401(k) · DOL Form 5500 · 2022

Storey-Kenworthy Company 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
200
Participants Below avg headcount
82nd
Percentile by assets National rank
$140,262
Avg per participant Near avg balance/head
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Official DOL plan name: Storey-Kenworthy Company 401(k) Profit Sharing Plan and Trust · Sponsored by Storey-Kenworthy Company · Iowa · Retail Trade

$28M in assets, 200 participants

Storey-Kenworthy Company's Storey-Kenworthy Company 401(k) Profit Sharing Plan and Trust reported $28M in total assets and 200 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #8,555 in Retail Trade (9,519 peers)

Coverage in Iowa

Storey-Kenworthy Company 401(k) Profit Sharing Plan and Trust covers 200 participants in Iowa, about 33% of the average Iowa filer (state average ~609 per filing). Assets: $28M.

#8,555
in Retail Trade (9,519 peers)
-12.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Storey-Kenworthy Company 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Storey-Kenworthy Company 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$28,052,383 Top 18% higher than 82% 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

Storey-Kenworthy Company 401(k) Profit Sharing Plan and Trust 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. Storey-Kenworthy Company 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (200 participants).

DOL schedule card

Filing strip 420549150 · Storey-Kenworthy Company PY 2022 · 401(k)

Storey-Kenworthy Company 401(k) Profit Sharing Plan and Trust · $28M · 200 · 82nd

  • 5500 $28M
  • ASSETS 200
  • PCT 82nd
  • EIN 401(k)
  • RANK near Pen Air Credit Union 401(k) Plan
  • PHOTO ind #8555

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 Retail Trade retirement plans → · Plans in Iowa →

Storey-Kenworthy Company 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Storey-Kenworthy Company 401(k) Profit Sharing Plan and TrustStorey-Kenworthy Company 401…$28MPen Air Credit Union 401(k) PlanPen Air Credit Union 401(k) …$28MEnnead Architects LLP 401(k) PlanEnnead Architects LLP 401(k)…$28MOcean Reef Club Employee Savings and Retirement PlanOcean Reef Club Employee Sav…$28MFlorida Digestive Health Specialists, LLP Employees Savings TrustFlorida Digestive Health Spe…$28M
End-of-year total assets ($M) among Storey-Kenworthy Company 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Iowa filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$28M
Net Income-$6M
Employer EIN420549150
Plan Effective Date1963-08-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Storey-Kenworthy Company)

Sponsor-wide plan assets over time

All Storey-Kenworthy Company plans reported in each filing year

Latest sponsor-wide plan assets
$34M 22.265726943768023% vs 2022
2024 filing year
$26M$28M$30M$32M$34M$36M 202220232024 $28.1M $34.3M ▲ +22.3%
Year Plans Participants Total Assets
2022 1 200 $28M
2023 1 194 $30M
2024 1 185 $34M

Nearby 401(k) Plans in Iowa

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

Storey-Kenworthy Company 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Storey-Kenworthy Company 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.028052383 · Participants: 200Storey-Kenworthy Company 401(k) Profit Sharing Plan and TrustThe Principal Select Savings Plan, Total assets ($B): 3.613396259 · Participants: 12201The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.684422851 · Participants: 28603Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.447514997 · Participants: 59826The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.275604074 · Participants: 13793The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.116061137 · Participants: 7262Transamerica 401(k) Retirement Savings Plan
Storey-Kenworthy Company 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Storey-Kenworthy Company 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Storey-Kenworthy Company 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Pen Air Credit Union 401(k) Plan in FL ($28M); by covered participants it is D & D Gear, Inc. 401(k) Profit Sharing Plan in CA (200 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (200 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 Storey-Kenworthy Company 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Storey-Kenworthy Company 401(k) Profit Sharing Plan and Trust pulled back noticeably - down 12.6% during 2022, from $32M to $28M. Reported net income was -$6M.
How have Storey-Kenworthy Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Storey-Kenworthy Company's sponsor-wide assets grew 22.3%, from $28M to $34M.
Where does Storey-Kenworthy Company 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Storey-Kenworthy Company 401(k) Profit Sharing Plan and Trust ranks in the 82nd 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 Storey-Kenworthy Company 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Pen Air Credit Union 401(k) Plan in FL ($28M, 314 participants).
Which 401(k) plans cover a similar participant headcount to Storey-Kenworthy Company 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is D & D Gear, Inc. 401(k) Profit Sharing Plan in CA (200 participants, $22M 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 420549150.

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.