401(k) · DOL Form 5500 · 2023

Humphris, Kiefer & Associates, Inc 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
35th
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
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Official DOL plan name: Humphris, Kiefer & Associates, Inc. Employee Profit Sharing Plan & Trust · Sponsored by Humphris, Kiefer & Associates, Inc · Illinois · Wholesale Trade

$3M in assets, 2 participants

Humphris, Kiefer & Associates, Inc's Humphris, Kiefer & Associates, Inc. Employee Profit Sharing Plan & Trust reported $3M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #1,517 in Wholesale Trade (6,309 peers)

Humphris, Kiefer & Associates, Inc multi-year trail

Humphris, Kiefer & Associates, Inc's plans moved -32.4% in assets from 2022 to 2024; this filing shows Humphris, Kiefer & Associates, Inc. Employee Profit Sharing Plan & Trust at $3M / 2 participants.

#1,517
in Wholesale Trade (6,309 peers)
-34.8%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Humphris, Kiefer & Associates, Inc. Employee Profit Sharing Plan & Trust's mid-pack asset rank among Wholesale Trade and all filers

Humphris, Kiefer & Associates, Inc. Employee Profit Sharing Plan & Trust vs every filed plan by assets

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

$2,858,680 35th percentile higher than 35% 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

Humphris, Kiefer & Associates, Inc. Employee Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Humphris, Kiefer & Associates, Inc. Employee Profit Sharing Plan & Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Humphris, Kiefer & Associates, Inc. Employee Profit Sharing Plan & Trust reported net income fell from -$678K in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • Humphris, Kiefer & Associates, Inc. Employee Profit Sharing Plan & Trust end-of-year assets fell from $4M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 362748141 · Humphris, Kiefer & Associates, Inc PY 2023 · 401(k)

Humphris, Kiefer & Associates, Inc. Employee Profit Sharing Plan & Trust · $3M · 2 · 35th

  • EIN $3M
  • EIN 2
  • EIN 35th
  • EIN 401(k)
  • EIN near Esai Power LLC 401(k) Plan
  • EIN ind #1517

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 Wholesale Trade retirement plans → · Plans in Illinois →

Humphris, Kiefer & Associates, Inc. Employee Profit Sharing Plan & Trust in the asset neighbourhood

Humphris, Kiefer & Associates, Inc. Employee Profit Sharing Plan & TrustHumphris, Kiefer & Associate…$3MEsai Power LLC 401(k) Plan$3MQuadrus Corporation 401(k) PlanQuadrus Corporation 401(k) P…$3MBest Insurance Group 401(k) TrustBest Insurance Group 401(k) …$3MParker Machine Company Incorporated 401(k) PlanParker Machine Company Incor…$3M
End-of-year total assets ($M) among Humphris, Kiefer & Associates, Inc. Employee Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Humphris, Kiefer & Associates, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Humphris, Kiefer & Associates, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$5M 32.38568080077663% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $7.16M $4.84M ▼ -32.4%
Year Plans Participants Total Assets
2022 2 4 $7M
2023 2 4 $4M
2024 2 2 $5M

Humphris, Kiefer & Associates, Inc filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$2M
Employer EIN362748141
Plan Effective Date1972-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Humphris, Kiefer & Associates, Inc. Employee Profit Sharing Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Humphris, Kiefer & Associates, Inc. Employee Profit Sharing Plan & Trust, Total assets ($B): 0.00285868 · Participants: 2Humphris, Kiefer & Associates, Inc. Employee Profit Sharing Plan & TrustAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Humphris, Kiefer & Associates, Inc. Employee Profit Sharing Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Humphris, Kiefer & Associates, Inc. Employee Profit Sharing Plan & Trust side-by-side with 3 peers →

Humphris, Kiefer & Associates, Inc. Employee Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Esai Power LLC 401(k) Plan in MA ($3M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Humphris, Kiefer & Associates, Inc. Employee Profit Sharing Plan & Trust assets move in 2023? ▼
Humphris, Kiefer & Associates, Inc. Employee Profit Sharing Plan & Trust contracted severely - down 34.8% during 2023, from $4M to $3M. Reported net income was -$2M.
How have Humphris, Kiefer & Associates, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Humphris, Kiefer & Associates, Inc's sponsor-wide assets declined 32.4%, from $7M to $5M.
Which 401(k) plans are similar in size to Humphris, Kiefer & Associates, Inc. Employee Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Esai Power LLC 401(k) Plan in MA ($3M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Humphris, Kiefer & Associates, Inc. Employee Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 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 362748141.

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.