401(k) · DOL Form 5500 · 2022
Kendrick, Inc. 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 133
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $10,189
- Avg per participant Low balance/head
Official DOL plan name: Kendrick, Inc. 401(k) Plan · Sponsored by Kendrick, Inc. · Iowa · Wholesale Trade
$1M in assets, 133 participants
Kendrick, Inc.'s Kendrick, Inc. 401(k) Plan reported $1M in total assets and 133 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.
- #1,158 in Wholesale Trade (6,843 peers)
Coverage in Iowa
Kendrick, Inc. 401(k) Plan covers 133 participants in Iowa, about 22% of the average Iowa filer (state average ~609 per filing). Assets: $1M.
- #1,158
- in Wholesale Trade (6,843 peers)
- +31.0%
- assets growth YoY
Kendrick, Inc. 401(k) Plan among the smaller filed plans by assets
Kendrick, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,355,117 28th percentile higher than 28% 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
Kendrick, Inc. 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. Kendrick, Inc. 401(k) Plan sits mid-pack in the medium band (133 participants).
Form 5500 schedule snapshot
Filing strip 421171248 · Kendrick, Inc. PY 2022 · 401(k)
Kendrick, Inc. 401(k) Plan · $1M · 133 · 28th
- SCH $1M
- SCH 133
- SCH 28th
- SCH 401(k)
- SCH near Alaskan Auto Inc. 401(k) Plan
- SCH ind #1158
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 Iowa →
Kendrick, Inc. 401(k) Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $320K |
| Employer EIN | 421171248 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kendrick, Inc.)
Sponsor-wide plan assets over time
All Kendrick, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 107.98772356925639% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 133 | $1M |
| 2023 | 1 | 150 | $2M |
| 2024 | 1 | 157 | $3M |
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
Kendrick, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Alaskan Auto Inc. 401(k) Plan in AK ($1M); by covered participants it is Ari Retirement Plan in IL (133 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (133 participants); asset peers above are excluded.
- Ari Retirement Plan (IL) 133 · 0 off
- Voyetra Turtle Beach 401(k) Plan (NY) 133 · 0 off
- Grane Healthcare Company Collectively Bargained 401(k) Plan (PA) 133 · 0 off
- Four Seasons Orthopedic Center, PA 401(k) Plan (NH) 133 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.