401(k) · DOL Form 5500 · 2022

Kimberly Key Courtesy 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
193
Participants Below avg headcount
56th
Percentile by assets National rank
$34,304
Avg per participant Low balance/head
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Official DOL plan name: Kimberly Key Courtesy 401(k) Plan · Sponsored by Kimberly Key Courtesy · Illinois · Retail Trade

$7M in assets, 193 participants

Kimberly Key Courtesy's Kimberly Key Courtesy 401(k) Plan reported $7M in total assets and 193 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #6,314 in Retail Trade (9,519 peers)

Coverage in Illinois

Kimberly Key Courtesy 401(k) Plan covers 193 participants in Illinois, about 25% of the average Illinois filer (state average ~779 per filing). Assets: $7M.

#6,314
in Retail Trade (9,519 peers)
-24.3%
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.

Kimberly Key Courtesy 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Kimberly Key Courtesy 401(k) Plan vs every filed plan by assets

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

$6,620,630 Top 44% higher than 56% 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

Kimberly Key Courtesy 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. Kimberly Key Courtesy 401(k) Plan sits mid-pack in the medium band (193 participants).

DOL schedule card

Filing strip 901257611 · Kimberly Key Courtesy PY 2022 · 401(k)

Kimberly Key Courtesy 401(k) Plan · $7M · 193 · 56th

  • VS-ST $7M
  • BOY 193
  • SCH 56th
  • EBSA 401(k)
  • PART near Boulder Heavy Industries, LLC 401(k) Plan
  • TYPE ind #6314

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 Retail Trade retirement plans → · Plans in Illinois →

Kimberly Key Courtesy 401(k) Plan in the asset neighbourhood

Kimberly Key Courtesy 401(k) PlanKimberly Key Courtesy 401(k)…$7MBoulder Heavy Industries, LLC 401(k) PlanBoulder Heavy Industries, LL…$7MTrc Staffing Services, Inc. 401(k) PlanTrc Staffing Services, Inc. …$7MPdc 401(k) and Profit Sharing PlanPdc 401(k) and Profit Sharin…$7MNewbury Partners LLC 401(k) PlanNewbury Partners LLC 401(k) …$7M
End-of-year total assets ($M) among Kimberly Key Courtesy 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$7M
Net Income-$2M
Employer EIN901257611
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kimberly Key Courtesy)

Sponsor-wide plan assets over time

All Kimberly Key Courtesy plans reported in each filing year

Latest sponsor-wide plan assets
$8M 14.259594630722455% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M$8.5M 202220232024 $6.62M $7.56M ▲ +14.2%
Year Plans Participants Total Assets
2022 1 193 $7M
2023 1 177 $8M
2024 1 175 $8M

Nearby 401(k) Plans in Illinois

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

Kimberly Key Courtesy 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Kimberly Key Courtesy 401(k) Plan, Total assets ($B): 0.00662063 · Participants: 193Kimberly Key Courtesy 401(k) PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Kimberly Key Courtesy 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Kimberly Key Courtesy 401(k) Plan side-by-side with 3 peers →

Kimberly Key Courtesy 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Boulder Heavy Industries, LLC 401(k) Plan in CO ($7M); by covered participants it is K&d Services 401(k) Plan in WA (193 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (193 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 Kimberly Key Courtesy 401(k) Plan assets move in 2022? ▼
Kimberly Key Courtesy 401(k) Plan declined sharply - down 24.3% during 2022, from $9M to $7M. Reported net income was -$2M.
How have Kimberly Key Courtesy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kimberly Key Courtesy's sponsor-wide assets grew 14.3%, from $7M to $8M.
Which 401(k) plans are similar in size to Kimberly Key Courtesy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Boulder Heavy Industries, LLC 401(k) Plan in CO ($7M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Kimberly Key Courtesy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is K&d Services 401(k) Plan in WA (193 participants, $598K 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 901257611.

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.