401(k) · DOL Form 5500 · 2023

Owen-Ames-Kimball Co. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
214
Participants Below avg headcount
81st
Percentile by assets National rank
$162,543
Avg per participant Above avg balance/head
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Official DOL plan name: Owen-Ames-Kimball Co. Retirement Plan · Sponsored by Owen-Ames-Kimball Co. · Michigan · Construction

$35M in assets, 214 participants

Owen-Ames-Kimball Co.'s Owen-Ames-Kimball Co. Retirement Plan reported $35M in total assets and 214 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,186 in Construction (9,030 peers)

Coverage in Michigan

Owen-Ames-Kimball Co. Retirement Plan covers 214 participants in Michigan, about 34% of the average Michigan filer (state average ~638 per filing). Assets: $35M.

#7,186
in Construction (9,030 peers)
+14.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Owen-Ames-Kimball Co. Retirement Plan's outsized position by total assets

Owen-Ames-Kimball Co. Retirement Plan vs every filed plan by assets

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

$34,784,219 Top 19% higher than 81% 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

Owen-Ames-Kimball Co. Retirement 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. Owen-Ames-Kimball Co. Retirement Plan sits mid-pack in the medium band (214 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Owen-Ames-Kimball Co. Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Owen-Ames-Kimball Co. Retirement Plan reported participants rose from 180 in the plan year 2022 filing to 214 in the plan year 2023 filing.
  • Owen-Ames-Kimball Co. Retirement Plan end-of-year assets rose from $30M in the plan year 2022 filing to $35M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 380900420 · Owen-Ames-Kimball Co. PY 2023 · 401(k)

Owen-Ames-Kimball Co. Retirement Plan · $35M · 214 · 81st

  • SCH $35M
  • EBSA 214
  • PART 81st
  • TYPE 401(k)
  • NET near Cerence Retirement Plan
  • BOOK ind #7186

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 Construction retirement plans → · Plans in Michigan →

Owen-Ames-Kimball Co. Retirement Plan in the asset neighbourhood

Cerence Retirement Plan$35MIko Salaried Employee Savings PlanIko Salaried Employee Saving…$35MBath Savings Institution 401(k) PlanBath Savings Institution 401…$35MVizo Financial Corporate Credit Union 401(k) PlanVizo Financial Corporate Cre…$35MOwen-Ames-Kimball Co. Retirement PlanOwen-Ames-Kimball Co. Retire…$35M
End-of-year total assets ($M) among Owen-Ames-Kimball Co. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$35M
Net Income$5M
Employer EIN380900420
Plan Effective Date1961-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Owen-Ames-Kimball Co.)

Sponsor-wide plan assets over time

All Owen-Ames-Kimball Co. plans reported in each filing year

Latest sponsor-wide plan assets
$41M 34.382272941215334% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $30.3M $40.7M ▲ +34.4%
Year Plans Participants Total Assets
2022 1 180 $30M
2023 1 214 $35M
2024 1 229 $41M

Nearby 401(k) Plans in Michigan

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

Owen-Ames-Kimball Co. Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Owen-Ames-Kimball Co. Retirement Plan, Total assets ($B): 0.034784219 · Participants: 214Owen-Ames-Kimball Co. Retirement PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Owen-Ames-Kimball Co. Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Owen-Ames-Kimball Co. Retirement Plan side-by-side with 3 peers →

Owen-Ames-Kimball Co. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Cerence Retirement Plan in MA ($35M); by covered participants it is Schoeneck Containers, Inc. 401(k) Plan in WI (214 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35M here).

Similar participant headcount

Nearest other-state filings by covered participants (214 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 Owen-Ames-Kimball Co. Retirement Plan assets move in 2023? ▼
Owen-Ames-Kimball Co. Retirement Plan grew at a solid clip - up 14.9% during 2023, from $30M to $35M. Reported net income was $5M.
How have Owen-Ames-Kimball Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Owen-Ames-Kimball Co.'s sponsor-wide assets grew 34.4%, from $30M to $41M.
Where does Owen-Ames-Kimball Co. Retirement Plan rank by assets among Form 5500 filers? ▼
Owen-Ames-Kimball Co. Retirement Plan ranks in the 81st 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 Owen-Ames-Kimball Co. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cerence Retirement Plan in MA ($35M, 145 participants).
Which 401(k) plans cover a similar participant headcount to Owen-Ames-Kimball Co. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Schoeneck Containers, Inc. 401(k) Plan in WI (214 participants, $7M 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 380900420.

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.