401(k) · DOL Form 5500 · 2024
Jeffrey J Kimbell & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 16
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $411,665
- Avg per participant High balance/head
Official DOL plan name: Jeffrey J Kimbell & Associates 401(k) Profit Sharing Plan · Sponsored by Jeffrey J Kimbell & Associates, Inc. · District of Columbia · Professional & Technical Services
$7M in assets, 16 participants
Jeffrey J Kimbell & Associates, Inc.'s Jeffrey J Kimbell & Associates 401(k) Profit Sharing Plan reported $7M in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.
- #9,119 in Professional & Technical Services (20,173 peers)
Jeffrey J Kimbell & Associates, Inc. multi-year trail
Jeffrey J Kimbell & Associates, Inc.'s plans moved +37.2% in assets from 2022 to 2024; this filing shows Jeffrey J Kimbell & Associates 401(k) Profit Sharing Plan at $7M / 16 participants.
- #9,119
- in Professional & Technical Services (20,173 peers)
- +20.4%
- assets growth YoY
Jeffrey J Kimbell & Associates 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Jeffrey J Kimbell & Associates 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,586,640 47th percentile higher than 47% 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
Jeffrey J Kimbell & Associates 401(k) Profit Sharing 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. Jeffrey J Kimbell & Associates 401(k) Profit Sharing Plan is a small filing (16 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jeffrey J Kimbell & Associates 401(k) Profit Sharing Plan reported net income rose from $670K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Jeffrey J Kimbell & Associates 401(k) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 522073589 · Jeffrey J Kimbell & Associates, Inc. PY 2024 · 401(k)
Jeffrey J Kimbell & Associates 401(k) Profit Sharing Plan · $7M · 16 · 47th
- BOOK $7M
- VS-ST 16
- BOY 47th
- SCH 401(k)
- EBSA near Southern Auto Finance Company, LLC 401(k) Plan
- PART ind #9119
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 Professional & Technical Services retirement plans → · Plans in District of Columbia →
Jeffrey J Kimbell & Associates 401(k) Profit Sharing Plan in the asset neighbourhood
Jeffrey J Kimbell & Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Jeffrey J Kimbell & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 37.20514488047064% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13 | $5M |
| 2023 | 1 | 16 | $5M |
| 2024 | 1 | 16 | $7M |
Jeffrey J Kimbell & Associates, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 522073589 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in District of Columbia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Danaher Corporation & Subsidiaries Savings Plan $6.5B · 23,090
- Geico 401(k) Savings Plan $6.2B · 30,641
- Federal National Mortgage Association Retirement Savings Plan for Employees $4.6B · 8,108
- Finra Savings Plus Plan $2.5B · 4,201
- Hogan Lovells US LLP Retirement Savings Plan $1.9B · 1,973
Jeffrey J Kimbell & Associates 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside District of Columbia, the nearest 401(k) by assets is Southern Auto Finance Company, LLC 401(k) Plan in FL ($7M); by covered participants it is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (16 participants); asset peers above are excluded.
- I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust (OH) 16 · 0 off
- Texas Midwest Emergency Physicians PA 401(k) Profit Sharing Plan & Trust (TX) 16 · 0 off
- River's Edge Dental Clinic 401(k)/Profit Sharing Plan (MN) 16 · 0 off
- Kelley-Mackenzie Auto Parts, Inc. 401(k) Profit Sharing Plan and Trust (NH) 16 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.