401(k) · DOL Form 5500 · 2024
Kenneth Nicholas & Associates 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $1.5M
- Avg per participant High balance/head
Official DOL plan name: Kenneth Nicholas & Associates Plan & Trust · Sponsored by Kenneth Nicholas & Associates · Illinois · Administrative & Support Services
$3M in assets, 2 participants
Kenneth Nicholas & Associates's Kenneth Nicholas & Associates Plan & Trust reported $3M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.
- #2,508 in Administrative & Support Services (4,368 peers)
Administrative & Support Services sector rank
Within Administrative & Support Services, Kenneth Nicholas & Associates Plan & Trust ranks #2,508 of 4,368 2024 filers by assets (958% of the sector average)-$3M for 2 participants.
- #2,508
- in Administrative & Support Services (4,368 peers)
- +22.9%
- assets growth YoY
Kenneth Nicholas & Associates Plan & Trust's mid-pack asset rank among Administrative & Support Services and all filers
Kenneth Nicholas & Associates Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,012,605 34th percentile higher than 34% 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
Kenneth Nicholas & Associates Plan & Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kenneth Nicholas & Associates Plan & Trust is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kenneth Nicholas & Associates Plan & Trust end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Kenneth Nicholas & Associates Plan & Trust reported net income fell from $705K in the plan year 2023 filing to $562K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 363162115 · Kenneth Nicholas & Associates PY 2024 · 401(k)
Kenneth Nicholas & Associates Plan & Trust · $3M · 2 · 34th
- BOY $3M
- SCH 2
- EBSA 34th
- PART 401(k)
- TYPE near Mishicot Dental, S.C. 401(k) Profit Sharing Plan
- NET ind #2508
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 Illinois →
Kenneth Nicholas & Associates Plan & Trust in the asset neighbourhood
Administrative & Support Services filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $562K |
| Employer EIN | 363162115 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kenneth Nicholas & Associates)
Sponsor-wide plan assets over time
All Kenneth Nicholas & Associates plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 72.59909420860703% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $2M |
| 2023 | 1 | 2 | $2M |
| 2024 | 1 | 2 | $3M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Kenneth Nicholas & Associates Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Mishicot Dental, S.C. 401(k) Profit Sharing Plan in WI ($3M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (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.
- Per Mgmt, Inc. 401(k) Plan (MA) 2 · 0 off
- Frozen Smiles Retirement Plan (TN) 2 · 0 off
- Prime Solutions Consulting, Inc. 401(k) Profit Sharing Plan (VA) 2 · 0 off
- Celaya, Inc. 401(k) Plan (TX) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.