401(k) · DOL Form 5500 · 2023

Kpi Concepts, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 114
Participants Small participant base: 47th
Percentile by assets National rank: $49,467
Avg per participant Low balance/head

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Official DOL plan name: Kpi Concepts, LLC 401(k) Plan · Sponsored by Kpi Concepts, LLC · Iowa · Manufacturing

$6M in assets, 114 participants

Kpi Concepts, LLC's Kpi Concepts, LLC 401(k) Plan reported $6M in total assets and 114 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

#5,637 in Manufacturing (18,722 peers)

Coverage in Iowa

Kpi Concepts, LLC 401(k) Plan covers 114 participants in Iowa, about 19% of the average Iowa filer (state average ~609 per filing). Assets: $6M.

#5,637
in Manufacturing (18,722 peers): +39.8%
assets growth YoY

Kpi Concepts, LLC 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Kpi Concepts, LLC 401(k) Plan vs every filed plan by assets

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

$5,639,208 47th percentile higher than 47% 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

Kpi Concepts, LLC 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. Kpi Concepts, LLC 401(k) Plan sits mid-pack in the medium band (114 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Kpi Concepts, LLC 401(k) Plan reported net income rose from -$529K in the plan year 2022 filing to $2M in the plan year 2023 filing.
Kpi Concepts, LLC 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Kpi Concepts, LLC 401(k) Plan reported participants fell from 116 in the plan year 2022 filing to 114 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 830710883 · Kpi Concepts, LLC PY 2023 · 401(k)

Kpi Concepts, LLC 401(k) Plan · $6M · 114 · 47th

BOY $6M
SCH 114
EBSA 47th
PART 401(k)
TYPE near Zivko Psp
NET ind #5637

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 Iowa →

End-of-year total assets ($M) among Kpi Concepts, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$6M
Net Income	$2M
Employer EIN	830710883
Plan Effective Date	2015-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Kpi Concepts, LLC)

Latest sponsor-wide plan assets: $7M 67.05175734751185% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	116	$4M
2023	1	114	$6M
2024	1	106	$7M

Nearby 401(k) Plans in Iowa

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

Kpi Concepts, LLC 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants

The Principal Select Savings Plan $4.1B · 12,827
Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
The Rsm US LLP Retirement Plan $2.9B · 14,720
Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999

Compare Kpi Concepts, LLC 401(k) Plan side-by-side with 3 peers →

Kpi Concepts, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Zivko Psp in FL ($6M); by covered participants it is Austin Medical Center 403b Plan in MN (114 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Zivko Psp (FL) $6M · 10
Critical Systems 401(k) Plan (ID) $6M · 74
Esystems, Inc. 401(k) Plan (NJ) $6M · 106
Best Press/Ussery 401(k) Savings Plan (TX) $6M · 96

Similar participant headcount

Nearest other-state filings by covered participants (114 participants); asset peers above are excluded.

Austin Medical Center 403b Plan (MN) 114 · 0 off
Kam-Way 401(k) Plan (WA) 114 · 0 off
Contributor Development Partnership, Pbc Retirement Plan (MA) 114 · 0 off
Advanced Nutrients 401(k) Plan (CA) 114 · 0 off

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 Kpi Concepts, LLC 401(k) Plan assets move in 2023? ▼

Kpi Concepts, LLC 401(k) Plan surged - up 39.8% during 2023, from $4M to $6M. Reported net income was $2M.

How have Kpi Concepts, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Kpi Concepts, LLC's sponsor-wide assets grew 67.1%, from $4M to $7M.

Which 401(k) plans are similar in size to Kpi Concepts, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Zivko Psp in FL ($6M, 10 participants).

Which 401(k) plans cover a similar participant headcount to Kpi Concepts, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Austin Medical Center 403b Plan in MN (114 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 830710883.