401(k) · DOL Form 5500 · 2023

Kim Insurance Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$70K
Total assets Small plan by assets
1
Participants Small participant base
5th
Percentile by assets National rank
$70,136
Avg per participant Below avg balance/head
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Official DOL plan name: Kimco Insurance Services Retirement Plan · Sponsored by Kim Insurance Agency, Inc. · California · Finance & Insurance

$70K in assets, 1 participants

Kim Insurance Agency, Inc.'s Kimco Insurance Services Retirement Plan reported $70K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 5th 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.

  • #270 in Finance & Insurance (8,869 peers)

Kim Insurance Agency, Inc. multi-year trail

Kim Insurance Agency, Inc.'s plans moved +124.9% in assets from 2022 to 2024; this filing shows Kimco Insurance Services Retirement Plan at $70K / 1 participant.

#270
in Finance & Insurance (8,869 peers)
-36.2%
assets change YoY

The plan reported a net loss of $40K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kimco Insurance Services Retirement Plan among the smaller filed plans by assets

Kimco Insurance Services Retirement Plan vs every filed plan by assets

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

$70,136 5th percentile higher than 5% 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

Kimco Insurance Services Retirement 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. Kimco Insurance Services Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kimco Insurance Services Retirement Plan reported net income rose from -$119K in the plan year 2022 filing to -$40K in the plan year 2023 filing.
  • Kimco Insurance Services Retirement Plan end-of-year assets fell from $110K in the plan year 2022 filing to $70K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 862702261 · Kim Insurance Agency, Inc. PY 2023 · 401(k)

Kimco Insurance Services Retirement Plan · $70K · 1 · 5th

  • PHOTO $70K
  • IND 1
  • EOY 5th
  • 5500 401(k)
  • ASSETS near Chicarelli Productions Inc. 401(k) Profit Sharing Plan
  • PCT ind #270

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 Finance & Insurance retirement plans → · Plans in California →

Kimco Insurance Services Retirement Plan in the asset neighbourhood

Kimco Insurance Services Retirement PlanKimco Insurance Services Ret…$70KChicarelli Productions Inc. 401(k) Profit Sharing PlanChicarelli Productions Inc. …$70KKmj Enterprises LLC 401 (K) Profit Sharing Plan &Kmj Enterprises LLC 401 (K) …$70KKc Enterprise Group, Inc. 401(k) Profit Sharing PlanKc Enterprise Group, Inc. 40…$70KLowe Insurance Agency, Inc. 401(k) PlanLowe Insurance Agency, Inc. …$70K
End-of-year total assets ($M) among Kimco Insurance Services Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kim Insurance Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Kim Insurance Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$247K 124.85288366212812% vs 2022
2024 filing year
$0M$0.1M$0.2M$0.3M 202220232024 $0.11M $0.25M ▲ +127.3%
Year Plans Participants Total Assets
2022 1 1 $110K
2023 1 1 $70K
2024 1 1 $247K

Kim Insurance Agency, Inc. filing trail (2023)

Total Assets (Beginning of Year)$110K
Net Assets (End of Year)$70K
Net Income-$40K
Employer EIN862702261
Plan Effective Date2021-03-23
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Kimco Insurance Services Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Kimco Insurance Services Retirement Plan, Total assets ($B): 0.000070136 · Participants: 1Kimco Insurance Services Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Kimco Insurance Services Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Kimco Insurance Services Retirement Plan side-by-side with 3 peers →

Kimco Insurance Services Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Chicarelli Productions Inc. 401(k) Profit Sharing Plan in PA ($70K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Kimco Insurance Services Retirement Plan assets move in 2023? ▼
Kimco Insurance Services Retirement Plan contracted severely - down 36.2% during 2023, from $110K to $70K. Reported net income was -$40K.
How have Kim Insurance Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kim Insurance Agency, Inc.'s sponsor-wide assets grew 124.9%, from $110K to $247K.
Where does Kimco Insurance Services Retirement Plan rank by assets among Form 5500 filers? ▼
Kimco Insurance Services Retirement Plan ranks in the 5th 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 Kimco Insurance Services Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chicarelli Productions Inc. 401(k) Profit Sharing Plan in PA ($70K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Kimco Insurance Services Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 862702261.

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.