401(k) · DOL Form 5500 · 2024

Kiva Microfunds 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
105
Participants Small participant base
71st
Percentile by assets National rank
$201,768
Avg per participant Above avg balance/head
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Official DOL plan name: Kiva Microfunds 401(k) Proft Sharing Plan and Trust · Sponsored by Kiva Microfunds · California · Finance & Insurance

$21M in assets, 105 participants

Kiva Microfunds's Kiva Microfunds 401(k) Proft Sharing Plan and Trust reported $21M in total assets and 105 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,847 in Finance & Insurance (8,549 peers)

Coverage in California

Kiva Microfunds 401(k) Proft Sharing Plan and Trust covers 105 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $21M.

#4,847
in Finance & Insurance (8,549 peers)
+22.1%
assets growth YoY

Kiva Microfunds 401(k) Proft Sharing Plan and Trust's outsized position by total assets

Kiva Microfunds 401(k) Proft Sharing Plan and Trust vs every filed plan by assets

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

$21,185,617 Top 29% higher than 71% 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

Kiva Microfunds 401(k) Proft Sharing Plan and Trust 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. Kiva Microfunds 401(k) Proft Sharing Plan and Trust sits mid-pack in the medium band (105 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kiva Microfunds 401(k) Proft Sharing Plan and Trust end-of-year assets rose from $17M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Kiva Microfunds 401(k) Proft Sharing Plan and Trust reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Kiva Microfunds 401(k) Proft Sharing Plan and Trust reported participants fell from 112 in the plan year 2023 filing to 105 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 710992446 · Kiva Microfunds PY 2024 · 401(k)

Kiva Microfunds 401(k) Proft Sharing Plan and Trust · $21M · 105 · 71st

  • EOY $21M
  • 5500 105
  • ASSETS 71st
  • PCT 401(k)
  • EIN near The Keith Corporation 401(k) Plan
  • RANK ind #4847

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 Finance & Insurance retirement plans → · Plans in California →

Kiva Microfunds 401(k) Proft Sharing Plan and Trust in the asset neighbourhood

Kiva Microfunds 401(k) Proft Sharing Plan and TrustKiva Microfunds 401(k) Proft…$21MThe Keith Corporation 401(k) PlanThe Keith Corporation 401(k)…$21MJupiter Aluminum Corporation 401(k) PlanJupiter Aluminum Corporation…$21MAiphone Corporation Employees Savings PlanAiphone Corporation Employee…$21MNova 401(k) Plan$21M
End-of-year total assets ($M) among Kiva Microfunds 401(k) Proft Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$21M
Net Income$4M
Employer EIN710992446
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kiva Microfunds)

Sponsor-wide plan assets over time

All Kiva Microfunds plans reported in each filing year

Latest sponsor-wide plan assets
$21M 53.33074472350607% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.8M $21.2M ▲ +53.3%
Year Plans Participants Total Assets
2022 1 130 $14M
2023 1 112 $17M
2024 1 105 $21M

Nearby 401(k) Plans in California

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

Kiva Microfunds 401(k) Proft Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Kiva Microfunds 401(k) Proft Sharing Plan and Trust, Total assets ($B): 0.021185617 · Participants: 105Kiva Microfunds 401(k) Proft Sharing Plan and TrustGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Kiva Microfunds 401(k) Proft Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Kiva Microfunds 401(k) Proft Sharing Plan and Trust side-by-side with 3 peers →

Kiva Microfunds 401(k) Proft Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Keith Corporation 401(k) Plan in NC ($21M); by covered participants it is Medwest Associates, Inc. Profit Sharing Plan in IL (105 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (105 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 Kiva Microfunds 401(k) Proft Sharing Plan and Trust assets move in 2024? ▼
Kiva Microfunds 401(k) Proft Sharing Plan and Trust grew sharply - up 22.1% during 2024, from $17M to $21M. Reported net income was $4M.
How have Kiva Microfunds plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kiva Microfunds's sponsor-wide assets grew 53.3%, from $14M to $21M.
Which 401(k) plans are similar in size to Kiva Microfunds 401(k) Proft Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Keith Corporation 401(k) Plan in NC ($21M, 132 participants).
Which 401(k) plans cover a similar participant headcount to Kiva Microfunds 401(k) Proft Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Medwest Associates, Inc. Profit Sharing Plan in IL (105 participants, N/A 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 710992446.

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.