Other · DOL Form 5500 · 2023

The Kendal Corporation Retirement Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
2,340
Participants Above avg headcount
88th
Percentile by assets National rank
$28,417
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Kendal Corporation 403(b) Plan · Sponsored by The Kendal Corporation · Delaware · Healthcare & Social Assistance

$66M in assets, 2,340 participants

The Kendal Corporation's The Kendal Corporation 403(b) Plan reported $66M in total assets and 2,340 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,891 in Healthcare & Social Assistance (17,684 peers)

Coverage in Delaware

The Kendal Corporation 403(b) Plan covers 2,340 participants in Delaware, 4.4x the typical Delaware plan (state average ~536 per filing). Assets: $66M.

#15,891
in Healthcare & Social Assistance (17,684 peers)
+31.4%
assets growth YoY
0.7×
vs typical plan assets (national mean)

The Kendal Corporation 403(b) Plan's outsized position by total assets

The Kendal Corporation 403(b) Plan vs every filed plan by assets

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

$66,496,052 Top 12% higher than 88% 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 Kendal Corporation 403(b) 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 Kendal Corporation 403(b) Plan lands in the large band (2,340 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Kendal Corporation 403(b) Plan reported net income rose from -$11M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • The Kendal Corporation 403(b) Plan end-of-year assets rose from $51M in the plan year 2022 filing to $66M in the plan year 2023 filing.
  • The Kendal Corporation 403(b) Plan reported participants rose from 2,213 in the plan year 2022 filing to 2,340 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 232688382 · The Kendal Corporation PY 2023 · Other

The Kendal Corporation 403(b) Plan · $66M · 2,340 · 88th

  • EOY $66M
  • 5500 2,340
  • ASSETS 88th
  • PCT Other
  • EIN near Retirement Savings Plan III
  • RANK ind #15891

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 Healthcare & Social Assistance retirement plans → · Plans in Delaware →

The Kendal Corporation 403(b) Plan in the asset neighbourhood

Friends Central School Defined Contribution Retirement PlanFriends Central School Defin…$67MMgh 403(b) Retirement Plan$67MThe Kendal Corporation 403(b) PlanThe Kendal Corporation 403(b…$66MRetirement Savings Plan III$67MEducation Northwest Defined Contribution PlanEducation Northwest Defined …$66M
End-of-year total assets ($M) among The Kendal Corporation 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Delaware filing particulars

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$66M
Net Income$16M
Employer EIN232688382
Plan Effective Date2006-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Kendal Corporation)

Sponsor-wide plan assets over time

All The Kendal Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$84M 45.54317482550829% vs 2022
2024 filing year
$50M$100M$150M$200M 202220232024 $153M $83.5M ▼ -45.5%
Year Plans Participants Total Assets
2022 3 4,111 $153M
2023 3 4,322 $76M
2024 2 3,019 $84M

Nearby Other Plans in Delaware

Peer Other plans, same state, same plan type, ranked by total assets.

The Kendal Corporation 403(b) Plan vs. nearby Other plans in Delaware, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.52 Total assets ($B) Participants The Kendal Corporation 403(b) Plan, Total assets ($B): 0.066496052 · Participants: 2340The Kendal Corporation 403(b) PlanChristiana Care 403(b) Plan, Total assets ($B): 1.670144508 · Participants: 13834Christiana Care 403(b) PlanBeebe Medical Center Retirement Plus Plan, Total assets ($B): 0.229977102 · Participants: 3029Beebe Medical Center Retirement Plus PlanWilmington University 403(b) DC Plan, Total assets ($B): 0.10533475 · Participants: 1990Wilmington University 403(b) DC PlanTower Hill School Defined Contribution Retirement Plan, Total assets ($B): 0.060965583 · Participants: 183Tower Hill School Defined Contribution Retirement PlanSt. Andrew's School of Delaware 403(b) Plan, Total assets ($B): 0.054658338 · Participants: 178St. Andrew's School of Delaware 403(b) Plan
The Kendal Corporation 403(b) Plan vs. nearby Other plans in Delaware, assets vs. participants

The Kendal Corporation 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Delaware, the nearest Other by assets is Retirement Savings Plan III in FL ($67M); by covered participants it is National Church Residences 403(b) Savings Plan in OH (2,337 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($66M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,340 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 Kendal Corporation 403(b) Plan assets move in 2023?
The Kendal Corporation 403(b) Plan surged - up 31.4% during 2023, from $51M to $66M. Reported net income was $16M.
How have The Kendal Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), The Kendal Corporation's sponsor-wide assets declined 45.5%, from $153M to $84M.
Where does The Kendal Corporation 403(b) Plan rank by assets among Form 5500 filers?
The Kendal Corporation 403(b) Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to The Kendal Corporation 403(b) Plan?
Among Other plans in other states, the closest by assets is Retirement Savings Plan III in FL ($67M, 4,394 participants).
Which Other plans cover a similar participant headcount to The Kendal Corporation 403(b) Plan?
Among Other plans in other states, the closest by covered participants is National Church Residences 403(b) Savings Plan in OH (2,337 participants, $51M in assets).