401(k) · DOL Form 5500 · 2023
A.J. Kirkwood & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 371
- Participants Below avg headcount
Official DOL plan name: A.J. Kirkwood & Associates, Inc 401(k) Profit Sharing Plan · Sponsored by A.J. Kirkwood & Associates, Inc. · California · Construction
N/A in assets, 371 participants
A.J. Kirkwood & Associates, Inc.'s A.J. Kirkwood & Associates, Inc 401(k) Profit Sharing Plan reported N/A in total assets and 371 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
A.J. Kirkwood & Associates, Inc. multi-year trail
A.J. Kirkwood & Associates, Inc.'s plans moved -53.6% in assets from 2022 to 2024; this filing shows A.J. Kirkwood & Associates, Inc 401(k) Profit Sharing Plan at N/A / 371 participants.
- $1M
- reported net income
A.J. Kirkwood & Associates, Inc 401(k) Profit Sharing 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. A.J. Kirkwood & Associates, Inc 401(k) Profit Sharing Plan sits mid-pack in the medium band (371 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- A.J. Kirkwood & Associates, Inc 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- A.J. Kirkwood & Associates, Inc 401(k) Profit Sharing Plan reported participants fell from 407 in the plan year 2022 filing to 371 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 330707710 · A.J. Kirkwood & Associates, Inc. PY 2023 · 401(k)
A.J. Kirkwood & Associates, Inc 401(k) Profit Sharing Plan · N/A · 371
- VS-ST N/A
- VS-ST 371
- VS-ST PY 2023
- VS-ST 401(k)
- VS-ST near Fis 401(k) Plan
- VS-ST $1M
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 Construction retirement plans → · Plans in California →
A.J. Kirkwood & Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All A.J. Kirkwood & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 53.560989727141404% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 777 | $51M |
| 2023 | 2 | 692 | $24M |
| 2024 | 1 | 291 | $24M |
A.J. Kirkwood & Associates, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | $1M |
| Employer EIN | 330707710 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
A.J. Kirkwood & Associates, Inc 401(k) Profit Sharing Plan's closest out-of-state 401(k) peers by headcount
Outside California, the nearest 401(k) by covered participants is Fis 401(k) Plan in OK (371 participants; this filing: 371 participants).
Similar participant headcount
Nearest other-state filings by covered participants (371 participants); asset peers above are excluded.
- Fis 401(k) Plan (OK) 371 · 0 off
- Grant Street Group, Inc. 401(k) Plan (PA) 371 · 0 off
- Fidelity Bank 401(k) Retirement Plan (LA) 371 · 0 off
- Command Alkon Incorporated 401(k) Profit Sharing Plan (OH) 371 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.