401(k) · DOL Form 5500 · 2023

Kensington Investment Company, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
68
Participants Small participant base
56th
Percentile by assets National rank
$127,615
Avg per participant Near avg balance/head
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Official DOL plan name: Kensington Investment Company, Inc. 401(k) Plan · Sponsored by Kensington Investment Company, Inc. · Massachusetts · Real Estate

$9M in assets, 68 participants

Kensington Investment Company, Inc.'s Kensington Investment Company, Inc. 401(k) Plan reported $9M in total assets and 68 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,482 in Real Estate (4,727 peers)

Kensington Investment Company, Inc. multi-year trail

Kensington Investment Company, Inc.'s plans moved +44.0% in assets from 2022 to 2024; this filing shows Kensington Investment Company, Inc. 401(k) Plan at $9M / 68 participants.

#3,482
in Real Estate (4,727 peers)
+18.4%
assets growth YoY

Kensington Investment Company, Inc. 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Kensington Investment Company, Inc. 401(k) Plan vs every filed plan by assets

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

$8,677,832 Top 44% higher than 56% 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

Kensington Investment Company, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kensington Investment Company, Inc. 401(k) Plan is a small filing (68 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kensington Investment Company, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Kensington Investment Company, Inc. 401(k) Plan reported participants fell from 103 in the plan year 2022 filing to 68 in the plan year 2023 filing.
  • Kensington Investment Company, Inc. 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 042860075 · Kensington Investment Company, Inc. PY 2023 · 401(k)

Kensington Investment Company, Inc. 401(k) Plan · $9M · 68 · 56th

  • ASSETS $9M
  • PCT 68
  • EIN 56th
  • RANK 401(k)
  • PHOTO near Orbis Holdings Group, LLC 401(k) Savings & Investment Plan
  • IND ind #3482

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 Real Estate retirement plans → · Plans in Massachusetts →

Kensington Investment Company, Inc. 401(k) Plan in the asset neighbourhood

Kensington Investment Company, Inc. 401(k) PlanKensington Investment Compan…$9MOrbis Holdings Group, LLC 401(k) Savings & Investment PlanOrbis Holdings Group, LLC 40…$9MBrewer Oil Co. Savings Plan$9MPlexon Inc. 401(k) Plan$9MMnj 401(k) Savings Plan$9M
End-of-year total assets ($M) among Kensington Investment Company, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kensington Investment Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Kensington Investment Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 43.9796049541353% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.33M $10.6M ▲ +43.9%
Year Plans Participants Total Assets
2022 1 103 $7M
2023 1 68 $9M
2024 1 78 $11M

Kensington Investment Company, Inc. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN042860075
Plan Effective Date2007-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Kensington Investment Company, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Kensington Investment Company, Inc. 401(k) Plan, Total assets ($B): 0.008677832 · Participants: 68Kensington Investment Company, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Kensington Investment Company, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Kensington Investment Company, Inc. 401(k) Plan side-by-side with 3 peers →

Kensington Investment Company, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Orbis Holdings Group, LLC 401(k) Savings & Investment Plan in MI ($9M); by covered participants it is Shumaker & Sieffert P a 401(k) Profit Sharing Plan and Trust in MN (68 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (68 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 Kensington Investment Company, Inc. 401(k) Plan assets move in 2023? ▼
Kensington Investment Company, Inc. 401(k) Plan grew sharply - up 18.4% during 2023, from $7M to $9M. Reported net income was $1M.
How have Kensington Investment Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kensington Investment Company, Inc.'s sponsor-wide assets grew 44.0%, from $7M to $11M.
Which 401(k) plans are similar in size to Kensington Investment Company, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Orbis Holdings Group, LLC 401(k) Savings & Investment Plan in MI ($9M, 343 participants).
Which 401(k) plans cover a similar participant headcount to Kensington Investment Company, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shumaker & Sieffert P a 401(k) Profit Sharing Plan and Trust in MN (68 participants, $28M 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 042860075.

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.