My Plan Facts

Wisconsin › Manufacturing › 5,000 to 24,999 participants

Form 5500 statement · plan year 1 Jan 2024 to 31 Dec 2024

Kimberly-Clark Corporation 401(k) & Profit Sharing Plan

Sponsored by Kimberly-Clark Corporation, Neenah, WI

ESOP with a 401(k) featureautomatic enrollmentcollectively bargained

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. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.

$4.99Bnet assets, end of plan year+10% on the year
17,038participants11,273 active
$292,616net assets per participantsame-size median $64,499
$11,673employer contributions per active participantsame-size median $2,424

Kimberly-Clark Corporation of Neenah, Wisconsin sponsors Kimberly-Clark Corporation 401(k) & Profit Sharing Plan, an ESOP with a 401(k) feature. Its Form 5500 for the plan year ending 31 Dec 2024 shows 17,038 participants (11,273 active) and $4.99B in net assets.

Net assets came to $292,616 per participant, well above the $64,499 median for defined contribution plans with 5,000 to 24,999 participants and well above the $62,303 median for defined contribution plans in manufacturing. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.

The employer contributed $132M during the year, or $11,673 per active participant against a same-size median of $2,424; participants contributed $141M and $16.1M arrived as rollovers and other contributions. Benefits paid out totalled $518M.

Schedule C lists 8 service provider organisations paid $5,000 or more, with reported compensation of $3.8M: $224 per participant, well above the same-size median of $53.38. Administrative expenses charged to the plan were $1.5M. Schedule C does not capture every cost: fees netted from fund returns and fees the employer pays directly are outside it.

Across the filings on record, net assets went from $2.17B in 2010 to $4.99B in 2024 (up 129%), and participants from 17,638 to 17,038 (down 3%).

The independent accountant's opinion on the financial statements was unmodified (unqualified).

Compared with similar plans

MeasureThis planSame sizeSame industryAll US DC plans
Net assets per participant$292,616$64,499$62,303$53,102
Employer contributions per active participant$11,673$2,424$2,187$2,175
Schedule C compensation per participant$224$53.38$136$123
Schedule C compensation, share of net assets0.08%0.09%0.24%0.26%
Administrative expenses per participant$85.40$54.85$131$116

Peer columns are medians for plan year 2024 across defined contribution plans with 100 or more participants: 5,000 to 24,999 participants (2,605 plans), manufacturing (11,377) and all US plans (63,460). Fee medians cover plans that report an amount.

Trend by plan year

2010: $2.17B2011: $2.24B2012: $2.52B2013: $2.96B2014: $3.28B2015: $3.26B2016: $3.45B2017: $3.90B2018: $3.45B2019: $3.99B2020: $4.46B2021: $4.89B2022: $3.98B2023: $4.55B2024: $4.99B$2.17B$4.99B20102012201620202024
Net assets at year end
2010: 17,6382011: 17,9462012: 18,0622013: 17,9682014: 18,0072015: 18,6512016: 18,7002017: 17,4072018: 17,0502019: 16,8852020: 16,9712021: 17,0022022: 17,3362023: 17,4812024: 17,03817,63818,70017,03820102012201620202024
Participants at year end
Plan yearParticipantsNet assetsPer participantEmployer contributionsParticipant contributionsSchedule C compensation
202417,038$4.99B$292,616$132M$141M$3.8M
202317,481$4.55B$260,240$130M$130M$3.4M
202217,336$3.98B$229,411$90.1M$119M$4.1M
202117,002$4.89B$287,665$73.1M$116M$4.8M
202016,971$4.46B$262,740$99.3M$112M$3.6M
201916,885$3.99B$236,546$90.0M$104M$4.2M
201817,050$3.45B$202,502$80.4M$108M$4.2M
201717,407$3.90B$223,960$91.5M$121M$6.1M
201618,700$3.45B$184,585$89.4M$116M$6.0M
201518,651$3.26B$174,951$76.2M$108M$6.2M
201418,007$3.28B$182,275$68.6M$98.4M$5.0M
201317,968$2.96B$164,754$73.4M$98.8M$5.3M
201218,062$2.52B$139,399$70.8M$92.6M$5.9M
201117,946$2.24B$124,684$66.1M$87.8M$5.0M
201017,638$2.17B$123,179$63.9M$81.8M$4.2M

Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.

Statement for the year

  • Net assets, beginning of year$4,549,257,000
  • Employer contributions$131,588,000
  • Participant contributions$140,931,000
  • Rollovers and other contributions$16,088,000
  • Total contributions$288,607,000
  • Total income, including investment results$956,199,000
  • Benefits paid$518,365,000
  • Administrative expenses$1,455,000
  • Total expenses$519,864,000
  • Net income$436,335,000
  • Net transfers$0
  • Net assets, end of year$4,985,592,000

Participants

  • Active participants11,273
  • Retired or separated, receiving benefits705
  • Retired or separated, entitled to future benefits4,961
  • Participants with account balances16,993
  • Total participants, end of year17,038

