401(k) · DOL Form 5500 · 2023
Kmh Insurance, Inc. 401(k) Plan
Data updated 2026-08-25
- $508K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $126,953
- Avg per participant Near avg balance/head
Official DOL plan name: Kmh Insurance Retirement Plan · Sponsored by Kmh Insurance, Inc. · Tennessee · Finance & Insurance
$508K in assets, 4 participants
Kmh Insurance, Inc.'s Kmh Insurance Retirement Plan reported $508K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.
- #977 in Finance & Insurance (8,869 peers)
Kmh Insurance, Inc. multi-year trail
Kmh Insurance, Inc.'s plans moved -20.2% in assets from 2022 to 2024; this filing shows Kmh Insurance Retirement Plan at $508K / 4 participants.
- #977
- in Finance & Insurance (8,869 peers)
- -19.8%
- assets change YoY
The plan reported a net loss of $125K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kmh Insurance Retirement Plan among the smaller filed plans by assets
Kmh Insurance Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$507,811 18th percentile higher than 18% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Kmh Insurance Retirement Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kmh Insurance Retirement Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kmh Insurance Retirement Plan reported net income fell from $633K in the plan year 2022 filing to -$125K in the plan year 2023 filing.
- Kmh Insurance Retirement Plan reported participants fell from 5 in the plan year 2022 filing to 4 in the plan year 2023 filing.
- Kmh Insurance Retirement Plan end-of-year assets fell from $633K in the plan year 2022 filing to $508K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 880907743 · Kmh Insurance, Inc. PY 2023 · 401(k)
Kmh Insurance Retirement Plan · $508K · 4 · 18th
- EBSA $508K
- EBSA 4
- EBSA 18th
- EBSA 401(k)
- EBSA near D L Anderson & Associates Retirement Plan
- EBSA ind #977
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 Tennessee →
Kmh Insurance Retirement Plan in the asset neighbourhood
Kmh Insurance, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Kmh Insurance, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $505K 20.220736884665925% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $633K |
| 2023 | 1 | 4 | $508K |
| 2024 | 1 | 4 | $505K |
Kmh Insurance, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $633K |
|---|---|
| Net Assets (End of Year) | $508K |
| Net Income | -$125K |
| Employer EIN | 880907743 |
| Plan Effective Date | 2022-02-28 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $23.9B · 127,010
- Hca 401(k) Plan $21.5B · 291,649
- Federal Express Corporation Pilots Retirement Savings Plan $4.7B · 5,728
- International Paper Company Salaried Savings Plan $4.6B · 12,153
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.5B · 62,487
Kmh Insurance Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is D L Anderson & Associates Retirement Plan in CO ($508K); by covered participants it is Dolan Law Offices, P.C. Profit Sharing Plan & Trust in IL (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($508K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Dolan Law Offices, P.C. Profit Sharing Plan & Trust (IL) 4 · 0 off
- Cromie Bros. 3 Inc. Retirement Plan (NH) 4 · 0 off
- Br3 Enterprises, Inc. 401(k) Plan (MO) 4 · 0 off
- Mancini Cpa, PLLC 401-K Plan (AZ) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.