401(k) · DOL Form 5500 · 2024

Kimball Electronics, Inc. 401(k) Plan

Data updated 2026-08-25

$154M
Total assets Near avg plan size
1,282
Participants Near avg headcount
93rd
Percentile by assets National rank
$120,093
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kimball Electronics Retirement Plan · Sponsored by Kimball Electronics, Inc. · Indiana · Manufacturing

$154M in assets, 1,282 participants

Kimball Electronics, Inc.'s Kimball Electronics Retirement Plan reported $154M in total assets and 1,282 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #15,925 in Manufacturing (17,777 peers)

Coverage in Indiana

Kimball Electronics Retirement Plan covers 1,282 participants in Indiana, 2.4x the typical Indiana plan (state average ~541 per filing). Assets: $154M.

#15,925
in Manufacturing (17,777 peers)
+9.0%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Kimball Electronics Retirement Plan's outsized position by total assets

Kimball Electronics Retirement Plan vs every filed plan by assets

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

$153,959,210 Top 7% higher than 93% 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

Kimball Electronics Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kimball Electronics Retirement Plan lands in the large band (1,282 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kimball Electronics Retirement Plan reported net income rose from $7M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Kimball Electronics Retirement Plan end-of-year assets rose from $141M in the plan year 2023 filing to $154M in the plan year 2024 filing.
  • Kimball Electronics Retirement Plan reported participants rose from 1,252 in the plan year 2023 filing to 1,282 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 352047713 · Kimball Electronics, Inc. PY 2024 · 401(k)

Kimball Electronics Retirement Plan · $154M · 1,282 · 93rd

  • EIN $154M
  • EIN 1,282
  • EIN 93rd
  • EIN 401(k)
  • EIN near Herzog Contracting Corp. 401(k) Plan
  • EIN ind #15925

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 Manufacturing retirement plans → · Plans in Indiana →

Kimball Electronics Retirement Plan in the asset neighbourhood

Qtc Management, Inc. Retirement Savings PlanQtc Management, Inc. Retirem…$154MHerzog Contracting Corp. 401(k) PlanHerzog Contracting Corp. 401…$154MKimball Electronics Retirement PlanKimball Electronics Retireme…$154MPetvet Care Centers Management, LLC Retirement Savings PlanPetvet Care Centers Manageme…$154MGuardian Pharmacy Services Management, LLC 401(k) PlanGuardian Pharmacy Services M…$154M
End-of-year total assets ($M) among Kimball Electronics Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$141M
Net Assets (End of Year)$154M
Net Income$13M
Employer EIN352047713
Plan Effective Date2014-10-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Kimball Electronics, Inc.)

Sponsor-wide plan assets over time

All Kimball Electronics, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$154M 15.102651031156755% vs 2022
2024 filing year
$130M$140M$150M$160M 202220232024 $134M $154M ▲ +15.1%
Year Plans Participants Total Assets
2022 1 1,190 $134M
2023 1 1,252 $141M
2024 1 1,282 $154M

Nearby 401(k) Plans in Indiana

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

Kimball Electronics Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Kimball Electronics Retirement Plan, Total assets ($B): 0.15395921 · Participants: 1282Kimball Electronics Retirement PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Kimball Electronics Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

Kimball Electronics Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Herzog Contracting Corp. 401(k) Plan in MO ($154M); by covered participants it is Velocity Clinical Research 401(k) Plan in NC (1,282 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,282 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 Kimball Electronics Retirement Plan assets move in 2024? ▼
Kimball Electronics Retirement Plan grew at a solid clip - up 9.0% during 2024, from $141M to $154M. Reported net income was $13M.
How have Kimball Electronics, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kimball Electronics, Inc.'s sponsor-wide assets grew 15.1%, from $134M to $154M.
Where does Kimball Electronics Retirement Plan rank by assets among Form 5500 filers? ▼
Kimball Electronics Retirement Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Kimball Electronics Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Herzog Contracting Corp. 401(k) Plan in MO ($154M, 1,397 participants).
Which 401(k) plans cover a similar participant headcount to Kimball Electronics Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Velocity Clinical Research 401(k) Plan in NC (1,282 participants, $36M in assets).