401(k) · DOL Form 5500 · 2023
Kimball International, Inc. 401(k) Plan
Data updated 2026-08-11
- $395M
- Total assets
- 2,020
- Participants
- 97th
- Percentile by assets
- $195,368
- Avg per participant
Official DOL plan name: Kimball International, Inc. Retirement Plan · Sponsored by Kimball International, Inc. · Indiana · Manufacturing
$395M in assets, 2,020 participants
Kimball International, Inc.'s Kimball International, Inc. Retirement Plan reported $395M in total assets and 2,020 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 127,072 plans)
- #17,781 in Manufacturing (18,722 peers)
Coverage in Indiana
Kimball International, Inc. Retirement Plan covers 2,020 participants in Indiana, 3.7x the typical Indiana plan (state average ~541 per filing). Assets: $395M.
- $395M
- total plan assets (2023 EOY)
- 2,020
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $195,368
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kimball International, Inc. Retirement Plan reported net income fell from $21M in the plan year 2022 filing to $20M in the plan year 2023 filing.
- Kimball International, Inc. Retirement Plan end-of-year assets rose from $375M in the plan year 2022 filing to $395M in the plan year 2023 filing.
- Kimball International, Inc. Retirement Plan reported participants fell from 2,129 in the plan year 2022 filing to 2,020 in the plan year 2023 filing.
Participants vs Indiana filers
In Indiana, the average filing covers about 541 participants across 2,302 plans. Kimball International, Inc. Retirement Plan reports 2,020 participants - 3.7x that state average ($395M EOY assets).
Indiana filing particulars
| Total Assets (Beginning of Year) | $375M |
|---|---|
| Net Assets (End of Year) | $395M |
| Net Income | $20M |
| Employer EIN | 350514506 |
| Plan Effective Date | 1952-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kimball International, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,129 | $375M |
| 2023 | 1 | 2,020 | $395M |
| 2024 | 1 | 1,919 | N/A |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Kimball International, Inc. Retirement 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Kimball International, Inc. Retirement Plan by total assets, not by location.
- R&l Carriers, Inc. 401(k) Retirement Savings Plan (OH) $395M · 17,891
- IBEW Local 347 Retirement and 401(k) Plan (MI) $395M · 2,865
- Everest Reinsurance Employee Savings Plan (NJ) $395M · 1,819
- Fairview Health Services 403b Plan for Mna Employees (MN) $394M · 3,816
Frequently Asked Questions
How did Kimball International, Inc. Retirement Plan assets move in 2023? ▼
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Filing takeaways
Ways to act on Kimball International, Inc. Retirement Plan's numbers.
- By total assets, Kimball International, Inc. Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Indiana. Compare plans