401(k) · DOL Form 5500 · 2023

Kenney Ortho Group, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 127
Participants Small participant base: 43rd
Percentile by assets National rank: $36,610
Avg per participant Low balance/head

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Official DOL plan name: Kenney Ortho Group, Inc. 401(k) Plan · Sponsored by Kenney Ortho Group, Inc. · Kentucky · Healthcare & Social Assistance

$5M in assets, 127 participants

Kenney Ortho Group, Inc.'s Kenney Ortho Group, Inc. 401(k) Plan reported $5M in total assets and 127 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.

#8,219 in Healthcare & Social Assistance (17,684 peers)

Coverage in Kentucky

Kenney Ortho Group, Inc. 401(k) Plan covers 127 participants in Kentucky, about 20% of the average Kentucky filer (state average ~647 per filing). Assets: $5M.

#8,219
in Healthcare & Social Assistance (17,684 peers): +44.1%
assets growth YoY

Kenney Ortho Group, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Kenney Ortho Group, Inc. 401(k) Plan vs every filed plan by assets

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

$4,649,485 43rd percentile higher than 43% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Kenney Ortho Group, 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. Kenney Ortho Group, Inc. 401(k) Plan sits mid-pack in the medium band (127 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

EBSA filing schedule strip

Filing strip 475522301 · Kenney Ortho Group, Inc. PY 2023 · 401(k)

Kenney Ortho Group, Inc. 401(k) Plan · $5M · 127 · 43rd

IND $5M
EOY 127
5500 43rd
ASSETS 401(k)
PCT near The Williamsburg Charter High School 403(b) Plan
EIN ind #8219

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 Kentucky →

End-of-year total assets ($M) among Kenney Ortho Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$5M
Net Income	$1M
Employer EIN	475522301
Plan Effective Date	2013-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Kenney Ortho Group, Inc.)

Latest sponsor-wide plan assets: $21K 99.55412266089685% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	127	$5M
2024	1	160	$21K

Nearby 401(k) Plans in Kentucky

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

Kenney Ortho Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants

Commonspirit Health 401(k) Retirement Savings Plan $7.9B · 86,688
Humana Retirement Savings Plan $7.4B · 45,938
UPS/Ipa 401(k) Savings Plan $1.3B · 3,159
Scionhealth 401(k) Plan $1.2B · 33,226
Lexmark Savings Plan $1.2B · 1,968

Compare Kenney Ortho Group, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Kentucky, the nearest 401(k) by assets is The Williamsburg Charter High School 403(b) Plan in NY ($5M); by covered participants it is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (127 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

The Williamsburg Charter High School 403(b) Plan (NY) $5M · 129
Telnyx, LLC 401(k) Plan (IL) $5M · 108
The Rothenberg Law Firm, LLP Profit Sharing Plan (PA) $5M · 41
Jerry Pair & Associates 401(k) Plan (GA) $5M · 37

Similar participant headcount

Nearest other-state filings by covered participants (127 participants); asset peers above are excluded.

San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust (CA) 127 · 0 off
Coal City Cob Company & Dfw Tank Cleaning 401(k) Plan (TX) 127 · 0 off
Haddad Dodge Kia 401(k) Plan (CA) 127 · 0 off
International Motor Freight, Inc. 401(k) Plan (NJ) 127 · 0 off

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 Kenney Ortho Group, Inc. 401(k) Plan assets move in 2023? ▼

Kenney Ortho Group, Inc. 401(k) Plan surged - up 44.1% during 2023, from $3M to $5M. Reported net income was $1M.

How have Kenney Ortho Group, Inc. plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Kenney Ortho Group, Inc.'s sponsor-wide assets declined 99.6%, from $5M to $21K.

Which 401(k) plans are similar in size to Kenney Ortho Group, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is The Williamsburg Charter High School 403(b) Plan in NY ($5M, 129 participants).

Which 401(k) plans cover a similar participant headcount to Kenney Ortho Group, 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 (127 participants, N/A 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 475522301.