401(k) · DOL Form 5500 · 2023

Clayton Kendall 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
77
Participants Small participant base
44th
Percentile by assets National rank
$64,042
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Clayton Kendall 401(k) Plan · Sponsored by Clayton Kendall · Pennsylvania · Manufacturing

$5M in assets, 77 participants

Clayton Kendall's Clayton Kendall 401(k) Plan reported $5M in total assets and 77 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #5,106 in Manufacturing (18,722 peers)

Clayton Kendall multi-year trail

Clayton Kendall's plans moved +57.2% in assets from 2022 to 2024; this filing shows Clayton Kendall 401(k) Plan at $5M / 77 participants.

#5,106
in Manufacturing (18,722 peers)
+28.9%
assets growth YoY

Clayton Kendall 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Clayton Kendall 401(k) Plan vs every filed plan by assets

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

$4,931,265 44th percentile higher than 44% 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

Clayton Kendall 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Clayton Kendall 401(k) Plan is a small filing (77 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Clayton Kendall 401(k) Plan reported net income rose from -$597K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Clayton Kendall 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Clayton Kendall 401(k) Plan reported participants rose from 66 in the plan year 2022 filing to 77 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 251472222 · Clayton Kendall PY 2023 · 401(k)

Clayton Kendall 401(k) Plan · $5M · 77 · 44th

  • RANK $5M
  • PHOTO 77
  • IND 44th
  • EOY 401(k)
  • 5500 near Engineered Computer Rooms 401(k) Profit Sharing Safe Harbor Plan
  • ASSETS ind #5106

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 Manufacturing retirement plans → · Plans in Pennsylvania →

Clayton Kendall 401(k) Plan in the asset neighbourhood

Clayton Kendall 401(k) Plan$5MEngineered Computer Rooms 401(k) Profit Sharing Safe Harbor PlanEngineered Computer Rooms 40…$5MEvisort Inc 401(k) Plan$5MFischer, Richards & Walker, P.a. Employees' Profit Sharing Plan and TrustFischer, Richards & Walker, …$5MSpring Hills LLC 401(k) Plan$5M
End-of-year total assets ($M) among Clayton Kendall 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Clayton Kendall multi-year asset trail

Sponsor-wide plan assets over time

All Clayton Kendall plans reported in each filing year

Latest sponsor-wide plan assets
$6M 57.22242433556111% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.83M $6.02M ▲ +57.2%
Year Plans Participants Total Assets
2022 1 66 $4M
2023 1 77 $5M
2024 1 86 $6M

Clayton Kendall filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN251472222
Plan Effective Date2007-02-02
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Clayton Kendall 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Clayton Kendall 401(k) Plan, Total assets ($B): 0.004931265 · Participants: 77Clayton Kendall 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Clayton Kendall 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Clayton Kendall 401(k) Plan side-by-side with 3 peers →

Clayton Kendall 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Engineered Computer Rooms 401(k) Profit Sharing Safe Harbor Plan in TX ($5M); by covered participants it is Sme Inc of Seattle 401(k) Plan & Trust in WA (77 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (77 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 Clayton Kendall 401(k) Plan assets move in 2023? ▼
Clayton Kendall 401(k) Plan grew sharply - up 28.9% during 2023, from $4M to $5M. Reported net income was $1M.
How have Clayton Kendall plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clayton Kendall's sponsor-wide assets grew 57.2%, from $4M to $6M.
Which 401(k) plans are similar in size to Clayton Kendall 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Engineered Computer Rooms 401(k) Profit Sharing Safe Harbor Plan in TX ($5M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Clayton Kendall 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sme Inc of Seattle 401(k) Plan & Trust in WA (77 participants, $9M 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 251472222.

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.