401(k) · DOL Form 5500 · 2023

Kirkwood Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
175
Participants Small participant base
73rd
Percentile by assets National rank
$119,150
Avg per participant Near avg balance/head
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Official DOL plan name: Kirkwood Holdings, Inc. 401(k) Plan · Sponsored by Kirkwood Holdings, Inc. · Massachusetts · Manufacturing

$21M in assets, 175 participants

Kirkwood Holdings, Inc.'s Kirkwood Holdings, Inc. 401(k) Plan reported $21M in total assets and 175 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #11,881 in Manufacturing (18,722 peers)

Coverage in Massachusetts

Kirkwood Holdings, Inc. 401(k) Plan covers 175 participants in Massachusetts, about 27% of the average Massachusetts filer (state average ~659 per filing). Assets: $21M.

#11,881
in Manufacturing (18,722 peers)
+16.3%
assets growth YoY

Kirkwood Holdings, Inc. 401(k) Plan's outsized position by total assets

Kirkwood Holdings, Inc. 401(k) Plan vs every filed plan by assets

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

$20,851,174 Top 27% higher than 73% 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

Kirkwood Holdings, Inc. 401(k) 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. Kirkwood Holdings, Inc. 401(k) Plan sits mid-pack in the medium band (175 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kirkwood Holdings, Inc. 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Kirkwood Holdings, Inc. 401(k) Plan end-of-year assets rose from $18M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Kirkwood Holdings, Inc. 401(k) Plan reported participants rose from 164 in the plan year 2022 filing to 175 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 201623537 · Kirkwood Holdings, Inc. PY 2023 · 401(k)

Kirkwood Holdings, Inc. 401(k) Plan · $21M · 175 · 73rd

  • RANK $21M
  • RANK 175
  • RANK 73rd
  • RANK 401(k)
  • RANK near Mro Corporation 401(k) Plan
  • RANK ind #11881

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 Manufacturing retirement plans → · Plans in Massachusetts →

Kirkwood Holdings, Inc. 401(k) Plan in the asset neighbourhood

Kirkwood Holdings, Inc. 401(k) PlanKirkwood Holdings, Inc. 401(…$21MMro Corporation 401(k) Plan$21MConsolidated Personnel Services 401(k) Profit Sharing PlanConsolidated Personnel Servi…$21MEmerald Packaging, Inc. Employees' 401(k) Profit Sharing PlanEmerald Packaging, Inc. Empl…$21MInnovation First International 401(k) Profit Sharing Plan and TrustInnovation First Internation…$21M
End-of-year total assets ($M) among Kirkwood Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN201623537
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kirkwood Holdings, Inc.)

Sponsor-wide plan assets over time

All Kirkwood Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 42.90177215192696% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.9M $25.6M ▲ +42.9%
Year Plans Participants Total Assets
2022 1 164 $18M
2023 1 175 $21M
2024 1 206 $26M

Nearby 401(k) Plans in Massachusetts

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

Kirkwood Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Kirkwood Holdings, Inc. 401(k) Plan, Total assets ($B): 0.020851174 · Participants: 175Kirkwood Holdings, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Kirkwood Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Kirkwood Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

Kirkwood Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Mro Corporation 401(k) Plan in PA ($21M); by covered participants it is Uniseal 401(k) Plan in IN (175 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (175 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 Kirkwood Holdings, Inc. 401(k) Plan assets move in 2023? ▼
Kirkwood Holdings, Inc. 401(k) Plan grew sharply - up 16.3% during 2023, from $18M to $21M. Reported net income was $3M.
How have Kirkwood Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kirkwood Holdings, Inc.'s sponsor-wide assets grew 42.9%, from $18M to $26M.
Which 401(k) plans are similar in size to Kirkwood Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mro Corporation 401(k) Plan in PA ($21M, 2,215 participants).
Which 401(k) plans cover a similar participant headcount to Kirkwood Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Uniseal 401(k) Plan in IN (175 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 201623537.

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.