401(k) · DOL Form 5500 · 2023

Dana Kepner Company, LLC 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
224
Participants Below avg headcount
74th
Percentile by assets National rank
$97,227
Avg per participant Below avg balance/head
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Official DOL plan name: Dana Kepner Company 401(k) Plan · Sponsored by Dana Kepner Company, LLC · Colorado · Wholesale Trade

$22M in assets, 224 participants

Dana Kepner Company, LLC's Dana Kepner Company 401(k) Plan reported $22M in total assets and 224 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #4,513 in Wholesale Trade (6,309 peers)

Dana Kepner Company, LLC multi-year trail

Dana Kepner Company, LLC's plans moved +25.3% in assets from 2022 to 2023; this filing shows Dana Kepner Company 401(k) Plan at $22M / 224 participants.

#4,513
in Wholesale Trade (6,309 peers)
+25.3%
assets growth YoY

Dana Kepner Company 401(k) Plan's outsized position by total assets

Dana Kepner Company 401(k) Plan vs every filed plan by assets

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

$21,778,888 Top 26% higher than 74% 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

Dana Kepner Company 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. Dana Kepner Company 401(k) Plan sits mid-pack in the medium band (224 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dana Kepner Company 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Dana Kepner Company 401(k) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Dana Kepner Company 401(k) Plan reported participants rose from 192 in the plan year 2022 filing to 224 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 841292785 · Dana Kepner Company, LLC PY 2023 · 401(k)

Dana Kepner Company 401(k) Plan · $22M · 224 · 74th

  • EIN $22M
  • EIN 224
  • EIN 74th
  • EIN 401(k)
  • EIN near The Fay Group 401(k) Plan
  • EIN ind #4513

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 Colorado →

Dana Kepner Company 401(k) Plan in the asset neighbourhood

Dana Kepner Company 401(k) PlanDana Kepner Company 401(k) P…$22MThe Fay Group 401(k) Plan$22MWest Georgia Electric 401(k) Profit Sharing Plan and TrustWest Georgia Electric 401(k)…$22MGlobal Infotek 401(k) Profit Sharing PlanGlobal Infotek 401(k) Profit…$22MOaks 401(k) Plan and Trust$22M
End-of-year total assets ($M) among Dana Kepner Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Dana Kepner Company, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Dana Kepner Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$22M 25.312018692122223% vs 2022
2023 filing year
$16M$18M$20M$22M$24M 20222023 $17.4M $21.8M ▲ +25.3%
Year Plans Participants Total Assets
2022 1 192 $17M
2023 1 224 $22M

Dana Kepner Company, LLC filing trail (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$22M
Net Income$4M
Employer EIN841292785
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Dana Kepner Company 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Dana Kepner Company 401(k) Plan, Total assets ($B): 0.021778888 · Participants: 224Dana Kepner Company 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Dana Kepner Company 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Dana Kepner Company 401(k) Plan side-by-side with 3 peers →

Dana Kepner Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is The Fay Group 401(k) Plan in IL ($22M); by covered participants it is Egomotion Corp. 401(k) Plan in CA (224 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (224 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 Dana Kepner Company 401(k) Plan assets move in 2023? ▼
Dana Kepner Company 401(k) Plan grew sharply - up 25.3% during 2023, from $17M to $22M. Reported net income was $4M.
How have Dana Kepner Company, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Dana Kepner Company, LLC's sponsor-wide assets grew 25.3%, from $17M to $22M.
Which 401(k) plans are similar in size to Dana Kepner Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Fay Group 401(k) Plan in IL ($22M, 787 participants).
Which 401(k) plans cover a similar participant headcount to Dana Kepner Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Egomotion Corp. 401(k) Plan in CA (224 participants, $4M 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 841292785.

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.