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Employer · plans filed under one EIN

Human Kinetics, Inc.

Champaign, IL · Information

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$36.6Mnet assets across plans
361participant records309 active
$822Kemployer contributions, latest plan years$2,661 per active record
$126KSchedule C compensation to organisations$347.66 per participant record

2 retirement plans with 100 or more participants file Form 5500 under Human Kinetics, Inc.'s employer identification number (Champaign, Illinois). Their latest filings total 361 participant records and $36.6M in net assets.

The largest is Human Kinetics, Inc. 401(k) Plan, a 401(k) plan with 195 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $822K and participant contributions $611K in the latest plan years; benefits paid were $2.8M. Schedule C compensation reported to service provider organisations totalled $126K.

Combined net assets moved from $9.1M in 2009 to $36.6M in 2024 (up 302%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Human Kinetics, Inc. 401(k) Plan401(k) plan2024195$19.6M$100,725—$68K
Human Kinetics, Inc. Employee Stock Ownership Planemployee stock ownership plan2024166$16.9M$102,018$5,410$57K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $9.1M2010: $11.1M2011: $11.4M2012: $13.1M2013: $17.3M2014: $18.8M2015: $13.8M2016: $11.8M2017: $14.3M2018: $15.8M2019: $16.1M2020: $27.8M2021: $31.6M2022: $32.4M2023: $34.7M2024: $36.6M$9.1M$36.6M20092012201620202024
Combined net assets
2009: 5772010: 5442011: 5212012: 5132013: 4972014: 5022015: 4852016: 4672017: 4012018: 3702019: 3912020: 3612021: 3662022: 3632023: 3652024: 36157736120092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242361$36.6M$822K$611K
20232365$34.7M$809K$584K
20222363$32.4M$799K$584K
20212366$31.6M$810K$501K
20202361$27.8M$884K$447K
20192391$16.1M$894K$450K
20182370$15.8M$898K$447K
20172401$14.3M$901K$422K
20162467$11.8M$912K$472K
20152485$13.8M$910K$525K
20142502$18.8M$888K$493K
20132497$17.3M$895K$455K
20122513$13.1M$1.1M$461K
20112521$11.4M$1.1M$459K
20102544$11.1M$1.2M$454K
20092577$9.1M$1.1M$520K

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Cozad Asset ManagementInvestment management1$57,114
Epic Advisors Inc.Recordkeeping and information management; Participant loan processing; Participant communication1$38,474
NBT Capital ManagementInvestment advisory (plan)1$29,916

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Cozad Asset Management$57K
Epic Advisors Inc.$38K
NBT Capital Management$30K

Questions and answers

How many retirement plans does Human Kinetics, Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Human Kinetics, Inc. 401(k) Plan and Human Kinetics, Inc. Employee Stock Ownership Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Human Kinetics, Inc. contribute to its plans?

$822,287 in employer contributions across these plans in their latest plan years, about $2,661 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Cozad Asset Management, Epic Advisors Inc. and NBT Capital Management. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.