401(k) · DOL Form 5500 · 2024

Kimball Management 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
164
Participants Small participant base
49th
Percentile by assets National rank
$43,448
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kimball Management 401(k) Plan · Sponsored by Kimball Management · Utah · Construction

$7M in assets, 164 participants

Kimball Management's Kimball Management 401(k) Plan reported $7M in total assets and 164 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #4,257 in Construction (9,039 peers)

Coverage in Utah

Kimball Management 401(k) Plan covers 164 participants in Utah, about 28% of the average Utah filer (state average ~592 per filing). Assets: $7M.

#4,257
in Construction (9,039 peers)
+19.3%
assets growth YoY

Kimball Management 401(k) Plan's mid-pack asset rank among Construction and all filers

Kimball Management 401(k) Plan vs every filed plan by assets

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

$7,125,444 49th percentile higher than 49% 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 Management 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. Kimball Management 401(k) Plan sits mid-pack in the medium band (164 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kimball Management 401(k) Plan reported net income rose from $891K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Kimball Management 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Kimball Management 401(k) Plan reported participants rose from 143 in the plan year 2023 filing to 164 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 743036721 · Kimball Management PY 2024 · 401(k)

Kimball Management 401(k) Plan · $7M · 164 · 49th

  • TYPE $7M
  • NET 164
  • BOOK 49th
  • VS-ST 401(k)
  • BOY near Milvets Systems Technology, Inc. 401(k) Profit Sharing Plan and Trust
  • SCH ind #4257

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 Construction retirement plans → · Plans in Utah →

Kimball Management 401(k) Plan in the asset neighbourhood

Kimball Management 401(k) PlanKimball Management 401(k) Pl…$7MMilvets Systems Technology, Inc. 401(k) Profit Sharing Plan and TrustMilvets Systems Technology, …$7MSelip & Stylianou, LLP 401(k) Savings PlanSelip & Stylianou, LLP 401(k…$7MProfit Sharing Plan of Specialty Ring ProductsProfit Sharing Plan of Speci…$7MThe Nassal Company 401(k) Savings PlanThe Nassal Company 401(k) Sa…$7M
End-of-year total assets ($M) among Kimball Management 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Utah filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN743036721
Plan Effective Date1989-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kimball Management)

Sponsor-wide plan assets over time

All Kimball Management plans reported in each filing year

Latest sponsor-wide plan assets
$10M 49.54671434765689% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $6.52M $9.76M ▲ +49.7%
Year Plans Participants Total Assets
2022 2 245 $7M
2023 2 263 $8M
2024 2 307 $10M

Nearby 401(k) Plans in Utah

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

Kimball Management 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Kimball Management 401(k) Plan, Total assets ($B): 0.007125444 · Participants: 164Kimball Management 401(k) PlanIntermountain Health 401(k) Plan, Total assets ($B): 6.832891 · Participants: 68360Intermountain Health 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 6.145738842 · Participants: 25301Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.885575832 · Participants: 9972Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.420052359 · Participants: 14259Skywest, Inc. Employees' Retirement PlanRio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan, Total assets ($B): 0.686992924 · Participants: 1926Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan
Kimball Management 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Kimball Management 401(k) Plan side-by-side with 3 peers →

Kimball Management 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Milvets Systems Technology, Inc. 401(k) Profit Sharing Plan and Trust in FL ($7M); by covered participants it is Meadows Bank 401(k) Retirement Plan in NV (164 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (164 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 Management 401(k) Plan assets move in 2024? ▼
Kimball Management 401(k) Plan grew sharply - up 19.3% during 2024, from $6M to $7M. Reported net income was $1M.
How have Kimball Management plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kimball Management's sponsor-wide assets grew 49.5%, from $7M to $10M.
Which 401(k) plans are similar in size to Kimball Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Milvets Systems Technology, Inc. 401(k) Profit Sharing Plan and Trust in FL ($7M, 518 participants).
Which 401(k) plans cover a similar participant headcount to Kimball Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Meadows Bank 401(k) Retirement Plan in NV (164 participants, $20M 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 743036721.

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.