401(k) · DOL Form 5500 · 2024

K & D 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
321
Participants Below avg headcount
35th
Percentile by assets National rank
$9,853
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: K & D Management 401(k) Retirement Plan · Sponsored by K & D · Ohio · Professional & Technical Services

$3M in assets, 321 participants

K & D's K & D Management 401(k) Retirement Plan reported $3M in total assets and 321 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,326 in Professional & Technical Services (20,173 peers)

Coverage in Ohio

K & D Management 401(k) Retirement Plan covers 321 participants in Ohio, about 42% of the average Ohio filer (state average ~765 per filing). Assets: $3M.

#6,326
in Professional & Technical Services (20,173 peers)
+14.3%
assets growth YoY

K & D Management 401(k) Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

K & D Management 401(k) Retirement Plan vs every filed plan by assets

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

$3,162,901 35th percentile higher than 35% 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

K & D Management 401(k) Retirement 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. K & D Management 401(k) Retirement Plan sits mid-pack in the medium band (321 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • K & D Management 401(k) Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • K & D Management 401(k) Retirement Plan reported net income fell from $423K in the plan year 2023 filing to $395K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 274860782 · K & D PY 2024 · 401(k)

K & D Management 401(k) Retirement Plan · $3M · 321 · 35th

  • NET $3M
  • BOOK 321
  • VS-ST 35th
  • BOY 401(k)
  • SCH near Monroe Medi-Trans, Inc. Employee 401(k) Plan
  • EBSA ind #6326

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 Ohio →

K & D Management 401(k) Retirement Plan in the asset neighbourhood

K & D Management 401(k) Retirement PlanK & D Management 401(k) Reti…$3MMonroe Medi-Trans, Inc. Employee 401(k) PlanMonroe Medi-Trans, Inc. Empl…$3MEmerald Healthcare, LLC 401(k) PlanEmerald Healthcare, LLC 401(…$3MKohana Corp. 401(k) Profit Sharing PlanKohana Corp. 401(k) Profit S…$3MRevive 401(k) Plan$3M
End-of-year total assets ($M) among K & D Management 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$395K
Employer EIN274860782
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (K & D)

Sponsor-wide plan assets over time

All K & D plans reported in each filing year

Latest sponsor-wide plan assets
$3M 34.88868882640609% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.34M $3.16M ▲ +35.0%
Year Plans Participants Total Assets
2022 1 412 $2M
2023 1 322 $3M
2024 1 321 $3M

Nearby 401(k) Plans in Ohio

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

K & D Management 401(k) Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants K & D Management 401(k) Retirement Plan, Total assets ($B): 0.003162901 · Participants: 321K & D Management 401(k) Retirement PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
K & D Management 401(k) Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare K & D Management 401(k) Retirement Plan side-by-side with 3 peers →

K & D Management 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Monroe Medi-Trans, Inc. Employee 401(k) Plan in NY ($3M); by covered participants it is Investar Holding Corporation 401(k) Plan in LA (321 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (321 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 K & D Management 401(k) Retirement Plan assets move in 2024? ▼
K & D Management 401(k) Retirement Plan grew at a solid clip - up 14.3% during 2024, from $3M to $3M. Reported net income was $395K.
How have K & D plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), K & D's sponsor-wide assets grew 34.9%, from $2M to $3M.
Which 401(k) plans are similar in size to K & D Management 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Monroe Medi-Trans, Inc. Employee 401(k) Plan in NY ($3M, 201 participants).
Which 401(k) plans cover a similar participant headcount to K & D Management 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Investar Holding Corporation 401(k) Plan in LA (321 participants, $27M 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 274860782.

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.