Profit Sharing · DOL Form 5500 · 2023

Kendrick Incorporated Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
31st
Percentile by assets National rank
$532,472
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kendrick Incorporated Retirement Plan · Sponsored by Kendrick Incorporated · Texas · Food Services & Accommodation

$2M in assets, 4 participants

Kendrick Incorporated's Kendrick Incorporated Retirement Plan reported $2M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #2,580 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Kendrick Incorporated Retirement Plan ranks #2,580 of 3,828 2023 filers by assets (919% of the sector average)-$2M for 4 participants.

#2,580
in Food Services & Accommodation (3,828 peers)
+67.6%
assets growth YoY

Kendrick Incorporated Retirement Plan among the smaller filed plans by assets

Kendrick Incorporated Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,129,886 31st percentile higher than 31% of 127,068 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 2023

Kendrick Incorporated Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kendrick Incorporated Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kendrick Incorporated Retirement Plan reported net income rose from $150K in the plan year 2022 filing to $859K in the plan year 2023 filing.
  • Kendrick Incorporated Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Kendrick Incorporated Retirement Plan reported participants fell from 8 in the plan year 2022 filing to 4 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 455167783 · Kendrick Incorporated PY 2023 · Profit Sharing

Kendrick Incorporated Retirement Plan · $2M · 4 · 31st

  • BOY $2M
  • BOY 4
  • BOY 31st
  • BOY Profit Sharing
  • BOY near Hartley E. Jackson III, Accountant, Inc. Profit Sharing Plan and Trust
  • BOY ind #2580

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 Texas →

Kendrick Incorporated Retirement Plan in the asset neighbourhood

Kendrick Incorporated Retirement PlanKendrick Incorporated Retire…$2MHartley E. Jackson III, Accountant, Inc. Profit Sharing Plan and TrustHartley E. Jackson III, Acco…$2MCst Law Retirement Plan$2MDermatologic Surgery Center Profit Sharing PlanDermatologic Surgery Center …$2MMarc Allen, Profit Sharing Plan and TrustMarc Allen, Profit Sharing P…$2M
End-of-year total assets ($M) among Kendrick Incorporated Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$859K
Employer EIN455167783
Plan Effective Date2012-05-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Kendrick Incorporated)

Sponsor-wide plan assets over time

All Kendrick Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$798K 37.19165712532018% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M 202220232024 $1.27M $0.8M ▼ -37.0%
Year Plans Participants Total Assets
2022 1 8 $1M
2023 1 4 $2M
2024 1 10 $798K

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Kendrick Incorporated Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants Kendrick Incorporated Retirement Plan, Total assets ($B): 0.002129886 · Participants: 4Kendrick Incorporated Retirement PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
Kendrick Incorporated Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Kendrick Incorporated Retirement Plan side-by-side with 3 peers →

Kendrick Incorporated Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Hartley E. Jackson III, Accountant, Inc. Profit Sharing Plan and Trust in CA ($2M); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kendrick Incorporated Retirement Plan assets move in 2023? ▼
Kendrick Incorporated Retirement Plan surged - up 67.6% during 2023, from $1M to $2M. Reported net income was $859K.
How have Kendrick Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kendrick Incorporated's sponsor-wide assets declined 37.2%, from $1M to $798K.
Which Profit Sharing plans are similar in size to Kendrick Incorporated Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Hartley E. Jackson III, Accountant, Inc. Profit Sharing Plan and Trust in CA ($2M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Kendrick Incorporated Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 455167783.

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.