401(k) · DOL Form 5500 · 2024

Kirkwood Holdings, Inc. 401(k) Plan

Data updated 2026-07-24

$26M
Total assets: 206
Participants: 75th
Percentile by assets: $124,424
Avg per participant

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.

75th percentile by assets (of 116,472 plans)

Coverage in Massachusetts

Kirkwood Holdings, Inc. 401(k) Plan covers 206 participants in Massachusetts, about 32% of the average Massachusetts filer (state average ~641 per filing). Assets: $26M.

$26M
total plan assets (2024 EOY): 206
covered participants: 75th
percentile by assets (of 116,472 plans): $124,424
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Massachusetts

Industry

Manufacturing

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 641 participants across 3,941 plans. Kirkwood Holdings, Inc. 401(k) Plan reports 206 participants - about 32% of that state average ($26M EOY assets).

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.)

Total plan assets by year, all Kirkwood Holdings, Inc. plans on file

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.

Kirkwood Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

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

Compare Kirkwood Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Kirkwood Holdings, Inc. 401(k) Plan by total assets, not by location.

International Foundation Employee Thrift Plan (WI) $26M · 132
Standridge Color Corporation Profit Sharing Plan & Trust (GA) $26M · 382
Raulli & Sons, Inc. the Employees' Profit Sharing & Retirement Plan (NY) $26M · 97
Wicker Smith 401(k) Plan I (FL) $26M · 212

Frequently Asked Questions

How did Kirkwood Holdings, Inc. 401(k) Plan assets move in 2024? ▼

Kirkwood Holdings, Inc. 401(k) Plan grew sharply - up 22.9% during 2024, from $21M to $26M. Reported net income was $5M.

How have Kirkwood Holdings, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Kirkwood Holdings, Inc.'s sponsor-wide assets grew 42.9%, from $18M to $26M.

Where does Kirkwood Holdings, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼

Kirkwood Holdings, Inc. 401(k) Plan ranks in the 75th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Kirkwood Holdings, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is International Foundation Employee Thrift Plan in WI ($26M, 132 participants).

Next read for Kirkwood Holdings, Inc. 401(k) Plan

Filing takeaways

Ways to act on Kirkwood Holdings, Inc. 401(k) Plan's numbers.

By total assets, Kirkwood Holdings, Inc. 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
Kirkwood Holdings, Inc.'s sponsor-wide assets have grown 42.9% since 2022 across 3 plan years on file. More Manufacturing plans

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 201623537.

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.