401(k) · DOL Form 5500 · 2024

Kimball Union Academy 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
158
Participants Small participant base
78th
Percentile by assets National rank
$201,183
Avg per participant Above avg balance/head
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Official DOL plan name: Kimball Union Academy DC Retirement Plan · Sponsored by Kimball Union Academy · New Hampshire · Educational Services

$32M in assets, 158 participants

Kimball Union Academy's Kimball Union Academy DC Retirement Plan reported $32M in total assets and 158 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #2,294 in Educational Services (3,638 peers)

Where Kimball Union Academy DC Retirement Plan sits by assets

Kimball Union Academy DC Retirement Plan sits in the top quartile of all filed plans by assets, $32M for 158 participants (~$201,183/participant), up 10.9% in 2024.

#2,294
in Educational Services (3,638 peers)
+10.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Kimball Union Academy DC Retirement Plan's outsized position by total assets

Kimball Union Academy DC Retirement Plan vs every filed plan by assets

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

$31,786,837 Top 22% higher than 78% 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

Kimball Union Academy DC 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. Kimball Union Academy DC Retirement Plan sits mid-pack in the medium band (158 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kimball Union Academy DC Retirement Plan end-of-year assets rose from $29M in the plan year 2023 filing to $32M in the plan year 2024 filing.
  • Kimball Union Academy DC Retirement Plan reported participants rose from 148 in the plan year 2023 filing to 158 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 020222147 · Kimball Union Academy PY 2024 · 401(k)

Kimball Union Academy DC Retirement Plan · $32M · 158 · 78th

  • NET $32M
  • NET 158
  • NET 78th
  • NET 401(k)
  • NET near Restaurant 365 401(k) Plan
  • NET ind #2294

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 Educational Services retirement plans → · Plans in New Hampshire →

Kimball Union Academy DC Retirement Plan in the asset neighbourhood

Kimball Union Academy DC Retirement PlanKimball Union Academy DC Ret…$32MRestaurant 365 401(k) Plan$32MT-L Irrigation Co. Profit Sharing PlanT-L Irrigation Co. Profit Sh…$32MVohra Wound Physicians Managem 401(k) Profit Sharing Plan and TVohra Wound Physicians Manag…$32MPunxsutawney Area Hospital, Inc. 401(k) Profit Sharing PlanPunxsutawney Area Hospital, …$32M
End-of-year total assets ($M) among Kimball Union Academy DC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$32M
Net Income$3M
Employer EIN020222147
Plan Effective Date1969-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kimball Union Academy)

Sponsor-wide plan assets over time

All Kimball Union Academy plans reported in each filing year

Latest sponsor-wide plan assets
$32M 24.013245573624772% vs 2022
2024 filing year
$24M$26M$28M$30M$32M$34M 202220232024 $25.6M $31.8M ▲ +24.0%
Year Plans Participants Total Assets
2022 1 155 $26M
2023 1 148 $29M
2024 1 158 $32M

Nearby 401(k) Plans in New Hampshire

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

Kimball Union Academy DC Retirement Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Kimball Union Academy DC Retirement Plan, Total assets ($M): 31.786837 · Participants: 158Kimball Union Academy DC Retirement PlanC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 670.52032 · Participants: 11041C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 486.920985 · Participants: 961Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings Plan, Total assets ($M): 481.365142 · Participants: 1909Albany International Corp. Prosperity Plus Savings PlanConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 438.844096 · Participants: 2733Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 400.152906 · Participants: 2821Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
Kimball Union Academy DC Retirement Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants
Compare Kimball Union Academy DC Retirement Plan side-by-side with 3 peers →

Kimball Union Academy DC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New Hampshire, the nearest 401(k) by assets is Restaurant 365 401(k) Plan in CA ($32M); by covered participants it is Supportive Healthcare, Inc 401(k) Plan in FL (158 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (158 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 Kimball Union Academy DC Retirement Plan assets move in 2024? ▼
Kimball Union Academy DC Retirement Plan grew at a solid clip - up 10.9% during 2024, from $29M to $32M. Reported net income was $3M.
How have Kimball Union Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kimball Union Academy's sponsor-wide assets grew 24.0%, from $26M to $32M.
Where does Kimball Union Academy DC Retirement Plan rank by assets among Form 5500 filers? ▼
Kimball Union Academy DC Retirement Plan ranks in the 78th percentile by end-of-year assets among 123,622 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 Kimball Union Academy DC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Restaurant 365 401(k) Plan in CA ($32M, 618 participants).
Which 401(k) plans cover a similar participant headcount to Kimball Union Academy DC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Supportive Healthcare, Inc 401(k) Plan in FL (158 participants, $277K 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 020222147.

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.