401(k) · DOL Form 5500 · 2023

K. West Group, LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
272
Participants Below avg headcount
72nd
Percentile by assets National rank
$70,627
Avg per participant Below avg balance/head
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Official DOL plan name: Kwest Group, LLC 401(k) Plan · Sponsored by K. West Group, LLC · Ohio · Construction

$19M in assets, 272 participants

K. West Group, LLC's Kwest Group, LLC 401(k) Plan reported $19M in total assets and 272 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #6,376 in Construction (9,030 peers)

Coverage in Ohio

Kwest Group, LLC 401(k) Plan covers 272 participants in Ohio, about 36% of the average Ohio filer (state average ~765 per filing). Assets: $19M.

#6,376
in Construction (9,030 peers)
+23.3%
assets growth YoY

Kwest Group, LLC 401(k) Plan's outsized position by total assets

Kwest Group, LLC 401(k) Plan vs every filed plan by assets

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

$19,210,530 Top 28% higher than 72% 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

Kwest Group, 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. Kwest Group, LLC 401(k) Plan sits mid-pack in the medium band (272 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kwest Group, LLC 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Kwest Group, LLC 401(k) Plan reported participants rose from 214 in the plan year 2022 filing to 272 in the plan year 2023 filing.
  • Kwest Group, LLC 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 300016317 · K. West Group, LLC PY 2023 · 401(k)

Kwest Group, LLC 401(k) Plan · $19M · 272 · 72nd

  • BOOK $19M
  • VS-ST 272
  • BOY 72nd
  • SCH 401(k)
  • EBSA near Johnson Equipment Company 401(k) Savings Plan & Trust
  • PART ind #6376

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 Construction retirement plans → · Plans in Ohio →

Kwest Group, LLC 401(k) Plan in the asset neighbourhood

Kwest Group, LLC 401(k) Plan$19MJohnson Equipment Company 401(k) Savings Plan & TrustJohnson Equipment Company 40…$19MNational Valuation Consultants, Inc. 401(k) PlanNational Valuation Consultan…$19MFabfitfun, Inc. 401(k) Plan$19MTriangle Package Machinery Company Office 401(k) PlanTriangle Package Machinery C…$19M
End-of-year total assets ($M) among Kwest Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$19M
Net Income$4M
Employer EIN300016317
Plan Effective Date2009-07-20
Filing StatusFILING RECEIVED

Sponsor Plan History (K. West Group, LLC)

Sponsor-wide plan assets over time

All K. West Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$22M 38.16300747215315% vs 2022
2024 filing year
$14M$16M$18M$20M$22M$24M 202220232024 $15.6M $21.5M ▲ +38.1%
Year Plans Participants Total Assets
2022 1 214 $16M
2023 1 272 $19M
2024 1 287 $22M

Nearby 401(k) Plans in Ohio

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

Kwest Group, LLC 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Kwest Group, LLC 401(k) Plan, Total assets ($B): 0.01921053 · Participants: 272Kwest Group, LLC 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Kwest Group, LLC 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

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

Outside Ohio, the nearest 401(k) by assets is Johnson Equipment Company 401(k) Savings Plan & Trust in TX ($19M); by covered participants it is Feesers, Inc. Profit Sharing Plan in PA (272 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (272 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 Kwest Group, LLC 401(k) Plan assets move in 2023?
Kwest Group, LLC 401(k) Plan grew sharply - up 23.3% during 2023, from $16M to $19M. Reported net income was $4M.
How have K. West Group, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), K. West Group, LLC's sponsor-wide assets grew 38.2%, from $16M to $22M.
Which 401(k) plans are similar in size to Kwest Group, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Johnson Equipment Company 401(k) Savings Plan & Trust in TX ($19M, 174 participants).
Which 401(k) plans cover a similar participant headcount to Kwest Group, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Feesers, Inc. Profit Sharing Plan in PA (272 participants, N/A in assets).