Profit Sharing · DOL Form 5500 · 2023
Kittelson & Associates, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $57M
- Total assets Below avg plan size
- 340
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $168,379
- Avg per participant Above avg balance/head
Official DOL plan name: Kittelson & Associates, Inc. 401(k) Retirement Plan · Sponsored by Kittelson & Associates, Inc. · Oregon · Professional & Technical Services
$57M in assets, 340 participants
Kittelson & Associates, Inc.'s Kittelson & Associates, Inc. 401(k) Retirement Plan reported $57M in total assets and 340 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.
- #17,885 in Professional & Technical Services (20,321 peers)
Where Kittelson & Associates, Inc. 401(k) Retirement Plan sits by assets
Kittelson & Associates, Inc. 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $57M for 340 participants (~$168,379/participant), up 35.9% in 2023.
- #17,885
- in Professional & Technical Services (20,321 peers)
- +35.9%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Kittelson & Associates, Inc. 401(k) Retirement Plan's outsized position by total assets
Kittelson & Associates, Inc. 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$57,248,722 Top 13% higher than 87% 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
Kittelson & Associates, Inc. 401(k) 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. Kittelson & Associates, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (340 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kittelson & Associates, Inc. 401(k) Retirement Plan reported net income rose from -$985K in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Kittelson & Associates, Inc. 401(k) Retirement Plan end-of-year assets rose from $42M in the plan year 2022 filing to $57M in the plan year 2023 filing.
- Kittelson & Associates, Inc. 401(k) Retirement Plan reported participants rose from 308 in the plan year 2022 filing to 340 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 930964447 · Kittelson & Associates, Inc. PY 2023 · Profit Sharing
Kittelson & Associates, Inc. 401(k) Retirement Plan · $57M · 340 · 87th
- ASSETS $57M
- ASSETS 340
- ASSETS 87th
- ASSETS Profit Sharing
- ASSETS near Fresno Truck Center Profit Sharing Plan
- ASSETS ind #17885
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 Professional & Technical Services retirement plans → · Plans in Oregon →
Kittelson & Associates, Inc. 401(k) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $57M |
| Net Income | $15M |
| Employer EIN | 930964447 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kittelson & Associates, Inc.)
Sponsor-wide plan assets over time
All Kittelson & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $72M 71.57068502320686% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 308 | $42M |
| 2023 | 1 | 340 | $57M |
| 2024 | 1 | 354 | $72M |
Nearby Profit Sharing Plans in Oregon
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Les Schwab Profit Sharing Retirement Plan $805M · 5,463
- Les Schwab Profit Sharing Retirement Plan $770M · 5,474
- Legacy Health Defined Contribution Retirement Plan $697M · 11,313
- Willamette University Defined Contribution Retirement Plan $195M · 766
- The Hoffman Employee Retirement Income Plan $172M · 485
Kittelson & Associates, Inc. 401(k) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Oregon, the nearest Profit Sharing by assets is Fresno Truck Center Profit Sharing Plan in CA ($57M); by covered participants it is Elder Care Alliance 401(a) Retirement Savings Plan in CA (340 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($57M here).
- Fresno Truck Center Profit Sharing Plan (CA) $57M · 485
- Automotive Industries Individual Account Retirement Plan (CA) $57M · 975
- Otter Tail Corporation Employee Stock Ownership Plan (ND) $57M · 748
- Tac Retirement Plan (TX) $57M · 343
Similar participant headcount
Nearest other-state filings by covered participants (340 participants); asset peers above are excluded.
- Elder Care Alliance 401(a) Retirement Savings Plan (CA) 340 · 0 off
- I.B.E.W. Local #490 Annuity Plan (NH) 340 · 0 off
- Hisco Profit Sharing Plan (TX) 340 · 0 off
- Lifelong Learning Administration Corporation 403(b) Plan (CA) 339 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.