401(k) · DOL Form 5500 · 2024
Chisholm Chisholm & Kilpatrick, Ltd. 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 214
- Participants Below avg headcount
- 67th
- Percentile by assets National rank
- $78,949
- Avg per participant Below avg balance/head
Official DOL plan name: Chisholm Chisholm & Kilpatrick 401(k) Plan · Sponsored by Chisholm Chisholm & Kilpatrick, Ltd. · Rhode Island · Professional & Technical Services
$17M in assets, 214 participants
Chisholm Chisholm & Kilpatrick, Ltd.'s Chisholm Chisholm & Kilpatrick 401(k) Plan reported $17M in total assets and 214 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.
- #13,318 in Professional & Technical Services (20,173 peers)
Coverage in Rhode Island
Chisholm Chisholm & Kilpatrick 401(k) Plan covers 214 participants in Rhode Island, about 15% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $17M.
- #13,318
- in Professional & Technical Services (20,173 peers)
- +30.5%
- assets growth YoY
Chisholm Chisholm & Kilpatrick 401(k) Plan's outsized position by total assets
Chisholm Chisholm & Kilpatrick 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$16,895,056 Top 33% higher than 67% 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
Chisholm Chisholm & Kilpatrick 401(k) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Chisholm Chisholm & Kilpatrick 401(k) Plan sits mid-pack in the medium band (214 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Chisholm Chisholm & Kilpatrick 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $17M in the plan year 2024 filing.
- Chisholm Chisholm & Kilpatrick 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Chisholm Chisholm & Kilpatrick 401(k) Plan reported participants rose from 198 in the plan year 2023 filing to 214 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 274459831 · Chisholm Chisholm & Kilpatrick, Ltd. PY 2024 · 401(k)
Chisholm Chisholm & Kilpatrick 401(k) Plan · $17M · 214 · 67th
- EIN $17M
- RANK 214
- PHOTO 67th
- IND 401(k)
- EOY near Bei Engineers 401(k) Plan
- 5500 ind #13318
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 →
Chisholm Chisholm & Kilpatrick 401(k) Plan in the asset neighbourhood
Rhode Island filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $4M |
| Employer EIN | 274459831 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Chisholm Chisholm & Kilpatrick, Ltd.)
Sponsor-wide plan assets over time
All Chisholm Chisholm & Kilpatrick, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 74.17784617719298% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 160 | $10M |
| 2023 | 1 | 198 | $13M |
| 2024 | 1 | 214 | $17M |
Nearby 401(k) Plans in Rhode Island
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- CVS Health Future Fund 401(k) Plan $30.1B · 240,493
- Textron Savings Plan $6.1B · 26,609
- Cfg Retirement Savings Plan $3.2B · 17,893
- Unfi 401(k) Plan $2.8B · 26,416
- Factory Mutual Insurance Company 401(k) Savings Plan $1.9B · 4,005
Chisholm Chisholm & Kilpatrick 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Rhode Island, the nearest 401(k) by assets is Bei Engineers 401(k) Plan in TX ($17M); by covered participants it is Premier Health Services, Inc. 401(k) Plan in DC (214 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Bei Engineers 401(k) Plan (TX) $17M · 110
- South32 Hermosa Inc. 401(k) Plan (AZ) $17M · 156
- Abnb Federal Credit Union 401(k) Plan & Trust (VA) $17M · 220
- Inolex, Incorporated 401(k) Profit Sharing Plan (PA) $17M · 119
Similar participant headcount
Nearest other-state filings by covered participants (214 participants); asset peers above are excluded.
- Premier Health Services, Inc. 401(k) Plan (DC) 214 · 0 off
- Nationwide Studios 401(k) Plan (TN) 214 · 0 off
- Parsons Company, Inc. Profit Sharing and 401(k) Plan (IL) 214 · 0 off
- Nystrom, Incorporated Employee Savings & Retirement Plan (MN) 214 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.