401(k) · DOL Form 5500 · 2024

Kimberton Whole Foods 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
188
Participants Below avg headcount
40th
Percentile by assets National rank
$24,276
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kimberton Whole Foods 401(k) Plan · Sponsored by Kimberton Whole Foods · Pennsylvania · Retail Trade

$5M in assets, 188 participants

Kimberton Whole Foods's Kimberton Whole Foods 401(k) Plan reported $5M in total assets and 188 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #4,117 in Retail Trade (8,048 peers)

Coverage in Pennsylvania

Kimberton Whole Foods 401(k) Plan covers 188 participants in Pennsylvania, about 23% of the average Pennsylvania filer (state average ~822 per filing). Assets: $5M.

#4,117
in Retail Trade (8,048 peers)
+24.4%
assets growth YoY

Kimberton Whole Foods 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Kimberton Whole Foods 401(k) Plan vs every filed plan by assets

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

$4,563,928 40th percentile higher than 40% 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

Kimberton Whole Foods 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. Kimberton Whole Foods 401(k) Plan sits mid-pack in the medium band (188 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kimberton Whole Foods 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Kimberton Whole Foods 401(k) Plan reported participants rose from 153 in the plan year 2023 filing to 188 in the plan year 2024 filing.
  • Kimberton Whole Foods 401(k) Plan reported net income rose from $816K in the plan year 2023 filing to $894K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 232748219 · Kimberton Whole Foods PY 2024 · 401(k)

Kimberton Whole Foods 401(k) Plan · $5M · 188 · 40th

  • EIN $5M
  • RANK 188
  • PHOTO 40th
  • IND 401(k)
  • EOY near Shaw & Slavsky Profit Sharing Retirement Plan
  • 5500 ind #4117

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 Retail Trade retirement plans → · Plans in Pennsylvania →

Kimberton Whole Foods 401(k) Plan in the asset neighbourhood

Kimberton Whole Foods 401(k) PlanKimberton Whole Foods 401(k)…$5MShaw & Slavsky Profit Sharing Retirement PlanShaw & Slavsky Profit Sharin…$5MFlorida Adoption and Surrogacy Attorneys, P.a. 401(k) Profit Sharing PlanFlorida Adoption and Surroga…$5MPhysician Partners of America 401(k) PlanPhysician Partners of Americ…$5MCommunity Living 401(k) Retirement PlanCommunity Living 401(k) Reti…$5M
End-of-year total assets ($M) among Kimberton Whole Foods 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$894K
Employer EIN232748219
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kimberton Whole Foods)

Sponsor-wide plan assets over time

All Kimberton Whole Foods plans reported in each filing year

Latest sponsor-wide plan assets
$5M 59.91618633823298% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.85M $4.56M ▲ +60.0%
Year Plans Participants Total Assets
2022 1 154 $3M
2023 1 153 $4M
2024 1 188 $5M

Nearby 401(k) Plans in Pennsylvania

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

Kimberton Whole Foods 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Kimberton Whole Foods 401(k) Plan, Total assets ($B): 0.004563928 · Participants: 188Kimberton Whole Foods 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Kimberton Whole Foods 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Kimberton Whole Foods 401(k) Plan side-by-side with 3 peers →

Kimberton Whole Foods 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Shaw & Slavsky Profit Sharing Retirement Plan in MI ($5M); by covered participants it is Trinity Rehab, LLC 401(k) Plan in NC (188 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (188 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 Kimberton Whole Foods 401(k) Plan assets move in 2024? ▼
Kimberton Whole Foods 401(k) Plan grew sharply - up 24.4% during 2024, from $4M to $5M. Reported net income was $894K.
How have Kimberton Whole Foods plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kimberton Whole Foods's sponsor-wide assets grew 59.9%, from $3M to $5M.
Which 401(k) plans are similar in size to Kimberton Whole Foods 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Shaw & Slavsky Profit Sharing Retirement Plan in MI ($5M, 45 participants).
Which 401(k) plans cover a similar participant headcount to Kimberton Whole Foods 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trinity Rehab, LLC 401(k) Plan in NC (188 participants, $7M 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 232748219.

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.