401(k) · DOL Form 5500 · 2023
Kg Investment Management, LLC 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 102
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $129,475
- Avg per participant Near avg balance/head
Official DOL plan name: Kg Investment Management, LLC Retirement Savings Plan · Sponsored by Kg Investment Management, LLC · Washington · Real Estate
$13M in assets, 102 participants
Kg Investment Management, LLC's Kg Investment Management, LLC Retirement Savings Plan reported $13M in total assets and 102 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.
- #3,817 in Real Estate (4,727 peers)
Coverage in Washington
Kg Investment Management, LLC Retirement Savings Plan covers 102 participants in Washington, about 7% of the average Washington filer (state average ~1,476 per filing). Assets: $13M.
- #3,817
- in Real Estate (4,727 peers)
- +29.5%
- assets growth YoY
Kg Investment Management, LLC Retirement Savings Plan's mid-pack asset rank among Real Estate and all filers
Kg Investment Management, LLC Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,206,413 Top 35% higher than 65% 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
Kg Investment Management, LLC Retirement Savings 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. Kg Investment Management, LLC Retirement Savings Plan sits mid-pack in the medium band (102 participants).
Published 5500 schedule card
Filing strip 912109328 · Kg Investment Management, LLC PY 2023 · 401(k)
Kg Investment Management, LLC Retirement Savings Plan · $13M · 102 · 65th
- SCH $13M
- SCH 102
- SCH 65th
- SCH 401(k)
- SCH near Integrative Nutrition 401(k) Plan
- SCH ind #3817
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 Real Estate retirement plans → · Plans in Washington →
Kg Investment Management, LLC Retirement Savings Plan in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $3M |
| Employer EIN | 912109328 |
| Plan Effective Date | 2002-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kg Investment Management, LLC)
Sponsor-wide plan assets over time
All Kg Investment Management, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 9.136833748876398% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 102 | $13M |
| 2024 | 1 | 112 | $14M |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Boeing Company 401(k) Retirement Plan $72.2B · 128,910
- Microsoft Corporation Savings Plus 401(k) Plan $53.2B · 123,296
- Costco 401(k) Retirement Plan $33.4B · 192,744
- T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $8.3B · 71,538
- 401(k) Savings Plan $8.1B · 87,590
Kg Investment Management, LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Washington, the nearest 401(k) by assets is Integrative Nutrition 401(k) Plan in NY ($13M); by covered participants it is Air-Land Transport Service, Inc. 401(k) Plan in IL (102 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (102 participants); asset peers above are excluded.
- Air-Land Transport Service, Inc. 401(k) Plan (IL) 102 · 0 off
- Anchor Subaru, LLC 401(k) Plan (RI) 102 · 0 off
- Competitive Engineering, Inc. 401(k) Profit Sharing Plan (AZ) 102 · 0 off
- Zevia Pbc 401(k) and Profit Sharing Plan (CA) 102 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.