401(k) · DOL Form 5500 · 2023

Solstice Consulting, LLC Dba Kin and Carta 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
653
Participants Below avg headcount
85th
Percentile by assets National rank
$73,642
Avg per participant Below avg balance/head
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Official DOL plan name: Kin and Carta 401(k) Plan · Sponsored by Solstice Consulting, LLC Dba Kin and Carta · Illinois · Professional & Technical Services

$48M in assets, 653 participants

Solstice Consulting, LLC Dba Kin and Carta's Kin and Carta 401(k) Plan reported $48M in total assets and 653 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,525 in Professional & Technical Services (20,321 peers)

Where Kin and Carta 401(k) Plan sits by assets

Kin and Carta 401(k) Plan sits in the top quartile of all filed plans by assets, $48M for 653 participants (~$73,642/participant), up 35.8% in 2023.

#17,525
in Professional & Technical Services (20,321 peers)
+35.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Kin and Carta 401(k) Plan's outsized position by total assets

Kin and Carta 401(k) Plan vs every filed plan by assets

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

$48,088,355 Top 15% higher than 85% 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

Kin and Carta 401(k) 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. Kin and Carta 401(k) Plan sits mid-pack in the medium band (653 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kin and Carta 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Kin and Carta 401(k) Plan end-of-year assets rose from $35M in the plan year 2022 filing to $48M in the plan year 2023 filing.
  • Kin and Carta 401(k) Plan reported participants rose from 587 in the plan year 2022 filing to 653 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 364481735 · Solstice Consulting, LLC Dba Kin and Carta PY 2023 · 401(k)

Kin and Carta 401(k) Plan · $48M · 653 · 85th

  • RANK $48M
  • RANK 653
  • RANK 85th
  • RANK 401(k)
  • RANK near Rbm of Atlanta, Inc. Salary Deferral 401(k) Plan
  • RANK ind #17525

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 Professional & Technical Services retirement plans → · Plans in Illinois →

Kin and Carta 401(k) Plan in the asset neighbourhood

Kin and Carta 401(k) Plan$48MRbm of Atlanta, Inc. Salary Deferral 401(k) PlanRbm of Atlanta, Inc. Salary …$48MCapital City Bank Group, Inc. 401(k) PlanCapital City Bank Group, Inc…$48MErvin Industries, Inc. Employee Profit Sharing PlanErvin Industries, Inc. Emplo…$48MPace Resources, Inc. Retirement Savings PlanPace Resources, Inc. Retirem…$48M
End-of-year total assets ($M) among Kin and Carta 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$48M
Net Income$11M
Employer EIN364481735
Plan Effective Date2007-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Solstice Consulting, LLC Dba Kin and Carta)

Sponsor-wide plan assets over time

All Solstice Consulting, LLC Dba Kin and Carta plans reported in each filing year

Latest sponsor-wide plan assets
$55M 54.32412944938888% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $35.4M $54.6M ▲ +54.3%
Year Plans Participants Total Assets
2022 1 587 $35M
2023 1 653 $48M
2024 1 545 $55M

Nearby 401(k) Plans in Illinois

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

Kin and Carta 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Kin and Carta 401(k) Plan, Total assets ($B): 0.048088355 · Participants: 653Kin and Carta 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Kin and Carta 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Kin and Carta 401(k) Plan side-by-side with 3 peers →

Kin and Carta 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Rbm of Atlanta, Inc. Salary Deferral 401(k) Plan in GA ($48M); by covered participants it is Weber Distribution, LLC 401(k) Plan in CA (653 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (653 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 Kin and Carta 401(k) Plan assets move in 2023? ▼
Kin and Carta 401(k) Plan surged - up 35.8% during 2023, from $35M to $48M. Reported net income was $11M.
How have Solstice Consulting, LLC Dba Kin and Carta plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Solstice Consulting, LLC Dba Kin and Carta's sponsor-wide assets grew 54.3%, from $35M to $55M.
Where does Kin and Carta 401(k) Plan rank by assets among Form 5500 filers? ▼
Kin and Carta 401(k) Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Kin and Carta 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rbm of Atlanta, Inc. Salary Deferral 401(k) Plan in GA ($48M, 511 participants).
Which 401(k) plans cover a similar participant headcount to Kin and Carta 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Weber Distribution, LLC 401(k) Plan in CA (653 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 364481735.

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.