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

K & E EXCAVATING INCORPORATED 401(K) PLAN & TRUST

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

K & E EXCAVATING INCORPORATED

This 401(k) plan holds $13M in total assets and serves 264 participants as of 2022. It is sponsored by K & E EXCAVATING INCORPORATED in Oregon. The plan reported a net loss of $8M for the year.

Total Assets (2023)
$13M
Participants
264
State
Industry
Construction

What the Filing Says About K & E EXCAVATING INCORPORATED 401(K) PLAN & TRUST

K & E EXCAVATING INCORPORATED 401(K) PLAN & TRUST is a 401(k) retirement plan sponsored by K & E EXCAVATING INCORPORATED, headquartered in Oregon. As of the 2022 Form 5500 filing, the plan reports $13M in total end-of-year assets and covers 264 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 931242787, and the plan has been effective since 2010-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $21M at the beginning of 2022 to $13M at year-end — a decline of 39.6%. Net assets (after liabilities) closed the year at $13M, with reported net income of $-8,186,578 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)$21M
Total Assets (End of Year)$13M
Net Assets (End of Year)$13M
Net Income$-8,186,578
Plan Type401(k)
Employer EIN931242787
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (K & E EXCAVATING INCORPORATED)

Year Plans Participants Total Assets
2022 1 264 $13M
2023 1 267 $19M
2024 1 277 $25M

Nearby 401(k) Plans in Oregon

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Frequently Asked Questions

How much money is in the K & E EXCAVATING INCORPORATED 401(K) PLAN & TRUST?
As of the 2022 Form 5500 filing, K & E EXCAVATING INCORPORATED 401(K) PLAN & TRUST holds $13M in total assets with 264 participants. It is sponsored by K & E EXCAVATING INCORPORATED.
What type of plan is K & E EXCAVATING INCORPORATED 401(K) PLAN & TRUST?
K & E EXCAVATING INCORPORATED 401(K) PLAN & TRUST is a 401(k) plan. It has been effective since 2010-01-01. The plan is filed with the U.S. Department of Labor under EIN 931242787.
Who sponsors the K & E EXCAVATING INCORPORATED 401(K) PLAN & TRUST?
K & E EXCAVATING INCORPORATED 401(K) PLAN & TRUST is sponsored by K & E EXCAVATING INCORPORATED, located in Oregon. The sponsor's EIN is 931242787 and the plan operates in the Construction industry.
How did K & E EXCAVATING INCORPORATED 401(K) PLAN & TRUST perform in 2022?
K & E EXCAVATING INCORPORATED 401(K) PLAN & TRUST declined by 39.6% during 2022, moving from $21M to $13M in total assets. Net income was $-8,186,578.
Where can I find official filings for K & E EXCAVATING INCORPORATED 401(K) PLAN & TRUST?
Official Form 5500 filings for K & E EXCAVATING INCORPORATED 401(K) PLAN & TRUST are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 931242787 or plan name at efast.dol.gov.
How does K & E EXCAVATING INCORPORATED 401(K) PLAN & TRUST compare to other plans?
You can compare K & E EXCAVATING INCORPORATED 401(K) PLAN & TRUST against other 401(k) plans on the plan type page, or view plans in Oregon 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 931242787.

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.