401(k) · DOL Form 5500 · 2023

Kimball International, Inc. 401(k) Plan

Data updated 2026-08-25

$395M
Total assets Above avg plan size
2,020
Participants Near avg headcount
97th
Percentile by assets National rank
$195,368
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#17,781
in Manufacturing (18,722 peers)
+5.3%
assets growth YoY
4.0×
vs typical plan assets (national mean)

Kimball International, Inc. Retirement Plan's outsized position by total assets

Kimball International, Inc. Retirement Plan vs every filed plan by assets

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

$394,642,792 Top 3% higher than 97% 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

Kimball International, Inc. Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kimball International, Inc. Retirement Plan lands in the large band (2,020 participants).

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.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 350514506 · Kimball International, Inc. PY 2023 · 401(k)

Kimball International, Inc. Retirement Plan · $395M · 2,020 · 97th

  • PHOTO $395M
  • PHOTO 2,020
  • PHOTO 97th
  • PHOTO 401(k)
  • PHOTO near R&l Carriers, Inc. 401(k) Retirement Savings Plan
  • PHOTO ind #17781

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 Manufacturing retirement plans → · Plans in Indiana →

Kimball International, Inc. Retirement Plan in the asset neighbourhood

Everest Reinsurance Employee Savings PlanEverest Reinsurance Employee…$395MKimball International, Inc. Retirement PlanKimball International, Inc. …$395MR&l Carriers, Inc. 401(k) Retirement Savings PlanR&l Carriers, Inc. 401(k) Re…$395MIBEW Local 347 Retirement and 401(k) PlanIBEW Local 347 Retirement an…$395MFairview Health Services 403b Plan for Mna EmployeesFairview Health Services 403…$394M
End-of-year total assets ($M) among Kimball International, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$375M
Net Assets (End of Year)$395M
Net Income$20M
Employer EIN350514506
Plan Effective Date1952-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kimball International, Inc.)

Sponsor-wide plan assets over time

All Kimball International, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$200M$400M$600M 202220232024 $375M $0M ▼ -100.0%
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 Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Kimball International, Inc. Retirement Plan, Total assets ($B): 0.394642792 · Participants: 2020Kimball International, Inc. Retirement PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Kimball International, Inc. Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Kimball International, Inc. Retirement Plan side-by-side with 3 peers →

Kimball International, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is R&l Carriers, Inc. 401(k) Retirement Savings Plan in OH ($395M); by covered participants it is Meritage Homes Corporation 401(k) Savings Plan in AZ (2,020 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($395M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,020 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 Kimball International, Inc. Retirement Plan assets move in 2023? ▼
Kimball International, Inc. Retirement Plan grew at a solid clip - up 5.3% during 2023, from $375M to $395M. Reported net income was $20M.
Where does Kimball International, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Kimball International, Inc. Retirement Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Kimball International, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is R&l Carriers, Inc. 401(k) Retirement Savings Plan in OH ($395M, 17,891 participants).
Which 401(k) plans cover a similar participant headcount to Kimball International, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Meritage Homes Corporation 401(k) Savings Plan in AZ (2,020 participants, $176M 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 350514506.

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.