401(k) · DOL Form 5500 · 2023

Kenan Advantage Group, Inc. 401(k) Plan

Data updated 2026-08-11

$261M
Total assets
6,694
Participants
96th
Percentile by assets
$38,973
Avg per participant
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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.

  • 96th percentile by assets (of 127,072 plans)
  • #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.

$261M
total plan assets (2023 EOY)
6,694
covered participants
96th
percentile by assets (of 127,072 plans)
$38,973
avg assets per participant

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 →

State
Ohio
Industry
Transportation & Warehousing

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. The Kenan Advantage Group, Inc. 401(k) Plan reports 6,694 participants - 8.8x that state average ($261M EOY assets).

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.)

$200M$250M$300M 202220232024 $210M $278M ▲ +32.2%
Total plan assets by year, all Kenan Advantage Group, Inc. plans on file
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

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 …GE Retirement Saving…The Sherwin-Williams…The Progressive 401(…The Kroger Co. 401(k…Nationwide Savings P…
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) P… 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:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Kenan Advantage Group, Inc. 401(k) Plan by total assets, not by location.

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).

Next read for The Kenan Advantage Group, Inc. 401(k) P…

Filing takeaways

Ways to act on The Kenan Advantage Group, Inc. 401(k) Plan's numbers.

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.