Profit Sharing · DOL Form 5500 · 2024

K5 Homes, Inc. Profit Sharing Plan

Data updated 2026-08-25

$699K
Total assets Small plan by assets
2
Participants Small participant base
20th
Percentile by assets National rank
$349,721
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: K5 Homes, Inc. Retirement Plan · Sponsored by K5 Homes, Inc. · Oregon · Construction

$699K in assets, 2 participants

K5 Homes, Inc.'s K5 Homes, Inc. Retirement Plan reported $699K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

  • #1,740 in Construction (9,039 peers)

K5 Homes, Inc. multi-year trail

K5 Homes, Inc.'s plans moved +30.2% in assets from 2022 to 2024; this filing shows K5 Homes, Inc. Retirement Plan at $699K / 2 participants.

#1,740
in Construction (9,039 peers)
+0.3%
assets growth YoY

K5 Homes, Inc. Retirement Plan among the smaller filed plans by assets

K5 Homes, Inc. Retirement Plan vs every filed plan by assets

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

$699,442 20th percentile higher than 20% 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

K5 Homes, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. K5 Homes, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • K5 Homes, Inc. Retirement Plan reported net income fell from $160K in the plan year 2023 filing to $2K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 815290880 · K5 Homes, Inc. PY 2024 · Profit Sharing

K5 Homes, Inc. Retirement Plan · $699K · 2 · 20th

  • PART $699K
  • TYPE 2
  • NET 20th
  • BOOK Profit Sharing
  • VS-ST near Jlem Holdings Incorporated Retirement Plan
  • BOY ind #1740

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 Construction retirement plans → · Plans in Oregon →

K5 Homes, Inc. Retirement Plan in the asset neighbourhood

K5 Homes, Inc. Retirement PlanK5 Homes, Inc. Retirement Pl…$699KJlem Holdings Incorporated Retirement PlanJlem Holdings Incorporated R…$699KNeighborup Inc. Retirement PlanNeighborup Inc. Retirement P…$699KTbd Inc. Retirement Plan$700KBigeye Group Inc. Retirement PlanBigeye Group Inc. Retirement…$700K
End-of-year total assets ($M) among K5 Homes, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

K5 Homes, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All K5 Homes, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$699K 30.22323174023943% vs 2022
2024 filing year
$0.5M$0.55M$0.6M$0.65M$0.7M$0.75M 202220232024 $0.54M $0.7M ▲ +29.6%
Year Plans Participants Total Assets
2022 1 2 $537K
2023 1 2 $697K
2024 1 2 $699K

K5 Homes, Inc. filing trail (2024)

Total Assets (Beginning of Year)$697K
Net Assets (End of Year)$699K
Net Income$2K
Employer EIN815290880
Plan Effective Date2017-02-08
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Oregon

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

K5 Homes, Inc. Retirement Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants K5 Homes, Inc. Retirement Plan, Total assets ($M): 0.699442 · Participants: 2K5 Homes, Inc. Retirement PlanLes Schwab Profit Sharing Retirement Plan, Total assets ($M): 865.392707 · Participants: 5738Les Schwab Profit Sharing Retirement PlanLegacy Health Defined Contribution Retirement Plan, Total assets ($M): 817.192113 · Participants: 12025Legacy Health Defined Contribution Retirement PlanWillamette University Defined Contribution Retirement Plan, Total assets ($M): 211.941238 · Participants: 730Willamette University Defined Contribution Retirement PlanThe Hoffman Employee Retirement Income Plan, Total assets ($M): 190.881902 · Participants: 634The Hoffman Employee Retirement Income PlanTuality Healthcare Performance Retirement Plan - 403(b), Total assets ($M): 120.429421 · Participants: 1263Tuality Healthcare Performance Retirement Plan - 403(b)
K5 Homes, Inc. Retirement Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants
Compare K5 Homes, Inc. Retirement Plan side-by-side with 3 peers →

K5 Homes, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Oregon, the nearest Profit Sharing by assets is Jlem Holdings Incorporated Retirement Plan in AZ ($699K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($699K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 K5 Homes, Inc. Retirement Plan assets move in 2024? ▼
K5 Homes, Inc. Retirement Plan held essentially flat - up 0.3% during 2024, from $697K to $699K. Reported net income was $2K.
How have K5 Homes, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), K5 Homes, Inc.'s sponsor-wide assets grew 30.2%, from $537K to $699K.
Where does K5 Homes, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
K5 Homes, Inc. Retirement Plan ranks in the 20th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to K5 Homes, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jlem Holdings Incorporated Retirement Plan in AZ ($699K, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to K5 Homes, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 815290880.

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.