401(k) · DOL Form 5500 · 2022
Kirke Financial Services, L.L.C. 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 343
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $37,624
- Avg per participant Low balance/head
Official DOL plan name: Wild Rose Entertainment, Lllp 401(k) Plan · Sponsored by Kirke Financial Services, L.L.C. · Iowa · Arts, Entertainment & Recreation
$13M in assets, 343 participants
Kirke Financial Services, L.L.C.'s Wild Rose Entertainment, Lllp 401(k) Plan reported $13M in total assets and 343 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.
- #2,495 in Arts, Entertainment & Recreation (3,077 peers)
Kirke Financial Services, L.L.C. multi-year trail
Kirke Financial Services, L.L.C.'s plans moved +20.1% in assets from 2022 to 2024; this filing shows Wild Rose Entertainment, Lllp 401(k) Plan at $13M / 343 participants.
- #2,495
- in Arts, Entertainment & Recreation (3,077 peers)
- -10.3%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wild Rose Entertainment, Lllp 401(k) Plan's outsized position by total assets
Wild Rose Entertainment, Lllp 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$12,905,065 Top 30% higher than 70% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Wild Rose Entertainment, Lllp 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. Wild Rose Entertainment, Lllp 401(k) Plan sits mid-pack in the medium band (343 participants).
Form 5500 schedule snapshot
Filing strip 421489727 · Kirke Financial Services, L.L.C. PY 2022 · 401(k)
Wild Rose Entertainment, Lllp 401(k) Plan · $13M · 343 · 70th
- EBSA $13M
- PART 343
- TYPE 70th
- NET 401(k)
- BOOK near The Jack Parker Corporation 401(k) Plan
- VS-ST ind #2495
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 Arts, Entertainment & Recreation retirement plans → · Plans in Iowa →
Wild Rose Entertainment, Lllp 401(k) Plan in the asset neighbourhood
Kirke Financial Services, L.L.C. multi-year asset trail
Sponsor-wide plan assets over time
All Kirke Financial Services, L.L.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 20.13507874621321% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 343 | $13M |
| 2023 | 1 | 374 | $14M |
| 2024 | 1 | 386 | $16M |
Kirke Financial Services, L.L.C. filing trail (2022)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$1M |
| Employer EIN | 421489727 |
| Plan Effective Date | 1979-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $3.6B · 12,201
- Iowa Health System Section 401(k) Retirement Savings Plan $2.7B · 28,603
- The Hy-Vee and Affiliates 401(k) Plan $2.4B · 59,826
- The Rsm US LLP Retirement Plan $2.3B · 13,793
- Transamerica 401(k) Retirement Savings Plan $2.1B · 7,262
Wild Rose Entertainment, Lllp 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is The Jack Parker Corporation 401(k) Plan in NJ ($13M); by covered participants it is Jerritt Canyon Gold LLC 401(k) Plan in NV (343 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- The Jack Parker Corporation 401(k) Plan (NJ) $13M · 120
- The Everest Campus Services Company, LLC 401(k) Plan (GA) $13M · 658
- Caring, Inc. 401(k) Profit Sharing Plan (NJ) $13M · 304
- Butler Bros. 401(k) Plan (ME) $13M · 114
Similar participant headcount
Nearest other-state filings by covered participants (343 participants); asset peers above are excluded.
- Jerritt Canyon Gold LLC 401(k) Plan (NV) 343 · 0 off
- J.a. Croson, LLC 401(k) Profit Sharing Plan (FL) 343 · 0 off
- Aac 401(k) Plan (FL) 343 · 0 off
- Procaps Laboratories, Inc. 401(k) Plan (NV) 343 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.