401(k) · DOL Form 5500 · 2024
Kaye-Smith Enterprises, Inc. 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 198
- Participants Below avg headcount
- 69th
- Percentile by assets National rank
- $93,767
- Avg per participant Below avg balance/head
Official DOL plan name: Kaye-Smith Enterprises 401(k) Retirement Savings Plan & Trust · Sponsored by Kaye-Smith Enterprises, Inc. · Washington · Manufacturing
$19M in assets, 198 participants
Kaye-Smith Enterprises, Inc.'s Kaye-Smith Enterprises 401(k) Retirement Savings Plan & Trust reported $19M in total assets and 198 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.
- #10,300 in Manufacturing (17,777 peers)
Coverage in Washington
Kaye-Smith Enterprises 401(k) Retirement Savings Plan & Trust covers 198 participants in Washington, about 13% of the average Washington filer (state average ~1,476 per filing). Assets: $19M.
- #10,300
- in Manufacturing (17,777 peers)
- -0.6%
- assets change YoY
The plan reported a net loss of $112K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kaye-Smith Enterprises 401(k) Retirement Savings Plan & Trust's outsized position by total assets
Kaye-Smith Enterprises 401(k) Retirement Savings Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$18,565,828 Top 31% higher than 69% 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
Kaye-Smith Enterprises 401(k) Retirement Savings Plan & 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. Kaye-Smith Enterprises 401(k) Retirement Savings Plan & Trust sits mid-pack in the medium band (198 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kaye-Smith Enterprises 401(k) Retirement Savings Plan & Trust reported net income fell from $4M in the plan year 2023 filing to -$112K in the plan year 2024 filing.
- Kaye-Smith Enterprises 401(k) Retirement Savings Plan & Trust reported participants fell from 212 in the plan year 2023 filing to 198 in the plan year 2024 filing.
- Kaye-Smith Enterprises 401(k) Retirement Savings Plan & Trust end-of-year assets fell from $19M in the plan year 2023 filing to $19M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 930523003 · Kaye-Smith Enterprises, Inc. PY 2024 · 401(k)
Kaye-Smith Enterprises 401(k) Retirement Savings Plan & Trust · $19M · 198 · 69th
- SCH $19M
- EBSA 198
- PART 69th
- TYPE 401(k)
- NET near Birmingham Heart Clinic, P. C. Profit Sharing Plan
- BOOK ind #10300
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 Washington →
Kaye-Smith Enterprises 401(k) Retirement Savings Plan & Trust in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | -$112K |
| Employer EIN | 930523003 |
| Plan Effective Date | 1990-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kaye-Smith Enterprises, Inc.)
Sponsor-wide plan assets over time
All Kaye-Smith Enterprises, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 24.83540985237938% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 184 | $15M |
| 2023 | 1 | 212 | $19M |
| 2024 | 1 | 198 | $19M |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Boeing Company 401(k) Retirement Plan $73.9B · 139,394
- Microsoft Corporation Savings Plus 401(k) Plan $65.6B · 118,818
- Costco 401(k) Retirement Plan $41.0B · 202,468
- Amazon 401(k) Plan $34.6B · 1,209,303
- 401(k) Savings Plan $10.1B · 86,668
Kaye-Smith Enterprises 401(k) Retirement Savings Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Washington, the nearest 401(k) by assets is Birmingham Heart Clinic, P. C. Profit Sharing Plan in AL ($19M); by covered participants it is Alltrails 401(k) Plan in CA (198 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (198 participants); asset peers above are excluded.
- Alltrails 401(k) Plan (CA) 198 · 0 off
- Balke Brown Transwestern Inc. 401(k) Plan (MO) 198 · 0 off
- Rockland Federal Credit Union 401(k) Profit Sharing Plan (MA) 198 · 0 off
- 401(k) Plan of Digitalbridge Group Advisors, LLC (FL) 198 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.