401(k) · DOL Form 5500 · 2022

Kirkwood Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
164
Participants Small participant base
76th
Percentile by assets National rank
$109,368
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kirkwood Holdings, Inc. 401(k) Plan · Sponsored by Kirkwood Holdings, Inc. · Massachusetts · Manufacturing

$18M in assets, 164 participants

Kirkwood Holdings, Inc.'s Kirkwood Holdings, Inc. 401(k) Plan reported $18M in total assets and 164 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #13,589 in Manufacturing (20,602 peers)

Coverage in Massachusetts

Kirkwood Holdings, Inc. 401(k) Plan covers 164 participants in Massachusetts, about 25% of the average Massachusetts filer (state average ~659 per filing). Assets: $18M.

#13,589
in Manufacturing (20,602 peers)
-18.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kirkwood Holdings, Inc. 401(k) Plan's outsized position by total assets

Kirkwood Holdings, Inc. 401(k) Plan vs every filed plan by assets

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

$17,936,329 Top 24% higher than 76% 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

Kirkwood Holdings, Inc. 401(k) 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. Kirkwood Holdings, Inc. 401(k) Plan sits mid-pack in the medium band (164 participants).

Published 5500 schedule card

Filing strip 201623537 · Kirkwood Holdings, Inc. PY 2022 · 401(k)

Kirkwood Holdings, Inc. 401(k) Plan · $18M · 164 · 76th

  • PCT $18M
  • EIN 164
  • RANK 76th
  • PHOTO 401(k)
  • IND near Hr & a Advisors, Inc. 401(k)/Profit Sharing Plan
  • EOY ind #13589

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 Manufacturing retirement plans → · Plans in Massachusetts →

Kirkwood Holdings, Inc. 401(k) Plan in the asset neighbourhood

Kirkwood Holdings, Inc. 401(k) PlanKirkwood Holdings, Inc. 401(…$18MHr & a Advisors, Inc. 401(k)/Profit Sharing PlanHr & a Advisors, Inc. 401(k)…$18MIronform 401(k) Plan$18MThe Fame Plan$18MTrg 401(k) Plan$18M
End-of-year total assets ($M) among Kirkwood Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$18M
Net Income-$4M
Employer EIN201623537
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kirkwood Holdings, Inc.)

Sponsor-wide plan assets over time

All Kirkwood Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 42.90177215192696% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.9M $25.6M ▲ +42.9%
Year Plans Participants Total Assets
2022 1 164 $18M
2023 1 175 $21M
2024 1 206 $26M

Nearby 401(k) Plans in Massachusetts

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

Kirkwood Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Kirkwood Holdings, Inc. 401(k) Plan, Total assets ($B): 0.017936329 · Participants: 164Kirkwood Holdings, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Kirkwood Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Kirkwood Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

Kirkwood Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Hr & a Advisors, Inc. 401(k)/Profit Sharing Plan in NY ($18M); by covered participants it is Inserv Corp. 401(k) Profit Sharing Plan in NC (164 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (164 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 Kirkwood Holdings, Inc. 401(k) Plan assets move in 2022? ▼
Kirkwood Holdings, Inc. 401(k) Plan declined sharply - down 18.1% during 2022, from $22M to $18M. Reported net income was -$4M.
How have Kirkwood Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kirkwood Holdings, Inc.'s sponsor-wide assets grew 42.9%, from $18M to $26M.
Where does Kirkwood Holdings, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Kirkwood Holdings, Inc. 401(k) Plan ranks in the 76th 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 401(k) plans are similar in size to Kirkwood Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hr & a Advisors, Inc. 401(k)/Profit Sharing Plan in NY ($18M, 104 participants).
Which 401(k) plans cover a similar participant headcount to Kirkwood Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Inserv Corp. 401(k) Profit Sharing Plan in NC (164 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 201623537.

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.