401(k) · DOL Form 5500 · 2023

Kimberton Whole Foods 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
153
Participants Small participant base
39th
Percentile by assets National rank
$23,985
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kimberton Whole Foods 401(k) Plan · Sponsored by Kimberton Whole Foods · Pennsylvania · Retail Trade

$4M in assets, 153 participants

Kimberton Whole Foods's Kimberton Whole Foods 401(k) Plan reported $4M in total assets and 153 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #4,189 in Retail Trade (8,414 peers)

Coverage in Pennsylvania

Kimberton Whole Foods 401(k) Plan covers 153 participants in Pennsylvania, about 19% of the average Pennsylvania filer (state average ~822 per filing). Assets: $4M.

#4,189
in Retail Trade (8,414 peers)
+28.6%
assets growth YoY

Kimberton Whole Foods 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Kimberton Whole Foods 401(k) Plan vs every filed plan by assets

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

$3,669,675 39th percentile higher than 39% 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

Kimberton Whole Foods 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. Kimberton Whole Foods 401(k) Plan sits mid-pack in the medium band (153 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kimberton Whole Foods 401(k) Plan reported net income rose from -$197K in the plan year 2022 filing to $816K in the plan year 2023 filing.
  • Kimberton Whole Foods 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 232748219 · Kimberton Whole Foods PY 2023 · 401(k)

Kimberton Whole Foods 401(k) Plan · $4M · 153 · 39th

  • BOOK $4M
  • BOOK 153
  • BOOK 39th
  • BOOK 401(k)
  • BOOK near Marquis Group 401(k) Plan
  • BOOK ind #4189

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 Retail Trade retirement plans → · Plans in Pennsylvania →

Kimberton Whole Foods 401(k) Plan in the asset neighbourhood

Kimberton Whole Foods 401(k) PlanKimberton Whole Foods 401(k)…$4MMarquis Group 401(k) Plan$4MPlaza Motors LLC 401(k) Profit Sharing Plan & TrustPlaza Motors LLC 401(k) Prof…$4MLlamas Plastics Inc 401(k) Profit Sharing Plan & TrustLlamas Plastics Inc 401(k) P…$4MAmbrosia Qsr Support Center, LLC 401(k) PlanAmbrosia Qsr Support Center,…$4M
End-of-year total assets ($M) among Kimberton Whole Foods 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$816K
Employer EIN232748219
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kimberton Whole Foods)

Sponsor-wide plan assets over time

All Kimberton Whole Foods plans reported in each filing year

Latest sponsor-wide plan assets
$5M 59.91618633823298% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.85M $4.56M ▲ +60.0%
Year Plans Participants Total Assets
2022 1 154 $3M
2023 1 153 $4M
2024 1 188 $5M

Nearby 401(k) Plans in Pennsylvania

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

Kimberton Whole Foods 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Kimberton Whole Foods 401(k) Plan, Total assets ($B): 0.003669675 · Participants: 153Kimberton Whole Foods 401(k) PlanComcast 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
Kimberton Whole Foods 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Kimberton Whole Foods 401(k) Plan side-by-side with 3 peers →

Kimberton Whole Foods 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Marquis Group 401(k) Plan in TX ($4M); by covered participants it is Enven Energy Ventures LLC 401(k) Profit Sharing Plan and Trust in TX (153 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (153 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 Kimberton Whole Foods 401(k) Plan assets move in 2023? ▼
Kimberton Whole Foods 401(k) Plan grew sharply - up 28.6% during 2023, from $3M to $4M. Reported net income was $816K.
How have Kimberton Whole Foods plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kimberton Whole Foods's sponsor-wide assets grew 59.9%, from $3M to $5M.
Which 401(k) plans are similar in size to Kimberton Whole Foods 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Marquis Group 401(k) Plan in TX ($4M, 49 participants).
Which 401(k) plans cover a similar participant headcount to Kimberton Whole Foods 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Enven Energy Ventures LLC 401(k) Profit Sharing Plan and Trust in TX (153 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 232748219.

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.