401(k) · DOL Form 5500 · 2024

Kfg Investment Company 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
27th
Percentile by assets National rank
$380,805
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kfg Investment Company · Sponsored by Kfg Investment Company · California · Real Estate

$2M in assets, 4 participants

Kfg Investment Company's Kfg Investment Company reported $2M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #2,066 in Real Estate (4,605 peers)

Kfg Investment Company multi-year trail

Kfg Investment Company's plans moved +39.2% in assets from 2022 to 2024; this filing shows Kfg Investment Company at $2M / 4 participants.

#2,066
in Real Estate (4,605 peers)
+14.8%
assets growth YoY

Kfg Investment Company among the smaller filed plans by assets

Kfg Investment Company vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,523,218 27th percentile higher than 27% of 123,620 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 2024

Kfg Investment Company among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kfg Investment Company is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kfg Investment Company reported net income fell from $233K in the plan year 2023 filing to $196K in the plan year 2024 filing.
  • Kfg Investment Company end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 954194270 · Kfg Investment Company PY 2024 · 401(k)

Kfg Investment Company · $2M · 4 · 27th

  • PART $2M
  • PART 4
  • PART 27th
  • PART 401(k)
  • PART near Arrow Chemical Corp. Profit Sharing Plan
  • PART ind #2066

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 Real Estate retirement plans → · Plans in California →

Kfg Investment Company in the asset neighbourhood

Kfg Investment Company$2MArrow Chemical Corp. Profit Sharing PlanArrow Chemical Corp. Profit …$2MPk & Son LLC 401(k) Profit Sharing Plan & TrustPk & Son LLC 401(k) Profit S…$2MSan Antonio Wings Inc. 401(k) PlanSan Antonio Wings Inc. 401(k…$2MGlobalmedia Group LLC 401(k) Profit Sharing Plan & TrustGlobalmedia Group LLC 401(k)…$2M
End-of-year total assets ($M) among Kfg Investment Company and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kfg Investment Company multi-year asset trail

Sponsor-wide plan assets over time

All Kfg Investment Company plans reported in each filing year

Latest sponsor-wide plan assets
$2M 39.18865450425136% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M 202220232024 $1.09M $1.52M ▲ +39.4%
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 4 $1M
2024 1 4 $2M

Kfg Investment Company filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$196K
Employer EIN954194270
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Kfg Investment Company vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Kfg Investment Company, Total assets ($B): 0.001523218 · Participants: 4Kfg Investment CompanyGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Kfg Investment Company vs. nearby 401(k) plans in California, assets vs. participants

Kfg Investment Company's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Arrow Chemical Corp. Profit Sharing Plan in NY ($2M); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kfg Investment Company assets move in 2024?
Kfg Investment Company grew at a solid clip - up 14.8% during 2024, from $1M to $2M. Reported net income was $196K.
How have Kfg Investment Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Kfg Investment Company's sponsor-wide assets grew 39.2%, from $1M to $2M.
Which 401(k) plans are similar in size to Kfg Investment Company?
Among 401(k) plans in other states, the closest by assets is Arrow Chemical Corp. Profit Sharing Plan in NY ($2M, 20 participants).
Which 401(k) plans cover a similar participant headcount to Kfg Investment Company?
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 participants, N/A in assets).