401(k) · DOL Form 5500 · 2024

Cash Flow Management, LLC Dba Kinective 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size: 236
Participants Below avg headcount: 75th
Percentile by assets National rank: $107,409
Avg per participant Below avg balance/head

Official DOL plan name: Kinective 401(k) Plan · Sponsored by Cash Flow Management, LLC Dba Kinective · Arizona · Other Services

$25M in assets, 236 participants

Cash Flow Management, LLC Dba Kinective's Kinective 401(k) Plan reported $25M in total assets and 236 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

#6,682 in Other Services (7,719 peers)

Coverage in Arizona

Kinective 401(k) Plan covers 236 participants in Arizona, about 42% of the average Arizona filer (state average ~564 per filing). Assets: $25M.

#6,682
in Other Services (7,719 peers): +19.8%
assets growth YoY: 0.3×
vs typical plan assets (national mean)

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

Kinective 401(k) Plan vs every filed plan by assets

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

$25,348,593 Top 25% higher than 75% 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

Kinective 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. Kinective 401(k) Plan sits mid-pack in the medium band (236 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Form 5500 schedule snapshot

Filing strip 262374074 · Cash Flow Management, LLC Dba Kinective PY 2024 · 401(k)

Kinective 401(k) Plan · $25M · 236 · 75th

5500 $25M
5500 236
5500 75th
5500 401(k)
5500 near Fisher Retirement Solutions, LLC 401(k) Plan
5500 ind #6682

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 Other Services retirement plans → · Plans in Arizona →

End-of-year total assets ($M) among Kinective 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)	$21M
Net Assets (End of Year)	$25M
Net Income	$4M
Employer EIN	262374074
Plan Effective Date	2022-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Kinective 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

Bechtel Trust & Thrift Plan $6.1B · 7,971
Banner Health Employees 401(k) Plan $4.9B · 54,731
Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
Republic Services, Inc. 401(k) Plan $2.7B · 32,629
Stantec 401(k) Plan $2.3B · 11,603

Compare Kinective 401(k) Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Fisher Retirement Solutions, LLC 401(k) Plan in TX ($25M); by covered participants it is J.B. Sullivan, Inc. Retirement Plan in IL (236 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Fisher Retirement Solutions, LLC 401(k) Plan (TX) $25M · N/A
C. J. Coakley Co., Inc. 401(k) & Davis Bacon Plan (VA) $25M · 360
Justice Federal Credit Union Thrift and Savings Plan (VA) $25M · 161
Insurance Organizations' Savings Trust 401(k) Plan (MA) $25M · 44

Similar participant headcount

Nearest other-state filings by covered participants (236 participants); asset peers above are excluded.

J.B. Sullivan, Inc. Retirement Plan (IL) 236 · 0 off
1888 Mills 401(k) Plan (GA) 236 · 0 off
Institutional Casework, Inc. 401(k) Plan (TN) 236 · 0 off
Common Living, Inc. 401(k) Plan (NY) 236 · 0 off

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 Kinective 401(k) Plan assets move in 2024? ▼

Kinective 401(k) Plan grew sharply - up 19.8% during 2024, from $21M to $25M. Reported net income was $4M.

Where does Kinective 401(k) Plan rank by assets among Form 5500 filers? ▼

Kinective 401(k) Plan ranks in the 75th 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 Kinective 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Fisher Retirement Solutions, LLC 401(k) Plan in TX ($25M, N/A participants).

Which 401(k) plans cover a similar participant headcount to Kinective 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is J.B. Sullivan, Inc. Retirement Plan in IL (236 participants, N/A 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 262374074.