401(k) · DOL Form 5500 · 2023

Sansiveri, Kimball & Co., L.L.P. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
54
Participants Small participant base
72nd
Percentile by assets National rank
$351,519
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sansiveri, Kimball & Co., L.L.P. 401(k) Plan · Sponsored by Sansiveri, Kimball & Co., L.L.P. · Rhode Island · Professional & Technical Services

$19M in assets, 54 participants

Sansiveri, Kimball & Co., L.L.P.'s Sansiveri, Kimball & Co., L.L.P. 401(k) Plan reported $19M in total assets and 54 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #14,488 in Professional & Technical Services (20,321 peers)

Sansiveri, Kimball & Co., L.L.P. multi-year trail

Sansiveri, Kimball & Co., L.L.P.'s plans moved +49.2% in assets from 2022 to 2024; this filing shows Sansiveri, Kimball & Co., L.L.P. 401(k) Plan at $19M / 54 participants.

#14,488
in Professional & Technical Services (20,321 peers)
+24.1%
assets growth YoY

Sansiveri, Kimball & Co., L.L.P. 401(k) Plan's outsized position by total assets

Sansiveri, Kimball & Co., L.L.P. 401(k) Plan vs every filed plan by assets

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

$18,982,029 Top 28% higher than 72% 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

Sansiveri, Kimball & Co., L.L.P. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sansiveri, Kimball & Co., L.L.P. 401(k) Plan is a small filing (54 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sansiveri, Kimball & Co., L.L.P. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Sansiveri, Kimball & Co., L.L.P. 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Sansiveri, Kimball & Co., L.L.P. 401(k) Plan reported participants fell from 56 in the plan year 2022 filing to 54 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 050255779 · Sansiveri, Kimball & Co., L.L.P. PY 2023 · 401(k)

Sansiveri, Kimball & Co., L.L.P. 401(k) Plan · $19M · 54 · 72nd

  • BOY $19M
  • BOY 54
  • BOY 72nd
  • BOY 401(k)
  • BOY near The Epstein School Retirement Plan
  • BOY ind #14488

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 Rhode Island →

Sansiveri, Kimball & Co., L.L.P. 401(k) Plan in the asset neighbourhood

Sansiveri, Kimball & Co., L.L.P. 401(k) PlanSansiveri, Kimball & Co., L.…$19MThe Epstein School Retirement PlanThe Epstein School Retiremen…$19MTensley Consulting, Inc. 401(k) PlanTensley Consulting, Inc. 401…$19MQui(K) 401(k) Plan$19MBuilders General Supply Company Employees Savings and Investment PlanBuilders General Supply Comp…$19M
End-of-year total assets ($M) among Sansiveri, Kimball & Co., L.L.P. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sansiveri, Kimball & Co., L.L.P. multi-year asset trail

Sponsor-wide plan assets over time

All Sansiveri, Kimball & Co., L.L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 49.20724467033972% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $15.3M $22.8M ▲ +49.2%
Year Plans Participants Total Assets
2022 1 56 $15M
2023 1 54 $19M
2024 1 57 $23M

Sansiveri, Kimball & Co., L.L.P. filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$19M
Net Income$4M
Employer EIN050255779
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Rhode Island

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

Sansiveri, Kimball & Co., L.L.P. 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -100102030 Total assets ($B) Participants Sansiveri, Kimball & Co., L.L.P. 401(k) Plan, Total assets ($B): 0.018982029 · Participants: 54Sansiveri, Kimball & Co., L.L.P. 401(k) PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 27.588812025 · Participants: 265760CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 5.714708993 · Participants: 26580Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 2.930113664 · Participants: 19047Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.65846631 · Participants: 25475Unfi 401(k) PlanFm Global 401(k) Savings Plan, Total assets ($B): 1.684102096 · Participants: 4295Fm Global 401(k) Savings Plan
Sansiveri, Kimball & Co., L.L.P. 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Sansiveri, Kimball & Co., L.L.P. 401(k) Plan side-by-side with 3 peers →

Sansiveri, Kimball & Co., L.L.P. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is The Epstein School Retirement Plan in GA ($19M); by covered participants it is Arco Publicidad Retirement Plan in PR (54 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (54 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 Sansiveri, Kimball & Co., L.L.P. 401(k) Plan assets move in 2023? ▼
Sansiveri, Kimball & Co., L.L.P. 401(k) Plan grew sharply - up 24.1% during 2023, from $15M to $19M. Reported net income was $4M.
How have Sansiveri, Kimball & Co., L.L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sansiveri, Kimball & Co., L.L.P.'s sponsor-wide assets grew 49.2%, from $15M to $23M.
Which 401(k) plans are similar in size to Sansiveri, Kimball & Co., L.L.P. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Epstein School Retirement Plan in GA ($19M, 179 participants).
Which 401(k) plans cover a similar participant headcount to Sansiveri, Kimball & Co., L.L.P. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Arco Publicidad Retirement Plan in PR (54 participants, $231K 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 050255779.

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.