401(k) · DOL Form 5500 · 2023

Kendra Scott, LLC 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
1,486
Participants Near avg headcount
75th
Percentile by assets National rank
$15,206
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kendra Scott 401(k) Plan · Sponsored by Kendra Scott, LLC · Texas · Wholesale Trade

$23M in assets, 1,486 participants

Kendra Scott, LLC's Kendra Scott 401(k) Plan reported $23M in total assets and 1,486 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #4,578 in Wholesale Trade (6,309 peers)

Coverage in Texas

Kendra Scott 401(k) Plan covers 1,486 participants in Texas, 2.2x the typical Texas plan (state average ~688 per filing). Assets: $23M.

#4,578
in Wholesale Trade (6,309 peers)
+41.3%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Kendra Scott 401(k) Plan's outsized position by total assets

Kendra Scott 401(k) Plan vs every filed plan by assets

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

$22,596,447 Top 25% higher than 75% 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

Kendra Scott 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kendra Scott 401(k) Plan lands in the large band (1,486 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kendra Scott 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Kendra Scott 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Kendra Scott 401(k) Plan reported participants rose from 1,138 in the plan year 2022 filing to 1,486 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 474456300 · Kendra Scott, LLC PY 2023 · 401(k)

Kendra Scott 401(k) Plan · $23M · 1,486 · 75th

  • SCH $23M
  • SCH 1,486
  • SCH 75th
  • SCH 401(k)
  • SCH near Roane General Hospital 401(k) Profit Sharing Plan
  • SCH ind #4578

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 Texas →

Kendra Scott 401(k) Plan in the asset neighbourhood

Kendra Scott 401(k) Plan$23MRoane General Hospital 401(k) Profit Sharing PlanRoane General Hospital 401(k…$23MThorson Baker & Associates, Inc. Profit Sharing Plan and TrustThorson Baker & Associates, …$23MArntz Builders Profit Sharing PlanArntz Builders Profit Sharin…$23MDefiniti 401(k) Plan$23M
End-of-year total assets ($M) among Kendra Scott 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$23M
Net Income$7M
Employer EIN474456300
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kendra Scott, LLC)

Sponsor-wide plan assets over time

All Kendra Scott, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$31M 91.22910939286224% vs 2022
2024 filing year
$10M$15M$20M$25M$30M$35M 202220232024 $16M $30.6M ▲ +91.2%
Year Plans Participants Total Assets
2022 1 1,138 $16M
2023 1 1,486 $23M
2024 1 1,735 $31M

Nearby 401(k) Plans in Texas

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

Kendra Scott 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Kendra Scott 401(k) Plan, Total assets ($B): 0.022596447 · Participants: 1486Kendra Scott 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Kendra Scott 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Kendra Scott 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Roane General Hospital 401(k) Profit Sharing Plan in WV ($23M); by covered participants it is Carestream Health, Inc. Retirement Savings Plan in NY (1,486 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,486 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 Kendra Scott 401(k) Plan assets move in 2023? ▼
Kendra Scott 401(k) Plan surged - up 41.3% during 2023, from $16M to $23M. Reported net income was $7M.
How have Kendra Scott, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kendra Scott, LLC's sponsor-wide assets grew 91.2%, from $16M to $31M.
Where does Kendra Scott 401(k) Plan rank by assets among Form 5500 filers? ▼
Kendra Scott 401(k) Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Kendra Scott 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Roane General Hospital 401(k) Profit Sharing Plan in WV ($23M, 332 participants).
Which 401(k) plans cover a similar participant headcount to Kendra Scott 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carestream Health, Inc. Retirement Savings Plan in NY (1,486 participants, $427M 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 474456300.

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.