Fees and service providers

$3.8MSchedule C compensation to organisations$3.7M direct · $86K indirect
$224per participantsame-size median $53.38
0.08%of net assetssame-size median 0.09%
$1.5Madministrative expenses charged to the plan$85.40 per participant
OrganisationServices reportedDirectIndirect
Strategic AdvisorsInvestment advisory (participants)$2,283,850$0
BlackRock Institutional Trust Co,naTrustee (bank, trust company, or similar financial institution); Trustee (discretionary); Investment management$1,008,228$0
Fid Inv Inst Ops Co.Recordkeeping and information management; Participant loan processing$170,696$71,580
Northern Trust CorporationTrustee (bank, trust company, or similar financial institution)$92,958$14,058
BDO USA, P.C.Accounting (including auditing)$79,500$0
Hewitt Financial Services LLCSecurities brokerage$77,750$0
PrintedgeParticipant communication$12,811$0
Simply Connect ConsultingParticipant communication$12,625$0

Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.

Administrative expenses on Schedule H

  • Investment advisory and management fees$1,129,000
  • Trustee and custodial fees$173,000
  • IQPA audit fees$79,000
  • Other administrative expenses$74,000
  • Total administrative expenses$1,455,000

Investment structure

Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.

  • Common/collective trusts$4.24B · 85.1%
  • Other investments$466M · 9.3%
  • Employer securities$163M · 3.3%
  • Receivables$73.0M · 1.5%
  • Participant loans$37.1M · 0.7%
  • Cash (interest and non-interest bearing)$5.0M · 0.1%

Audit and compliance answers, as filed

  • Accountant's opinionUnmodified (unqualified)
  • Audit scope limited under ERISA section 103(a)(3)(C)No
  • Accounting firmBDO USA, P.C.
  • Participant contributions reported as transmitted lateNo
  • Covered by a fidelity bondYes, $35,000,000
  • Blackout period during the yearNo

These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.

Plan characteristics

  • 2EProfit-sharing plan
  • 2FERISA section 404(c) plan
  • 2GTotal participant-directed account plan
  • 2JCode section 401(k) feature
  • 2KCode section 401(m) arrangement
  • 2OESOP other than a leveraged ESOP
  • 2RParticipant-directed brokerage accounts provided as an investment option under the plan
  • 2S401(k) plan or 403(b) plan that provides for automatic enrollment
  • 2TTotal or partial participant-directed account plan with a default investment account
  • 3HPlan sponsor(s) is (are) a member(s) of a controlled group

Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 339900: Other Miscellaneous Mfg.

Other plans of Kimberly-Clark Corporation

PlanParticipantsNet assets
Kimberly-Clark Corporation Pension Plan9,325$871M

Similar plans in Wisconsin

PlanSponsorParticipantsNet assetsPer participant
Ashley Furniture Industries, LLC Profit Sharing 401(k) PlanAshley Furniture Industries, LLC18,185$528M$29,029
Rockwell Automation Retirement Savings PlanRockwell Automation14,665$3.77B$256,743
Oshkosh Corporation and Affiliates Tax-Deferred Investment PlanOshkosh Corporation18,364$2.34B$127,665
Quad/graphics Diversified PlanQuad/graphics, Inc.13,883$2.08B$149,940
Johnson Controls Retirement Savings and Investment PlanJohnson Controls, Inc.49,004$7.73B$157,702
CNH Industrial U.S. Retirement Savings PlanCase New Holland Industrial Inc.12,639$2.28B$180,218

Defined contribution plans in manufacturing closest in size.

Questions and answers

How big is Kimberly-Clark Corporation 401(k) & Profit Sharing Plan?

17,038 participants at the end of the plan year ending 31 Dec 2024, of whom 11,273 were active employees, with net assets of $4,985,592,000. Among defined contribution plans that places it in the 5,000 to 24,999 participants band, which held 2,605 plans in plan year 2024.

What does Kimberly-Clark Corporation contribute per participant?

The filing reports $131,588,000 in employer contributions for the year, which is $11,673 per active participant; the median for plans of the same type and size was $2,424 in plan year 2024. Form 5500 reports the total only. It does not state the match formula, and the per-participant figure is an average, not any one person's contribution.

What fees does the plan pay and how do they compare?

Schedule C reports $3,824,056 in compensation to service provider organisations, $224 per participant or 0.08% of net assets. The same-size median among plans reporting any Schedule C compensation was $53.38 per participant. Administrative expenses on Schedule H were $1,455,000. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.

Who runs the plan?

The sponsor is Kimberly-Clark Corporation. Recordkeeping or administration: Fid Inv Inst Ops Co.. Investment advisory or management: Strategic Advisors and BlackRock Institutional Trust Co,na. Trustee or custodian: BlackRock Institutional Trust Co,na and Northern Trust Corporation. The financial statements were audited by BDO USA, P.C.. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.

Was the audit opinion unqualified?

The filing reports an unmodified (unqualified) opinion. Unmodified (formerly "unqualified") is the standard clean opinion.

How current is this, and does it show my balance?

This is the Form 5500 for the plan year 1 Jan 2024 to 31 Dec 2024, received by the Department of Labor on 7 Oct 2025. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 39-0394230, plan 016, received 7 Oct 2025; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.