401(k) · DOL Form 5500 · 2023

Kimball, Tirey & St. John LLP 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
265
Participants Below avg headcount
72nd
Percentile by assets National rank
$74,456
Avg per participant Below avg balance/head
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Official DOL plan name: Kimball, Tirey & St. John LLP 401(k) Plan · Sponsored by Kimball, Tirey & St. John LLP · California · Professional & Technical Services

$20M in assets, 265 participants

Kimball, Tirey & St. John LLP's Kimball, Tirey & St. John LLP 401(k) Plan reported $20M in total assets and 265 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.

  • #14,659 in Professional & Technical Services (20,321 peers)

Coverage in California

Kimball, Tirey & St. John LLP 401(k) Plan covers 265 participants in California, about 42% of the average California filer (state average ~630 per filing). Assets: $20M.

#14,659
in Professional & Technical Services (20,321 peers)
+23.0%
assets growth YoY

Kimball, Tirey & St. John LLP 401(k) Plan's outsized position by total assets

Kimball, Tirey & St. John LLP 401(k) Plan vs every filed plan by assets

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

$19,730,811 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

Kimball, Tirey & St. John LLP 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. Kimball, Tirey & St. John LLP 401(k) Plan sits mid-pack in the medium band (265 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kimball, Tirey & St. John LLP 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Kimball, Tirey & St. John LLP 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Kimball, Tirey & St. John LLP 401(k) Plan reported participants rose from 222 in the plan year 2022 filing to 265 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 330404480 · Kimball, Tirey & St. John LLP PY 2023 · 401(k)

Kimball, Tirey & St. John LLP 401(k) Plan · $20M · 265 · 72nd

  • 5500 $20M
  • 5500 265
  • 5500 72nd
  • 5500 401(k)
  • 5500 near The Restated Thrift/Profit Sharing Plan for Cooperatives
  • 5500 ind #14659

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 California →

Kimball, Tirey & St. John LLP 401(k) Plan in the asset neighbourhood

Hi-Crush Services LLC 401(k) PlanHi-Crush Services LLC 401(k)…$20MKimball, Tirey & St. John LLP 401(k) PlanKimball, Tirey & St. John LL…$20MThe Restated Thrift/Profit Sharing Plan for CooperativesThe Restated Thrift/Profit S…$20MMetro City Bank Section 401(k) Profit Sharing PlanMetro City Bank Section 401(…$20MCitizens Bank 401(k) Mukwonago, WiCitizens Bank 401(k) Mukwona…$20M
End-of-year total assets ($M) among Kimball, Tirey & St. John LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$20M
Net Income$4M
Employer EIN330404480
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kimball, Tirey & St. John LLP)

Sponsor-wide plan assets over time

All Kimball, Tirey & St. John LLP plans reported in each filing year

Latest sponsor-wide plan assets
$24M 46.75187005647922% vs 2022
2024 filing year
$15M$20M$25M 202220232024 $16.1M $23.6M ▲ +46.7%
Year Plans Participants Total Assets
2022 1 222 $16M
2023 1 265 $20M
2024 1 318 $24M

Nearby 401(k) Plans in California

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

Kimball, Tirey & St. John LLP 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Kimball, Tirey & St. John LLP 401(k) Plan, Total assets ($B): 0.019730811 · Participants: 265Kimball, Tirey & St. John LLP 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Kimball, Tirey & St. John LLP 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Kimball, Tirey & St. John LLP 401(k) Plan side-by-side with 3 peers →

Kimball, Tirey & St. John LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Restated Thrift/Profit Sharing Plan for Cooperatives in IA ($20M); by covered participants it is Ktm Industries Inc 401(k) Profit Sharing Plan & Trust in MI (265 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (265 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 Kimball, Tirey & St. John LLP 401(k) Plan assets move in 2023? ▼
Kimball, Tirey & St. John LLP 401(k) Plan grew sharply - up 23.0% during 2023, from $16M to $20M. Reported net income was $4M.
How have Kimball, Tirey & St. John LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kimball, Tirey & St. John LLP's sponsor-wide assets grew 46.8%, from $16M to $24M.
Which 401(k) plans are similar in size to Kimball, Tirey & St. John LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Restated Thrift/Profit Sharing Plan for Cooperatives in IA ($20M, 127 participants).
Which 401(k) plans cover a similar participant headcount to Kimball, Tirey & St. John LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ktm Industries Inc 401(k) Profit Sharing Plan & Trust in MI (265 participants, N/A 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 330404480.

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.