401(k) · DOL Form 5500 · 2023

Kbra Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
468
Participants Below avg headcount
87th
Percentile by assets National rank
$123,814
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kbra Holdings, LLC 401(k) Profit Sharing Plan Trust · Sponsored by Kbra Holdings, LLC · New York · Administrative & Support Services

$58M in assets, 468 participants

Kbra Holdings, LLC's Kbra Holdings, LLC 401(k) Profit Sharing Plan Trust reported $58M in total assets and 468 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #4,095 in Administrative & Support Services (4,372 peers)

Where Kbra Holdings, LLC 401(k) Profit Sharing Plan Trust sits by assets

Kbra Holdings, LLC 401(k) Profit Sharing Plan Trust sits in the top quartile of all filed plans by assets, $58M for 468 participants (~$123,814/participant), up 40.5% in 2023.

#4,095
in Administrative & Support Services (4,372 peers)
+40.5%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Kbra Holdings, LLC 401(k) Profit Sharing Plan Trust's outsized position by total assets

Kbra Holdings, LLC 401(k) Profit Sharing Plan Trust vs every filed plan by assets

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

$57,944,902 Top 13% higher than 87% 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

Kbra Holdings, LLC 401(k) Profit Sharing Plan 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. Kbra Holdings, LLC 401(k) Profit Sharing Plan Trust sits mid-pack in the medium band (468 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kbra Holdings, LLC 401(k) Profit Sharing Plan Trust reported net income rose from -$4M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Kbra Holdings, LLC 401(k) Profit Sharing Plan Trust end-of-year assets rose from $41M in the plan year 2022 filing to $58M in the plan year 2023 filing.
  • Kbra Holdings, LLC 401(k) Profit Sharing Plan Trust reported participants rose from 391 in the plan year 2022 filing to 468 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 272484015 · Kbra Holdings, LLC PY 2023 · 401(k)

Kbra Holdings, LLC 401(k) Profit Sharing Plan Trust · $58M · 468 · 87th

  • IND $58M
  • IND 468
  • IND 87th
  • IND 401(k)
  • IND near Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement
  • IND ind #4095

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 Administrative & Support Services retirement plans → · Plans in New York →

Kbra Holdings, LLC 401(k) Profit Sharing Plan Trust in the asset neighbourhood

The Delta Pathology Group, L.L.C. 401(k) PlanThe Delta Pathology Group, L…$58MFreedombank Shares, Inc. Employee Stock Ownership Plan with 401(k) ProvisionsFreedombank Shares, Inc. Emp…$58MRaleigh Radiology Associates, Inc. Profit Sharing PlanRaleigh Radiology Associates…$58MKbra Holdings, LLC 401(k) Profit Sharing Plan TrustKbra Holdings, LLC 401(k) Pr…$58MBush Brothers & Company Employees' 401(k) Plan and Trust AgreementBush Brothers & Company Empl…$58M
End-of-year total assets ($M) among Kbra Holdings, LLC 401(k) Profit Sharing Plan Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$58M
Net Income$17M
Employer EIN272484015
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kbra Holdings, LLC)

Sponsor-wide plan assets over time

All Kbra Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$77M 85.69273639232826% vs 2022
2024 filing year
$20M$40M$60M$80M$100M 202220232024 $41.2M $76.6M ▲ +85.7%
Year Plans Participants Total Assets
2022 1 391 $41M
2023 1 468 $58M
2024 1 449 $77M

Nearby 401(k) Plans in New York

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

Kbra Holdings, LLC 401(k) Profit Sharing Plan Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Kbra Holdings, LLC 401(k) Profit Sharing Plan Trust, Total assets ($B): 0.057944902 · Participants: 468Kbra Holdings, LLC 401(k) Profit Sharing Plan TrustIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Kbra Holdings, LLC 401(k) Profit Sharing Plan Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Kbra Holdings, LLC 401(k) Profit Sharing Plan Trust side-by-side with 3 peers →

Kbra Holdings, LLC 401(k) Profit Sharing Plan Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement in TN ($58M); by covered participants it is Banterra Corp. Profit Sharing Plan in IL (468 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (468 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 Kbra Holdings, LLC 401(k) Profit Sharing Plan Trust assets move in 2023? ▼
Kbra Holdings, LLC 401(k) Profit Sharing Plan Trust surged - up 40.5% during 2023, from $41M to $58M. Reported net income was $17M.
How have Kbra Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kbra Holdings, LLC's sponsor-wide assets grew 85.7%, from $41M to $77M.
Where does Kbra Holdings, LLC 401(k) Profit Sharing Plan Trust rank by assets among Form 5500 filers? ▼
Kbra Holdings, LLC 401(k) Profit Sharing Plan Trust ranks in the 87th 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 Kbra Holdings, LLC 401(k) Profit Sharing Plan Trust? ▼
Among 401(k) plans in other states, the closest by assets is Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement in TN ($58M, 705 participants).
Which 401(k) plans cover a similar participant headcount to Kbra Holdings, LLC 401(k) Profit Sharing Plan Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Banterra Corp. Profit Sharing Plan in IL (468 participants, $65M 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 272484015.

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.