401(k) · DOL Form 5500 · 2023

Serendipity Kidd Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$174K
Total assets Small plan by assets
2
Participants Small participant base
10th
Percentile by assets National rank
$86,961
Avg per participant Below avg balance/head
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Official DOL plan name: Serendipity Kidd Investments, Inc. 401(k) Profit Sharing Plan · Sponsored by Serendipity Kidd Investments, Inc. · Texas · Other Services

$174K in assets, 2 participants

Serendipity Kidd Investments, Inc.'s Serendipity Kidd Investments, Inc. 401(k) Profit Sharing Plan reported $174K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 10th 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.

  • #1,643 in Other Services (7,857 peers)

Serendipity Kidd Investments, Inc. multi-year trail

Serendipity Kidd Investments, Inc.'s plans moved -17.6% in assets from 2022 to 2024; this filing shows Serendipity Kidd Investments, Inc. 401(k) Profit Sharing Plan at $174K / 2 participants.

#1,643
in Other Services (7,857 peers)
-3.2%
assets change YoY

The plan reported a net loss of $6K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Serendipity Kidd Investments, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Serendipity Kidd Investments, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$173,921 10th percentile higher than 10% 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

Serendipity Kidd Investments, Inc. 401(k) Profit Sharing 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. Serendipity Kidd Investments, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Serendipity Kidd Investments, Inc. 401(k) Profit Sharing Plan reported net income fell from $180K in the plan year 2022 filing to -$6K in the plan year 2023 filing.
  • Serendipity Kidd Investments, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $180K in the plan year 2022 filing to $174K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 920475068 · Serendipity Kidd Investments, Inc. PY 2023 · 401(k)

Serendipity Kidd Investments, Inc. 401(k) Profit Sharing Plan · $174K · 2 · 10th

  • SCH $174K
  • SCH 2
  • SCH 10th
  • SCH 401(k)
  • SCH near Baby Dream LLC 401(k) Profit Sharing Plan
  • SCH ind #1643

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 Other Services retirement plans → · Plans in Texas →

Serendipity Kidd Investments, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Serendipity Kidd Investments, Inc. 401(k) Profit Sharing PlanSerendipity Kidd Investments…$174KBaby Dream LLC 401(k) Profit Sharing PlanBaby Dream LLC 401(k) Profit…$174KAoc Homes 401(k)$174KR3b Industries, Inc. 401(k) Profit Sharing PlanR3b Industries, Inc. 401(k) …$174KFortress Retirement Plan$174K
End-of-year total assets ($M) among Serendipity Kidd Investments, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Serendipity Kidd Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Serendipity Kidd Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$148K 17.615319509098605% vs 2022
2024 filing year
$0.14M$0.15M$0.16M$0.17M$0.18M$0.19M 202220232024 $0.18M $0.15M ▼ -16.7%
Year Plans Participants Total Assets
2022 1 2 $180K
2023 1 2 $174K
2024 1 2 $148K

Serendipity Kidd Investments, Inc. filing trail (2023)

Total Assets (Beginning of Year)$180K
Net Assets (End of Year)$174K
Net Income-$6K
Employer EIN920475068
Plan Effective Date2022-09-26
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Serendipity Kidd Investments, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Serendipity Kidd Investments, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000173921 · Participants: 2Serendipity Kidd Investments, Inc. 401(k) Profit Sharing 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
Serendipity Kidd Investments, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Serendipity Kidd Investments, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Serendipity Kidd Investments, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Baby Dream LLC 401(k) Profit Sharing Plan in CA ($174K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($174K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Serendipity Kidd Investments, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Serendipity Kidd Investments, Inc. 401(k) Profit Sharing Plan edged down modestly - down 3.2% during 2023, from $180K to $174K. Reported net income was -$6K.
How have Serendipity Kidd Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Serendipity Kidd Investments, Inc.'s sponsor-wide assets declined 17.6%, from $180K to $148K.
Where does Serendipity Kidd Investments, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Serendipity Kidd Investments, Inc. 401(k) Profit Sharing Plan ranks in the 10th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Serendipity Kidd Investments, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Baby Dream LLC 401(k) Profit Sharing Plan in CA ($174K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Serendipity Kidd Investments, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 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 920475068.

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.