401(k) · DOL Form 5500 · 2024
Kimmel & Fredericks International, Inc. Dba Kimmel & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 78
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $272,173
- Avg per participant High balance/head
Official DOL plan name: Kimmel & Associates Savings Retirement Plan · Sponsored by Kimmel & Fredericks International, Inc. Dba Kimmel & Associates, Inc. · North Carolina · Administrative & Support Services
$21M in assets, 78 participants
Kimmel & Fredericks International, Inc. Dba Kimmel & Associates, Inc.'s Kimmel & Associates Savings Retirement Plan reported $21M in total assets and 78 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.
- #3,716 in Administrative & Support Services (4,368 peers)
Kimmel & Fredericks International, Inc. Dba Kimmel & Associates, Inc. multi-year trail
Kimmel & Fredericks International, Inc. Dba Kimmel & Associates, Inc.'s plans moved +30.5% in assets from 2022 to 2024; this filing shows Kimmel & Associates Savings Retirement Plan at $21M / 78 participants.
- #3,716
- in Administrative & Support Services (4,368 peers)
- +6.9%
- assets growth YoY
Kimmel & Associates Savings Retirement Plan's outsized position by total assets
Kimmel & Associates Savings Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$21,229,457 Top 29% higher than 71% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Kimmel & Associates Savings Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kimmel & Associates Savings Retirement Plan is a small filing (78 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kimmel & Associates Savings Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Kimmel & Associates Savings Retirement Plan reported participants rose from 71 in the plan year 2023 filing to 78 in the plan year 2024 filing.
- Kimmel & Associates Savings Retirement Plan end-of-year assets rose from $20M in the plan year 2023 filing to $21M in the plan year 2024 filing.
DOL schedule card
Filing strip 561596696 · Kimmel & Fredericks International, Inc. Dba Kimmel & Associates, Inc. PY 2024 · 401(k)
Kimmel & Associates Savings Retirement Plan · $21M · 78 · 71st
- EOY $21M
- 5500 78
- ASSETS 71st
- PCT 401(k)
- EIN near Snowden Capital Advisors 401(k) Profit Sharing Plan
- RANK ind #3716
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 North Carolina →
Kimmel & Associates Savings Retirement Plan in the asset neighbourhood
Kimmel & Fredericks International, Inc. Dba Kimmel & Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Kimmel & Fredericks International, Inc. Dba Kimmel & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 30.46938036398508% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 72 | $16M |
| 2023 | 1 | 71 | $20M |
| 2024 | 1 | 78 | $21M |
Kimmel & Fredericks International, Inc. Dba Kimmel & Associates, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $1M |
| Employer EIN | 561596696 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Kimmel & Associates Savings Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Snowden Capital Advisors 401(k) Profit Sharing Plan in NY ($21M); by covered participants it is Altro USA, Inc. Retirement Plan in MA (78 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
Similar participant headcount
Nearest other-state filings by covered participants (78 participants); asset peers above are excluded.
- Altro USA, Inc. Retirement Plan (MA) 78 · 0 off
- Avb Bank 401(k) Profit Sharing Plan (OK) 78 · 0 off
- Logix Inc 401(k) Profit Sharing Plan & Trust (MA) 78 · 0 off
- Midland Metal Products Co., Retirement Benefits Plan (IL) 78 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.