401(k)
2022 plan-year 401(k) DOL Form 5500

Kestra Medical Technologies, Inc. 401(k) Profit Sharing Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Kestra Medical Technologies, Inc · Washington · Professional & Technical Services

What the 2023 filing shows

Kestra Medical Technologies, Inc. 401(k) Profit Sharing Plan holds $9M for 119 participants — about $77,549 per participant, up 27.2% over the 2022 plan year.

$9M
total plan assets (2022 EOY)
119
covered participants
$77,549
avg assets per participant
+27.2%
assets growth YoY
Total Assets (2023)
$9M
Participants
119
State
Industry
Professional & Technical Services

What the Filing Says About Kestra Medical Technologies, Inc. 401(k) Profit Sharing Plan

Kestra Medical Technologies, Inc. 401(k) Profit Sharing Plan is a 401(k) retirement plan sponsored by Kestra Medical Technologies, Inc, headquartered in Washington. As of the 2022 Form 5500 filing, the plan reports $9M in total end-of-year assets and covers 119 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 383940333, and the plan has been effective since 2016-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $7M at the beginning of 2022 to $9M at year-end — a gain of 27.2%. Net assets (after liabilities) closed the year at $9M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$7M
Total Assets (End of Year)$9M
Net Assets (End of Year)$9M
Net Income$2M
Plan Type401(k)
Employer EIN383940333
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kestra Medical Technologies, Inc)

Year Plans Participants Total Assets
2022 1 119 $9M
2023 1 196 $16M
2024 1 247 $23M

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Frequently Asked Questions

How much money is in the Kestra Medical Technologies, Inc. 401(k) Profit Sharing Plan?
As of the 2022 Form 5500 filing, Kestra Medical Technologies, Inc. 401(k) Profit Sharing Plan holds $9M in total assets with 119 participants. It is sponsored by Kestra Medical Technologies, Inc.
What type of plan is Kestra Medical Technologies, Inc. 401(k) Profit Sharing Plan?
Kestra Medical Technologies, Inc. 401(k) Profit Sharing Plan is a 401(k) plan. It has been effective since 2016-01-01. The plan is filed with the U.S. Department of Labor under EIN 383940333.
Who sponsors the Kestra Medical Technologies, Inc. 401(k) Profit Sharing Plan?
Kestra Medical Technologies, Inc. 401(k) Profit Sharing Plan is sponsored by Kestra Medical Technologies, Inc, located in Washington. The sponsor's EIN is 383940333 and the plan operates in the Professional & Technical Services industry.
How did Kestra Medical Technologies, Inc. 401(k) Profit Sharing Plan perform in 2022?
Kestra Medical Technologies, Inc. 401(k) Profit Sharing Plan grew by 27.2% during 2022, moving from $7M to $9M in total assets. Net income was $2M.
Where can I find official filings for Kestra Medical Technologies, Inc. 401(k) Profit Sharing Plan?
Official Form 5500 filings for Kestra Medical Technologies, Inc. 401(k) Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 383940333 or plan name at efast.dol.gov.
How does Kestra Medical Technologies, Inc. 401(k) Profit Sharing Plan compare to other plans?
You can compare Kestra Medical Technologies, Inc. 401(k) Profit Sharing Plan against other 401(k) plans on the plan type page, or view plans in Washington on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 383940333.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.