401(k) · DOL Form 5500 · 2023
Kona Ice, Inc 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 112
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $30,007
- Avg per participant Low balance/head
Official DOL plan name: Kona Ice, Inc. 401(k) Psp Retirement Plan · Sponsored by Kona Ice, Inc · Kentucky · Real Estate
$3M in assets, 112 participants
Kona Ice, Inc's Kona Ice, Inc. 401(k) Psp Retirement Plan reported $3M in total assets and 112 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.
- #2,710 in Real Estate (4,727 peers)
Coverage in Kentucky
Kona Ice, Inc. 401(k) Psp Retirement Plan covers 112 participants in Kentucky, about 17% of the average Kentucky filer (state average ~647 per filing). Assets: $3M.
- #2,710
- in Real Estate (4,727 peers)
- +46.0%
- assets growth YoY
Kona Ice, Inc. 401(k) Psp Retirement Plan's mid-pack asset rank among Real Estate and all filers
Kona Ice, Inc. 401(k) Psp Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,360,821 37th percentile higher than 37% 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
Kona Ice, Inc. 401(k) Psp 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. Kona Ice, Inc. 401(k) Psp Retirement Plan sits mid-pack in the medium band (112 participants).
EBSA filing schedule strip
Filing strip 611555075 · Kona Ice, Inc PY 2023 · 401(k)
Kona Ice, Inc. 401(k) Psp Retirement Plan · $3M · 112 · 37th
- PHOTO $3M
- PHOTO 112
- PHOTO 37th
- PHOTO 401(k)
- PHOTO near Sepideh, Inc. 401(k) Plan
- PHOTO ind #2710
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 Real Estate retirement plans → · Plans in Kentucky →
Kona Ice, Inc. 401(k) Psp Retirement Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $1M |
| Employer EIN | 611555075 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kona Ice, Inc)
Sponsor-wide plan assets over time
All Kona Ice, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 31.081691051085436% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 112 | $3M |
| 2024 | 1 | 134 | $4M |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Kona Ice, Inc. 401(k) Psp Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Sepideh, Inc. 401(k) Plan in HI ($3M); by covered participants it is A&a Transfer, LLC 401(k) Plan in VA (112 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (112 participants); asset peers above are excluded.
- A&a Transfer, LLC 401(k) Plan (VA) 112 · 0 off
- Ohio Anesthesia Group, Inc. 401(k) Profit Sharing Plan and Trust (OH) 112 · 0 off
- Left Right LLC 401(k) Plan (NY) 112 · 0 off
- Tallan, Inc. Savings & Retirement 401(k) Plan (CT) 112 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.