401(k) · DOL Form 5500 · 2023

Olson Kundig, Inc. Olson Kundig 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
277
Participants Below avg headcount
83rd
Percentile by assets National rank
$145,863
Avg per participant Above avg balance/head
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Official DOL plan name: Olson Kundig 401(k) Profit Sharing Plan & Trust · Sponsored by Olson Kundig, Inc. Olson Kundig · Washington · Professional & Technical Services

$40M in assets, 277 participants

Olson Kundig, Inc. Olson Kundig's Olson Kundig 401(k) Profit Sharing Plan & Trust reported $40M in total assets and 277 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #17,051 in Professional & Technical Services (20,321 peers)

Coverage in Washington

Olson Kundig 401(k) Profit Sharing Plan & Trust covers 277 participants in Washington, about 19% of the average Washington filer (state average ~1,476 per filing). Assets: $40M.

#17,051
in Professional & Technical Services (20,321 peers)
+33.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Olson Kundig 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Olson Kundig 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$40,404,129 Top 17% higher than 83% 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

Olson Kundig 401(k) Profit Sharing Plan & Trust 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. Olson Kundig 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (277 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Olson Kundig 401(k) Profit Sharing Plan & Trust reported net income rose from -$3M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Olson Kundig 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $30M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • Olson Kundig 401(k) Profit Sharing Plan & Trust reported participants rose from 229 in the plan year 2022 filing to 277 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 911184183 · Olson Kundig, Inc. Olson Kundig PY 2023 · 401(k)

Olson Kundig 401(k) Profit Sharing Plan & Trust · $40M · 277 · 83rd

  • RANK $40M
  • PHOTO 277
  • IND 83rd
  • EOY 401(k)
  • 5500 near Imagine360 Administrators 401(k) Plan
  • ASSETS ind #17051

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 Washington →

Olson Kundig 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Imagine360 Administrators 401(k) PlanImagine360 Administrators 40…$40MIndependent Can Company Retirement PlanIndependent Can Company Reti…$40MXr Trading LLC 401(k) Plan$40MEmpire Merchants North Sales Union 401(k) PlanEmpire Merchants North Sales…$40MOlson Kundig 401(k) Profit Sharing Plan & TrustOlson Kundig 401(k) Profit S…$40M
End-of-year total assets ($M) among Olson Kundig 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$40M
Net Income$10M
Employer EIN911184183
Plan Effective Date1994-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Olson Kundig, Inc. Olson Kundig)

Sponsor-wide plan assets over time

All Olson Kundig, Inc. Olson Kundig plans reported in each filing year

Latest sponsor-wide plan assets
$50M 65.23559068068663% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $30.2M $49.9M ▲ +65.2%
Year Plans Participants Total Assets
2022 1 229 $30M
2023 1 277 $40M
2024 1 324 $50M

Nearby 401(k) Plans in Washington

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

Olson Kundig 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Olson Kundig 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.040404129 · Participants: 277Olson Kundig 401(k) Profit Sharing Plan & TrustThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Olson Kundig 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Olson Kundig 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Olson Kundig 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Imagine360 Administrators 401(k) Plan in MT ($40M); by covered participants it is Onin Group 401(k) Plan in AL (277 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($40M here).

Similar participant headcount

Nearest other-state filings by covered participants (277 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 Olson Kundig 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Olson Kundig 401(k) Profit Sharing Plan & Trust surged - up 33.7% during 2023, from $30M to $40M. Reported net income was $10M.
How have Olson Kundig, Inc. Olson Kundig plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Olson Kundig, Inc. Olson Kundig's sponsor-wide assets grew 65.2%, from $30M to $50M.
Where does Olson Kundig 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Olson Kundig 401(k) Profit Sharing Plan & Trust ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Olson Kundig 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Imagine360 Administrators 401(k) Plan in MT ($40M, 346 participants).
Which 401(k) plans cover a similar participant headcount to Olson Kundig 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Onin Group 401(k) Plan in AL (277 participants, $3M 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 911184183.

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.