401(k) · DOL Form 5500 · 2024
Kirkland Financial, LLC 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 19
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $170,804
- Avg per participant Above avg balance/head
Official DOL plan name: Kirkland Financial, LLC 401(k) Plan · Sponsored by Kirkland Financial, LLC · Tennessee · Finance & Insurance
$3M in assets, 19 participants
Kirkland Financial, LLC's Kirkland Financial, LLC 401(k) Plan reported $3M in total assets and 19 participants in its 2024 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.
- #1,975 in Finance & Insurance (8,549 peers)
Kirkland Financial, LLC multi-year trail
Kirkland Financial, LLC's plans moved +62.6% in assets from 2022 to 2024; this filing shows Kirkland Financial, LLC 401(k) Plan at $3M / 19 participants.
- #1,975
- in Finance & Insurance (8,549 peers)
- +22.7%
- assets growth YoY
Kirkland Financial, LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Kirkland Financial, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,245,273 35th percentile higher than 35% 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
Kirkland Financial, LLC 401(k) 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. Kirkland Financial, LLC 401(k) Plan is a small filing (19 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kirkland Financial, LLC 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Kirkland Financial, LLC 401(k) Plan reported net income fell from $649K in the plan year 2023 filing to $600K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 200424354 · Kirkland Financial, LLC PY 2024 · 401(k)
Kirkland Financial, LLC 401(k) Plan · $3M · 19 · 35th
- EBSA $3M
- EBSA 19
- EBSA 35th
- EBSA 401(k)
- EBSA near Better Lives 401(k) Plan
- EBSA ind #1975
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 Finance & Insurance retirement plans → · Plans in Tennessee →
Kirkland Financial, LLC 401(k) Plan in the asset neighbourhood
Kirkland Financial, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Kirkland Financial, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 62.613920384508226% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 17 | $2M |
| 2023 | 1 | 19 | $3M |
| 2024 | 1 | 19 | $3M |
Kirkland Financial, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $600K |
| Employer EIN | 200424354 |
| Plan Effective Date | 2008-04-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $25.4B · 113,079
- Hca 401(k) Plan $23.8B · 307,086
- Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
- International Paper Company Salaried Savings Plan $5.0B · 12,564
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441
Kirkland Financial, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Better Lives 401(k) Plan in VA ($3M); by covered participants it is Handsome Holdings, Inc. 401(k) Plan in TX (19 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 (19 participants); asset peers above are excluded.
- Handsome Holdings, Inc. 401(k) Plan (TX) 19 · 0 off
- American Interstate Bancorporation 401(k) Plan & Trust (NE) 19 · 0 off
- Wings South, Inc 401(k) Plan (SC) 19 · 0 off
- J&j Furniture, Inc. 401(k) Profit Sharing Plan (MD) 19 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.