401(k) · DOL Form 5500 · 2023
K-Va-T-Food Stores, Inc. 401(k) Plan
Data updated 2026-08-25
- $168M
- Total assets Near avg plan size
- 13,522
- Participants Very large workforce
- 94th
- Percentile by assets National rank
- $12,420
- Avg per participant Low balance/head
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.
- #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.
- #8,135
- in Retail Trade (8,414 peers)
- +18.0%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
K-Va-T 401(k) Plan's outsized position 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
K-Va-T 401(k) Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. K-Va-T 401(k) Plan is a mega filing (13,522 participants), the rightmost band on the breakdown.
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.
DOL schedule card
Filing strip 550421484 · K-Va-T-Food Stores, Inc. PY 2023 · 401(k)
K-Va-T 401(k) Plan · $168M · 13,522 · 94th
- ASSETS $168M
- PCT 13,522
- EIN 94th
- RANK 401(k)
- PHOTO near Cams 401(k) Plan
- IND ind #8135
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 Retail Trade retirement plans → · Plans in Virginia →
K-Va-T 401(k) Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All K-Va-T-Food Stores, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $339M 9.574087122207319% vs 2022
- 2024 filing year
| 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)
K-Va-T 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Cams 401(k) Plan in TX ($168M); by covered participants it is Staples, Inc. Employees' 401(k) Savings Plan in MA (13,528 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($168M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (13,522 participants); asset peers above are excluded.
- Staples, Inc. Employees' 401(k) Savings Plan (MA) 13,528 · 6 off
- John Deere Tax Deferred Savings Plan (IL) 13,538 · 16 off
- Constellation Employee Savings Plan (PA) 13,499 · 23 off
- Samsung 401(k) Plan (NJ) 13,555 · 33 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.