401(k) · DOL Form 5500 · 2022

Dana Kepner Company, LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
192
Participants Below avg headcount
75th
Percentile by assets National rank
$90,519
Avg per participant Below avg balance/head
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Official DOL plan name: Dana Kepner Company 401(k) Plan · Sponsored by Dana Kepner Company, LLC · Colorado · Wholesale Trade

$17M in assets, 192 participants

Dana Kepner Company, LLC's Dana Kepner Company 401(k) Plan reported $17M in total assets and 192 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #4,912 in Wholesale Trade (6,843 peers)

Where Dana Kepner Company 401(k) Plan sits by assets

Dana Kepner Company 401(k) Plan sits in the top quartile of all filed plans by assets, $17M for 192 participants (~$90,519/participant), down 17.6% in 2022.

#4,912
in Wholesale Trade (6,843 peers)
-17.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dana Kepner Company 401(k) Plan's outsized position by total assets

Dana Kepner Company 401(k) Plan vs every filed plan by assets

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

$17,379,728 Top 25% higher than 75% 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

Dana Kepner Company 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dana Kepner Company 401(k) Plan sits mid-pack in the medium band (192 participants).

Form 5500 schedule snapshot

Filing strip 841292785 · Dana Kepner Company, LLC PY 2022 · 401(k)

Dana Kepner Company 401(k) Plan · $17M · 192 · 75th

  • IND $17M
  • IND 192
  • IND 75th
  • IND 401(k)
  • IND near Lyra Health 401(k) Plan
  • IND ind #4912

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 Colorado →

Dana Kepner Company 401(k) Plan in the asset neighbourhood

Dana Kepner Company 401(k) PlanDana Kepner Company 401(k) P…$17MLyra Health 401(k) Plan$17MMicrolumen 401(k) Plan$17MButler Design Group, Inc. Employee Stock Ownership 401(k) PlanButler Design Group, Inc. Em…$17MIndustrial Air, Inc. Employees' 401(k) Profit Sharing PlanIndustrial Air, Inc. Employe…$17M
End-of-year total assets ($M) among Dana Kepner Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$17M
Net Income-$4M
Employer EIN841292785
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dana Kepner Company, LLC)

Sponsor-wide plan assets over time

All Dana Kepner Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$22M 25.312018692122223% vs 2022
2023 filing year
$16M$18M$20M$22M$24M 20222023 $17.4M $21.8M ▲ +25.3%
Year Plans Participants Total Assets
2022 1 192 $17M
2023 1 224 $22M

Nearby 401(k) Plans in Colorado

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

Dana Kepner Company 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10123 Total assets ($B) Participants Dana Kepner Company 401(k) Plan, Total assets ($B): 0.017379728 · Participants: 192Dana Kepner Company 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 2.75238679 · Participants: 57172Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.51543651 · Participants: 10671Ball Corporation 401(k) and Employee Stock Ownership PlanScl Health 401(k) Retirement Savings Plan, Total assets ($B): 1.514958969 · Participants: 12642Scl Health 401(k) Retirement Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.504801917 · Participants: 5046Woodward Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.49307635 · Participants: 7741Empower Retirement, LLC 401(k) Savings Plan
Dana Kepner Company 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Dana Kepner Company 401(k) Plan side-by-side with 3 peers →

Dana Kepner Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Lyra Health 401(k) Plan in CA ($17M); by covered participants it is Discovery Living, Inc. 401(k) Plan in IA (192 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (192 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 Dana Kepner Company 401(k) Plan assets move in 2022? ▼
Dana Kepner Company 401(k) Plan declined sharply - down 17.6% during 2022, from $21M to $17M. Reported net income was -$4M.
How have Dana Kepner Company, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Dana Kepner Company, LLC's sponsor-wide assets grew 25.3%, from $17M to $22M.
Where does Dana Kepner Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Dana Kepner Company 401(k) Plan ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Dana Kepner Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lyra Health 401(k) Plan in CA ($17M, 599 participants).
Which 401(k) plans cover a similar participant headcount to Dana Kepner Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Discovery Living, Inc. 401(k) Plan in IA (192 participants, $2M 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 841292785.

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.