401(k) · DOL Form 5500 · 2023

Kirkpatrick Management Company, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
241
Participants Below avg headcount
44th
Percentile by assets National rank
$20,596
Avg per participant Low balance/head
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Official DOL plan name: Kirkpatrick Management Company, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Kirkpatrick Management Company, Inc. · Indiana · Real Estate

$5M in assets, 241 participants

Kirkpatrick Management Company, Inc.'s Kirkpatrick Management Company, Inc. 401(k) Profit Sharing Plan and Trust reported $5M in total assets and 241 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #3,013 in Real Estate (4,727 peers)

Coverage in Indiana

Kirkpatrick Management Company, Inc. 401(k) Profit Sharing Plan and Trust covers 241 participants in Indiana, about 45% of the average Indiana filer (state average ~541 per filing). Assets: $5M.

#3,013
in Real Estate (4,727 peers)
+14.7%
assets growth YoY

Kirkpatrick Management Company, Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Real Estate and all filers

Kirkpatrick Management Company, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$4,963,644 44th percentile higher than 44% 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

Kirkpatrick Management Company, Inc. 401(k) Profit Sharing Plan and Trust 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. Kirkpatrick Management Company, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (241 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kirkpatrick Management Company, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from -$816K in the plan year 2022 filing to $638K in the plan year 2023 filing.
  • Kirkpatrick Management Company, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Kirkpatrick Management Company, Inc. 401(k) Profit Sharing Plan and Trust reported participants fell from 250 in the plan year 2022 filing to 241 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 351291497 · Kirkpatrick Management Company, Inc. PY 2023 · 401(k)

Kirkpatrick Management Company, Inc. 401(k) Profit Sharing Plan and Trust · $5M · 241 · 44th

  • BOOK $5M
  • BOOK 241
  • BOOK 44th
  • BOOK 401(k)
  • BOOK near Power Express 401(k) Retirement Plan
  • BOOK ind #3013

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 Indiana →

Kirkpatrick Management Company, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Kirkpatrick Management Company, Inc. 401(k) Profit Sharing Plan and TrustKirkpatrick Management Compa…$5MPower Express 401(k) Retirement PlanPower Express 401(k) Retirem…$5M4d Security Solutions, Inc. Incentive Savings Trust4d Security Solutions, Inc. …$5MRowan, Incorporated 401(k) Ps PlanRowan, Incorporated 401(k) P…$5MJack Schroeder and Associates, LLC 401 (K) PlanJack Schroeder and Associate…$5M
End-of-year total assets ($M) among Kirkpatrick Management Company, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$638K
Employer EIN351291497
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kirkpatrick Management Company, Inc.)

Sponsor-wide plan assets over time

All Kirkpatrick Management Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 25.628734209257892% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.33M $5.43M ▲ +25.4%
Year Plans Participants Total Assets
2022 1 250 $4M
2023 1 241 $5M
2024 1 263 $5M

Nearby 401(k) Plans in Indiana

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

Kirkpatrick Management Company, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Kirkpatrick Management Company, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.004963644 · Participants: 241Kirkpatrick Management Company, Inc. 401(k) Profit Sharing Plan and TrustThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Kirkpatrick Management Company, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Kirkpatrick Management Company, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Kirkpatrick Management Company, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Power Express 401(k) Retirement Plan in NY ($5M); by covered participants it is Tango Card Inc 401(k) Profit Sharing Plan and Trust in WA (241 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (241 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 Kirkpatrick Management Company, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Kirkpatrick Management Company, Inc. 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 14.7% during 2023, from $4M to $5M. Reported net income was $638K.
How have Kirkpatrick Management Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kirkpatrick Management Company, Inc.'s sponsor-wide assets grew 25.6%, from $4M to $5M.
Which 401(k) plans are similar in size to Kirkpatrick Management Company, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Power Express 401(k) Retirement Plan in NY ($5M, 39 participants).
Which 401(k) plans cover a similar participant headcount to Kirkpatrick Management Company, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Tango Card Inc 401(k) Profit Sharing Plan and Trust in WA (241 participants, $19M 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 351291497.

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.