401(k) · DOL Form 5500 · 2022

Kimball Union Academy 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
155
Participants Small participant base
81st
Percentile by assets National rank
$165,367
Avg per participant Above avg balance/head
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Official DOL plan name: Kimball Union Academy DC Retirement Plan · Sponsored by Kimball Union Academy · New Hampshire · Educational Services

$26M in assets, 155 participants

Kimball Union Academy's Kimball Union Academy DC Retirement Plan reported $26M in total assets and 155 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.

  • #2,640 in Educational Services (4,024 peers)

Where Kimball Union Academy DC Retirement Plan sits by assets

Kimball Union Academy DC Retirement Plan sits in the top quartile of all filed plans by assets, $26M for 155 participants (~$165,367/participant), down 11.0% in 2022.

#2,640
in Educational Services (4,024 peers)
-11.0%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kimball Union Academy DC Retirement Plan's outsized position by total assets

Kimball Union Academy DC Retirement Plan vs every filed plan by assets

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

$25,631,808 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

Kimball Union Academy DC Retirement 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. Kimball Union Academy DC Retirement Plan sits mid-pack in the medium band (155 participants).

Form 5500 schedule snapshot

Filing strip 020222147 · Kimball Union Academy PY 2022 · 401(k)

Kimball Union Academy DC Retirement Plan · $26M · 155 · 81st

  • RANK $26M
  • RANK 155
  • RANK 81st
  • RANK 401(k)
  • RANK near Allen, Gibbs & Houlik, L.C. Savings Incentive Plan
  • RANK ind #2640

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 Educational Services retirement plans → · Plans in New Hampshire →

Kimball Union Academy DC Retirement Plan in the asset neighbourhood

Horner Electric Inc. Employees Retirement PlanHorner Electric Inc. Employe…$26MKimball Union Academy DC Retirement PlanKimball Union Academy DC Ret…$26MAllen, Gibbs & Houlik, L.C. Savings Incentive PlanAllen, Gibbs & Houlik, L.C. …$26MLuminator Technology Group 401(k) PlanLuminator Technology Group 4…$26MService Management Group 401(k) PlanService Management Group 401…$26M
End-of-year total assets ($M) among Kimball Union Academy DC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$26M
Net Income-$3M
Employer EIN020222147
Plan Effective Date1969-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kimball Union Academy)

Sponsor-wide plan assets over time

All Kimball Union Academy plans reported in each filing year

Latest sponsor-wide plan assets
$32M 24.013245573624772% vs 2022
2024 filing year
$24M$26M$28M$30M$32M$34M 202220232024 $25.6M $31.8M ▲ +24.0%
Year Plans Participants Total Assets
2022 1 155 $26M
2023 1 148 $29M
2024 1 158 $32M

Nearby 401(k) Plans in New Hampshire

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

Kimball Union Academy DC Retirement Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 0200400600 Total assets ($M) Participants Kimball Union Academy DC Retirement Plan, Total assets ($M): 25.631808 · Participants: 155Kimball Union Academy DC Retirement PlanC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 489.347863 · Participants: 11834C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 443.987165 · Participants: 998Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings, Total assets ($M): 398.492463 · Participants: 1603Albany International Corp. Prosperity Plus SavingsConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 311.382165 · Participants: 2540Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 307.852256 · Participants: 2662Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
Kimball Union Academy DC Retirement Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants
Compare Kimball Union Academy DC Retirement Plan side-by-side with 3 peers →

Kimball Union Academy DC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New Hampshire, the nearest 401(k) by assets is Allen, Gibbs & Houlik, L.C. Savings Incentive Plan in KS ($26M); by covered participants it is Convention and Cultural Services, Inc. 401(k) Plan in TX (155 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (155 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 Kimball Union Academy DC Retirement Plan assets move in 2022? ▼
Kimball Union Academy DC Retirement Plan pulled back noticeably - down 11.0% during 2022, from $29M to $26M. Reported net income was -$3M.
How have Kimball Union Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kimball Union Academy's sponsor-wide assets grew 24.0%, from $26M to $32M.
Where does Kimball Union Academy DC Retirement Plan rank by assets among Form 5500 filers? ▼
Kimball Union Academy DC Retirement 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 Kimball Union Academy DC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Allen, Gibbs & Houlik, L.C. Savings Incentive Plan in KS ($26M, 90 participants).
Which 401(k) plans cover a similar participant headcount to Kimball Union Academy DC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Convention and Cultural Services, Inc. 401(k) Plan in TX (155 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 020222147.

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.