401(k) · DOL Form 5500 · 2023
Kenneth Nicholas & Associates 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $1.2M
- Avg per participant High balance/head
Official DOL plan name: Kenneth Nicholas & Associates Plan & Trust · Sponsored by Kenneth Nicholas & Associates · Illinois · Administrative & Support Services
$2M in assets, 2 participants
Kenneth Nicholas & Associates's Kenneth Nicholas & Associates Plan & Trust reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.
- #2,461 in Administrative & Support Services (4,372 peers)
Administrative & Support Services sector rank
Within Administrative & Support Services, Kenneth Nicholas & Associates Plan & Trust ranks #2,461 of 4,372 2023 filers by assets (1177% of the sector average)-$2M for 2 participants.
- #2,461
- in Administrative & Support Services (4,372 peers)
- +40.4%
- assets growth YoY
Kenneth Nicholas & Associates Plan & Trust among the smaller filed plans by assets
Kenneth Nicholas & Associates Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,450,601 33rd percentile higher than 33% 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
Kenneth Nicholas & Associates Plan & Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kenneth Nicholas & Associates Plan & Trust is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kenneth Nicholas & Associates Plan & Trust reported net income rose from -$887K in the plan year 2022 filing to $705K in the plan year 2023 filing.
- Kenneth Nicholas & Associates Plan & Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
DOL schedule card
Filing strip 363162115 · Kenneth Nicholas & Associates PY 2023 · 401(k)
Kenneth Nicholas & Associates Plan & Trust · $2M · 2 · 33rd
- NET $2M
- BOOK 2
- VS-ST 33rd
- BOY 401(k)
- SCH near Preferred Real Estate Investments, Inc. 401(k) Plan
- EBSA ind #2461
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 Illinois →
Kenneth Nicholas & Associates Plan & Trust in the asset neighbourhood
Administrative & Support Services filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $705K |
| Employer EIN | 363162115 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kenneth Nicholas & Associates)
Sponsor-wide plan assets over time
All Kenneth Nicholas & Associates plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 72.59909420860703% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $2M |
| 2023 | 1 | 2 | $2M |
| 2024 | 1 | 2 | $3M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Kenneth Nicholas & Associates Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Preferred Real Estate Investments, Inc. 401(k) Plan in OH ($2M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Napa Bound Retirement Plan (FL) 2 · 0 off
- Gillian Corporation 401(k) Plan (CO) 2 · 0 off
- Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
- Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.