401(k) · DOL Form 5500 · 2023

Kendrionshelby, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
166
Participants Small participant base
45th
Percentile by assets National rank
$31,450
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kendrion (Shelby), Inc. Savings Program · Sponsored by Kendrionshelby, Inc. · North Carolina · Manufacturing

$5M in assets, 166 participants

Kendrionshelby, Inc.'s Kendrion (Shelby), Inc. Savings Program reported $5M in total assets and 166 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #5,321 in Manufacturing (18,722 peers)

Coverage in North Carolina

Kendrion (Shelby), Inc. Savings Program covers 166 participants in North Carolina, about 20% of the average North Carolina filer (state average ~819 per filing). Assets: $5M.

#5,321
in Manufacturing (18,722 peers)
+7.0%
assets growth YoY

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 2023 · DOL Form 5500

$5,220,689 45th percentile higher than 45% 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

Kendrion (Shelby), Inc. Savings Program 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. Kendrion (Shelby), Inc. Savings Program sits mid-pack in the medium band (166 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kendrion (Shelby), Inc. Savings Program reported net income rose from -$2M in the plan year 2022 filing to $342K in the plan year 2023 filing.
  • Kendrion (Shelby), Inc. Savings Program reported participants rose from 140 in the plan year 2022 filing to 166 in the plan year 2023 filing.
  • Kendrion (Shelby), Inc. Savings Program end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 208284552 · Kendrionshelby, Inc. PY 2023 · 401(k)

Kendrion (Shelby), Inc. Savings Program · $5M · 166 · 45th

  • 5500 $5M
  • 5500 166
  • 5500 45th
  • 5500 401(k)
  • 5500 near Fortress Information Security, LLC 401(k) Profit Sharing Plan
  • 5500 ind #5321

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

Kendrion (Shelby), Inc. Savings ProgramKendrion (Shelby), Inc. Savi…$5MFortress Information Security, LLC 401(k) Profit Sharing PlanFortress Information Securit…$5MDupree & Company Retirement PlanDupree & Company Retirement …$5MAlamo Transformer Supply Company Employees 401(k) Profit Sharing PlanAlamo Transformer Supply Com…$5MDynamic Industrial Group 401(k) PlanDynamic Industrial Group 401…$5M
End-of-year total assets ($M) among Kendrion (Shelby), Inc. Savings Program and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$342K
Employer EIN208284552
Plan Effective Date2007-04-01
Filing StatusFILING 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
$4.5M$5M$5.5M$6M 202220232024 $4.88M $5.75M ▲ +17.8%
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.

Kendrion (Shelby), Inc. Savings Program vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Kendrion (Shelby), Inc. Savings Program, Total assets ($B): 0.005220689 · Participants: 166Kendrion (Shelby), Inc. Savings ProgramThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Kendrion (Shelby), Inc. Savings Program vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Kendrion (Shelby), Inc. Savings Program side-by-side with 3 peers →

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 Fortress Information Security, LLC 401(k) Profit Sharing Plan in FL ($5M); by covered participants it is California Retina Associates 401(k) Plan in CA (166 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (166 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 Kendrion (Shelby), Inc. Savings Program assets move in 2023? ▼
Kendrion (Shelby), Inc. Savings Program grew at a solid clip - up 7.0% during 2023, from $5M to $5M. Reported net income was $342K.
How have Kendrionshelby, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kendrionshelby, Inc.'s sponsor-wide assets grew 17.9%, from $5M to $6M.
Which 401(k) plans are similar in size to Kendrion (Shelby), Inc. Savings Program? ▼
Among 401(k) plans in other states, the closest by assets is Fortress Information Security, LLC 401(k) Profit Sharing Plan in FL ($5M, 229 participants).
Which 401(k) plans cover a similar participant headcount to Kendrion (Shelby), Inc. Savings Program? ▼
Among 401(k) plans in other states, the closest by covered participants is California Retina Associates 401(k) Plan in CA (166 participants, $362K 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 208284552.

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.