401(k) · DOL Form 5500 · 2024
Kienbaum Hardy Viviano Pelton & Forrest, PLC 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 21
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $521,414
- Avg per participant High balance/head
Official DOL plan name: Kienbaum Hardy Viviano Pelton & Forrest, PLC Savings and Profit Sharing Plan and Trust · Sponsored by Kienbaum Hardy Viviano Pelton & Forrest, PLC · Michigan · Professional & Technical Services
$11M in assets, 21 participants
Kienbaum Hardy Viviano Pelton & Forrest, PLC's Kienbaum Hardy Viviano Pelton & Forrest, PLC Savings and Profit Sharing Plan and Trust reported $11M in total assets and 21 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.
- #11,300 in Professional & Technical Services (20,173 peers)
Kienbaum Hardy Viviano Pelton & Forrest, PLC multi-year trail
Kienbaum Hardy Viviano Pelton & Forrest, PLC's plans moved +34.3% in assets from 2022 to 2024; this filing shows Kienbaum Hardy Viviano Pelton & Forrest, PLC Savings and Profit Sharing Plan and Trust at $11M / 21 participants.
- #11,300
- in Professional & Technical Services (20,173 peers)
- +11.1%
- assets growth YoY
Kienbaum Hardy Viviano Pelton & Forrest, PLC Savings and Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers
Kienbaum Hardy Viviano Pelton & Forrest, PLC Savings and Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,949,684 Top 42% higher than 58% 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
Kienbaum Hardy Viviano Pelton & Forrest, PLC Savings and Profit Sharing Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kienbaum Hardy Viviano Pelton & Forrest, PLC Savings and Profit Sharing Plan and Trust is a small filing (21 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kienbaum Hardy Viviano Pelton & Forrest, PLC Savings and Profit Sharing Plan and Trust reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Kienbaum Hardy Viviano Pelton & Forrest, PLC Savings and Profit Sharing Plan and Trust end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Kienbaum Hardy Viviano Pelton & Forrest, PLC Savings and Profit Sharing Plan and Trust reported participants rose from 19 in the plan year 2023 filing to 21 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 383347787 · Kienbaum Hardy Viviano Pelton & Forrest, PLC PY 2024 · 401(k)
Kienbaum Hardy Viviano Pelton & Forrest, PLC Savings and Profit Sharing Plan and Trust · $11M · 21 · 58th
- 5500 $11M
- 5500 21
- 5500 58th
- 5500 401(k)
- 5500 near Pendrell Corporation 401(k) Plan
- 5500 ind #11300
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 Michigan →
Kienbaum Hardy Viviano Pelton & Forrest, PLC Savings and Profit Sharing Plan and Trust in the asset neighbourhood
Kienbaum Hardy Viviano Pelton & Forrest, PLC multi-year asset trail
Sponsor-wide plan assets over time
All Kienbaum Hardy Viviano Pelton & Forrest, PLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 34.3494947147592% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 21 | $8M |
| 2023 | 1 | 19 | $10M |
| 2024 | 1 | 21 | $11M |
Kienbaum Hardy Viviano Pelton & Forrest, PLC filing trail (2024)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $1M |
| Employer EIN | 383347787 |
| Plan Effective Date | 1997-05-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $23.1B · 43,053
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $17.3B · 31,790
- The Dow Chemical Company Employees' Savings Plan $10.8B · 17,128
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $9.6B · 42,513
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $8.3B · 60,497
Kienbaum Hardy Viviano Pelton & Forrest, PLC Savings and Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Pendrell Corporation 401(k) Plan in WA ($11M); by covered participants it is Frontier Community Bank Employees' Retirement Plan in VA (21 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Pendrell Corporation 401(k) Plan (WA) $11M · 8
- Ambassador Supply Affiliates 401(k) Plan (IN) $11M · 423
- Child Crisis Arizona 401(k) Plan (AZ) $11M · 315
- Crown Health Care Laundry Services 401(k) Plan (FL) $11M · 1,054
Similar participant headcount
Nearest other-state filings by covered participants (21 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.