401(k) · DOL Form 5500 · 2023

Kiva Microfunds 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
112
Participants Small participant base
70th
Percentile by assets National rank
$154,858
Avg per participant Above avg balance/head
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Official DOL plan name: Kiva Microfunds 401(k) Ps Plan and Trust · Sponsored by Kiva Microfunds · California · Finance & Insurance

$17M in assets, 112 participants

Kiva Microfunds's Kiva Microfunds 401(k) Ps Plan and Trust reported $17M in total assets and 112 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,940 in Finance & Insurance (8,869 peers)

Coverage in California

Kiva Microfunds 401(k) Ps Plan and Trust covers 112 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $17M.

#4,940
in Finance & Insurance (8,869 peers)
+25.5%
assets growth YoY

Kiva Microfunds 401(k) Ps Plan and Trust's outsized position by total assets

Kiva Microfunds 401(k) Ps Plan and Trust vs every filed plan by assets

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

$17,344,119 Top 30% higher than 70% 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

Kiva Microfunds 401(k) Ps 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. Kiva Microfunds 401(k) Ps Plan and Trust sits mid-pack in the medium band (112 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kiva Microfunds 401(k) Ps Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Kiva Microfunds 401(k) Ps Plan and Trust end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Kiva Microfunds 401(k) Ps Plan and Trust reported participants fell from 130 in the plan year 2022 filing to 112 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 710992446 · Kiva Microfunds PY 2023 · 401(k)

Kiva Microfunds 401(k) Ps Plan and Trust · $17M · 112 · 70th

  • EOY $17M
  • 5500 112
  • ASSETS 70th
  • PCT 401(k)
  • EIN near The Mohawk Fine Papers Inc. 401(k) Savings Plan for Members of the United Steelworkers Union, Local 390
  • RANK ind #4940

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 Finance & Insurance retirement plans → · Plans in California →

Kiva Microfunds 401(k) Ps Plan and Trust in the asset neighbourhood

Concord, USA, LLC 401(k) Plan$17MThe Groden Center, Inc. 401(k) Profit Sharing PlanThe Groden Center, Inc. 401(…$17MKiva Microfunds 401(k) Ps Plan and TrustKiva Microfunds 401(k) Ps Pl…$17MThe Mohawk Fine Papers Inc. 401(k) Savings Plan for Members of the United Steelworkers Union, Local 390The Mohawk Fine Papers Inc. …$17MCountryside Rentals, Inc. 401(k) PlanCountryside Rentals, Inc. 40…$17M
End-of-year total assets ($M) among Kiva Microfunds 401(k) Ps Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$4M
Employer EIN710992446
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kiva Microfunds)

Sponsor-wide plan assets over time

All Kiva Microfunds plans reported in each filing year

Latest sponsor-wide plan assets
$21M 53.33074472350607% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.8M $21.2M ▲ +53.3%
Year Plans Participants Total Assets
2022 1 130 $14M
2023 1 112 $17M
2024 1 105 $21M

Nearby 401(k) Plans in California

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

Kiva Microfunds 401(k) Ps Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Kiva Microfunds 401(k) Ps Plan and Trust, Total assets ($B): 0.017344119 · Participants: 112Kiva Microfunds 401(k) Ps Plan and TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Kiva Microfunds 401(k) Ps Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Kiva Microfunds 401(k) Ps Plan and Trust side-by-side with 3 peers →

Kiva Microfunds 401(k) Ps Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Mohawk Fine Papers Inc. 401(k) Savings Plan for Members of the United Steelworkers Union, Local 390 in NY ($17M); by covered participants it is A&a Transfer, LLC 401(k) Plan in VA (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Kiva Microfunds 401(k) Ps Plan and Trust assets move in 2023? ▼
Kiva Microfunds 401(k) Ps Plan and Trust grew sharply - up 25.5% during 2023, from $14M to $17M. Reported net income was $4M.
How have Kiva Microfunds plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kiva Microfunds's sponsor-wide assets grew 53.3%, from $14M to $21M.
Which 401(k) plans are similar in size to Kiva Microfunds 401(k) Ps Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Mohawk Fine Papers Inc. 401(k) Savings Plan for Members of the United Steelworkers Union, Local 390 in NY ($17M, 189 participants).
Which 401(k) plans cover a similar participant headcount to Kiva Microfunds 401(k) Ps Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is A&a Transfer, LLC 401(k) Plan in VA (112 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 710992446.

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.