401(k) · DOL Form 5500 · 2023

Kimball Electronics, Inc. 401(k) Plan

Data updated 2026-08-25

$141M
Total assets Near avg plan size
1,252
Participants Near avg headcount
93rd
Percentile by assets National rank
$112,779
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kimball Electronics Retirement Plan · Sponsored by Kimball Electronics, Inc. · Indiana · Manufacturing

$141M in assets, 1,252 participants

Kimball Electronics, Inc.'s Kimball Electronics Retirement Plan reported $141M in total assets and 1,252 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #16,794 in Manufacturing (18,722 peers)

Coverage in Indiana

Kimball Electronics Retirement Plan covers 1,252 participants in Indiana, 2.3x the typical Indiana plan (state average ~541 per filing). Assets: $141M.

#16,794
in Manufacturing (18,722 peers)
+5.6%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Kimball Electronics Retirement Plan's outsized position by total assets

Kimball Electronics Retirement Plan vs every filed plan by assets

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

$141,199,382 Top 7% higher than 93% 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

Kimball Electronics Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kimball Electronics Retirement Plan lands in the large band (1,252 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kimball Electronics Retirement Plan reported net income fell from $12M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Kimball Electronics Retirement Plan end-of-year assets rose from $134M in the plan year 2022 filing to $141M in the plan year 2023 filing.
  • Kimball Electronics Retirement Plan reported participants rose from 1,190 in the plan year 2022 filing to 1,252 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 352047713 · Kimball Electronics, Inc. PY 2023 · 401(k)

Kimball Electronics Retirement Plan · $141M · 1,252 · 93rd

  • PHOTO $141M
  • PHOTO 1,252
  • PHOTO 93rd
  • PHOTO 401(k)
  • PHOTO near Kelly Hart & Hallman Profit Sharing Plan and Trust
  • PHOTO ind #16794

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 Indiana →

Kimball Electronics Retirement Plan in the asset neighbourhood

Squarespace, Inc. 401(k) Plan$141MHelen of Troy 401(k) Plan$141MKimball Electronics Retirement PlanKimball Electronics Retireme…$141MKelly Hart & Hallman Profit Sharing Plan and TrustKelly Hart & Hallman Profit …$141MRiker Danzig LLP Profit Sharing PlanRiker Danzig LLP Profit Shar…$141M
End-of-year total assets ($M) among Kimball Electronics Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$134M
Net Assets (End of Year)$141M
Net Income$7M
Employer EIN352047713
Plan Effective Date2014-10-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Kimball Electronics, Inc.)

Sponsor-wide plan assets over time

All Kimball Electronics, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$154M 15.102651031156755% vs 2022
2024 filing year
$130M$140M$150M$160M 202220232024 $134M $154M ▲ +15.1%
Year Plans Participants Total Assets
2022 1 1,190 $134M
2023 1 1,252 $141M
2024 1 1,282 $154M

Nearby 401(k) Plans in Indiana

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

Kimball Electronics Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Kimball Electronics Retirement Plan, Total assets ($B): 0.141199382 · Participants: 1252Kimball Electronics Retirement PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Kimball Electronics Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Kimball Electronics Retirement Plan side-by-side with 3 peers →

Kimball Electronics Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Kelly Hart & Hallman Profit Sharing Plan and Trust in TX ($141M); by covered participants it is Southern Ute Indian Tribe Retirement Savings Plan in CO (1,252 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($141M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,252 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 Kimball Electronics Retirement Plan assets move in 2023? ▼
Kimball Electronics Retirement Plan grew at a solid clip - up 5.6% during 2023, from $134M to $141M. Reported net income was $7M.
How have Kimball Electronics, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kimball Electronics, Inc.'s sponsor-wide assets grew 15.1%, from $134M to $154M.
Where does Kimball Electronics Retirement Plan rank by assets among Form 5500 filers? ▼
Kimball Electronics Retirement Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Kimball Electronics Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kelly Hart & Hallman Profit Sharing Plan and Trust in TX ($141M, 198 participants).
Which 401(k) plans cover a similar participant headcount to Kimball Electronics Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southern Ute Indian Tribe Retirement Savings Plan in CO (1,252 participants, $267M 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 352047713.

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.