401(k) · DOL Form 5500 · 2023
Kay and Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 1,025
- Participants Near avg headcount
- 71st
- Percentile by assets National rank
- $17,534
- Avg per participant Low balance/head
Official DOL plan name: Kay & Associates, Inc. Profit Sharing & Retirement Savings Plan · Sponsored by Kay and Associates, Inc. · Illinois · Professional & Technical Services
$18M in assets, 1,025 participants
Kay and Associates, Inc.'s Kay & Associates, Inc. Profit Sharing & Retirement Savings Plan reported $18M in total assets and 1,025 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.
- #14,264 in Professional & Technical Services (20,321 peers)
Kay and Associates, Inc. multi-year trail
Kay and Associates, Inc.'s plans moved +68.0% in assets from 2022 to 2024; this filing shows Kay & Associates, Inc. Profit Sharing & Retirement Savings Plan at $18M / 1,025 participants.
- #14,264
- in Professional & Technical Services (20,321 peers)
- +30.7%
- assets growth YoY
Kay & Associates, Inc. Profit Sharing & Retirement Savings Plan's outsized position by total assets
Kay & Associates, Inc. Profit Sharing & Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,972,161 Top 29% higher than 71% 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
Kay & Associates, Inc. Profit Sharing & Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kay & Associates, Inc. Profit Sharing & Retirement Savings Plan lands in the large band (1,025 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kay & Associates, Inc. Profit Sharing & Retirement Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Kay & Associates, Inc. Profit Sharing & Retirement Savings Plan end-of-year assets rose from $14M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Kay & Associates, Inc. Profit Sharing & Retirement Savings Plan reported participants rose from 902 in the plan year 2022 filing to 1,025 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 362432478 · Kay and Associates, Inc. PY 2023 · 401(k)
Kay & Associates, Inc. Profit Sharing & Retirement Savings Plan · $18M · 1,025 · 71st
- IND $18M
- EOY 1,025
- 5500 71st
- ASSETS 401(k)
- PCT near H&l Partners 401(k) Profit Sharing
- EIN ind #14264
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 Illinois →
Kay & Associates, Inc. Profit Sharing & Retirement Savings Plan in the asset neighbourhood
Kay and Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Kay and Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 68.04450471897968% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 902 | $14M |
| 2023 | 1 | 1,025 | $18M |
| 2024 | 1 | 1,222 | $23M |
Kay and Associates, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $4M |
| Employer EIN | 362432478 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Kay & Associates, Inc. Profit Sharing & Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is H&l Partners 401(k) Profit Sharing in CA ($18M); by covered participants it is Mastech Digital, Inc. 401(k) Plan in PA (1,025 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- H&l Partners 401(k) Profit Sharing (CA) $18M · 169
- Fillauer Companies 401(k) Savings Plan (TN) $18M · 165
- Hawk Ridge Systems LLC 401(k) Profit Sharing Plan & Trust (CA) $18M · 411
- Alliance Sales & Marketing 401(k) Plan (NC) $18M · 325
Similar participant headcount
Nearest other-state filings by covered participants (1,025 participants); asset peers above are excluded.
- Mastech Digital, Inc. 401(k) Plan (PA) 1,025 · 0 off
- Alpha Media LLC 401(k) Retirement Plan (OR) 1,025 · 0 off
- Stp Nuclear Operating Company Savings Plan (TX) 1,025 · 0 off
- Gettel Automotive, Inc. 401(k) Plan (FL) 1,026 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.