401(k) · DOL Form 5500 · 2023
Knox Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 156
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $108,834
- Avg per participant Below avg balance/head
Official DOL plan name: The Knox Company Retirement Savings Plan · Sponsored by Knox Associates, Inc. · Arizona · Manufacturing
$17M in assets, 156 participants
Knox Associates, Inc.'s The Knox Company Retirement Savings Plan reported $17M in total assets and 156 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.
- #10,980 in Manufacturing (18,722 peers)
Coverage in Arizona
The Knox Company Retirement Savings Plan covers 156 participants in Arizona, about 28% of the average Arizona filer (state average ~564 per filing). Assets: $17M.
- #10,980
- in Manufacturing (18,722 peers)
- +23.3%
- assets growth YoY
The Knox Company Retirement Savings Plan's outsized position by total assets
The Knox Company Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,978,071 Top 30% higher than 70% 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
The Knox Company Retirement Savings Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Knox Company Retirement Savings Plan sits mid-pack in the medium band (156 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Knox Company Retirement Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- The Knox Company Retirement Savings Plan end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- The Knox Company Retirement Savings Plan reported participants rose from 153 in the plan year 2022 filing to 156 in the plan year 2023 filing.
DOL schedule card
Filing strip 953617858 · Knox Associates, Inc. PY 2023 · 401(k)
The Knox Company Retirement Savings Plan · $17M · 156 · 70th
- BOOK $17M
- VS-ST 156
- BOY 70th
- SCH 401(k)
- EBSA near Villager Construction, Inc. Prevailing Wage Rate and 401(k) Retirement Plan
- PART ind #10980
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 Manufacturing retirement plans → · Plans in Arizona →
The Knox Company Retirement Savings Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $3M |
| Employer EIN | 953617858 |
| Plan Effective Date | 1992-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Knox Associates, Inc.)
Sponsor-wide plan assets over time
All Knox Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 53.73805366687229% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 153 | $14M |
| 2023 | 1 | 156 | $17M |
| 2024 | 1 | 182 | $21M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $5.7B · 7,448
- Banner Health Employees 401(k) Plan $4.3B · 52,452
- Republic Services, Inc. 401(k) Plan $2.4B · 28,131
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
- Stantec 401(k) Plan $2.0B · 10,719
The Knox Company Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Villager Construction, Inc. Prevailing Wage Rate and 401(k) Retirement Plan in NY ($17M); by covered participants it is Motivating Graphics 401(k) Retirement Plan in TX (156 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (156 participants); asset peers above are excluded.
- Motivating Graphics 401(k) Retirement Plan (TX) 156 · 0 off
- Battlefield Farms, Inc. Profit Sharing Plan (VA) 156 · 0 off
- E&s International 401(k) Savings Plan & Trust (CA) 156 · 0 off
- Exo, Inc. 401(k) Plan (CA) 156 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.