401(k) · DOL Form 5500 · 2024

Kbra Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$77M
Total assets Below avg plan size
449
Participants Below avg headcount
88th
Percentile by assets National rank
$170,505
Avg per participant Above avg balance/head
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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.

  • #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.

#4,118
in Administrative & Support Services (4,368 peers)
+32.1%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Kbra Holdings, LLC 401(k) Profit Sharing Plan Trust's outsized position by total assets

Kbra Holdings, LLC 401(k) Profit Sharing Plan Trust vs every filed plan by assets

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

$76,556,809 Top 12% higher than 88% 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

Kbra Holdings, LLC 401(k) Profit Sharing Plan Trust 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. Kbra Holdings, LLC 401(k) Profit Sharing Plan Trust sits mid-pack in the medium band (449 participants).

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.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 272484015 · Kbra Holdings, LLC PY 2024 · 401(k)

Kbra Holdings, LLC 401(k) Profit Sharing Plan Trust · $77M · 449 · 88th

  • EOY $77M
  • 5500 449
  • ASSETS 88th
  • PCT 401(k)
  • EIN near The Marquis 401(k) Savings Plan
  • RANK ind #4118

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 Administrative & Support Services retirement plans → · Plans in New York →

Kbra Holdings, LLC 401(k) Profit Sharing Plan Trust in the asset neighbourhood

Hellman Jordan Management Company, Inc Profit Sharing and 401(k) PlanHellman Jordan Management Co…$77MKbra Holdings, LLC 401(k) Profit Sharing Plan TrustKbra Holdings, LLC 401(k) Pr…$77MThe Marquis 401(k) Savings PlanThe Marquis 401(k) Savings P…$77MGobrands, Inc. 401(k) Profit Sharing PlanGobrands, Inc. 401(k) Profit…$77MVomela Specialty Company 401(k) Profit Sharing PlanVomela Specialty Company 401…$77M
End-of-year total assets ($M) among Kbra Holdings, LLC 401(k) Profit Sharing Plan Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$77M
Net Income$19M
Employer EIN272484015
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kbra Holdings, LLC)

Sponsor-wide plan assets over time

All Kbra Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$77M 85.69273639232826% vs 2022
2024 filing year
$20M$40M$60M$80M$100M 202220232024 $41.2M $76.6M ▲ +85.7%
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 Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Kbra Holdings, LLC 401(k) Profit Sharing Plan Trust, Total assets ($B): 0.076556809 · Participants: 449Kbra Holdings, LLC 401(k) Profit Sharing Plan TrustIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Kbra Holdings, LLC 401(k) Profit Sharing Plan Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Kbra Holdings, LLC 401(k) Profit Sharing Plan Trust side-by-side with 3 peers →

Kbra Holdings, LLC 401(k) Profit Sharing Plan Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is The Marquis 401(k) Savings Plan in OR ($77M); by covered participants it is Valley View Bancshares, Inc. 401(k) Plan in KS (449 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (449 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 Kbra Holdings, LLC 401(k) Profit Sharing Plan Trust assets move in 2024? ▼
Kbra Holdings, LLC 401(k) Profit Sharing Plan Trust surged - up 32.1% during 2024, from $58M to $77M. Reported net income was $19M.
How have Kbra Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kbra Holdings, LLC's sponsor-wide assets grew 85.7%, from $41M to $77M.
Where does Kbra Holdings, LLC 401(k) Profit Sharing Plan Trust rank by assets among Form 5500 filers? ▼
Kbra Holdings, LLC 401(k) Profit Sharing Plan Trust ranks in the 88th 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 Kbra Holdings, LLC 401(k) Profit Sharing Plan Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Marquis 401(k) Savings Plan in OR ($77M, 3,674 participants).
Which 401(k) plans cover a similar participant headcount to Kbra Holdings, LLC 401(k) Profit Sharing Plan Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Valley View Bancshares, Inc. 401(k) Plan in KS (449 participants, $70M 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 272484015.

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.