401(k) · DOL Form 5500 · 2022

Jeffrey J Kimbell & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
13
Participants Small participant base
50th
Percentile by assets National rank
$369,275
Avg per participant High balance/head
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Official DOL plan name: Jeffrey J Kimbell & Associates 401(k) Profit Sharing Plan · Sponsored by Jeffrey J Kimbell & Associates, Inc. · District of Columbia · Professional & Technical Services

$5M in assets, 13 participants

Jeffrey J Kimbell & Associates, Inc.'s Jeffrey J Kimbell & Associates 401(k) Profit Sharing Plan reported $5M in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #10,251 in Professional & Technical Services (21,562 peers)

Jeffrey J Kimbell & Associates, Inc. multi-year trail

Jeffrey J Kimbell & Associates, Inc.'s plans moved +37.2% in assets from 2022 to 2024; this filing shows Jeffrey J Kimbell & Associates 401(k) Profit Sharing Plan at $5M / 13 participants.

#10,251
in Professional & Technical Services (21,562 peers)
-11.7%
assets change YoY

The plan reported a net loss of $635K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jeffrey J Kimbell & Associates 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Jeffrey J Kimbell & Associates 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,800,578 Top 50% higher than 50% 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

Jeffrey J Kimbell & Associates 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jeffrey J Kimbell & Associates 401(k) Profit Sharing Plan is a small filing (13 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 522073589 · Jeffrey J Kimbell & Associates, Inc. PY 2022 · 401(k)

Jeffrey J Kimbell & Associates 401(k) Profit Sharing Plan · $5M · 13 · 50th

  • PHOTO $5M
  • PHOTO 13
  • PHOTO 50th
  • PHOTO 401(k)
  • PHOTO near Absolute Group 401(k) Plan
  • PHOTO ind #10251

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 District of Columbia →

Jeffrey J Kimbell & Associates 401(k) Profit Sharing Plan in the asset neighbourhood

Jeffrey J Kimbell & Associates 401(k) Profit Sharing PlanJeffrey J Kimbell & Associat…$5MAbsolute Group 401(k) Plan$5MBms Logistics, Inc. 401(k) PlanBms Logistics, Inc. 401(k) P…$5MWorld Wide Packaging, LLC 401(k) PlanWorld Wide Packaging, LLC 40…$5MZhang & Associates, P.C. 401(k) PlanZhang & Associates, P.C. 401…$5M
End-of-year total assets ($M) among Jeffrey J Kimbell & Associates 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Jeffrey J Kimbell & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jeffrey J Kimbell & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 37.20514488047064% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.8M $6.59M ▲ +37.3%
Year Plans Participants Total Assets
2022 1 13 $5M
2023 1 16 $5M
2024 1 16 $7M

Jeffrey J Kimbell & Associates, Inc. filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$635K
Employer EIN522073589
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in District of Columbia

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

Jeffrey J Kimbell & Associates 401(k) Profit Sharing Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Jeffrey J Kimbell & Associates 401(k) Profit Sharing Plan, Total assets ($B): 0.004800578 · Participants: 13Jeffrey J Kimbell & Associates 401(k) Profit Sharing PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.87010808 · Participants: 29923Danaher Corporation & Subsidiaries Savings PlanRevised Profit Sharing Plan for Emp. of Geico, Total assets ($B): 5.095464369 · Participants: 41527Revised Profit Sharing Plan for Emp. of GeicoFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.215368612 · Participants: 7402Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 1.789959309 · Participants: 3697Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.343084758 · Participants: 1883Hogan Lovells US LLP Retirement Savings Plan
Jeffrey J Kimbell & Associates 401(k) Profit Sharing Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Jeffrey J Kimbell & Associates 401(k) Profit Sharing Plan side-by-side with 3 peers →

Jeffrey J Kimbell & Associates 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Absolute Group 401(k) Plan in IA ($5M); by covered participants it is Casey Tool and Lock Technology Inc. Employees Profit Sharing Plan and Trust in IL (13 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Jeffrey J Kimbell & Associates 401(k) Profit Sharing Plan assets move in 2022? ▼
Jeffrey J Kimbell & Associates 401(k) Profit Sharing Plan pulled back noticeably - down 11.7% during 2022, from $5M to $5M. Reported net income was -$635K.
How have Jeffrey J Kimbell & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jeffrey J Kimbell & Associates, Inc.'s sponsor-wide assets grew 37.2%, from $5M to $7M.
Which 401(k) plans are similar in size to Jeffrey J Kimbell & Associates 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Absolute Group 401(k) Plan in IA ($5M, 264 participants).
Which 401(k) plans cover a similar participant headcount to Jeffrey J Kimbell & Associates 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Casey Tool and Lock Technology Inc. Employees Profit Sharing Plan and Trust in IL (13 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 522073589.

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.