401(k) · DOL Form 5500 · 2023

Kirkland Financial, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
19
Participants Small participant base
34th
Percentile by assets National rank
$139,208
Avg per participant Near avg balance/head
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Official DOL plan name: Kirkland Financial, LLC 401(k) Plan · Sponsored by Kirkland Financial, LLC · Tennessee · Finance & Insurance

$3M in assets, 19 participants

Kirkland Financial, LLC's Kirkland Financial, LLC 401(k) Plan reported $3M in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #2,089 in Finance & Insurance (8,869 peers)

Kirkland Financial, LLC multi-year trail

Kirkland Financial, LLC's plans moved +62.6% in assets from 2022 to 2024; this filing shows Kirkland Financial, LLC 401(k) Plan at $3M / 19 participants.

#2,089
in Finance & Insurance (8,869 peers)
+32.5%
assets growth YoY

Kirkland Financial, LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Kirkland Financial, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,644,945 34th percentile higher than 34% of 127,068 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 2023

Kirkland Financial, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kirkland Financial, LLC 401(k) Plan is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kirkland Financial, LLC 401(k) Plan reported net income rose from -$231K in the plan year 2022 filing to $649K in the plan year 2023 filing.
  • Kirkland Financial, LLC 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Kirkland Financial, LLC 401(k) Plan reported participants rose from 17 in the plan year 2022 filing to 19 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 200424354 · Kirkland Financial, LLC PY 2023 · 401(k)

Kirkland Financial, LLC 401(k) Plan · $3M · 19 · 34th

  • PCT $3M
  • EIN 19
  • RANK 34th
  • PHOTO 401(k)
  • IND near Davenport Logistics, Inc. 401(k) Plan
  • EOY ind #2089

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 →

Kirkland Financial, LLC 401(k) Plan in the asset neighbourhood

Atlas Metal Industries Employees' 401(k) PlanAtlas Metal Industries Emplo…$3MKirkland Financial, LLC 401(k) PlanKirkland Financial, LLC 401(…$3MDavenport Logistics, Inc. 401(k) PlanDavenport Logistics, Inc. 40…$3MLP Operations, Inc. 401(k) PlanLP Operations, Inc. 401(k) P…$3MCare Hawaii, Inc. 401(k) Retirement Savings PlanCare Hawaii, Inc. 401(k) Ret…$3M
End-of-year total assets ($M) among Kirkland Financial, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kirkland Financial, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Kirkland Financial, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 62.613920384508226% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $2M $3.25M ▲ +62.5%
Year Plans Participants Total Assets
2022 1 17 $2M
2023 1 19 $3M
2024 1 19 $3M

Kirkland Financial, LLC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$649K
Employer EIN200424354
Plan Effective Date2008-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Kirkland Financial, LLC 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Kirkland Financial, LLC 401(k) Plan, Total assets ($B): 0.002644945 · Participants: 19Kirkland Financial, LLC 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Kirkland Financial, LLC 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Kirkland Financial, LLC 401(k) Plan side-by-side with 3 peers →

Kirkland Financial, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Davenport Logistics, Inc. 401(k) Plan in VA ($3M); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kirkland Financial, LLC 401(k) Plan assets move in 2023? ▼
Kirkland Financial, LLC 401(k) Plan surged - up 32.5% during 2023, from $2M to $3M. Reported net income was $649K.
How have Kirkland Financial, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kirkland Financial, LLC's sponsor-wide assets grew 62.6%, from $2M to $3M.
Which 401(k) plans are similar in size to Kirkland Financial, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Davenport Logistics, Inc. 401(k) Plan in VA ($3M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Kirkland Financial, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 200424354.

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.