401(k) · DOL Form 5500 · 2023

Kimmel & Fredericks International, Inc. Dba Kimmel & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
71
Participants Small participant base
73rd
Percentile by assets National rank
$279,672
Avg per participant High balance/head
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Official DOL plan name: Kimmel & Associates Savings Retirement Plan · Sponsored by Kimmel & Fredericks International, Inc. Dba Kimmel & Associates, Inc. · North Carolina · Administrative & Support Services

$20M in assets, 71 participants

Kimmel & Fredericks International, Inc. Dba Kimmel & Associates, Inc.'s Kimmel & Associates Savings Retirement Plan reported $20M in total assets and 71 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #3,756 in Administrative & Support Services (4,372 peers)

Kimmel & Fredericks International, Inc. Dba Kimmel & Associates, Inc. multi-year trail

Kimmel & Fredericks International, Inc. Dba Kimmel & Associates, Inc.'s plans moved +30.5% in assets from 2022 to 2024; this filing shows Kimmel & Associates Savings Retirement Plan at $20M / 71 participants.

#3,756
in Administrative & Support Services (4,372 peers)
+22.0%
assets growth YoY

Kimmel & Associates Savings Retirement Plan's outsized position by total assets

Kimmel & Associates Savings Retirement Plan vs every filed plan by assets

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

$19,856,726 Top 27% higher than 73% 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

Kimmel & Associates Savings Retirement 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. Kimmel & Associates Savings Retirement Plan is a small filing (71 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kimmel & Associates Savings Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Kimmel & Associates Savings Retirement Plan end-of-year assets rose from $16M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Kimmel & Associates Savings Retirement Plan reported participants fell from 72 in the plan year 2022 filing to 71 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 561596696 · Kimmel & Fredericks International, Inc. Dba Kimmel & Associates, Inc. PY 2023 · 401(k)

Kimmel & Associates Savings Retirement Plan · $20M · 71 · 73rd

  • NET $20M
  • NET 71
  • NET 73rd
  • NET 401(k)
  • NET near Somerset Pediatric Group Profit Sharing Plan
  • NET ind #3756

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 Administrative & Support Services retirement plans → · Plans in North Carolina →

Kimmel & Associates Savings Retirement Plan in the asset neighbourhood

Kimmel & Associates Savings Retirement PlanKimmel & Associates Savings …$20MSomerset Pediatric Group Profit Sharing PlanSomerset Pediatric Group Pro…$20MMedallion Financial Corp. 401(k) Profit Sharing PlanMedallion Financial Corp. 40…$20MZte USA Inc. 401(k) Plan$20MThe Kiemle Hankins Company Employee 's 401(k) PlanThe Kiemle Hankins Company E…$20M
End-of-year total assets ($M) among Kimmel & Associates Savings Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kimmel & Fredericks International, Inc. Dba Kimmel & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Kimmel & Fredericks International, Inc. Dba Kimmel & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 30.46938036398508% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $16.3M $21.2M ▲ +30.5%
Year Plans Participants Total Assets
2022 1 72 $16M
2023 1 71 $20M
2024 1 78 $21M

Kimmel & Fredericks International, Inc. Dba Kimmel & Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$20M
Net Income$4M
Employer EIN561596696
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Kimmel & Associates Savings Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Kimmel & Associates Savings Retirement Plan, Total assets ($B): 0.019856726 · Participants: 71Kimmel & Associates Savings Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Kimmel & Associates Savings Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Kimmel & Associates Savings Retirement Plan side-by-side with 3 peers →

Kimmel & Associates Savings Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Somerset Pediatric Group Profit Sharing Plan in NJ ($20M); by covered participants it is Eftec Savings Plan in MI (71 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (71 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 Kimmel & Associates Savings Retirement Plan assets move in 2023? ▼
Kimmel & Associates Savings Retirement Plan grew sharply - up 22.0% during 2023, from $16M to $20M. Reported net income was $4M.
How have Kimmel & Fredericks International, Inc. Dba Kimmel & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kimmel & Fredericks International, Inc. Dba Kimmel & Associates, Inc.'s sponsor-wide assets grew 30.5%, from $16M to $21M.
Which 401(k) plans are similar in size to Kimmel & Associates Savings Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Somerset Pediatric Group Profit Sharing Plan in NJ ($20M, 183 participants).
Which 401(k) plans cover a similar participant headcount to Kimmel & Associates Savings Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eftec Savings Plan in MI (71 participants, $16M 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 561596696.

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.