401(k) · DOL Form 5500 · 2023
K-Va-T-Food Stores, Inc. 401(k) Plan
Data updated 2026-08-11
- $168M
- Total assets
- 13,522
- Participants
- 94th
- Percentile by assets
- $12,420
- Avg per participant
Official DOL plan name: K-Va-T 401(k) Plan · Sponsored by K-Va-T-Food Stores, Inc. · Virginia · Retail Trade
$168M in assets, 13,522 participants
K-Va-T-Food Stores, Inc.'s K-Va-T 401(k) Plan reported $168M in total assets and 13,522 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 127,072 plans)
- #8,135 in Retail Trade (8,414 peers)
Coverage in Virginia
K-Va-T 401(k) Plan covers 13,522 participants in Virginia, 17x the typical Virginia plan (state average ~782 per filing). Assets: $168M.
- $168M
- total plan assets (2023 EOY)
- 13,522
- covered participants
- 94th
- percentile by assets (of 127,072 plans)
- $12,420
- avg assets per participant
Where K-Va-T 401(k) Plan sits by total assets
K-Va-T 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$167,940,370 Top 6% higher than 94% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- K-Va-T 401(k) Plan reported net income rose from -$33M in the plan year 2022 filing to $26M in the plan year 2023 filing.
- K-Va-T 401(k) Plan end-of-year assets rose from $142M in the plan year 2022 filing to $168M in the plan year 2023 filing.
- K-Va-T 401(k) Plan reported participants rose from 12,541 in the plan year 2022 filing to 13,522 in the plan year 2023 filing.
Participants vs Virginia filers
In Virginia, the average filing covers about 782 participants across 3,655 plans. K-Va-T 401(k) Plan reports 13,522 participants - 17x that state average ($168M EOY assets).
Virginia filing particulars
| Total Assets (Beginning of Year) | $142M |
|---|---|
| Net Assets (End of Year) | $168M |
| Net Income | $26M |
| Employer EIN | 550421484 |
| Plan Effective Date | 1998-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (K-Va-T-Food Stores, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 20,641 | $309M |
| 2023 | 2 | 24,594 | $308M |
| 2024 | 2 | 25,516 | $339M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $36.2B · 97,987
- 401(k) Pension Plan $15.0B · 62,467
- General Dynamics Corporation 401(k) Plan 6.0 $11.2B · 48,860
- Leidos, Inc. Retirement Plan $10.6B · 27,043
- Bae Systems Employees' Savings and Investment Plan $9.4B · 31,681
Scale composition for K-Va-T 401(k) Plan
K-Va-T 401(k) Plan reports $168M in end-of-year assets across 13,522 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.014% of 93,925,755 covered participants) - about $12,420 per participant (9% of the national average assets-per-participant) . Net income for plan year 2023 was $26M.
This plan identity (EIN 550421484, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $142M to $191M (+34.4%) while covered participants moved from 12,541 to 13,995 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 12,541 | $142M | Open filing |
| 2023 | 13,522 | $168M | This page |
| 2024 · index core | 13,995 | $191M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- K-Va-T 401(k) Plan (401(k), $191M, 13,995 participants)
- K-Va-T Employees Profit Sharing and Stock Ownership Plan (ESOP, $147M, 11,521 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to K-Va-T 401(k) Plan by total assets, not by location.
- Cams 401(k) Plan (TX) $168M · 1,240
- Westwood Professional Services, Inc. 401(k) Profit Sharing Plan (TX) $168M · 1,272
- Halff Associates Inc. 401(k) Plan (TX) $168M · 1,380
- The Baton Rouge Clinic (a Medical Corporation) 401(k) Profit Sharing Plan (LA) $168M · 588
Frequently Asked Questions
How did K-Va-T 401(k) Plan assets move in 2023? ▼
How have K-Va-T-Food Stores, Inc. plan assets changed over time? ▼
Where does K-Va-T 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to K-Va-T 401(k) Plan? ▼
Next read for K-Va-T 401(k) Plan
Filing takeaways
Ways to act on K-Va-T 401(k) Plan's numbers.
- By total assets, K-Va-T 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Virginia. Compare plans
- K-Va-T-Food Stores, Inc.'s sponsor-wide assets have grown 9.6% since 2022 across 3 plan years on file. More Retail Trade plans