401(k) · DOL Form 5500 · 2022

Sinkula Investments, Ltd. Co. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
55
Participants Small participant base
38th
Percentile by assets National rank
$48,898
Avg per participant Low balance/head
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Official DOL plan name: Sinkula Investments, Ltd. Co. 401(k) Savings Plan · Sponsored by Sinkula Investments, Ltd. Co. · Kentucky · Food Services & Accommodation

$3M in assets, 55 participants

Sinkula Investments, Ltd. Co.'s Sinkula Investments, Ltd. Co. 401(k) Savings Plan reported $3M in total assets and 55 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.

  • #3,384 in Food Services & Accommodation (4,592 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Sinkula Investments, Ltd. Co. 401(k) Savings Plan ranks #3,384 of 4,592 2022 filers by assets (728% of the sector average)-$3M for 55 participants.

#3,384
in Food Services & Accommodation (4,592 peers)
-21.8%
assets change YoY

The plan reported a net loss of $749K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sinkula Investments, Ltd. Co. 401(k) Savings Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Sinkula Investments, Ltd. Co. 401(k) Savings Plan vs every filed plan by assets

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

$2,689,391 38th percentile higher than 38% 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

Sinkula Investments, Ltd. Co. 401(k) Savings Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sinkula Investments, Ltd. Co. 401(k) Savings Plan is a small filing (55 participants) on this national headcount ladder.

DOL schedule card

Filing strip 311415276 · Sinkula Investments, Ltd. Co. PY 2022 · 401(k)

Sinkula Investments, Ltd. Co. 401(k) Savings Plan · $3M · 55 · 38th

  • ASSETS $3M
  • ASSETS 55
  • ASSETS 38th
  • ASSETS 401(k)
  • ASSETS near Krenz Dental Corporation Profit Sharing Plan and Trust
  • ASSETS ind #3384

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 Food Services & Accommodation retirement plans → · Plans in Kentucky →

Sinkula Investments, Ltd. Co. 401(k) Savings Plan in the asset neighbourhood

Sinkula Investments, Ltd. Co. 401(k) Savings PlanSinkula Investments, Ltd. Co…$3MKrenz Dental Corporation Profit Sharing Plan and TrustKrenz Dental Corporation Pro…$3MDermatology, P.L.C. 401(k) Profit Sharing PlanDermatology, P.L.C. 401(k) P…$3MMark Auto Group 401(k) Plan$3MC & B Warehouse Distributing, Inc. Retirement Savings PlanC & B Warehouse Distributing…$3M
End-of-year total assets ($M) among Sinkula Investments, Ltd. Co. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$749K
Employer EIN311415276
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sinkula Investments, Ltd. Co.)

Sponsor-wide plan assets over time

All Sinkula Investments, Ltd. Co. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 11.591546190196961% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M$3M$3.2M 202220232024 $2.69M $2.38M ▼ -11.5%
Year Plans Participants Total Assets
2022 1 55 $3M
2023 1 46 $3M
2024 1 57 $2M

Nearby 401(k) Plans in Kentucky

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

Sinkula Investments, Ltd. Co. 401(k) Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Sinkula Investments, Ltd. Co. 401(k) Savings Plan, Total assets ($B): 0.002689391 · Participants: 55Sinkula Investments, Ltd. Co. 401(k) Savings PlanHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
Sinkula Investments, Ltd. Co. 401(k) Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants

Sinkula Investments, Ltd. Co. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Krenz Dental Corporation Profit Sharing Plan and Trust in IL ($3M); by covered participants it is Revinate Retirement Trust in CA (55 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (55 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 Sinkula Investments, Ltd. Co. 401(k) Savings Plan assets move in 2022?
Sinkula Investments, Ltd. Co. 401(k) Savings Plan declined sharply - down 21.8% during 2022, from $3M to $3M. Reported net income was -$749K.
How have Sinkula Investments, Ltd. Co. plan assets changed over time?
Across 3 plan years on file (2022-2024), Sinkula Investments, Ltd. Co.'s sponsor-wide assets declined 11.6%, from $3M to $2M.
Which 401(k) plans are similar in size to Sinkula Investments, Ltd. Co. 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by assets is Krenz Dental Corporation Profit Sharing Plan and Trust in IL ($3M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Sinkula Investments, Ltd. Co. 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Revinate Retirement Trust in CA (55 participants, N/A in assets).