Profit Sharing · DOL Form 5500 · 2022

Kittelson & Associates, Inc. Profit Sharing Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
308
Participants Below avg headcount
86th
Percentile by assets National rank
$136,804
Avg per participant Near avg balance/head
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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.

  • #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.

#18,851
in Professional & Technical Services (21,562 peers)
-2.3%
assets change YoY
0.4×
vs typical plan assets (national mean)

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's outsized position by total assets

Kittelson & Associates, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$42,135,609 Top 14% higher than 86% 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

Kittelson & Associates, Inc. 401(k) Retirement 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. Kittelson & Associates, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (308 participants).

Form 5500 schedule snapshot

Filing strip 930964447 · Kittelson & Associates, Inc. PY 2022 · Profit Sharing

Kittelson & Associates, Inc. 401(k) Retirement Plan · $42M · 308 · 86th

  • RANK $42M
  • RANK 308
  • RANK 86th
  • RANK Profit Sharing
  • RANK near IBEW Local 129 Profit Sharing Annuity Plan
  • RANK ind #18851

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 Oregon →

Kittelson & Associates, Inc. 401(k) Retirement Plan in the asset neighbourhood

Blue Bell Creameries, Inc. Employee Stock Ownership PlanBlue Bell Creameries, Inc. E…$42MIBEW Local 129 Profit Sharing Annuity PlanIBEW Local 129 Profit Sharin…$42MIBEW Local 56 Employees Deferred Savings PlanIBEW Local 56 Employees Defe…$42MKittelson & Associates, Inc. 401(k) Retirement PlanKittelson & Associates, Inc.…$42MBotsford Hospital Defined Contribution PlanBotsford Hospital Defined Co…$42M
End-of-year total assets ($M) among Kittelson & Associates, Inc. 401(k) Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$42M
Net Income-$985K
Employer EIN930964447
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kittelson & Associates, Inc.)

Sponsor-wide plan assets over time

All Kittelson & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$72M 71.57068502320686% vs 2022
2024 filing year
$30M$40M$50M$60M$70M$80M 202220232024 $42.1M $72.3M ▲ +71.5%
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 Scatter plot of 6 data points. -5000050001000015000 0200400600800 Total assets ($M) Participants Kittelson & Associates, Inc. 401(k) Retirement Plan, Total assets ($M): 42.135609 · Participants: 308Kittelson & Associates, Inc. 401(k) Retirement PlanLes Schwab Profit Sharing Retirement Plan, Total assets ($M): 730.86675 · Participants: 5197Les Schwab Profit Sharing Retirement PlanLegacy Health Defined Contribution Retirement Plan, Total assets ($M): 556.921709 · Participants: 10849Legacy Health Defined Contribution Retirement PlanWillamette University Defined Contribution Retirement Plan, Total assets ($M): 176.596093 · Participants: 765Willamette University Defined Contribution Retirement PlanThe Hoffman Employee Retirement Income Plan, Total assets ($M): 146.675789 · Participants: 483The Hoffman Employee Retirement Income PlanGoodwill Industries Employee Retirement and Incentive Plan, Total assets ($M): 61.284393 · Participants: 1519Goodwill Industries Employee Retirement and Incentive Plan
Kittelson & Associates, Inc. 401(k) Retirement Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants
Compare Kittelson & Associates, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Kittelson & Associates, Inc. 401(k) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Oregon, the nearest Profit Sharing by assets is IBEW Local 129 Profit Sharing Annuity Plan in MI ($42M); by covered participants it is Empire State Highway Contractors Association, Inc. Retirement Plan for the Employees of D.a. Collins Construction Company, Inc. in NY (308 participants). Same-state nearby plans are listed separately above.

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 Kittelson & Associates, Inc. 401(k) Retirement Plan assets move in 2022? ▼
Kittelson & Associates, Inc. 401(k) Retirement Plan edged down modestly - down 2.3% during 2022, from $43M to $42M. Reported net income was -$985K.
How have Kittelson & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kittelson & Associates, Inc.'s sponsor-wide assets grew 71.6%, from $42M to $72M.
Where does Kittelson & Associates, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Kittelson & Associates, Inc. 401(k) Retirement Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Kittelson & Associates, Inc. 401(k) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is IBEW Local 129 Profit Sharing Annuity Plan in MI ($42M, 352 participants).
Which Profit Sharing plans cover a similar participant headcount to Kittelson & Associates, Inc. 401(k) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Empire State Highway Contractors Association, Inc. Retirement Plan for the Employees of D.a. Collins Construction Company, Inc. in NY (308 participants, $63M 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 930964447.

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.