401(k) · DOL Form 5500 · 2023

Kendrick, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
150
Participants Small participant base
31st
Percentile by assets National rank
$13,754
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kendrick, Inc. 401(k) Plan · Sponsored by Kendrick, Inc. · Iowa · Wholesale Trade

$2M in assets, 150 participants

Kendrick, Inc.'s Kendrick, Inc. 401(k) Plan reported $2M in total assets and 150 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #1,263 in Wholesale Trade (6,309 peers)

Coverage in Iowa

Kendrick, Inc. 401(k) Plan covers 150 participants in Iowa, about 25% of the average Iowa filer (state average ~609 per filing). Assets: $2M.

#1,263
in Wholesale Trade (6,309 peers)
+52.2%
assets growth YoY

Kendrick, Inc. 401(k) Plan among the smaller filed plans by assets

Kendrick, Inc. 401(k) Plan vs every filed plan by assets

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

$2,063,086 31st percentile higher than 31% 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

Kendrick, Inc. 401(k) Plan 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. Kendrick, Inc. 401(k) Plan sits mid-pack in the medium band (150 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kendrick, Inc. 401(k) Plan reported net income rose from $320K in the plan year 2022 filing to $708K in the plan year 2023 filing.
  • Kendrick, Inc. 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Kendrick, Inc. 401(k) Plan reported participants rose from 133 in the plan year 2022 filing to 150 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 421171248 · Kendrick, Inc. PY 2023 · 401(k)

Kendrick, Inc. 401(k) Plan · $2M · 150 · 31st

  • RANK $2M
  • PHOTO 150
  • IND 31st
  • EOY 401(k)
  • 5500 near Mnrc, Inc. 401(k) Plan
  • ASSETS ind #1263

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 Wholesale Trade retirement plans → · Plans in Iowa →

Kendrick, Inc. 401(k) Plan in the asset neighbourhood

Kendrick, Inc. 401(k) Plan$2MMnrc, Inc. 401(k) Plan$2MLexington Surgical Associates, Inc. Profit Sharing PlanLexington Surgical Associate…$2MPurple Platypus 401(k) Retirement Savings PlanPurple Platypus 401(k) Retir…$2MKlein Dub & Holleb, Ltd., Profit Sharing Plan & TrKlein Dub & Holleb, Ltd., Pr…$2M
End-of-year total assets ($M) among Kendrick, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$708K
Employer EIN421171248
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kendrick, Inc.)

Sponsor-wide plan assets over time

All Kendrick, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 107.98772356925639% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M 202220232024 $1.36M $2.82M ▲ +107.4%
Year Plans Participants Total Assets
2022 1 133 $1M
2023 1 150 $2M
2024 1 157 $3M

Nearby 401(k) Plans in Iowa

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

Kendrick, Inc. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Kendrick, Inc. 401(k) Plan, Total assets ($B): 0.002063086 · Participants: 150Kendrick, Inc. 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Kendrick, Inc. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Kendrick, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Iowa, the nearest 401(k) by assets is Mnrc, Inc. 401(k) Plan in MA ($2M); by covered participants it is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (150 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (150 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 Kendrick, Inc. 401(k) Plan assets move in 2023? ▼
Kendrick, Inc. 401(k) Plan surged - up 52.2% during 2023, from $1M to $2M. Reported net income was $708K.
How have Kendrick, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kendrick, Inc.'s sponsor-wide assets grew 108.0%, from $1M to $3M.
Which 401(k) plans are similar in size to Kendrick, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mnrc, Inc. 401(k) Plan in MA ($2M, 23 participants).
Which 401(k) plans cover a similar participant headcount to Kendrick, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (150 participants, $867K 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 421171248.

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.