401(k) · DOL Form 5500 · 2022

Kimberton Whole Foods 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
154
Participants Small participant base
40th
Percentile by assets National rank
$18,532
Avg per participant Low balance/head
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Official DOL plan name: Kimberton Whole Foods 401(k) Plan · Sponsored by Kimberton Whole Foods · Pennsylvania · Retail Trade

$3M in assets, 154 participants

Kimberton Whole Foods's Kimberton Whole Foods 401(k) Plan reported $3M in total assets and 154 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.

  • #4,659 in Retail Trade (9,519 peers)

Coverage in Pennsylvania

Kimberton Whole Foods 401(k) Plan covers 154 participants in Pennsylvania, about 19% of the average Pennsylvania filer (state average ~822 per filing). Assets: $3M.

#4,659
in Retail Trade (9,519 peers)
-6.4%
assets change YoY

The plan reported a net loss of $197K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kimberton Whole Foods 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Kimberton Whole Foods 401(k) Plan vs every filed plan by assets

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

$2,853,950 40th percentile higher than 40% 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

Kimberton Whole Foods 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. Kimberton Whole Foods 401(k) Plan sits mid-pack in the medium band (154 participants).

EBSA filing schedule strip

Filing strip 232748219 · Kimberton Whole Foods PY 2022 · 401(k)

Kimberton Whole Foods 401(k) Plan · $3M · 154 · 40th

  • PHOTO $3M
  • IND 154
  • EOY 40th
  • 5500 401(k)
  • ASSETS near Arcadia Publishing 401(k) Plan
  • PCT ind #4659

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 Pennsylvania →

Kimberton Whole Foods 401(k) Plan in the asset neighbourhood

Kimberton Whole Foods 401(k) PlanKimberton Whole Foods 401(k)…$3MArcadia Publishing 401(k) PlanArcadia Publishing 401(k) Pl…$3MRevolution Media, Inc. 401(k) PlanRevolution Media, Inc. 401(k…$3MGallagher Enterprises, LLC 401(k) PlanGallagher Enterprises, LLC 4…$3MDrcs Employee 401(k) and Profit Sharing PlanDrcs Employee 401(k) and Pro…$3M
End-of-year total assets ($M) among Kimberton Whole Foods 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$197K
Employer EIN232748219
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kimberton Whole Foods)

Sponsor-wide plan assets over time

All Kimberton Whole Foods plans reported in each filing year

Latest sponsor-wide plan assets
$5M 59.91618633823298% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.85M $4.56M ▲ +60.0%
Year Plans Participants Total Assets
2022 1 154 $3M
2023 1 153 $4M
2024 1 188 $5M

Nearby 401(k) Plans in Pennsylvania

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

Kimberton Whole Foods 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Kimberton Whole Foods 401(k) Plan, Total assets ($B): 0.00285395 · Participants: 154Kimberton Whole Foods 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Kimberton Whole Foods 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Kimberton Whole Foods 401(k) Plan side-by-side with 3 peers →

Kimberton Whole Foods 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Arcadia Publishing 401(k) Plan in SC ($3M); by covered participants it is Kenna Security, Inc. 401(k) Plan in CA (154 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (154 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 Kimberton Whole Foods 401(k) Plan assets move in 2022? ▼
Kimberton Whole Foods 401(k) Plan pulled back noticeably - down 6.4% during 2022, from $3M to $3M. Reported net income was -$197K.
How have Kimberton Whole Foods plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kimberton Whole Foods's sponsor-wide assets grew 59.9%, from $3M to $5M.
Which 401(k) plans are similar in size to Kimberton Whole Foods 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Arcadia Publishing 401(k) Plan in SC ($3M, 98 participants).
Which 401(k) plans cover a similar participant headcount to Kimberton Whole Foods 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kenna Security, Inc. 401(k) Plan in CA (154 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 232748219.

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.