401(k) · DOL Form 5500 · 2022

Kiva Microfunds 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
130
Participants Small participant base
71st
Percentile by assets National rank
$106,284
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kiva Microfunds 401(k) Profit Sharing Plan and Trust · Sponsored by Kiva Microfunds · California · Finance & Insurance

$14M in assets, 130 participants

Kiva Microfunds's Kiva Microfunds 401(k) Profit Sharing Plan and Trust reported $14M in total assets and 130 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #5,140 in Finance & Insurance (9,261 peers)

Coverage in California

Kiva Microfunds 401(k) Profit Sharing Plan and Trust covers 130 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $14M.

#5,140
in Finance & Insurance (9,261 peers)
-12.0%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kiva Microfunds 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Kiva Microfunds 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$13,816,940 Top 29% higher than 71% 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

Kiva Microfunds 401(k) Profit Sharing Plan and Trust 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. Kiva Microfunds 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (130 participants).

Published 5500 schedule card

Filing strip 710992446 · Kiva Microfunds PY 2022 · 401(k)

Kiva Microfunds 401(k) Profit Sharing Plan and Trust · $14M · 130 · 71st

  • EBSA $14M
  • PART 130
  • TYPE 71st
  • NET 401(k)
  • BOOK near International Bowling Campus 401(k) Retirement Plan
  • VS-ST ind #5140

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 Finance & Insurance retirement plans → · Plans in California →

Kiva Microfunds 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Kiva Microfunds 401(k) Profit Sharing Plan and TrustKiva Microfunds 401(k) Profi…$14MInternational Bowling Campus 401(k) Retirement PlanInternational Bowling Campus…$14MJ. F. Allen Company 401(k) Profit Sharing PlanJ. F. Allen Company 401(k) P…$14MIntek Plastics, Inc. Union Retirement Savings PlanIntek Plastics, Inc. Union R…$14MStory Construction Co. Retirement Savings PlanStory Construction Co. Retir…$14M
End-of-year total assets ($M) among Kiva Microfunds 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$14M
Net Income-$2M
Employer EIN710992446
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kiva Microfunds)

Sponsor-wide plan assets over time

All Kiva Microfunds plans reported in each filing year

Latest sponsor-wide plan assets
$21M 53.33074472350607% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.8M $21.2M ▲ +53.3%
Year Plans Participants Total Assets
2022 1 130 $14M
2023 1 112 $17M
2024 1 105 $21M

Nearby 401(k) Plans in California

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

Kiva Microfunds 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Kiva Microfunds 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.01381694 · Participants: 130Kiva Microfunds 401(k) Profit Sharing Plan and TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Kiva Microfunds 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Kiva Microfunds 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Kiva Microfunds 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is International Bowling Campus 401(k) Retirement Plan in TX ($14M); by covered participants it is Dermarite Industries LLC 401(k) Plan in NJ (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Kiva Microfunds 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Kiva Microfunds 401(k) Profit Sharing Plan and Trust pulled back noticeably - down 12.0% during 2022, from $16M to $14M. Reported net income was -$2M.
How have Kiva Microfunds plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kiva Microfunds's sponsor-wide assets grew 53.3%, from $14M to $21M.
Which 401(k) plans are similar in size to Kiva Microfunds 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is International Bowling Campus 401(k) Retirement Plan in TX ($14M, 123 participants).
Which 401(k) plans cover a similar participant headcount to Kiva Microfunds 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Dermarite Industries LLC 401(k) Plan in NJ (130 participants, $938K 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 710992446.

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.