The Kincaid Group Retirement Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by The Kincaid Group · Kansas · Management of Enterprises
What the 2023 filing shows
The Kincaid Group Retirement Plan holds $4M for 138 participants - about $28,972 per participant.
- $4M
- total plan assets (2022 EOY)
- 138
- covered participants
- $28,972
- avg assets per participant
- $348K
- reported net income
What the Filing Says About The Kincaid Group Retirement Plan
The Kincaid Group Retirement Plan is a 401(k) retirement plan sponsored by The Kincaid Group, headquartered in Kansas. As of the 2022 Form 5500 filing, the plan reports $4M in total end-of-year assets and covers 138 participants across the Management of Enterprises industry. The sponsor's EIN on file with the U.S. Department of Labor is 821560598, and the plan has been effective since 2022-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from N/A at the beginning of 2022 to $4M at year-end. Net assets (after liabilities) closed the year at $4M, with reported net income of $348K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | N/A |
| Total Assets (End of Year) | $4M |
| Net Assets (End of Year) | $4M |
| Net Income | $348K |
| Plan Type | 401(k) |
| Employer EIN | 821560598 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Kincaid Group)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 138 | $4M |
| 2023 | 1 | 198 | $5M |
| 2024 | 1 | 142 | $6M |
Nearby 401(k) Plans in Kansas
Peer 401(k) plans — same state, same plan type — ranked by total assets.
- Koch Employees' Savings Plan $3.9B · 11,911
- Performance Contracting Group, Inc. ESOP/401(k) Plan $2.9B · 1,223
- Black & Veatch Retirement Program $2.7B · 6,890
- Garmin International, Inc. Retirement Plan $1.8B · 6,332
- Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan $1.2B · 7,704
Related Data
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Frequently Asked Questions
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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 821560598.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.