401(k) · DOL Form 5500 · 2023

K & M Associates, L.P. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
54
Participants Small participant base
59th
Percentile by assets National rank
$188,501
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: K & M Associates Savings and Investment Plan · Sponsored by K & M Associates, L.P. · Rhode Island · Wholesale Trade

$10M in assets, 54 participants

K & M Associates, L.P.'s K & M Associates Savings and Investment Plan reported $10M in total assets and 54 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,206 in Wholesale Trade (6,309 peers)

K & M Associates, L.P. multi-year trail

K & M Associates, L.P.'s plans moved +11.4% in assets from 2022 to 2024; this filing shows K & M Associates Savings and Investment Plan at $10M / 54 participants.

#3,206
in Wholesale Trade (6,309 peers)
+6.2%
assets growth YoY

K & M Associates Savings and Investment Plan's mid-pack asset rank among Wholesale Trade and all filers

K & M Associates Savings and Investment Plan vs every filed plan by assets

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

$10,179,080 Top 41% higher than 59% 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

K & M Associates Savings and Investment Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. K & M Associates Savings and Investment Plan is a small filing (54 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • K & M Associates Savings and Investment Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • K & M Associates Savings and Investment Plan reported participants fell from 67 in the plan year 2022 filing to 54 in the plan year 2023 filing.
  • K & M Associates Savings and Investment Plan end-of-year assets rose from $10M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 050399084 · K & M Associates, L.P. PY 2023 · 401(k)

K & M Associates Savings and Investment Plan · $10M · 54 · 59th

  • TYPE $10M
  • TYPE 54
  • TYPE 59th
  • TYPE 401(k)
  • TYPE near Lighting Retrofit International, LLC 401(k) Profit Sharing Plan
  • TYPE ind #3206

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 Wholesale Trade retirement plans → · Plans in Rhode Island →

K & M Associates Savings and Investment Plan in the asset neighbourhood

K & M Associates Savings and Investment PlanK & M Associates Savings and…$10MLighting Retrofit International, LLC 401(k) Profit Sharing PlanLighting Retrofit Internatio…$10MAncap Management, Inc. 401(k) PlanAncap Management, Inc. 401(k…$10MCommonwealth Oral & Facial Surgery Profit Sharing Plan and TrustCommonwealth Oral & Facial S…$10MProact, Inc. 401(k) Plan$10M
End-of-year total assets ($M) among K & M Associates Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

K & M Associates, L.P. multi-year asset trail

Sponsor-wide plan assets over time

All K & M Associates, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 11.386185152095042% vs 2022
2024 filing year
$9M$9.5M$10M$10.5M$11M 202220232024 $9.58M $10.7M ▲ +11.5%
Year Plans Participants Total Assets
2022 1 67 $10M
2023 1 54 $10M
2024 1 56 $11M

K & M Associates, L.P. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN050399084
Plan Effective Date1998-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Rhode Island

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

K & M Associates Savings and Investment Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -100102030 Total assets ($B) Participants K & M Associates Savings and Investment Plan, Total assets ($B): 0.01017908 · Participants: 54K & M Associates Savings and Investment PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 27.588812025 · Participants: 265760CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 5.714708993 · Participants: 26580Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 2.930113664 · Participants: 19047Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.65846631 · Participants: 25475Unfi 401(k) PlanFm Global 401(k) Savings Plan, Total assets ($B): 1.684102096 · Participants: 4295Fm Global 401(k) Savings Plan
K & M Associates Savings and Investment Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare K & M Associates Savings and Investment Plan side-by-side with 3 peers →

K & M Associates Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Lighting Retrofit International, LLC 401(k) Profit Sharing Plan in MD ($10M); by covered participants it is Arco Publicidad Retirement Plan in PR (54 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (54 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 K & M Associates Savings and Investment Plan assets move in 2023? ▼
K & M Associates Savings and Investment Plan grew at a solid clip - up 6.2% during 2023, from $10M to $10M. Reported net income was $1M.
How have K & M Associates, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), K & M Associates, L.P.'s sponsor-wide assets grew 11.4%, from $10M to $11M.
Which 401(k) plans are similar in size to K & M Associates Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lighting Retrofit International, LLC 401(k) Profit Sharing Plan in MD ($10M, 245 participants).
Which 401(k) plans cover a similar participant headcount to K & M Associates Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Arco Publicidad Retirement Plan in PR (54 participants, $231K 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 050399084.

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.