 2022.
- $42M
- total plan assets (2022 EOY)
- 308
- covered participants
- 86th
- percentile by assets (of 139,126 plans)
- $136,804
- avg assets per participant
The plan reported a net loss of $985K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kittelson & Associates, Inc. 401(k) Retirement Plan vs the 2022 asset distribution
By assets, Kittelson & Associates, Inc. 401(k) Retirement Plan outranks 86% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | -$985K |
| Employer EIN | 930964447 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kittelson & Associates, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 308 | $42M |
| 2023 | 1 | 340 | $57M |
| 2024 | 1 | 354 | $72M |
Nearby Profit Sharing Plans in Oregon
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Kittelson & Associates, Inc. 401(k) Retirement Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants
- Les Schwab Profit Sharing Retirement Plan $731M · 5,197
- Legacy Health Defined Contribution Retirement Plan $557M · 10,849
- Willamette University Defined Contribution Retirement Plan $177M · 765
- The Hoffman Employee Retirement Income Plan $147M · 483
- Goodwill Industries Employee Retirement and Incentive Plan $61M · 1,519
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Kittelson & Associates, Inc. 401(k) Retirement Plan by total assets, not by location.
Frequently Asked Questions
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Ways to act on Kittelson & Associates, Inc. 401(k) Retirement Plan's numbers.
- By total assets, Kittelson & Associates, Inc. 401(k) Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Oregon. Compare plans
- Kittelson & Associates, Inc.'s sponsor-wide assets have grown 71.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans