401(k) · DOL Form 5500 · 2024

Sansiveri, Kimball & Co., L.L.P. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
57
Participants Small participant base
73rd
Percentile by assets National rank
$400,254
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sansiveri, Kimball & Co., L.L.P. 401(k) Plan · Sponsored by Sansiveri, Kimball & Co., L.L.P. · Rhode Island · Professional & Technical Services

$23M in assets, 57 participants

Sansiveri, Kimball & Co., L.L.P.'s Sansiveri, Kimball & Co., L.L.P. 401(k) Plan reported $23M in total assets and 57 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #14,568 in Professional & Technical Services (20,173 peers)

Sansiveri, Kimball & Co., L.L.P. multi-year trail

Sansiveri, Kimball & Co., L.L.P.'s plans moved +49.2% in assets from 2022 to 2024; this filing shows Sansiveri, Kimball & Co., L.L.P. 401(k) Plan at $23M / 57 participants.

#14,568
in Professional & Technical Services (20,173 peers)
+20.2%
assets growth YoY

Sansiveri, Kimball & Co., L.L.P. 401(k) Plan's outsized position by total assets

Sansiveri, Kimball & Co., L.L.P. 401(k) Plan vs every filed plan by assets

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

$22,814,486 Top 27% higher than 73% 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

Sansiveri, Kimball & Co., L.L.P. 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. Sansiveri, Kimball & Co., L.L.P. 401(k) Plan is a small filing (57 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sansiveri, Kimball & Co., L.L.P. 401(k) Plan end-of-year assets rose from $19M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Sansiveri, Kimball & Co., L.L.P. 401(k) Plan reported participants rose from 54 in the plan year 2023 filing to 57 in the plan year 2024 filing.
  • Sansiveri, Kimball & Co., L.L.P. 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 050255779 · Sansiveri, Kimball & Co., L.L.P. PY 2024 · 401(k)

Sansiveri, Kimball & Co., L.L.P. 401(k) Plan · $23M · 57 · 73rd

  • PART $23M
  • TYPE 57
  • NET 73rd
  • BOOK 401(k)
  • VS-ST near Redapt, Inc. Plan
  • BOY ind #14568

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 Rhode Island →

Sansiveri, Kimball & Co., L.L.P. 401(k) Plan in the asset neighbourhood

Scholar Rock 401(k) Plan$23MSansiveri, Kimball & Co., L.L.P. 401(k) PlanSansiveri, Kimball & Co., L.…$23MRedapt, Inc. Plan$23M401(k) Pep Advantage Plan$23MNexgen Data Systems 401(k) PlanNexgen Data Systems 401(k) P…$23M
End-of-year total assets ($M) among Sansiveri, Kimball & Co., L.L.P. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Sansiveri, Kimball & Co., L.L.P. multi-year asset trail

Sponsor-wide plan assets over time

All Sansiveri, Kimball & Co., L.L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 49.20724467033972% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $15.3M $22.8M ▲ +49.2%
Year Plans Participants Total Assets
2022 1 56 $15M
2023 1 54 $19M
2024 1 57 $23M

Sansiveri, Kimball & Co., L.L.P. filing trail (2024)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$23M
Net Income$4M
Employer EIN050255779
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Rhode Island

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

Sansiveri, Kimball & Co., L.L.P. 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -10010203040 Total assets ($B) Participants Sansiveri, Kimball & Co., L.L.P. 401(k) Plan, Total assets ($B): 0.022814486 · Participants: 57Sansiveri, Kimball & Co., L.L.P. 401(k) PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 30.087909242 · Participants: 240493CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 6.12531514 · Participants: 26609Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 3.249944772 · Participants: 17893Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.764430113 · Participants: 26416Unfi 401(k) PlanFactory Mutual Insurance Company 401(k) Savings Plan, Total assets ($B): 1.916269037 · Participants: 4005Factory Mutual Insurance Company 401(k) Savings Plan
Sansiveri, Kimball & Co., L.L.P. 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Sansiveri, Kimball & Co., L.L.P. 401(k) Plan side-by-side with 3 peers →

Sansiveri, Kimball & Co., L.L.P. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Redapt, Inc. Plan in WA ($23M); by covered participants it is Certified 401(k) Plan in FL (57 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (57 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 Sansiveri, Kimball & Co., L.L.P. 401(k) Plan assets move in 2024? ▼
Sansiveri, Kimball & Co., L.L.P. 401(k) Plan grew sharply - up 20.2% during 2024, from $19M to $23M. Reported net income was $4M.
How have Sansiveri, Kimball & Co., L.L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sansiveri, Kimball & Co., L.L.P.'s sponsor-wide assets grew 49.2%, from $15M to $23M.
Which 401(k) plans are similar in size to Sansiveri, Kimball & Co., L.L.P. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Redapt, Inc. Plan in WA ($23M, 153 participants).
Which 401(k) plans cover a similar participant headcount to Sansiveri, Kimball & Co., L.L.P. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Certified 401(k) Plan in FL (57 participants, $702K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 050255779.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.