401(k) · DOL Form 5500 · 2023

Sinkula Investments, Ltd. Co. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
46
Participants Small participant base
35th
Percentile by assets National rank
$64,249
Avg per participant Low balance/head
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Official DOL plan name: Sinkula Investments, Ltd. Co. 401(k) Savings Plan · Sponsored by Sinkula Investments, Ltd. Co. · Kentucky · Food Services & Accommodation

$3M in assets, 46 participants

Sinkula Investments, Ltd. Co.'s Sinkula Investments, Ltd. Co. 401(k) Savings Plan reported $3M in total assets and 46 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #2,732 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Sinkula Investments, Ltd. Co. 401(k) Savings Plan ranks #2,732 of 3,828 2023 filers by assets (662% of the sector average)-$3M for 46 participants.

#2,732
in Food Services & Accommodation (3,828 peers)
+9.9%
assets growth YoY

Sinkula Investments, Ltd. Co. 401(k) Savings Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Sinkula Investments, Ltd. Co. 401(k) Savings Plan vs every filed plan by assets

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

$2,955,472 35th percentile higher than 35% 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

Sinkula Investments, Ltd. Co. 401(k) Savings 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. Sinkula Investments, Ltd. Co. 401(k) Savings Plan is a small filing (46 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sinkula Investments, Ltd. Co. 401(k) Savings Plan reported net income rose from -$749K in the plan year 2022 filing to $266K in the plan year 2023 filing.
  • Sinkula Investments, Ltd. Co. 401(k) Savings Plan reported participants fell from 55 in the plan year 2022 filing to 46 in the plan year 2023 filing.
  • Sinkula Investments, Ltd. Co. 401(k) Savings Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 311415276 · Sinkula Investments, Ltd. Co. PY 2023 · 401(k)

Sinkula Investments, Ltd. Co. 401(k) Savings Plan · $3M · 46 · 35th

  • PCT $3M
  • PCT 46
  • PCT 35th
  • PCT 401(k)
  • PCT near Cella Ford, Inc. 401(k) Plan
  • PCT ind #2732

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 Food Services & Accommodation retirement plans → · Plans in Kentucky →

Sinkula Investments, Ltd. Co. 401(k) Savings Plan in the asset neighbourhood

Sinkula Investments, Ltd. Co. 401(k) Savings PlanSinkula Investments, Ltd. Co…$3MCella Ford, Inc. 401(k) Plan$3MTodd a Armstrong Dds Sc 401(k) Plan & TrustTodd a Armstrong Dds Sc 401(…$3MHuntington Medical Foundation 403b PlanHuntington Medical Foundatio…$3MMaterial Control Systems, Inc. 401(k) Plan & TrustMaterial Control Systems, In…$3M
End-of-year total assets ($M) among Sinkula Investments, Ltd. Co. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$266K
Employer EIN311415276
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sinkula Investments, Ltd. Co.)

Sponsor-wide plan assets over time

All Sinkula Investments, Ltd. Co. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 11.591546190196961% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M$3M$3.2M 202220232024 $2.69M $2.38M ▼ -11.5%
Year Plans Participants Total Assets
2022 1 55 $3M
2023 1 46 $3M
2024 1 57 $2M

Nearby 401(k) Plans in Kentucky

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

Sinkula Investments, Ltd. Co. 401(k) Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Sinkula Investments, Ltd. Co. 401(k) Savings Plan, Total assets ($B): 0.002955472 · Participants: 46Sinkula Investments, Ltd. Co. 401(k) Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Sinkula Investments, Ltd. Co. 401(k) Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Sinkula Investments, Ltd. Co. 401(k) Savings Plan side-by-side with 3 peers →

Sinkula Investments, Ltd. Co. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Cella Ford, Inc. 401(k) Plan in NC ($3M); by covered participants it is Carmel Mountain Preschool, Inc. Ct 401(k) Profit Sharing Plan in CA (46 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (46 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 Sinkula Investments, Ltd. Co. 401(k) Savings Plan assets move in 2023? ▼
Sinkula Investments, Ltd. Co. 401(k) Savings Plan grew at a solid clip - up 9.9% during 2023, from $3M to $3M. Reported net income was $266K.
How have Sinkula Investments, Ltd. Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sinkula Investments, Ltd. Co.'s sponsor-wide assets declined 11.6%, from $3M to $2M.
Which 401(k) plans are similar in size to Sinkula Investments, Ltd. Co. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cella Ford, Inc. 401(k) Plan in NC ($3M, 47 participants).
Which 401(k) plans cover a similar participant headcount to Sinkula Investments, Ltd. Co. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carmel Mountain Preschool, Inc. Ct 401(k) Profit Sharing Plan in CA (46 participants, $3M 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 311415276.

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.