Profit Sharing · DOL Form 5500 · 2023
Kittelson & Associates, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $57M
- Total assets
- 340
- Participants
- 87th
- Percentile by assets
- $168,379
- Avg per participant
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.
- 87th percentile by assets (of 127,072 plans)
- #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.
- $57M
- total plan assets (2023 EOY)
- 340
- covered participants
- 87th
- percentile by assets (of 127,072 plans)
- $168,379
- avg assets per participant
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.
Kittelson & Associates, Inc. 401(k) Retirement Plan vs the 2023 asset distribution
By assets, Kittelson & Associates, Inc. 401(k) Retirement Plan outranks 87% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).
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.)
| 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.
Kittelson & Associates, Inc. 401(k) Retirement Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Kittelson & Associates, Inc. 401(k) Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
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Ways to act on Kittelson & Associates, Inc. 401(k) Retirement Plan's numbers.
- By total assets, Kittelson & Associates, Inc. 401(k) Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Oregon. Compare plans
- Kittelson & Associates, Inc.'s sponsor-wide assets have grown 71.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans