401(k) · DOL Form 5500 · 2023

Kaiser Midwest, Inc. 401(k) Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
135
Participants Small participant base
87th
Percentile by assets National rank
$422,525
Avg per participant High balance/head
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Official DOL plan name: Kaiser 401(k) Profit Sharing Plan · Sponsored by Kaiser Midwest, Inc. · Missouri · Wholesale Trade

$57M in assets, 135 participants

Kaiser Midwest, Inc.'s Kaiser 401(k) Profit Sharing Plan reported $57M in total assets and 135 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #5,573 in Wholesale Trade (6,309 peers)

Coverage in Missouri

Kaiser 401(k) Profit Sharing Plan covers 135 participants in Missouri, about 18% of the average Missouri filer (state average ~737 per filing). Assets: $57M.

#5,573
in Wholesale Trade (6,309 peers)
+20.7%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Kaiser 401(k) Profit Sharing Plan's outsized position by total assets

Kaiser 401(k) Profit Sharing Plan vs every filed plan by assets

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

$57,040,893 Top 13% higher than 87% 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

Kaiser 401(k) Profit Sharing 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. Kaiser 401(k) Profit Sharing Plan sits mid-pack in the medium band (135 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kaiser 401(k) Profit Sharing Plan reported net income rose from -$6M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Kaiser 401(k) Profit Sharing Plan end-of-year assets rose from $47M in the plan year 2022 filing to $57M in the plan year 2023 filing.
  • Kaiser 401(k) Profit Sharing Plan reported participants rose from 131 in the plan year 2022 filing to 135 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 431597251 · Kaiser Midwest, Inc. PY 2023 · 401(k)

Kaiser 401(k) Profit Sharing Plan · $57M · 135 · 87th

  • BOY $57M
  • SCH 135
  • EBSA 87th
  • PART 401(k)
  • TYPE near Mythics, LLC. Retirement Plan
  • NET ind #5573

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 Wholesale Trade retirement plans → · Plans in Missouri →

Kaiser 401(k) Profit Sharing Plan in the asset neighbourhood

Impinj, Inc. 401(k) Plan$57MPrecise Systems, Inc. 401(k) PlanPrecise Systems, Inc. 401(k)…$57MKaiser 401(k) Profit Sharing PlanKaiser 401(k) Profit Sharing…$57MMythics, LLC. Retirement Plan$57MEverence Services, LLC 401(k) PlanEverence Services, LLC 401(k…$57M
End-of-year total assets ($M) among Kaiser 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$57M
Net Income$10M
Employer EIN431597251
Plan Effective Date1998-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kaiser Midwest, Inc.)

Sponsor-wide plan assets over time

All Kaiser Midwest, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$66M 40.30731833460663% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $47.3M $66.3M ▲ +40.3%
Year Plans Participants Total Assets
2022 1 131 $47M
2023 1 135 $57M
2024 1 126 $66M

Nearby 401(k) Plans in Missouri

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

Kaiser 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Kaiser 401(k) Profit Sharing Plan, Total assets ($B): 0.057040893 · Participants: 135Kaiser 401(k) Profit Sharing PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Kaiser 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Kaiser 401(k) Profit Sharing Plan side-by-side with 3 peers →

Kaiser 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Mythics, LLC. Retirement Plan in VA ($57M); by covered participants it is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($57M here).

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Kaiser 401(k) Profit Sharing Plan assets move in 2023? ▼
Kaiser 401(k) Profit Sharing Plan grew sharply - up 20.7% during 2023, from $47M to $57M. Reported net income was $10M.
How have Kaiser Midwest, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kaiser Midwest, Inc.'s sponsor-wide assets grew 40.3%, from $47M to $66M.
Where does Kaiser 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Kaiser 401(k) Profit Sharing Plan ranks in the 87th 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 Kaiser 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mythics, LLC. Retirement Plan in VA ($57M, 359 participants).
Which 401(k) plans cover a similar participant headcount to Kaiser 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 participants, N/A 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 431597251.

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.