401(k) · DOL Form 5500 · 2023

Kirke Financial Services, L.L.C. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
374
Participants Below avg headcount
66th
Percentile by assets National rank
$38,241
Avg per participant Low balance/head
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Official DOL plan name: Wild Rose Entertainment, Lllp 401(k) Plan · Sponsored by Kirke Financial Services, L.L.C. · Iowa · Arts, Entertainment & Recreation

$14M in assets, 374 participants

Kirke Financial Services, L.L.C.'s Wild Rose Entertainment, Lllp 401(k) Plan reported $14M in total assets and 374 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #2,338 in Arts, Entertainment & Recreation (2,945 peers)

Kirke Financial Services, L.L.C. multi-year trail

Kirke Financial Services, L.L.C.'s plans moved +20.1% in assets from 2022 to 2024; this filing shows Wild Rose Entertainment, Lllp 401(k) Plan at $14M / 374 participants.

#2,338
in Arts, Entertainment & Recreation (2,945 peers)
+10.8%
assets growth YoY

Wild Rose Entertainment, Lllp 401(k) Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Wild Rose Entertainment, Lllp 401(k) Plan vs every filed plan by assets

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

$14,302,069 Top 34% higher than 66% 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

Wild Rose Entertainment, Lllp 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wild Rose Entertainment, Lllp 401(k) Plan sits mid-pack in the medium band (374 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wild Rose Entertainment, Lllp 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Wild Rose Entertainment, Lllp 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Wild Rose Entertainment, Lllp 401(k) Plan reported participants rose from 343 in the plan year 2022 filing to 374 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 421489727 · Kirke Financial Services, L.L.C. PY 2023 · 401(k)

Wild Rose Entertainment, Lllp 401(k) Plan · $14M · 374 · 66th

  • TYPE $14M
  • TYPE 374
  • TYPE 66th
  • TYPE 401(k)
  • TYPE near Uscb, Inc. 401(k) Profit Sharing Plan
  • TYPE ind #2338

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 Arts, Entertainment & Recreation retirement plans → · Plans in Iowa →

Wild Rose Entertainment, Lllp 401(k) Plan in the asset neighbourhood

Wild Rose Entertainment, Lllp 401(k) PlanWild Rose Entertainment, Lll…$14MUscb, Inc. 401(k) Profit Sharing PlanUscb, Inc. 401(k) Profit Sha…$14MShufro, Rose & Co., 401(k) PlanShufro, Rose & Co., 401(k) P…$14MRiver Valley Foods, Inc. 401(k) PlanRiver Valley Foods, Inc. 401…$14MPrimient Hourly Savings and Investment PlanPrimient Hourly Savings and …$14M
End-of-year total assets ($M) among Wild Rose Entertainment, Lllp 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kirke Financial Services, L.L.C. multi-year asset trail

Sponsor-wide plan assets over time

All Kirke Financial Services, L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 20.13507874621321% vs 2022
2024 filing year
$12M$13M$14M$15M$16M 202220232024 $12.9M $15.5M ▲ +20.1%
Year Plans Participants Total Assets
2022 1 343 $13M
2023 1 374 $14M
2024 1 386 $16M

Kirke Financial Services, L.L.C. filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$1M
Employer EIN421489727
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Iowa

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

Wild Rose Entertainment, Lllp 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Wild Rose Entertainment, Lllp 401(k) Plan, Total assets ($B): 0.014302069 · Participants: 374Wild Rose Entertainment, Lllp 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Wild Rose Entertainment, Lllp 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Wild Rose Entertainment, Lllp 401(k) Plan side-by-side with 3 peers →

Wild Rose Entertainment, Lllp 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Uscb, Inc. 401(k) Profit Sharing Plan in CA ($14M); by covered participants it is Sizzling Steak Concepts 401(k) Plan in GA (374 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (374 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 Wild Rose Entertainment, Lllp 401(k) Plan assets move in 2023? ▼
Wild Rose Entertainment, Lllp 401(k) Plan grew at a solid clip - up 10.8% during 2023, from $13M to $14M. Reported net income was $1M.
How have Kirke Financial Services, L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kirke Financial Services, L.L.C.'s sponsor-wide assets grew 20.1%, from $13M to $16M.
Which 401(k) plans are similar in size to Wild Rose Entertainment, Lllp 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Uscb, Inc. 401(k) Profit Sharing Plan in CA ($14M, 217 participants).
Which 401(k) plans cover a similar participant headcount to Wild Rose Entertainment, Lllp 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sizzling Steak Concepts 401(k) Plan in GA (374 participants, $14M 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 421489727.

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.