401(k) · DOL Form 5500 · 2023

Kyle Mathison Orchards, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
312
Participants Below avg headcount
47th
Percentile by assets National rank
$18,850
Avg per participant Low balance/head
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Official DOL plan name: Kyle Mathison Orchards, Inc. 401(k) Savings Plan and Trust · Sponsored by Kyle Mathison Orchards, Inc. · Washington · Agriculture, Forestry & Fishing

$6M in assets, 312 participants

Kyle Mathison Orchards, Inc.'s Kyle Mathison Orchards, Inc. 401(k) Savings Plan and Trust reported $6M in total assets and 312 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.

  • #641 in Agriculture, Forestry & Fishing (1,288 peers)

Coverage in Washington

Kyle Mathison Orchards, Inc. 401(k) Savings Plan and Trust covers 312 participants in Washington, about 21% of the average Washington filer (state average ~1,476 per filing). Assets: $6M.

#641
in Agriculture, Forestry & Fishing (1,288 peers)
+23.3%
assets growth YoY

Kyle Mathison Orchards, Inc. 401(k) Savings Plan and Trust's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Kyle Mathison Orchards, Inc. 401(k) Savings Plan and Trust vs every filed plan by assets

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

$5,881,231 47th percentile higher than 47% 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

Kyle Mathison Orchards, Inc. 401(k) Savings Plan and Trust 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. Kyle Mathison Orchards, Inc. 401(k) Savings Plan and Trust sits mid-pack in the medium band (312 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kyle Mathison Orchards, Inc. 401(k) Savings Plan and Trust reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Kyle Mathison Orchards, Inc. 401(k) Savings Plan and Trust end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Kyle Mathison Orchards, Inc. 401(k) Savings Plan and Trust reported participants rose from 285 in the plan year 2022 filing to 312 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 911473671 · Kyle Mathison Orchards, Inc. PY 2023 · 401(k)

Kyle Mathison Orchards, Inc. 401(k) Savings Plan and Trust · $6M · 312 · 47th

  • PART $6M
  • TYPE 312
  • NET 47th
  • BOOK 401(k)
  • VS-ST near Qa Cafe LLC 401(k) Profit Sharing Plan
  • BOY ind #641

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Washington →

Kyle Mathison Orchards, Inc. 401(k) Savings Plan and Trust in the asset neighbourhood

Kyle Mathison Orchards, Inc. 401(k) Savings Plan and TrustKyle Mathison Orchards, Inc.…$6MQa Cafe LLC 401(k) Profit Sharing PlanQa Cafe LLC 401(k) Profit Sh…$6MW3r Consulting 401(k) Plan$6MLeedo 401(k) Plan$6MUnico American Corporation Profit Sharing PlanUnico American Corporation P…$6M
End-of-year total assets ($M) among Kyle Mathison Orchards, Inc. 401(k) Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN911473671
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kyle Mathison Orchards, Inc.)

Sponsor-wide plan assets over time

All Kyle Mathison Orchards, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 47.52153340704139% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.77M $7.04M ▲ +47.6%
Year Plans Participants Total Assets
2022 1 285 $5M
2023 1 312 $6M
2024 1 176 $7M

Nearby 401(k) Plans in Washington

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

Kyle Mathison Orchards, Inc. 401(k) Savings Plan and Trust vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Kyle Mathison Orchards, Inc. 401(k) Savings Plan and Trust, Total assets ($B): 0.005881231 · Participants: 312Kyle Mathison Orchards, Inc. 401(k) Savings Plan and TrustThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Kyle Mathison Orchards, Inc. 401(k) Savings Plan and Trust vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Kyle Mathison Orchards, Inc. 401(k) Savings Plan and Trust side-by-side with 3 peers →

Kyle Mathison Orchards, Inc. 401(k) Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Qa Cafe LLC 401(k) Profit Sharing Plan in NH ($6M); by covered participants it is Power Auto Inc. 401(k) Plan in OR (312 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Similar participant headcount

Nearest other-state filings by covered participants (312 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 Kyle Mathison Orchards, Inc. 401(k) Savings Plan and Trust assets move in 2023? ▼
Kyle Mathison Orchards, Inc. 401(k) Savings Plan and Trust grew sharply - up 23.3% during 2023, from $5M to $6M. Reported net income was $1M.
How have Kyle Mathison Orchards, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kyle Mathison Orchards, Inc.'s sponsor-wide assets grew 47.5%, from $5M to $7M.
Which 401(k) plans are similar in size to Kyle Mathison Orchards, Inc. 401(k) Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Qa Cafe LLC 401(k) Profit Sharing Plan in NH ($6M, 18 participants).
Which 401(k) plans cover a similar participant headcount to Kyle Mathison Orchards, Inc. 401(k) Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Power Auto Inc. 401(k) Plan in OR (312 participants, $6M 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 911473671.

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.