401(k) · DOL Form 5500 · 2023

Kinetic Advantage, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 259
Participants Below avg headcount: 46th
Percentile by assets National rank: $21,112
Avg per participant Low balance/head

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Official DOL plan name: Kinetic Advantage 401(k) Plan · Sponsored by Kinetic Advantage, LLC · Indiana · Construction

$5M in assets, 259 participants

Kinetic Advantage, LLC's Kinetic Advantage 401(k) Plan reported $5M in total assets and 259 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

#3,989 in Construction (9,030 peers)

Coverage in Indiana

Kinetic Advantage 401(k) Plan covers 259 participants in Indiana, about 48% of the average Indiana filer (state average ~541 per filing). Assets: $5M.

#3,989
in Construction (9,030 peers): +59.7%
assets growth YoY

Kinetic Advantage 401(k) Plan's mid-pack asset rank among Construction and all filers

Kinetic Advantage 401(k) Plan vs every filed plan by assets

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

$5,467,919 46th percentile higher than 46% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Kinetic Advantage 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. Kinetic Advantage 401(k) Plan sits mid-pack in the medium band (259 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Kinetic Advantage 401(k) Plan reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Kinetic Advantage 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Kinetic Advantage 401(k) Plan reported participants rose from 197 in the plan year 2022 filing to 259 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 851409684 · Kinetic Advantage, LLC PY 2023 · 401(k)

Kinetic Advantage 401(k) Plan · $5M · 259 · 46th

IND $5M
EOY 259
5500 46th
ASSETS 401(k)
PCT near Kriss Law LLC 401(k) Profit Sharing Plan
EIN ind #3989

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 Indiana →

End-of-year total assets ($M) among Kinetic Advantage 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$5M
Net Income	$2M
Employer EIN	851409684
Plan Effective Date	2020-08-15
Filing Status	FILING RECEIVED

Sponsor Plan History (Kinetic Advantage, LLC)

Latest sponsor-wide plan assets: $7M 116.02441458414805% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	197	$3M
2023	1	259	$5M
2024	1	223	$7M

Nearby 401(k) Plans in Indiana

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

Kinetic Advantage 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

The Lilly Employee 401(k) Plan $11.1B · 17,583
Elevance Health 401(k) Plan $11.0B · 76,590
Cummins Retirement and Savings Plan $5.7B · 28,381
Iu Health 401(k) Savings Plan $3.9B · 38,575
Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015

Compare Kinetic Advantage 401(k) Plan side-by-side with 3 peers →

Kinetic Advantage 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Kriss Law LLC 401(k) Profit Sharing Plan in MA ($5M); by covered participants it is The Don Hummer Trucking Corporation 401(k) Retirement Plan in IA (259 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Kriss Law LLC 401(k) Profit Sharing Plan (MA) $5M · 64
Imtas 401(k) Plan (VA) $5M · 87
T & T Electrical Contractors, Inc. Retirement Plan (CT) $5M · 134
Kendrick Paint & Body Shop, Inc. 401(k) Plan (GA) $5M · 171

Similar participant headcount

Nearest other-state filings by covered participants (259 participants); asset peers above are excluded.

The Don Hummer Trucking Corporation 401(k) Retirement Plan (IA) 259 · 0 off
Sunrise Carpentry, Inc. Retirement Plan (NV) 259 · 0 off
Belong Home, Inc. 401(k) Plan (FL) 259 · 0 off
Constructors, Inc. 401(k) Plan (NE) 259 · 0 off

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 Kinetic Advantage 401(k) Plan assets move in 2023? ▼

Kinetic Advantage 401(k) Plan surged - up 59.7% during 2023, from $3M to $5M. Reported net income was $2M.

How have Kinetic Advantage, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Kinetic Advantage, LLC's sponsor-wide assets grew 116.0%, from $3M to $7M.

Which 401(k) plans are similar in size to Kinetic Advantage 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Kriss Law LLC 401(k) Profit Sharing Plan in MA ($5M, 64 participants).

Which 401(k) plans cover a similar participant headcount to Kinetic Advantage 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is The Don Hummer Trucking Corporation 401(k) Retirement Plan in IA (259 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 851409684.