401(k) · DOL Form 5500 · 2024

Kimberly Key Courtesy 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
175
Participants Small participant base
50th
Percentile by assets National rank
$43,227
Avg per participant Low balance/head
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Official DOL plan name: Kimberly Key Courtesy 401(k) Plan · Sponsored by Kimberly Key Courtesy · Illinois · Retail Trade

$8M in assets, 175 participants

Kimberly Key Courtesy's Kimberly Key Courtesy 401(k) Plan reported $8M in total assets and 175 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #4,819 in Retail Trade (8,048 peers)

Coverage in Illinois

Kimberly Key Courtesy 401(k) Plan covers 175 participants in Illinois, about 22% of the average Illinois filer (state average ~779 per filing). Assets: $8M.

#4,819
in Retail Trade (8,048 peers)
-7.4%
assets change YoY

The plan reported a net loss of $610K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kimberly Key Courtesy 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Kimberly Key Courtesy 401(k) Plan vs every filed plan by assets

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

$7,564,705 Top 50% higher than 50% 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

Kimberly Key Courtesy 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. Kimberly Key Courtesy 401(k) Plan sits mid-pack in the medium band (175 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kimberly Key Courtesy 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to -$610K in the plan year 2024 filing.
  • Kimberly Key Courtesy 401(k) Plan end-of-year assets fell from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Kimberly Key Courtesy 401(k) Plan reported participants fell from 177 in the plan year 2023 filing to 175 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 901257611 · Kimberly Key Courtesy PY 2024 · 401(k)

Kimberly Key Courtesy 401(k) Plan · $8M · 175 · 50th

  • SCH $8M
  • SCH 175
  • SCH 50th
  • SCH 401(k)
  • SCH near Meeting Professionals International 401(k) Profit Sharing Plan
  • SCH ind #4819

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 Retail Trade retirement plans → · Plans in Illinois →

Kimberly Key Courtesy 401(k) Plan in the asset neighbourhood

Fathom Seo, LLC 401(k) Plan$8MKewa Pueblo Health Corporation 401(k) Profit Sharing PlanKewa Pueblo Health Corporati…$8MKimberly Key Courtesy 401(k) PlanKimberly Key Courtesy 401(k)…$8MMeeting Professionals International 401(k) Profit Sharing PlanMeeting Professionals Intern…$8MPelco Products Retirement Savings PlanPelco Products Retirement Sa…$8M
End-of-year total assets ($M) among Kimberly Key Courtesy 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income-$610K
Employer EIN901257611
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kimberly Key Courtesy)

Sponsor-wide plan assets over time

All Kimberly Key Courtesy plans reported in each filing year

Latest sponsor-wide plan assets
$8M 14.259594630722455% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M$8.5M 202220232024 $6.62M $7.56M ▲ +14.2%
Year Plans Participants Total Assets
2022 1 193 $7M
2023 1 177 $8M
2024 1 175 $8M

Nearby 401(k) Plans in Illinois

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

Kimberly Key Courtesy 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Kimberly Key Courtesy 401(k) Plan, Total assets ($B): 0.007564705 · Participants: 175Kimberly Key Courtesy 401(k) PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Kimberly Key Courtesy 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Kimberly Key Courtesy 401(k) Plan side-by-side with 3 peers →

Kimberly Key Courtesy 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Meeting Professionals International 401(k) Profit Sharing Plan in TX ($8M); by covered participants it is Robbins, Inc. Employees' Retirement Savings Plan in OH (175 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (175 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 Kimberly Key Courtesy 401(k) Plan assets move in 2024? ▼
Kimberly Key Courtesy 401(k) Plan pulled back noticeably - down 7.4% during 2024, from $8M to $8M. Reported net income was -$610K.
How have Kimberly Key Courtesy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kimberly Key Courtesy's sponsor-wide assets grew 14.3%, from $7M to $8M.
Which 401(k) plans are similar in size to Kimberly Key Courtesy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Meeting Professionals International 401(k) Profit Sharing Plan in TX ($8M, 51 participants).
Which 401(k) plans cover a similar participant headcount to Kimberly Key Courtesy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Robbins, Inc. Employees' Retirement Savings Plan in OH (175 participants, $13M 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 901257611.

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.