401(k) · DOL Form 5500 · 2023

Kimball Union Academy 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
148
Participants Small participant base
79th
Percentile by assets National rank
$193,705
Avg per participant Above avg balance/head
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Official DOL plan name: Kimball Union Academy DC Retirement Plan · Sponsored by Kimball Union Academy · New Hampshire · Educational Services

$29M in assets, 148 participants

Kimball Union Academy's Kimball Union Academy DC Retirement Plan reported $29M in total assets and 148 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #2,359 in Educational Services (3,735 peers)

Coverage in New Hampshire

Kimball Union Academy DC Retirement Plan covers 148 participants in New Hampshire, about 49% of the average New Hampshire filer (state average ~301 per filing). Assets: $29M.

#2,359
in Educational Services (3,735 peers)
+11.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Kimball Union Academy DC Retirement Plan's outsized position by total assets

Kimball Union Academy DC Retirement Plan vs every filed plan by assets

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

$28,668,339 Top 21% higher than 79% 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

Kimball Union Academy DC Retirement 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. Kimball Union Academy DC Retirement Plan sits mid-pack in the medium band (148 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kimball Union Academy DC Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Kimball Union Academy DC Retirement Plan end-of-year assets rose from $26M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Kimball Union Academy DC Retirement Plan reported participants fell from 155 in the plan year 2022 filing to 148 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 020222147 · Kimball Union Academy PY 2023 · 401(k)

Kimball Union Academy DC Retirement Plan · $29M · 148 · 79th

  • EBSA $29M
  • PART 148
  • TYPE 79th
  • NET 401(k)
  • BOOK near Brunner Manufacturing Employees Retirement Savings Plan
  • VS-ST ind #2359

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 Educational Services retirement plans → · Plans in New Hampshire →

Kimball Union Academy DC Retirement Plan in the asset neighbourhood

R & M Consultants, Inc. Profit-Sharing Plan and TrustR & M Consultants, Inc. Prof…$29MKimball Union Academy DC Retirement PlanKimball Union Academy DC Ret…$29MBrunner Manufacturing Employees Retirement Savings PlanBrunner Manufacturing Employ…$29MJfrog 401(k) Retirement Plan$29MHavco Wood Products LLC 401(k) Profit Sharing PlanHavco Wood Products LLC 401(…$29M
End-of-year total assets ($M) among Kimball Union Academy DC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Hampshire filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$29M
Net Income$3M
Employer EIN020222147
Plan Effective Date1969-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kimball Union Academy)

Sponsor-wide plan assets over time

All Kimball Union Academy plans reported in each filing year

Latest sponsor-wide plan assets
$32M 24.013245573624772% vs 2022
2024 filing year
$24M$26M$28M$30M$32M$34M 202220232024 $25.6M $31.8M ▲ +24.0%
Year Plans Participants Total Assets
2022 1 155 $26M
2023 1 148 $29M
2024 1 158 $32M

Nearby 401(k) Plans in New Hampshire

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

Kimball Union Academy DC Retirement Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 0200400600800 Total assets ($M) Participants Kimball Union Academy DC Retirement Plan, Total assets ($M): 28.668339 · Participants: 148Kimball Union Academy DC Retirement PlanC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 574.6136 · Participants: 12135C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 461.503498 · Participants: 977Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings Plan, Total assets ($M): 447.510354 · Participants: 1784Albany International Corp. Prosperity Plus Savings PlanConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 378.181216 · Participants: 2702Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 362.577523 · Participants: 2708Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
Kimball Union Academy DC Retirement Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants
Compare Kimball Union Academy DC Retirement Plan side-by-side with 3 peers →

Kimball Union Academy DC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New Hampshire, the nearest 401(k) by assets is Brunner Manufacturing Employees Retirement Savings Plan in WI ($29M); by covered participants it is Frontier Auto Sales 401(k) Plan in CA (148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (148 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 Kimball Union Academy DC Retirement Plan assets move in 2023? ▼
Kimball Union Academy DC Retirement Plan grew at a solid clip - up 11.8% during 2023, from $26M to $29M. Reported net income was $3M.
How have Kimball Union Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kimball Union Academy's sponsor-wide assets grew 24.0%, from $26M to $32M.
Where does Kimball Union Academy DC Retirement Plan rank by assets among Form 5500 filers? ▼
Kimball Union Academy DC Retirement Plan ranks in the 79th 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 Kimball Union Academy DC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Brunner Manufacturing Employees Retirement Savings Plan in WI ($29M, 245 participants).
Which 401(k) plans cover a similar participant headcount to Kimball Union Academy DC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Frontier Auto Sales 401(k) Plan in CA (148 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 020222147.

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.