401(k) · DOL Form 5500 · 2023

The Kincaid Group 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
198
Participants Below avg headcount
43rd
Percentile by assets National rank
$23,652
Avg per participant Low balance/head
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Official DOL plan name: The Kincaid Group Retirement Plan · Sponsored by The Kincaid Group · Kansas · Management of Enterprises

$5M in assets, 198 participants

The Kincaid Group's The Kincaid Group Retirement Plan reported $5M in total assets and 198 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #296 in Management of Enterprises (1,137 peers)

The Kincaid Group multi-year trail

The Kincaid Group's plans moved +53.1% in assets from 2022 to 2024; this filing shows The Kincaid Group Retirement Plan at $5M / 198 participants.

#296
in Management of Enterprises (1,137 peers)
+17.1%
assets growth YoY

The Kincaid Group Retirement Plan's mid-pack asset rank among Management of Enterprises and all filers

The Kincaid Group Retirement Plan vs every filed plan by assets

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

$4,683,180 43rd percentile higher than 43% 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 Kincaid Group Retirement 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. The Kincaid Group Retirement Plan sits mid-pack in the medium band (198 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Kincaid Group Retirement Plan reported net income rose from $348K in the plan year 2022 filing to $685K in the plan year 2023 filing.
  • The Kincaid Group Retirement Plan reported participants rose from 138 in the plan year 2022 filing to 198 in the plan year 2023 filing.
  • The Kincaid Group Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 821560598 · The Kincaid Group PY 2023 · 401(k)

The Kincaid Group Retirement Plan · $5M · 198 · 43rd

  • EOY $5M
  • 5500 198
  • ASSETS 43rd
  • PCT 401(k)
  • EIN near System 7 Wolfers 401(k) Retirement Plan
  • RANK ind #296

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 Management of Enterprises retirement plans → · Plans in Kansas →

The Kincaid Group Retirement Plan in the asset neighbourhood

The Kincaid Group Retirement PlanThe Kincaid Group Retirement…$5MSystem 7 Wolfers 401(k) Retirement PlanSystem 7 Wolfers 401(k) Reti…$5MIllinois Shotokan Karate, Inc. 401(k) Profit Sharing PlanIllinois Shotokan Karate, In…$5MMetzler Contracting Co. LLC 401(k) Plan and TrustMetzler Contracting Co. LLC …$5MInpixon 401(k) Plan$5M
End-of-year total assets ($M) among The Kincaid Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Kincaid Group multi-year asset trail

Sponsor-wide plan assets over time

All The Kincaid Group plans reported in each filing year

Latest sponsor-wide plan assets
$6M 53.14697085734209% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $4M $6.12M ▲ +53.0%
Year Plans Participants Total Assets
2022 1 138 $4M
2023 1 198 $5M
2024 1 142 $6M

The Kincaid Group filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$685K
Employer EIN821560598
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kansas

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

The Kincaid Group Retirement Plan vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants The Kincaid Group Retirement Plan, Total assets ($B): 0.00468318 · Participants: 198The Kincaid Group Retirement PlanKoch Employees' Savings Plan, Total assets ($B): 3.870107696 · Participants: 11911Koch Employees' Savings PlanPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 2.90283952 · Participants: 1223Performance Contracting Group, Inc. ESOP/401(k) PlanBlack & Veatch Retirement Program, Total assets ($B): 2.732675203 · Participants: 6890Black & Veatch Retirement ProgramGarmin International, Inc. Retirement Plan, Total assets ($B): 1.784810901 · Participants: 6332Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.15584277 · Participants: 7704Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
The Kincaid Group Retirement Plan vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare The Kincaid Group Retirement Plan side-by-side with 3 peers →

The Kincaid Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Kansas, the nearest 401(k) by assets is System 7 Wolfers 401(k) Retirement Plan in MA ($5M); by covered participants it is Wampum Hardware Co. Profit Sharing 401(k) Plan in PA (198 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (198 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 Kincaid Group Retirement Plan assets move in 2023? ▼
The Kincaid Group Retirement Plan grew sharply - up 17.1% during 2023, from $4M to $5M. Reported net income was $685K.
How have The Kincaid Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Kincaid Group's sponsor-wide assets grew 53.1%, from $4M to $6M.
Which 401(k) plans are similar in size to The Kincaid Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is System 7 Wolfers 401(k) Retirement Plan in MA ($5M, 56 participants).
Which 401(k) plans cover a similar participant headcount to The Kincaid Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wampum Hardware Co. Profit Sharing 401(k) Plan in PA (198 participants, $39M 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 821560598.

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.