401(k) · DOL Form 5500 · 2023

K-Fam Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$68K
Total assets Small plan by assets
1
Participants Small participant base
5th
Percentile by assets National rank
$68,055
Avg per participant Below avg balance/head
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Official DOL plan name: K-Fam Holdings, Inc. 401(k) Profit Sharing Plan · Sponsored by K-Fam Holdings, Inc. · Texas · Finance & Insurance

$68K in assets, 1 participants

K-Fam Holdings, Inc.'s K-Fam Holdings, Inc. 401(k) Profit Sharing Plan reported $68K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 5th 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.

  • #263 in Finance & Insurance (8,869 peers)

2023 asset change

K-Fam Holdings, Inc. 401(k) Profit Sharing Plan declined sharply 25.9% in 2023 ($92K → $68K) for 1 participant.

#263
in Finance & Insurance (8,869 peers)
-25.9%
assets change YoY

The plan reported a net loss of $24K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

K-Fam Holdings, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

K-Fam Holdings, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$68,055 5th percentile higher than 5% 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

K-Fam Holdings, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. K-Fam Holdings, Inc. 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • K-Fam Holdings, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $92K in the plan year 2022 filing to $68K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 834161172 · K-Fam Holdings, Inc. PY 2023 · 401(k)

K-Fam Holdings, Inc. 401(k) Profit Sharing Plan · $68K · 1 · 5th

  • VS-ST $68K
  • BOY 1
  • SCH 5th
  • EBSA 401(k)
  • PART near Msr Heritage Holdings, Inc. 401(k) Plan
  • TYPE ind #263

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 Finance & Insurance retirement plans → · Plans in Texas →

K-Fam Holdings, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

K-Fam Holdings, Inc. 401(k) Profit Sharing PlanK-Fam Holdings, Inc. 401(k) …$68KMsr Heritage Holdings, Inc. 401(k) PlanMsr Heritage Holdings, Inc. …$68KKb's Natural Woods Milling & Woodworking, Inc. 401(k) PlanKb's Natural Woods Milling &…$68KAmerican Little Bear Corp 401(k) PlanAmerican Little Bear Corp 40…$68KIn Your Corner Performance, Inc. 401(k) PlanIn Your Corner Performance, …$68K
End-of-year total assets ($M) among K-Fam Holdings, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

K-Fam Holdings, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All K-Fam Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.05M$0.1M 202220232024 $0.09M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1 $92K
2023 1 1 $68K
2024 1 1 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$92K
Net Assets (End of Year)$68K
Net Income-$24K
Employer EIN834161172
Plan Effective Date2019-04-09
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

K-Fam Holdings, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants K-Fam Holdings, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000068055 · Participants: 1K-Fam Holdings, Inc. 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
K-Fam Holdings, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare K-Fam Holdings, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

K-Fam Holdings, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Msr Heritage Holdings, Inc. 401(k) Plan in WI ($68K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 K-Fam Holdings, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
K-Fam Holdings, Inc. 401(k) Profit Sharing Plan declined sharply - down 25.9% during 2023, from $92K to $68K. Reported net income was -$24K.
Where does K-Fam Holdings, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
K-Fam Holdings, Inc. 401(k) Profit Sharing Plan ranks in the 5th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to K-Fam Holdings, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Msr Heritage Holdings, Inc. 401(k) Plan in WI ($68K, 2 participants).
Which 401(k) plans cover a similar participant headcount to K-Fam Holdings, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 834161172.

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.