401(k) · DOL Form 5500 · 2024

Kvi Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$831K
Total assets Small plan by assets
4
Participants Small participant base
22nd
Percentile by assets National rank
$207,696
Avg per participant Above avg balance/head
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Official DOL plan name: Kvi Associates, Inc. Savings and Retirement Plan · Sponsored by Kvi Associates, Inc. · Nebraska · Real Estate

$831K in assets, 4 participants

Kvi Associates, Inc.'s Kvi Associates, Inc. Savings and Retirement Plan reported $831K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,742 in Real Estate (4,605 peers)

Kvi Associates, Inc. multi-year trail

Kvi Associates, Inc.'s plans moved +15.3% in assets from 2022 to 2024; this filing shows Kvi Associates, Inc. Savings and Retirement Plan at $831K / 4 participants.

#1,742
in Real Estate (4,605 peers)
+36.3%
assets growth YoY

Kvi Associates, Inc. Savings and Retirement Plan among the smaller filed plans by assets

Kvi Associates, Inc. Savings and Retirement Plan vs every filed plan by assets

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

$830,784 22nd percentile higher than 22% 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

Kvi Associates, Inc. Savings and Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kvi Associates, Inc. Savings and Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kvi Associates, Inc. Savings and Retirement Plan reported net income rose from -$111K in the plan year 2023 filing to $221K in the plan year 2024 filing.
  • Kvi Associates, Inc. Savings and Retirement Plan reported participants fell from 9 in the plan year 2023 filing to 4 in the plan year 2024 filing.
  • Kvi Associates, Inc. Savings and Retirement Plan end-of-year assets rose from $609K in the plan year 2023 filing to $831K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 470721501 · Kvi Associates, Inc. PY 2024 · 401(k)

Kvi Associates, Inc. Savings and Retirement Plan · $831K · 4 · 22nd

  • RANK $831K
  • PHOTO 4
  • IND 22nd
  • EOY 401(k)
  • 5500 near James G. Houle, M.D., P.a. 401(k) Profit Sharing Plan
  • ASSETS ind #1742

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 Nebraska →

Kvi Associates, Inc. Savings and Retirement Plan in the asset neighbourhood

Kvi Associates, Inc. Savings and Retirement PlanKvi Associates, Inc. Savings…$831KJames G. Houle, M.D., P.a. 401(k) Profit Sharing PlanJames G. Houle, M.D., P.a. 4…$831KDma Services, Inc. 401(k) PlanDma Services, Inc. 401(k) Pl…$831KA-Zoom Delivery Service 401(k) PlanA-Zoom Delivery Service 401(…$831KDinatco, Inc. 401(k) Profit Sharing PlanDinatco, Inc. 401(k) Profit …$830K
End-of-year total assets ($M) among Kvi Associates, Inc. Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kvi Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Kvi Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$831K 15.264198455807371% vs 2022
2024 filing year
$0.5M$0.6M$0.7M$0.8M$0.9M 202220232024 $0.72M $0.83M ▲ +15.3%
Year Plans Participants Total Assets
2022 1 8 $721K
2023 1 9 $609K
2024 1 4 $831K

Kvi Associates, Inc. filing trail (2024)

Total Assets (Beginning of Year)$609K
Net Assets (End of Year)$831K
Net Income$221K
Employer EIN470721501
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Nebraska

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

Kvi Associates, Inc. Savings and Retirement Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Kvi Associates, Inc. Savings and Retirement Plan, Total assets ($B): 0.000830784 · Participants: 4Kvi Associates, Inc. Savings and Retirement PlanHdr, Inc. Best Plan and ESOP, Total assets ($B): 7.698378085 · Participants: 11460Hdr, Inc. Best Plan and ESOPPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 2.800326806 · Participants: 17030Peter Kiewit Sons, Inc. Retirement Savings PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 2.389799139 · Participants: 28813Union Pacific Agreement Employee 401(k) Retirement Thrift PlanUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.304431309 · Participants: 5350Union Pacific Corporation Thrift PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 1.045428819 · Participants: 4950First National of Nebraska, Inc. First Savings Plan
Kvi Associates, Inc. Savings and Retirement Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Kvi Associates, Inc. Savings and Retirement Plan side-by-side with 3 peers →

Kvi Associates, Inc. Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is James G. Houle, M.D., P.a. 401(k) Profit Sharing Plan in FL ($831K); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($831K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Kvi Associates, Inc. Savings and Retirement Plan assets move in 2024? ▼
Kvi Associates, Inc. Savings and Retirement Plan surged - up 36.3% during 2024, from $609K to $831K. Reported net income was $221K.
How have Kvi Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kvi Associates, Inc.'s sponsor-wide assets grew 15.3%, from $721K to $831K.
Where does Kvi Associates, Inc. Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
Kvi Associates, Inc. Savings and Retirement Plan ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Kvi Associates, Inc. Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is James G. Houle, M.D., P.a. 401(k) Profit Sharing Plan in FL ($831K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Kvi Associates, Inc. Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 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 470721501.

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.