401(k) · DOL Form 5500 · 2024
Kbra Holdings, LLC 401(k) Plan
Data updated 2026-08-11
- $77M
- Total assets
- 449
- Participants
- 88th
- Percentile by assets
- $170,505
- Avg per participant
Official DOL plan name: Kbra Holdings, LLC 401(k) Profit Sharing Plan Trust · Sponsored by Kbra Holdings, LLC · New York · Administrative & Support Services
$77M in assets, 449 participants
Kbra Holdings, LLC's Kbra Holdings, LLC 401(k) Profit Sharing Plan Trust reported $77M in total assets and 449 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- 88th percentile by assets (of 123,622 plans)
- #4,118 in Administrative & Support Services (4,368 peers)
Where Kbra Holdings, LLC 401(k) Profit Sharing Plan Trust sits by assets
Kbra Holdings, LLC 401(k) Profit Sharing Plan Trust sits in the top quartile of all filed plans by assets, $77M for 449 participants (~$170,505/participant), up 32.1% in 2024.
- $77M
- total plan assets (2024 EOY)
- 449
- covered participants
- 88th
- percentile by assets (of 123,622 plans)
- $170,505
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kbra Holdings, LLC 401(k) Profit Sharing Plan Trust end-of-year assets rose from $58M in the plan year 2023 filing to $77M in the plan year 2024 filing.
- Kbra Holdings, LLC 401(k) Profit Sharing Plan Trust reported net income rose from $17M in the plan year 2023 filing to $19M in the plan year 2024 filing.
- Kbra Holdings, LLC 401(k) Profit Sharing Plan Trust reported participants fell from 468 in the plan year 2023 filing to 449 in the plan year 2024 filing.
Kbra Holdings, LLC 401(k) Profit Sharing Plan Trust vs the 2024 asset distribution
By assets, Kbra Holdings, LLC 401(k) Profit Sharing Plan Trust outranks 88% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $58M |
|---|---|
| Net Assets (End of Year) | $77M |
| Net Income | $19M |
| Employer EIN | 272484015 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kbra Holdings, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 391 | $41M |
| 2023 | 1 | 468 | $58M |
| 2024 | 1 | 449 | $77M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Kbra Holdings, LLC 401(k) Profit Sharing Plan Trust vs. nearby 401(k) plans in New York, assets vs. participants
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Kbra Holdings, LLC 401(k) Profit Sharing Plan Trust by total assets, not by location.
Frequently Asked Questions
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Ways to act on Kbra Holdings, LLC 401(k) Profit Sharing Plan Trust's numbers.
- By total assets, Kbra Holdings, LLC 401(k) Profit Sharing Plan Trust ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Kbra Holdings, LLC's sponsor-wide assets have grown 85.7% since 2022 across 3 plan years on file. More Administrative & Support Services plans