401(k) · DOL Form 5500 · 2024
Kay and Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 1,222
- Participants Near avg headcount
- 73rd
- Percentile by assets National rank
- $18,906
- Avg per participant Low balance/head
Official DOL plan name: Kay & Associates, Inc. Profit Sharing & Retirement Savings Plan · Sponsored by Kay and Associates, Inc. · Illinois · Professional & Technical Services
$23M in assets, 1,222 participants
Kay and Associates, Inc.'s Kay & Associates, Inc. Profit Sharing & Retirement Savings Plan reported $23M in total assets and 1,222 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #14,634 in Professional & Technical Services (20,173 peers)
Kay and Associates, Inc. multi-year trail
Kay and Associates, Inc.'s plans moved +68.0% in assets from 2022 to 2024; this filing shows Kay & Associates, Inc. Profit Sharing & Retirement Savings Plan at $23M / 1,222 participants.
- #14,634
- in Professional & Technical Services (20,173 peers)
- +28.5%
- assets growth YoY
Kay & Associates, Inc. Profit Sharing & Retirement Savings Plan's outsized position by total assets
Kay & Associates, Inc. Profit Sharing & Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$23,103,103 Top 27% higher than 73% 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
Kay & Associates, Inc. Profit Sharing & Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kay & Associates, Inc. Profit Sharing & Retirement Savings Plan lands in the large band (1,222 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kay & Associates, Inc. Profit Sharing & Retirement Savings Plan end-of-year assets rose from $18M in the plan year 2023 filing to $23M in the plan year 2024 filing.
- Kay & Associates, Inc. Profit Sharing & Retirement Savings Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Kay & Associates, Inc. Profit Sharing & Retirement Savings Plan reported participants rose from 1,025 in the plan year 2023 filing to 1,222 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 362432478 · Kay and Associates, Inc. PY 2024 · 401(k)
Kay & Associates, Inc. Profit Sharing & Retirement Savings Plan · $23M · 1,222 · 73rd
- IND $23M
- EOY 1,222
- 5500 73rd
- ASSETS 401(k)
- PCT near Essa Bank & Trust 401(k) Plan
- EIN ind #14634
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 Illinois →
Kay & Associates, Inc. Profit Sharing & Retirement Savings Plan in the asset neighbourhood
Kay and Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Kay and Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 68.04450471897968% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 902 | $14M |
| 2023 | 1 | 1,025 | $18M |
| 2024 | 1 | 1,222 | $23M |
Kay and Associates, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $5M |
| Employer EIN | 362432478 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Kay & Associates, Inc. Profit Sharing & Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Essa Bank & Trust 401(k) Plan in PA ($23M); by covered participants it is Retail Specialists 401(k) Plan in OH (1,222 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- Essa Bank & Trust 401(k) Plan (PA) $23M · 246
- The Sobrato Organization 401(k) Savings Plan (CA) $23M · 121
- Baker Boy, Inc. 401(k) Profit Sharing Plan (ND) $23M · 226
- Conterra Ultra Broadband, LLC 401(k) Plan (NC) $23M · 362
Similar participant headcount
Nearest other-state filings by covered participants (1,222 participants); asset peers above are excluded.
- Retail Specialists 401(k) Plan (OH) 1,222 · 0 off
- Ancestry Retirement Savings and Investment Plan (UT) 1,222 · 0 off
- Paramount Health Resources Inc 401(k) Profit Sharing Plan & Trust (PA) 1,222 · 0 off
- Protective Industries Savings & Retirement Plan (NY) 1,222 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.