401(k) · DOL Form 5500 · 2024

Kinex/R&m Holdco, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
181
Participants Below avg headcount
46th
Percentile by assets National rank
$35,157
Avg per participant Low balance/head
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Official DOL plan name: Kinex/R&m Holdco, LLC Savings Plan · Sponsored by Kinex/R&m Holdco, LLC · Wisconsin · Real Estate

$6M in assets, 181 participants

Kinex/R&m Holdco, LLC's Kinex/R&m Holdco, LLC Savings Plan reported $6M in total assets and 181 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #3,041 in Real Estate (4,605 peers)

Coverage in Wisconsin

Kinex/R&m Holdco, LLC Savings Plan covers 181 participants in Wisconsin, about 32% of the average Wisconsin filer (state average ~563 per filing). Assets: $6M.

#3,041
in Real Estate (4,605 peers)
+18.3%
assets growth YoY

Kinex/R&m Holdco, LLC Savings Plan's mid-pack asset rank among Real Estate and all filers

Kinex/R&m Holdco, LLC Savings Plan vs every filed plan by assets

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

$6,363,482 46th percentile higher than 46% 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

Kinex/R&m Holdco, LLC Savings 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. Kinex/R&m Holdco, LLC Savings Plan sits mid-pack in the medium band (181 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kinex/R&m Holdco, LLC Savings Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Kinex/R&m Holdco, LLC Savings Plan reported net income fell from $1M in the plan year 2023 filing to $983K in the plan year 2024 filing.
  • Kinex/R&m Holdco, LLC Savings Plan reported participants fell from 190 in the plan year 2023 filing to 181 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 800953249 · Kinex/R&m Holdco, LLC PY 2024 · 401(k)

Kinex/R&m Holdco, LLC Savings Plan · $6M · 181 · 46th

  • SCH $6M
  • EBSA 181
  • PART 46th
  • TYPE 401(k)
  • NET near Aspire General Insurance 401(k) Profit Sharing Plan and Trust
  • BOOK ind #3041

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 Wisconsin →

Kinex/R&m Holdco, LLC Savings Plan in the asset neighbourhood

Kinex/R&m Holdco, LLC Savings PlanKinex/R&m Holdco, LLC Saving…$6MAspire General Insurance 401(k) Profit Sharing Plan and TrustAspire General Insurance 401…$6MCoastal Group 401(k) Plan$6MO'connor, Hoso & Loree, LLC 401(k) Retirement PlanO'connor, Hoso & Loree, LLC …$6MHmc Management Services, Inc. Retirement PlanHmc Management Services, Inc…$6M
End-of-year total assets ($M) among Kinex/R&m Holdco, LLC Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$983K
Employer EIN800953249
Plan Effective Date2014-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kinex/R&m Holdco, LLC)

Sponsor-wide plan assets over time

All Kinex/R&m Holdco, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 51.06866515791451% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $4.21M $6.36M ▲ +51.1%
Year Plans Participants Total Assets
2022 1 205 $4M
2023 1 190 $5M
2024 1 181 $6M

Nearby 401(k) Plans in Wisconsin

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

Kinex/R&m Holdco, LLC Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Kinex/R&m Holdco, LLC Savings Plan, Total assets ($B): 0.006363482 · Participants: 181Kinex/R&m Holdco, LLC Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Kinex/R&m Holdco, LLC Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Kinex/R&m Holdco, LLC Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Aspire General Insurance 401(k) Profit Sharing Plan and Trust in CA ($6M); by covered participants it is Bpl Plasma, Inc. & Affiliates 401(k) and Profit in NJ (181 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (181 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 Kinex/R&m Holdco, LLC Savings Plan assets move in 2024?
Kinex/R&m Holdco, LLC Savings Plan grew sharply - up 18.3% during 2024, from $5M to $6M. Reported net income was $983K.
How have Kinex/R&m Holdco, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Kinex/R&m Holdco, LLC's sponsor-wide assets grew 51.1%, from $4M to $6M.
Which 401(k) plans are similar in size to Kinex/R&m Holdco, LLC Savings Plan?
Among 401(k) plans in other states, the closest by assets is Aspire General Insurance 401(k) Profit Sharing Plan and Trust in CA ($6M, 265 participants).
Which 401(k) plans cover a similar participant headcount to Kinex/R&m Holdco, LLC Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Bpl Plasma, Inc. & Affiliates 401(k) and Profit in NJ (181 participants, N/A in assets).