401(k) · DOL Form 5500 · 2022
Kendrionshelby, Inc. 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 140
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $34,845
- Avg per participant Low balance/head
Official DOL plan name: Kendrion (Shelby), Inc. Savings Program · Sponsored by Kendrionshelby, Inc. · North Carolina · Manufacturing
$5M in assets, 140 participants
Kendrionshelby, Inc.'s Kendrion (Shelby), Inc. Savings Program reported $5M in total assets and 140 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.
- #6,941 in Manufacturing (20,602 peers)
Coverage in North Carolina
Kendrion (Shelby), Inc. Savings Program covers 140 participants in North Carolina, about 17% of the average North Carolina filer (state average ~819 per filing). Assets: $5M.
- #6,941
- in Manufacturing (20,602 peers)
- -28.8%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kendrion (Shelby), Inc. Savings Program's mid-pack asset rank among Manufacturing and all filers
Kendrion (Shelby), Inc. Savings Program vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,878,325 Top 50% higher than 50% 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
Kendrion (Shelby), Inc. Savings Program 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. Kendrion (Shelby), Inc. Savings Program sits mid-pack in the medium band (140 participants).
EBSA filing schedule strip
Filing strip 208284552 · Kendrionshelby, Inc. PY 2022 · 401(k)
Kendrion (Shelby), Inc. Savings Program · $5M · 140 · 50th
- SCH $5M
- SCH 140
- SCH 50th
- SCH 401(k)
- SCH near Psw Real Estate 401(k) Plan
- SCH ind #6941
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 North Carolina →
Kendrion (Shelby), Inc. Savings Program in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$2M |
| Employer EIN | 208284552 |
| Plan Effective Date | 2007-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kendrionshelby, Inc.)
Sponsor-wide plan assets over time
All Kendrionshelby, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 17.94247000763582% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 140 | $5M |
| 2023 | 1 | 166 | $5M |
| 2024 | 1 | 151 | $6M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
Kendrion (Shelby), Inc. Savings Program's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Psw Real Estate 401(k) Plan in TX ($5M); by covered participants it is Dot Leasing Inc 401(k) Profit Sharing Plan & Trust in TX (140 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (140 participants); asset peers above are excluded.
- Dot Leasing Inc 401(k) Profit Sharing Plan & Trust (TX) 140 · 0 off
- Color, Inc. 401(k)Retirement Plan (MA) 140 · 0 off
- Tower Industries, Inc. 401(k) Profit Sharing Plan (CA) 140 · 0 off
- Aero Simulation, Inc. 401(k) Plan (FL) 140 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.