401(k) · DOL Form 5500 · 2024
Kimberly S Koch 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 658
- Participants Below avg headcount
- 63rd
- Percentile by assets National rank
- $21,017
- Avg per participant Low balance/head
Official DOL plan name: Hgs 401(k) Retirement Plan · Sponsored by Kimberly S Koch · Illinois · Administrative & Support Services
$14M in assets, 658 participants
Kimberly S Koch's Hgs 401(k) Retirement Plan reported $14M in total assets and 658 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.
- #3,482 in Administrative & Support Services (4,368 peers)
Kimberly S Koch multi-year trail
Kimberly S Koch's plans moved +16.0% in assets from 2022 to 2024; this filing shows Hgs 401(k) Retirement Plan at $14M / 658 participants.
- #3,482
- in Administrative & Support Services (4,368 peers)
- +6.6%
- assets growth YoY
Hgs 401(k) Retirement Plan's mid-pack asset rank among Administrative & Support Services and all filers
Hgs 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,829,132 Top 37% higher than 63% 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
Hgs 401(k) Retirement 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. Hgs 401(k) Retirement Plan sits mid-pack in the medium band (658 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hgs 401(k) Retirement Plan reported participants fell from 1,135 in the plan year 2023 filing to 658 in the plan year 2024 filing.
- Hgs 401(k) Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $856K in the plan year 2024 filing.
- Hgs 401(k) Retirement Plan end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 731723493 · Kimberly S Koch PY 2024 · 401(k)
Hgs 401(k) Retirement Plan · $14M · 658 · 63rd
- RANK $14M
- PHOTO 658
- IND 63rd
- EOY 401(k)
- 5500 near Marten Law, PLLC 401(k) Plan
- ASSETS ind #3482
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 Illinois →
Hgs 401(k) Retirement Plan in the asset neighbourhood
Kimberly S Koch multi-year asset trail
Sponsor-wide plan assets over time
All Kimberly S Koch plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 15.998166057057903% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,014 | $12M |
| 2023 | 1 | 1,135 | $13M |
| 2024 | 1 | 658 | $14M |
Kimberly S Koch filing trail (2024)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $856K |
| Employer EIN | 731723493 |
| Plan Effective Date | 1975-03-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Hgs 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Marten Law, PLLC 401(k) Plan in WA ($14M); by covered participants it is Franklin Corporation 401(k) Plan in MS (658 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Marten Law, PLLC 401(k) Plan (WA) $14M · 35
- Emagine It Inc 401(k) Profit Sharing Plan & Trust (VA) $14M · 111
- Ferche Millwork, Inc. Savings Plan (MN) $14M · 105
- Pdr 401(k) Plan (TX) $14M · 40
Similar participant headcount
Nearest other-state filings by covered participants (658 participants); asset peers above are excluded.
- Franklin Corporation 401(k) Plan (MS) 658 · 0 off
- Salem Five 401(k) Retirement Plan (MA) 658 · 0 off
- Kls Martin L.P. 401(k) Salary Reduction Plan & Trust (FL) 658 · 0 off
- On Top of the World Communities, LLC 401(k) Plan (FL) 658 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.