401(k) · DOL Form 5500 · 2023

Kenan Advantage Group, Inc. 401(k) Plan

Data updated 2026-08-25

$261M
Total assets Near avg plan size
6,694
Participants Above avg headcount
96th
Percentile by assets National rank
$38,973
Avg per participant Low balance/head
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Official DOL plan name: The Kenan Advantage Group, Inc. 401(k) Plan · Sponsored by Kenan Advantage Group, Inc. · Ohio · Transportation & Warehousing

$261M in assets, 6,694 participants

Kenan Advantage Group, Inc.'s The Kenan Advantage Group, Inc. 401(k) Plan reported $261M in total assets and 6,694 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #3,167 in Transportation & Warehousing (3,362 peers)

Coverage in Ohio

The Kenan Advantage Group, Inc. 401(k) Plan covers 6,694 participants in Ohio, 8.8x the typical Ohio plan (state average ~765 per filing). Assets: $261M.

#3,167
in Transportation & Warehousing (3,362 peers)
+24.1%
assets growth YoY
2.6×
vs typical plan assets (national mean)

The Kenan Advantage Group, Inc. 401(k) Plan's outsized position by total assets

The Kenan Advantage Group, Inc. 401(k) Plan vs every filed plan by assets

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

$260,888,479 Top 4% higher than 96% 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

The Kenan Advantage Group, Inc. 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. The Kenan Advantage Group, Inc. 401(k) Plan lands in the large band (6,694 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Kenan Advantage Group, Inc. 401(k) Plan reported net income rose from -$44M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • The Kenan Advantage Group, Inc. 401(k) Plan end-of-year assets rose from $210M in the plan year 2022 filing to $261M in the plan year 2023 filing.
  • The Kenan Advantage Group, Inc. 401(k) Plan reported participants rose from 6,459 in the plan year 2022 filing to 6,694 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 341950439 · Kenan Advantage Group, Inc. PY 2023 · 401(k)

The Kenan Advantage Group, Inc. 401(k) Plan · $261M · 6,694 · 96th

  • SCH $261M
  • SCH 6,694
  • SCH 96th
  • SCH 401(k)
  • SCH near Party City Holdings Inc. 401(k) Plan
  • SCH ind #3167

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 Transportation & Warehousing retirement plans → · Plans in Ohio →

The Kenan Advantage Group, Inc. 401(k) Plan in the asset neighbourhood

Enovis 401(k) Savings Plan PlusEnovis 401(k) Savings Plan P…$261MCentral South Carpenters and Milwrights Defined Contribution FundCentral South Carpenters and…$261MQuorum Health Retirement Savings PlanQuorum Health Retirement Sav…$261MParty City Holdings Inc. 401(k) PlanParty City Holdings Inc. 401…$261MThe Kenan Advantage Group, Inc. 401(k) PlanThe Kenan Advantage Group, I…$261M
End-of-year total assets ($M) among The Kenan Advantage Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$210M
Net Assets (End of Year)$261M
Net Income$35M
Employer EIN341950439
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kenan Advantage Group, Inc.)

Sponsor-wide plan assets over time

All Kenan Advantage Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$278M 32.198582312670545% vs 2022
2024 filing year
$200M$250M$300M 202220232024 $210M $278M ▲ +32.2%
Year Plans Participants Total Assets
2022 1 6,459 $210M
2023 1 6,694 $261M
2024 1 6,875 $278M

Nearby 401(k) Plans in Ohio

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

The Kenan Advantage Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -50510152025 Total assets ($B) Participants The Kenan Advantage Group, Inc. 401(k) Plan, Total assets ($B): 0.260888479 · Participants: 6694The Kenan Advantage Group, Inc. 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
The Kenan Advantage Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare The Kenan Advantage Group, Inc. 401(k) Plan side-by-side with 3 peers →

Scale composition for The Kenan Advantage Group, Inc. 401(k) Plan

The Kenan Advantage Group, Inc. 401(k) Plan reports $261M in end-of-year assets across 6,694 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $38,973 per participant (28% of the national average assets-per-participant) . Net income for plan year 2023 was $35M.

This plan identity (EIN 341950439, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $210M to $278M (+32.2%) while covered participants moved from 6,459 to 6,875 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 6,459 $210M Open filing
2023 6,694 $261M This page
2024 · index core 6,875 $278M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

The Kenan Advantage Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Party City Holdings Inc. 401(k) Plan in NJ ($261M); by covered participants it is Pultegroup, Inc. 401(k) Plan in GA (6,690 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($261M here).

Similar participant headcount

Nearest other-state filings by covered participants (6,694 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 The Kenan Advantage Group, Inc. 401(k) Plan assets move in 2023? ▼
The Kenan Advantage Group, Inc. 401(k) Plan grew sharply - up 24.1% during 2023, from $210M to $261M. Reported net income was $35M.
How have Kenan Advantage Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kenan Advantage Group, Inc.'s sponsor-wide assets grew 32.2%, from $210M to $278M.
Where does The Kenan Advantage Group, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
The Kenan Advantage Group, Inc. 401(k) Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to The Kenan Advantage Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Party City Holdings Inc. 401(k) Plan in NJ ($261M, 5,331 participants).
Which 401(k) plans cover a similar participant headcount to The Kenan Advantage Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pultegroup, Inc. 401(k) Plan in GA (6,690 participants, $1.1B 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 341950439.

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.