Back to filter
Original filing (PDF)20250818192734NAL0001535137001
KB HOME
Form 5500
FILING_RECEIVED
KB HOME 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
2,334
Accounts w/ balance
2,784
Plan assets (EOY)
$390.9M
Net assets (EOY)
$390.9M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KB HOME.
Plan sponsor
Name
KB HOME
EIN
95-3666267
Address
10990 WILSHIRE BLVD. · 7TH FLOOR · LOS ANGELES, CA · 90024
Phone
(310) 231-4000
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-18
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$455K | — |
Investments
26 direct securities · 1 pooled fund· $390.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$387.7M
26 holdings
Common Collective Trust
$3.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments* Fidelity 500 Index Fund 388,996.234 | — | — | — | $79.4M | 20.3% | |
| Fidelity Investments* Fidelity Freedom 2040 Fund Class K 3,752,701.293 | — | — | — | $43.4M | 11.1% | |
| Fidelity Investments* Fidelity Freedom 2035 Fund Class K 2,738,664.006 | — | — | — | $42.9M | 11.0% | |
| Fidelity Investments* Fidelity Freedom 2030 Fund Class K 2,258,620.031 | — | — | — | $39.6M | 10.1% | |
| Fidelity Investments* Fidelity Freedom 2045 Fund Class K 2,507,662.906 | — | — | — | $33.8M | 8.6% | |
| Fidelity Investments* Fidelity Freedom 2025 Fund Class K 1,792,048.622 | — | — | — | $24.4M | 6.2% | |
| Admiral Shares KB Home* KB Home Stock Fund 274,992.014 | — | — | — | $18.1M | 4.6% | |
| Fidelity Investments* Fidelity Freedom 2050 Fund Class K 1,028,394.464 | — | — | — | $14.0M | 3.6% | |
| Vanguard Group Vanguard Cash Reserves Federal Money Market Fund 13,220,039.900 | — | — | — | $13.2M | 3.4% | |
| Fidelity Investments* Fidelity BrokerageLink various | — | — | — | $12.5M | 3.2% | |
| Fidelity Investments* Fidelity Freedom 2055 Fund Class K 599,864.166 | — | — | — | $9.5M | 2.4% | |
| Fidelity Investments* Fidelity Extended Market Index Fund 95,527.493 | — | — | — | $8.7M | 2.2% | |
| Dimensional Fund Advisors DFA US Small Cap Portfolio Institutional Class 170,670.576 | — | — | — | $8.4M | 2.1% | |
| Fidelity Investments* Fidelity Freedom 2020 Fund Class K 564,982.189 | — | — | — | $8.1M | 2.1% | |
| Notes receivable from Individual notes receivable from Participants with interest rates Participants* ranging from 4.25% to 9.50% and maturity dates through 2039 | — | — | — | $5.9M | 1.5% | |
| Fidelity Investments* Fidelity Freedom 2060 Fund Class K 360,798.863 | — | — | — | $5.2M | 1.3% | |
| Fidelity Investments* Fidelity US Bond Index Fund 482,661.923 | — | — | — | $4.9M | 1.3% | |
| Fidelity Investments* Fidelity International Index Fund 84,176.100 | — | — | — | $4.0M | 1.0% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $3.2M | 0.8% | |
| Fidelity Investments* Fidelity Freedom 2015 Fund Class K 238,355.253 | — | — | — | $2.7M | 0.7% | |
| Fidelity Investments* Fidelity Freedom 2065 Fund Class K 139,078.649 | — | — | — | $1.8M | 0.5% | |
| Admiral Shares Vanguard Group Vanguard Short-Term Inflation-Protected Securities Index Fund 74,480.758 | — | — | — | $1.8M | 0.5% | |
| Fidelity Investments* Fidelity Freedom 2070 Fund Class K 146,663.999 | — | — | — | $1.5M | 0.4% | |
| Dimensional Fund Advisors DFA Emerging Markets Core Equity Portfolio Institutional Class 56,568.440 | — | — | — | $1.3M | 0.3% | |
| Fidelity Investments* Fidelity Freedom 2010 Fund Class K 77,528.247 | — | — | — | $1.1M | 0.3% | |
| Dimensional Fund Advisors DFA International Small Company Portfolio Institutional Class 39,194.077 | — | — | — | $760K | 0.2% | |
| Fidelity Investments* Fidelity Freedom Income Fund Class K 66,926.003 | — | — | — | $705K | 0.2% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Construction plans
TAYLOR MORRISON, INC.
TAYLOR MORRISON 401(K) SAVINGS PLAN
$370.5M · 3,036 participants
WEEKLEY HOMES LLC
WEEKLEY HOMES 401(K) PLAN
$413.2M · 1,679 participants
BETENBOUGH COMPANIES, PBC
BETENBOUGH COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN
$352.2M · 423 participants
HOVNANIAN ENTERPRISES, INC.
HOVNANIAN SAVINGS AND INVESTMENT RETIREMENT PLAN
$438.8M · 1,967 participants
J. F. SHEA COMPANY, INC.
J. F. SHEA COMPANY, INC. RETIREMENT SAVINGS PLAN
$482.7M · 1,919 participants
CORE & MAIN
CORE & MAIN 401(K) RETIREMENT PLAN
$500.4M · 5,648 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B