401(k) · DOL Form 5500 · 2023
Kienbaum Hardy Viviano Pelton & Forrest, PLC 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 19
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $518,497
- Avg per participant High balance/head
Official DOL plan name: Kienbaum Hardy Viviano Pelton & Forrest, PLC Savings and Profit Sharing Plan and Trust · Sponsored by Kienbaum Hardy Viviano Pelton & Forrest, PLC · Michigan · Professional & Technical Services
$10M in assets, 19 participants
Kienbaum Hardy Viviano Pelton & Forrest, PLC's Kienbaum Hardy Viviano Pelton & Forrest, PLC Savings and Profit Sharing Plan and Trust reported $10M in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.
- #11,544 in Professional & Technical Services (20,321 peers)
Kienbaum Hardy Viviano Pelton & Forrest, PLC multi-year trail
Kienbaum Hardy Viviano Pelton & Forrest, PLC's plans moved +34.3% in assets from 2022 to 2024; this filing shows Kienbaum Hardy Viviano Pelton & Forrest, PLC Savings and Profit Sharing Plan and Trust at $10M / 19 participants.
- #11,544
- in Professional & Technical Services (20,321 peers)
- +20.9%
- assets growth YoY
Kienbaum Hardy Viviano Pelton & Forrest, PLC Savings and Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers
Kienbaum Hardy Viviano Pelton & Forrest, PLC Savings and Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,851,443 Top 42% higher than 58% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Kienbaum Hardy Viviano Pelton & Forrest, PLC Savings and Profit Sharing Plan and Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kienbaum Hardy Viviano Pelton & Forrest, PLC Savings and Profit Sharing Plan and Trust is a small filing (19 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kienbaum Hardy Viviano Pelton & Forrest, PLC Savings and Profit Sharing Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Kienbaum Hardy Viviano Pelton & Forrest, PLC Savings and Profit Sharing Plan and Trust end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Kienbaum Hardy Viviano Pelton & Forrest, PLC Savings and Profit Sharing Plan and Trust reported participants fell from 21 in the plan year 2022 filing to 19 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 383347787 · Kienbaum Hardy Viviano Pelton & Forrest, PLC PY 2023 · 401(k)
Kienbaum Hardy Viviano Pelton & Forrest, PLC Savings and Profit Sharing Plan and Trust · $10M · 19 · 58th
- EBSA $10M
- EBSA 19
- EBSA 58th
- EBSA 401(k)
- EBSA near Samy's Camera, Inc. Employees' 401(k) Plan
- EBSA ind #11544
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 Michigan →
Kienbaum Hardy Viviano Pelton & Forrest, PLC Savings and Profit Sharing Plan and Trust in the asset neighbourhood
Kienbaum Hardy Viviano Pelton & Forrest, PLC multi-year asset trail
Sponsor-wide plan assets over time
All Kienbaum Hardy Viviano Pelton & Forrest, PLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 34.3494947147592% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 21 | $8M |
| 2023 | 1 | 19 | $10M |
| 2024 | 1 | 21 | $11M |
Kienbaum Hardy Viviano Pelton & Forrest, PLC filing trail (2023)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $2M |
| Employer EIN | 383347787 |
| Plan Effective Date | 1997-05-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
Kienbaum Hardy Viviano Pelton & Forrest, PLC Savings and Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Samy's Camera, Inc. Employees' 401(k) Plan in CA ($10M); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Samy's Camera, Inc. Employees' 401(k) Plan (CA) $10M · 167
- St. Andrews Country Club 401(k) Plan (FL) $10M · 226
- Rr Investments, Inc. 401(k) Retirement Plan (TX) $10M · 128
- Macedon Consulting, Inc. 401(k) P/S Plan (VA) $10M · 87
Similar participant headcount
Nearest other-state filings by covered participants (19 participants); asset peers above are excluded.
- Williams, Robinson Et Al 401(k) Plan & Trust (MO) 19 · 0 off
- Green Dental Care Eqrp 401(k) (CO) 19 · 0 off
- Sola Ventures Retirement Plan (MD) 19 · 0 off
- Acm Ventures, Inc. 401(k) Profit Sharing Plan (NC) 19 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.