401(k) · DOL Form 5500 · 2024
Kinetic Advantage, LLC 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 223
- Participants Below avg headcount
- 49th
- Percentile by assets National rank
- $33,169
- Avg per participant Low balance/head
Official DOL plan name: Kinetic Advantage 401(k) Plan · Sponsored by Kinetic Advantage, LLC · Indiana · Construction
$7M in assets, 223 participants
Kinetic Advantage, LLC's Kinetic Advantage 401(k) Plan reported $7M in total assets and 223 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.
- #4,340 in Construction (9,039 peers)
Coverage in Indiana
Kinetic Advantage 401(k) Plan covers 223 participants in Indiana, about 41% of the average Indiana filer (state average ~541 per filing). Assets: $7M.
- #4,340
- in Construction (9,039 peers)
- +35.3%
- assets growth YoY
Kinetic Advantage 401(k) Plan's mid-pack asset rank among Construction and all filers
Kinetic Advantage 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,396,717 49th percentile higher than 49% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Kinetic Advantage 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. Kinetic Advantage 401(k) Plan sits mid-pack in the medium band (223 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kinetic Advantage 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Kinetic Advantage 401(k) Plan reported participants fell from 259 in the plan year 2023 filing to 223 in the plan year 2024 filing.
- Kinetic Advantage 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 851409684 · Kinetic Advantage, LLC PY 2024 · 401(k)
Kinetic Advantage 401(k) Plan · $7M · 223 · 49th
- EBSA $7M
- PART 223
- TYPE 49th
- NET 401(k)
- BOOK near Northwest Pathology 401(k) Plan
- VS-ST ind #4340
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 Indiana →
Kinetic Advantage 401(k) Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $2M |
| Employer EIN | 851409684 |
| Plan Effective Date | 2020-08-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kinetic Advantage, LLC)
Sponsor-wide plan assets over time
All Kinetic Advantage, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 116.02441458414805% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 197 | $3M |
| 2023 | 1 | 259 | $5M |
| 2024 | 1 | 223 | $7M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $13.1B · 19,977
- Elevance Health 401(k) Plan $12.1B · 73,120
- Cummins Retirement and Savings Plan $6.4B · 30,272
- Iu Health 401(k) Savings Plan $4.5B · 38,460
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385
Kinetic Advantage 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Northwest Pathology 401(k) Plan in WA ($7M); by covered participants it is Adaptimmune LLC Retirement Plan in PA (223 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Northwest Pathology 401(k) Plan (WA) $7M · 334
- Gold Coast Eagle Distributing Employees Savings Plan (FL) $7M · 153
- 078 Keylink Holdings, LLC 401(k) Plan (WI) $7M · 127
- Wonolo 401(k) Plan (OR) $7M · 96
Similar participant headcount
Nearest other-state filings by covered participants (223 participants); asset peers above are excluded.
- Adaptimmune LLC Retirement Plan (PA) 223 · 0 off
- Patricio Enterprises, Inc. 401(k) Plan (VA) 223 · 0 off
- Adams Bank & Trust 401(k) Plan (NE) 223 · 0 off
- Grand Bk 401(k) Plan (NJ) 223 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.