401(k) · DOL Form 5500 · 2023

Kiavi, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
368
Participants Below avg headcount
76th
Percentile by assets National rank
$64,864
Avg per participant Low balance/head
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Official DOL plan name: Kiavi, Inc. Retirement Trust · Sponsored by Kiavi, Inc. · Pennsylvania · Professional & Technical Services

$24M in assets, 368 participants

Kiavi, Inc.'s Kiavi, Inc. Retirement Trust reported $24M in total assets and 368 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #15,444 in Professional & Technical Services (20,321 peers)

Coverage in Pennsylvania

Kiavi, Inc. Retirement Trust covers 368 participants in Pennsylvania, about 45% of the average Pennsylvania filer (state average ~822 per filing). Assets: $24M.

#15,444
in Professional & Technical Services (20,321 peers)
+49.3%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Kiavi, Inc. Retirement Trust's outsized position by total assets

Kiavi, Inc. Retirement Trust vs every filed plan by assets

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

$23,870,046 Top 24% higher than 76% 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

Kiavi, Inc. Retirement 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. Kiavi, Inc. Retirement Trust sits mid-pack in the medium band (368 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kiavi, Inc. Retirement Trust reported net income rose from $2M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Kiavi, Inc. Retirement Trust end-of-year assets rose from $16M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Kiavi, Inc. Retirement Trust reported participants fell from 434 in the plan year 2022 filing to 368 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 463089169 · Kiavi, Inc. PY 2023 · 401(k)

Kiavi, Inc. Retirement Trust · $24M · 368 · 76th

  • 5500 $24M
  • 5500 368
  • 5500 76th
  • 5500 401(k)
  • 5500 near Scantibodies Laboratory, Inc 401(k) Profit Sharing Plan
  • 5500 ind #15444

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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →

Kiavi, Inc. Retirement Trust in the asset neighbourhood

Kiavi, Inc. Retirement Trust$24MScantibodies Laboratory, Inc 401(k) Profit Sharing PlanScantibodies Laboratory, Inc…$24MJordache Enterprises Inc. 401(k) PlanJordache Enterprises Inc. 40…$24MHeroux Corp. 401(k) Retirement PlanHeroux Corp. 401(k) Retireme…$24MComputer Packages, Inc. 401(k) Plan & TrustComputer Packages, Inc. 401(…$24M
End-of-year total assets ($M) among Kiavi, Inc. Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$24M
Net Income$8M
Employer EIN463089169
Plan Effective Date2014-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kiavi, Inc.)

Sponsor-wide plan assets over time

All Kiavi, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 95.90771855514328% vs 2022
2024 filing year
$10M$15M$20M$25M$30M$35M 202220232024 $16M $31.3M ▲ +95.9%
Year Plans Participants Total Assets
2022 1 434 $16M
2023 1 368 $24M
2024 1 361 $31M

Nearby 401(k) Plans in Pennsylvania

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

Kiavi, Inc. Retirement Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Kiavi, Inc. Retirement Trust, Total assets ($B): 0.023870046 · Participants: 368Kiavi, Inc. Retirement TrustComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Kiavi, Inc. Retirement Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Kiavi, Inc. Retirement Trust side-by-side with 3 peers →

Kiavi, Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Scantibodies Laboratory, Inc 401(k) Profit Sharing Plan in CA ($24M); by covered participants it is Mcguire Management Group 401(k) Plan in FL (368 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (368 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 Kiavi, Inc. Retirement Trust assets move in 2023? ▼
Kiavi, Inc. Retirement Trust surged - up 49.3% during 2023, from $16M to $24M. Reported net income was $8M.
How have Kiavi, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kiavi, Inc.'s sponsor-wide assets grew 95.9%, from $16M to $31M.
Where does Kiavi, Inc. Retirement Trust rank by assets among Form 5500 filers? ▼
Kiavi, Inc. Retirement Trust ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Kiavi, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Scantibodies Laboratory, Inc 401(k) Profit Sharing Plan in CA ($24M, 117 participants).
Which 401(k) plans cover a similar participant headcount to Kiavi, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcguire Management Group 401(k) Plan in FL (368 participants, $2M 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 463089169.

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.