Profit Sharing · DOL Form 5500 · 2023

K5 Homes, Inc. Profit Sharing Plan

Data updated 2026-08-25

$697K
Total assets Small plan by assets
2
Participants Small participant base
21st
Percentile by assets National rank
$348,582
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: K5 Homes, Inc. Retirement Plan · Sponsored by K5 Homes, Inc. · Oregon · Construction

$697K in assets, 2 participants

K5 Homes, Inc.'s K5 Homes, Inc. Retirement Plan reported $697K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #1,704 in Construction (9,030 peers)

K5 Homes, Inc. multi-year trail

K5 Homes, Inc.'s plans moved +30.2% in assets from 2022 to 2024; this filing shows K5 Homes, Inc. Retirement Plan at $697K / 2 participants.

#1,704
in Construction (9,030 peers)
+29.8%
assets growth YoY

K5 Homes, Inc. Retirement Plan among the smaller filed plans by assets

K5 Homes, Inc. Retirement Plan vs every filed plan by assets

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

$697,164 21st percentile higher than 21% 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

K5 Homes, Inc. Retirement 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. K5 Homes, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • K5 Homes, Inc. Retirement Plan reported net income rose from -$168K in the plan year 2022 filing to $160K in the plan year 2023 filing.
  • K5 Homes, Inc. Retirement Plan end-of-year assets rose from $537K in the plan year 2022 filing to $697K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 815290880 · K5 Homes, Inc. PY 2023 · Profit Sharing

K5 Homes, Inc. Retirement Plan · $697K · 2 · 21st

  • EOY $697K
  • 5500 2
  • ASSETS 21st
  • PCT Profit Sharing
  • EIN near Munchkinland Elc of Farmingdale, Inc. Retirement Plan
  • RANK ind #1704

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 Oregon →

K5 Homes, Inc. Retirement Plan in the asset neighbourhood

K5 Homes, Inc. Retirement PlanK5 Homes, Inc. Retirement Pl…$697KMunchkinland Elc of Farmingdale, Inc. Retirement PlanMunchkinland Elc of Farmingd…$697KHarley Ventures, Inc. Retirement PlanHarley Ventures, Inc. Retire…$697KArmando J. Guardiola Profit Sharing Retirement PlanArmando J. Guardiola Profit …$697KAll in Lashes, Inc. Retirement PlanAll in Lashes, Inc. Retireme…$697K
End-of-year total assets ($M) among K5 Homes, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

K5 Homes, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All K5 Homes, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$699K 30.22323174023943% vs 2022
2024 filing year
$0.5M$0.55M$0.6M$0.65M$0.7M$0.75M 202220232024 $0.54M $0.7M ▲ +29.6%
Year Plans Participants Total Assets
2022 1 2 $537K
2023 1 2 $697K
2024 1 2 $699K

K5 Homes, Inc. filing trail (2023)

Total Assets (Beginning of Year)$537K
Net Assets (End of Year)$697K
Net Income$160K
Employer EIN815290880
Plan Effective Date2017-02-08
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Oregon

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

K5 Homes, Inc. Retirement Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants K5 Homes, Inc. Retirement Plan, Total assets ($M): 0.697164 · Participants: 2K5 Homes, Inc. Retirement PlanLes Schwab Profit Sharing Retirement Plan, Total assets ($M): 805.482585 · Participants: 5463Les Schwab Profit Sharing Retirement PlanLes Schwab Profit Sharing Retirement Plan, Total assets ($M): 770.320628 · Participants: 5474Les Schwab Profit Sharing Retirement PlanLegacy Health Defined Contribution Retirement Plan, Total assets ($M): 696.604461 · Participants: 11313Legacy Health Defined Contribution Retirement PlanWillamette University Defined Contribution Retirement Plan, Total assets ($M): 194.758742 · Participants: 766Willamette University Defined Contribution Retirement PlanThe Hoffman Employee Retirement Income Plan, Total assets ($M): 172.19814 · Participants: 485The Hoffman Employee Retirement Income Plan
K5 Homes, Inc. Retirement Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants
Compare K5 Homes, Inc. Retirement Plan side-by-side with 3 peers →

K5 Homes, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Oregon, the nearest Profit Sharing by assets is Munchkinland Elc of Farmingdale, Inc. Retirement Plan in NY ($697K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 K5 Homes, Inc. Retirement Plan assets move in 2023? ▼
K5 Homes, Inc. Retirement Plan grew sharply - up 29.8% during 2023, from $537K to $697K. Reported net income was $160K.
How have K5 Homes, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), K5 Homes, Inc.'s sponsor-wide assets grew 30.2%, from $537K to $699K.
Where does K5 Homes, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
K5 Homes, Inc. Retirement Plan ranks in the 21st 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 Profit Sharing plans are similar in size to K5 Homes, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Munchkinland Elc of Farmingdale, Inc. Retirement Plan in NY ($697K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to K5 Homes, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 815290880.

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.