401(k) · DOL Form 5500 · 2024

Kg Investment Management, LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
112
Participants Small participant base
64th
Percentile by assets National rank
$128,688
Avg per participant Near avg balance/head
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Official DOL plan name: Kg Investment Management, LLC Retirement Savings Plan · Sponsored by Kg Investment Management, LLC · Washington · Real Estate

$14M in assets, 112 participants

Kg Investment Management, LLC's Kg Investment Management, LLC Retirement Savings Plan reported $14M in total assets and 112 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #3,659 in Real Estate (4,605 peers)

Coverage in Washington

Kg Investment Management, LLC Retirement Savings Plan covers 112 participants in Washington, about 8% of the average Washington filer (state average ~1,476 per filing). Assets: $14M.

#3,659
in Real Estate (4,605 peers)
+9.1%
assets growth YoY

Kg Investment Management, LLC Retirement Savings Plan's mid-pack asset rank among Real Estate and all filers

Kg Investment Management, LLC Retirement Savings Plan vs every filed plan by assets

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

$14,413,061 Top 36% higher than 64% 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

Kg Investment Management, LLC Retirement Savings 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. Kg Investment Management, LLC Retirement Savings Plan sits mid-pack in the medium band (112 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kg Investment Management, LLC Retirement Savings Plan reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Kg Investment Management, LLC Retirement Savings Plan reported participants rose from 102 in the plan year 2023 filing to 112 in the plan year 2024 filing.
  • Kg Investment Management, LLC Retirement Savings Plan end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 912109328 · Kg Investment Management, LLC PY 2024 · 401(k)

Kg Investment Management, LLC Retirement Savings Plan · $14M · 112 · 64th

  • IND $14M
  • EOY 112
  • 5500 64th
  • ASSETS 401(k)
  • PCT near Applied Engineering Services, Inc. 401(k) Plan
  • EIN ind #3659

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 Real Estate retirement plans → · Plans in Washington →

Kg Investment Management, LLC Retirement Savings Plan in the asset neighbourhood

Kg Investment Management, LLC Retirement Savings PlanKg Investment Management, LL…$14MApplied Engineering Services, Inc. 401(k) PlanApplied Engineering Services…$14MIndian Head Industries, Inc. 401(k) PlanIndian Head Industries, Inc.…$14MWayside Furniture Inc. 401(k) PlanWayside Furniture Inc. 401(k…$14MSwift & Staley Governmental Services 401(k) PlanSwift & Staley Governmental …$14M
End-of-year total assets ($M) among Kg Investment Management, LLC Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Washington filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$1M
Employer EIN912109328
Plan Effective Date2002-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kg Investment Management, LLC)

Sponsor-wide plan assets over time

All Kg Investment Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 9.136833748876398% vs 2023
2024 filing year
$13M$13.5M$14M$14.5M$15M 20232024 $13.2M $14.4M ▲ +9.1%
Year Plans Participants Total Assets
2023 1 102 $13M
2024 1 112 $14M

Nearby 401(k) Plans in Washington

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

Kg Investment Management, LLC Retirement Savings Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Kg Investment Management, LLC Retirement Savings Plan, Total assets ($B): 0.014413061 · Participants: 112Kg Investment Management, LLC Retirement Savings PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
Kg Investment Management, LLC Retirement Savings Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Kg Investment Management, LLC Retirement Savings Plan side-by-side with 3 peers →

Kg Investment Management, LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Applied Engineering Services, Inc. 401(k) Plan in IN ($14M); by covered participants it is Wiseway LLC 401(k) Profit Sharing Plan in KY (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Kg Investment Management, LLC Retirement Savings Plan assets move in 2024? ▼
Kg Investment Management, LLC Retirement Savings Plan grew at a solid clip - up 9.1% during 2024, from $13M to $14M. Reported net income was $1M.
How have Kg Investment Management, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Kg Investment Management, LLC's sponsor-wide assets grew 9.1%, from $13M to $14M.
Which 401(k) plans are similar in size to Kg Investment Management, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Applied Engineering Services, Inc. 401(k) Plan in IN ($14M, 50 participants).
Which 401(k) plans cover a similar participant headcount to Kg Investment Management, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wiseway LLC 401(k) Profit Sharing Plan in KY (112 participants, N/A 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 912109328.

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.