401(k) · DOL Form 5500 · 2024

Kelvin Group Co 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
325
Participants Below avg headcount
76th
Percentile by assets National rank
$83,533
Avg per participant Below avg balance/head
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Official DOL plan name: Kelvin Group 401(k) Plan · Sponsored by Kelvin Group Co · Massachusetts · Construction

$27M in assets, 325 participants

Kelvin Group Co's Kelvin Group 401(k) Plan reported $27M in total assets and 325 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #6,719 in Construction (9,039 peers)

Coverage in Massachusetts

Kelvin Group 401(k) Plan covers 325 participants in Massachusetts, about 49% of the average Massachusetts filer (state average ~659 per filing). Assets: $27M.

#6,719
in Construction (9,039 peers)
+40.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Kelvin Group 401(k) Plan's outsized position by total assets

Kelvin Group 401(k) Plan vs every filed plan by assets

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

$27,148,350 Top 24% higher than 76% 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

Kelvin Group 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. Kelvin Group 401(k) Plan sits mid-pack in the medium band (325 participants).

Plan-year Form 5500 strip

Filing strip 823162765 · Kelvin Group Co PY 2024 · 401(k)

Kelvin Group 401(k) Plan · $27M · 325 · 76th

  • EOY $27M
  • EOY 325
  • EOY 76th
  • EOY 401(k)
  • EOY near Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan
  • EOY ind #6719

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 Massachusetts →

Kelvin Group 401(k) Plan in the asset neighbourhood

Kelvin Group 401(k) Plan$27MCoastal Beverage Company, Inc. Profit Sharing/401(k) PlanCoastal Beverage Company, In…$27MPhathom Pharmaceuticals, Inc. 401(k) PlanPhathom Pharmaceuticals, Inc…$27MMetropolitan Public Defender Retirement PlanMetropolitan Public Defender…$27MHydraulics International, Inc. 401(k) Profit Sharing PlanHydraulics International, In…$27M
End-of-year total assets ($M) among Kelvin Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$27M
Net Income$6M
Employer EIN823162765
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Kelvin Group 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Kelvin Group 401(k) Plan, Total assets ($B): 0.02714835 · Participants: 325Kelvin Group 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Kelvin Group 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Kelvin Group 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan in NC ($27M); by covered participants it is Falconwood, Inc. 401(k) Profit in VA (325 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (325 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 Kelvin Group 401(k) Plan assets move in 2024? ▼
Kelvin Group 401(k) Plan surged - up 40.3% during 2024, from $19M to $27M. Reported net income was $6M.
Where does Kelvin Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Kelvin Group 401(k) Plan ranks in the 76th 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 Kelvin Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan in NC ($27M, 475 participants).
Which 401(k) plans cover a similar participant headcount to Kelvin Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Falconwood, Inc. 401(k) Profit in VA (325 participants, $29M 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 823162765.

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.