401(k) · DOL Form 5500 · 2022

A.J. Kirkwood & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
407
Participants Below avg headcount
81st
Percentile by assets National rank
$64,358
Avg per participant Low balance/head
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Official DOL plan name: A.J. Kirkwood & Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by A.J. Kirkwood & Associates, Inc. · California · Construction

$26M in assets, 407 participants

A.J. Kirkwood & Associates, Inc.'s A.J. Kirkwood & Associates, Inc. 401(k) Profit Sharing Plan reported $26M in total assets and 407 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,957 in Construction (9,927 peers)

Where A.J. Kirkwood & Associates, Inc. 401(k) Profit Sharing Plan sits by assets

A.J. Kirkwood & Associates, Inc. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $26M for 407 participants (~$64,358/participant), down 13.8% in 2022.

#7,957
in Construction (9,927 peers)
-13.8%
assets change YoY
0.3×
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.

A.J. Kirkwood & Associates, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

A.J. Kirkwood & Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$26,193,600 Top 19% higher than 81% 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

A.J. Kirkwood & Associates, Inc. 401(k) Profit Sharing 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. A.J. Kirkwood & Associates, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (407 participants).

Published 5500 schedule card

Filing strip 330707710 · A.J. Kirkwood & Associates, Inc. PY 2022 · 401(k)

A.J. Kirkwood & Associates, Inc. 401(k) Profit Sharing Plan · $26M · 407 · 81st

  • EOY $26M
  • 5500 407
  • ASSETS 81st
  • PCT 401(k)
  • EIN near Greenhouse Software, Inc. Retirement Savings Plan
  • RANK ind #7957

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 Construction retirement plans → · Plans in California →

A.J. Kirkwood & Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

A.J. Kirkwood & Associates, Inc. 401(k) Profit Sharing PlanA.J. Kirkwood & Associates, …$26MGreenhouse Software, Inc. Retirement Savings PlanGreenhouse Software, Inc. Re…$26MHempel (USA), Inc. 401(k) PlanHempel (USA), Inc. 401(k) Pl…$26MBailey & Glasser 401(k) Profit Sharing PlanBailey & Glasser 401(k) Prof…$26MWillow Valley Communities 401(k) PlanWillow Valley Communities 40…$26M
End-of-year total assets ($M) among A.J. Kirkwood & Associates, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$26M
Net Income-$4M
Employer EIN330707710
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (A.J. Kirkwood & Associates, Inc.)

Sponsor-wide plan assets over time

All A.J. Kirkwood & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 53.560989727141404% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $51.5M $23.9M ▼ -53.6%
Year Plans Participants Total Assets
2022 2 777 $51M
2023 2 692 $24M
2024 1 291 $24M

Nearby 401(k) Plans in California

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

A.J. Kirkwood & Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants A.J. Kirkwood & Associates, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.0261936 · Participants: 407A.J. Kirkwood & Associates, Inc. 401(k) Profit Sharing PlanWells 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
A.J. Kirkwood & Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare A.J. Kirkwood & Associates, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

A.J. Kirkwood & Associates, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Greenhouse Software, Inc. Retirement Savings Plan in NY ($26M); by covered participants it is Dura Automotive Systems 401(k) Retirement Plan in MI (407 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (407 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 A.J. Kirkwood & Associates, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
A.J. Kirkwood & Associates, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 13.8% during 2022, from $30M to $26M. Reported net income was -$4M.
How have A.J. Kirkwood & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), A.J. Kirkwood & Associates, Inc.'s sponsor-wide assets declined 53.6%, from $51M to $24M.
Where does A.J. Kirkwood & Associates, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
A.J. Kirkwood & Associates, Inc. 401(k) Profit Sharing Plan ranks in the 81st 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 A.J. Kirkwood & Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Greenhouse Software, Inc. Retirement Savings Plan in NY ($26M, 508 participants).
Which 401(k) plans cover a similar participant headcount to A.J. Kirkwood & Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dura Automotive Systems 401(k) Retirement Plan in MI (407 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 330707710.

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.