401(k) · DOL Form 5500 · 2022

Kendra Scott, LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
1,138
Participants Near avg headcount
74th
Percentile by assets National rank
$14,051
Avg per participant Low balance/head
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Official DOL plan name: Kendra Scott 401(k) Plan · Sponsored by Kendra Scott, LLC · Texas · Wholesale Trade

$16M in assets, 1,138 participants

Kendra Scott, LLC's Kendra Scott 401(k) Plan reported $16M in total assets and 1,138 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #4,774 in Wholesale Trade (6,843 peers)

Kendra Scott, LLC multi-year trail

Kendra Scott, LLC's plans moved +91.2% in assets from 2022 to 2024; this filing shows Kendra Scott 401(k) Plan at $16M / 1,138 participants.

#4,774
in Wholesale Trade (6,843 peers)
-9.5%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Kendra Scott 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$15,990,440 Top 26% higher than 74% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Kendra Scott 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kendra Scott 401(k) Plan lands in the large band (1,138 participants).

Plan-year Form 5500 strip

Filing strip 474456300 · Kendra Scott, LLC PY 2022 · 401(k)

Kendra Scott 401(k) Plan · $16M · 1,138 · 74th

  • PCT $16M
  • EIN 1,138
  • RANK 74th
  • PHOTO 401(k)
  • IND near Kalmbach Media 401(k) Plan
  • EOY ind #4774

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 Wholesale Trade retirement plans → · Plans in Texas →

Kendra Scott 401(k) Plan in the asset neighbourhood

Kendra Scott 401(k) Plan$16MKalmbach Media 401(k) Plan$16MHamilton Safe Group 401(k) PlanHamilton Safe Group 401(k) P…$16MDavid M. Maines & Associates, Inc. 401(k) PlanDavid M. Maines & Associates…$16MOcean Casino-Resort 401(k) PlanOcean Casino-Resort 401(k) P…$16M
End-of-year total assets ($M) among Kendra Scott 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kendra Scott, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Kendra Scott, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$31M 91.22910939286224% vs 2022
2024 filing year
$10M$15M$20M$25M$30M$35M 202220232024 $16M $30.6M ▲ +91.2%
Year Plans Participants Total Assets
2022 1 1,138 $16M
2023 1 1,486 $23M
2024 1 1,735 $31M

Kendra Scott, LLC filing trail (2022)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$16M
Net Income-$2M
Employer EIN474456300
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Kendra Scott 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Kendra Scott 401(k) Plan, Total assets ($B): 0.01599044 · Participants: 1138Kendra Scott 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Kendra Scott 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Kendra Scott 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Kalmbach Media 401(k) Plan in WI ($16M); by covered participants it is Terteling Employees' Profit Sharing and Thrift Savings Plan in ID (1,138 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,138 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kendra Scott 401(k) Plan assets move in 2022? ▼
Kendra Scott 401(k) Plan pulled back noticeably - down 9.5% during 2022, from $18M to $16M. Reported net income was -$2M.
How have Kendra Scott, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kendra Scott, LLC's sponsor-wide assets grew 91.2%, from $16M to $31M.
Which 401(k) plans are similar in size to Kendra Scott 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kalmbach Media 401(k) Plan in WI ($16M, 122 participants).
Which 401(k) plans cover a similar participant headcount to Kendra Scott 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Terteling Employees' Profit Sharing and Thrift Savings Plan in ID (1,138 participants, $137M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 474456300.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.