401(k) · DOL Form 5500 · 2023
Chisholm Chisholm & Kilpatrick, Ltd. 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 198
- Participants Below avg headcount
- 64th
- Percentile by assets National rank
- $65,394
- Avg per participant Low balance/head
Official DOL plan name: Chisholm Chisholm & Kilpatrick 401(k) Plan · Sponsored by Chisholm Chisholm & Kilpatrick, Ltd. · Rhode Island · Professional & Technical Services
$13M in assets, 198 participants
Chisholm Chisholm & Kilpatrick, Ltd.'s Chisholm Chisholm & Kilpatrick 401(k) Plan reported $13M in total assets and 198 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.
- #12,871 in Professional & Technical Services (20,321 peers)
Coverage in Rhode Island
Chisholm Chisholm & Kilpatrick 401(k) Plan covers 198 participants in Rhode Island, about 14% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $13M.
- #12,871
- in Professional & Technical Services (20,321 peers)
- +33.5%
- assets growth YoY
Chisholm Chisholm & Kilpatrick 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Chisholm Chisholm & Kilpatrick 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,947,980 Top 36% higher than 64% 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
Chisholm Chisholm & Kilpatrick 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. Chisholm Chisholm & Kilpatrick 401(k) Plan sits mid-pack in the medium band (198 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Chisholm Chisholm & Kilpatrick 401(k) Plan reported net income rose from -$535K in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Chisholm Chisholm & Kilpatrick 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Chisholm Chisholm & Kilpatrick 401(k) Plan reported participants rose from 160 in the plan year 2022 filing to 198 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 274459831 · Chisholm Chisholm & Kilpatrick, Ltd. PY 2023 · 401(k)
Chisholm Chisholm & Kilpatrick 401(k) Plan · $13M · 198 · 64th
- PART $13M
- PART 198
- PART 64th
- PART 401(k)
- PART near Arbutus Biopharma Inc 401(k) Plan
- PART ind #12871
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 →
Chisholm Chisholm & Kilpatrick 401(k) Plan in the asset neighbourhood
Rhode Island filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $3M |
| Employer EIN | 274459831 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Chisholm Chisholm & Kilpatrick, Ltd.)
Sponsor-wide plan assets over time
All Chisholm Chisholm & Kilpatrick, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 74.17784617719298% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 160 | $10M |
| 2023 | 1 | 198 | $13M |
| 2024 | 1 | 214 | $17M |
Nearby 401(k) Plans in Rhode Island
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- CVS Health Future Fund 401(k) Plan $27.6B · 265,760
- Textron Savings Plan $5.7B · 26,580
- Cfg Retirement Savings Plan $2.9B · 19,047
- Unfi 401(k) Plan $2.7B · 25,475
- Fm Global 401(k) Savings Plan $1.7B · 4,295
Chisholm Chisholm & Kilpatrick 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Rhode Island, the nearest 401(k) by assets is Arbutus Biopharma Inc 401(k) Plan in PA ($13M); by covered participants it is Wampum Hardware Co. Profit Sharing 401(k) Plan in PA (198 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Arbutus Biopharma Inc 401(k) Plan (PA) $13M · 93
- Derby Industries, LLC 401(k) Retirement Plan (KY) $13M · 565
- Premier Technology, Inc. 401(k) Plan (ID) $13M · 288
- Denmar Associates, LLC 401(k) Profit Sharing Plan (PA) $13M · 332
Similar participant headcount
Nearest other-state filings by covered participants (198 participants); asset peers above are excluded.
- Wampum Hardware Co. Profit Sharing 401(k) Plan (PA) 198 · 0 off
- Otterbase 401(k) Plan (MI) 198 · 0 off
- Assurance Financial 401(k) Plan (LA) 198 · 0 off
- Tech-Marine Business Inc Profit Sharing & 401(k) Plan (DC) 198 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.