401(k) · DOL Form 5500 · 2024
Kirkwood Holdings, Inc. 401(k) Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 206
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $124,424
- Avg per participant Near avg balance/head
Official DOL plan name: Kirkwood Holdings, Inc. 401(k) Plan · Sponsored by Kirkwood Holdings, Inc. · Massachusetts · Manufacturing
$26M in assets, 206 participants
Kirkwood Holdings, Inc.'s Kirkwood Holdings, Inc. 401(k) Plan reported $26M in total assets and 206 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #11,608 in Manufacturing (17,777 peers)
Coverage in Massachusetts
Kirkwood Holdings, Inc. 401(k) Plan covers 206 participants in Massachusetts, about 31% of the average Massachusetts filer (state average ~659 per filing). Assets: $26M.
- #11,608
- in Manufacturing (17,777 peers)
- +22.9%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Kirkwood Holdings, Inc. 401(k) Plan's outsized position by total assets
Kirkwood Holdings, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$25,631,332 Top 25% higher than 75% 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
Kirkwood Holdings, Inc. 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. Kirkwood Holdings, Inc. 401(k) Plan sits mid-pack in the medium band (206 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kirkwood Holdings, Inc. 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Kirkwood Holdings, Inc. 401(k) Plan end-of-year assets rose from $21M in the plan year 2023 filing to $26M in the plan year 2024 filing.
- Kirkwood Holdings, Inc. 401(k) Plan reported participants rose from 175 in the plan year 2023 filing to 206 in the plan year 2024 filing.
DOL schedule card
Filing strip 201623537 · Kirkwood Holdings, Inc. PY 2024 · 401(k)
Kirkwood Holdings, Inc. 401(k) Plan · $26M · 206 · 75th
- IND $26M
- IND 206
- IND 75th
- IND 401(k)
- IND near International Foundation Employee Thrift Plan
- IND ind #11608
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 Manufacturing retirement plans → · Plans in Massachusetts →
Kirkwood Holdings, Inc. 401(k) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $5M |
| Employer EIN | 201623537 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kirkwood Holdings, Inc.)
Sponsor-wide plan assets over time
All Kirkwood Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 42.90177215192696% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 164 | $18M |
| 2023 | 1 | 175 | $21M |
| 2024 | 1 | 206 | $26M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Kirkwood Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is International Foundation Employee Thrift Plan in WI ($26M); by covered participants it is Fairwave Holdings 401(k) Savings Plan in MO (206 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
Similar participant headcount
Nearest other-state filings by covered participants (206 participants); asset peers above are excluded.
- Fairwave Holdings 401(k) Savings Plan (MO) 206 · 0 off
- Phoenix Motor Company 401(k) Plan (AZ) 206 · 0 off
- Nextpoint Group, LLC 401(k) Plan (VA) 206 · 0 off
- Tidewater Fibre 401(k) Plan (VA) 206 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.