401(k) · DOL Form 5500 · 2023

K-Five Investments Inc. 401(k) Plan

Data updated 2026-08-25

$656K
Total assets Small plan by assets
3
Participants Small participant base
20th
Percentile by assets National rank
$218,782
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: K-Five Investments Inc. 401(k) Plan · Sponsored by K-Five Investments Inc. · Illinois · Real Estate

$656K in assets, 3 participants

K-Five Investments Inc.'s K-Five Investments Inc. 401(k) Plan reported $656K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #1,674 in Real Estate (4,727 peers)

K-Five Investments Inc. multi-year trail

K-Five Investments Inc.'s plans moved +75.7% in assets from 2022 to 2024; this filing shows K-Five Investments Inc. 401(k) Plan at $656K / 3 participants.

#1,674
in Real Estate (4,727 peers)
+38.5%
assets growth YoY

K-Five Investments Inc. 401(k) Plan among the smaller filed plans by assets

K-Five Investments Inc. 401(k) Plan vs every filed plan by assets

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

$656,347 20th percentile higher than 20% 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-Five Investments Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. K-Five Investments Inc. 401(k) Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • K-Five Investments Inc. 401(k) Plan reported net income rose from $80K in the plan year 2022 filing to $183K in the plan year 2023 filing.
  • K-Five Investments Inc. 401(k) Plan end-of-year assets rose from $474K in the plan year 2022 filing to $656K in the plan year 2023 filing.
  • K-Five Investments Inc. 401(k) Plan reported participants fell from 4 in the plan year 2022 filing to 3 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 030457335 · K-Five Investments Inc. PY 2023 · 401(k)

K-Five Investments Inc. 401(k) Plan · $656K · 3 · 20th

  • EBSA $656K
  • PART 3
  • TYPE 20th
  • NET 401(k)
  • BOOK near Marsyd Enterprises, Inc. 401(k) Plan
  • VS-ST ind #1674

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 Real Estate retirement plans → · Plans in Illinois →

K-Five Investments Inc. 401(k) Plan in the asset neighbourhood

K-Five Investments Inc. 401(k) PlanK-Five Investments Inc. 401(…$656KMarsyd Enterprises, Inc. 401(k) PlanMarsyd Enterprises, Inc. 401…$656KTycore Asi 401(k)$656KOn a Lark Ventures Inc 401(k) PlanOn a Lark Ventures Inc 401(k…$656KJamm Inc. 401(k) Plan$656K
End-of-year total assets ($M) among K-Five Investments Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

K-Five Investments Inc. multi-year asset trail

Sponsor-wide plan assets over time

All K-Five Investments Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$832K 75.66658223573117% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M 202220232024 $0.47M $0.83M ▲ +76.6%
Year Plans Participants Total Assets
2022 1 4 $474K
2023 1 3 $656K
2024 1 3 $832K

K-Five Investments Inc. filing trail (2023)

Total Assets (Beginning of Year)$474K
Net Assets (End of Year)$656K
Net Income$183K
Employer EIN030457335
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

K-Five Investments Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants K-Five Investments Inc. 401(k) Plan, Total assets ($B): 0.000656347 · Participants: 3K-Five Investments Inc. 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
K-Five Investments Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare K-Five Investments Inc. 401(k) Plan side-by-side with 3 peers →

K-Five Investments Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Marsyd Enterprises, Inc. 401(k) Plan in CT ($656K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($656K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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-Five Investments Inc. 401(k) Plan assets move in 2023? ▼
K-Five Investments Inc. 401(k) Plan surged - up 38.5% during 2023, from $474K to $656K. Reported net income was $183K.
How have K-Five Investments Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), K-Five Investments Inc.'s sponsor-wide assets grew 75.7%, from $474K to $832K.
Where does K-Five Investments Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
K-Five Investments Inc. 401(k) Plan ranks in the 20th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to K-Five Investments Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Marsyd Enterprises, Inc. 401(k) Plan in CT ($656K, 1 participant).
Which 401(k) plans cover a similar participant headcount to K-Five Investments Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 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 030457335.

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.