401(k) · DOL Form 5500 · 2023
Sparrow & Kennedy Tractor Co Inc 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 132
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $78,894
- Avg per participant Below avg balance/head
Official DOL plan name: Sparrow & Kennedy Tractor Co Inc Retirement Plan · Sponsored by Sparrow & Kennedy Tractor Co Inc · South Carolina · Retail Trade
$10M in assets, 132 participants
Sparrow & Kennedy Tractor Co Inc's Sparrow & Kennedy Tractor Co Inc Retirement Plan reported $10M in total assets and 132 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.
- #5,931 in Retail Trade (8,414 peers)
Coverage in South Carolina
Sparrow & Kennedy Tractor Co Inc Retirement Plan covers 132 participants in South Carolina, about 36% of the average South Carolina filer (state average ~369 per filing). Assets: $10M.
- #5,931
- in Retail Trade (8,414 peers)
- +15.0%
- assets growth YoY
Sparrow & Kennedy Tractor Co Inc Retirement Plan's mid-pack asset rank among Retail Trade and all filers
Sparrow & Kennedy Tractor Co Inc Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,413,957 Top 40% higher than 60% 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
Sparrow & Kennedy Tractor Co Inc 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. Sparrow & Kennedy Tractor Co Inc Retirement Plan sits mid-pack in the medium band (132 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sparrow & Kennedy Tractor Co Inc Retirement Plan reported net income rose from -$481K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Sparrow & Kennedy Tractor Co Inc Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 201376173 · Sparrow & Kennedy Tractor Co Inc PY 2023 · 401(k)
Sparrow & Kennedy Tractor Co Inc Retirement Plan · $10M · 132 · 60th
- IND $10M
- EOY 132
- 5500 60th
- ASSETS 401(k)
- PCT near Manitowoc Tool & Manufacturing, LLC 401(k) Profit Sharing Plan
- EIN ind #5931
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 Retail Trade retirement plans → · Plans in South Carolina →
Sparrow & Kennedy Tractor Co Inc Retirement Plan in the asset neighbourhood
South Carolina filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $1M |
| Employer EIN | 201376173 |
| Plan Effective Date | 1990-06-26 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sparrow & Kennedy Tractor Co Inc)
Sponsor-wide plan assets over time
All Sparrow & Kennedy Tractor Co Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 22.720259274622407% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 132 | $9M |
| 2023 | 1 | 132 | $10M |
| 2024 | 1 | 123 | $11M |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Michelin 401(k) Savings Plan $4.1B · 14,439
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.5B · 8,661
- Sonoco Retirement & Savings Plan $1.6B · 11,311
- Sonoco Retirement & Savings Plan $1.3B · 10,614
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.3B · 11,348
Sparrow & Kennedy Tractor Co Inc Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside South Carolina, the nearest 401(k) by assets is Manitowoc Tool & Manufacturing, LLC 401(k) Profit Sharing Plan in WI ($10M); by covered participants it is Revision Military 401(k) Retirement Plan in VT (132 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Manitowoc Tool & Manufacturing, LLC 401(k) Profit Sharing Plan (WI) $10M · 208
- Dorsal Capital Management LP 401(k) Profit Sharing Plan & Trust (CA) $10M · 16
- Infoed International, Inc. 401(k) Plan (NY) $10M · 87
- Pinto Valley Mining Corp. Retirement Savings Plan for Union Represented Employees (AZ) $10M · 425
Similar participant headcount
Nearest other-state filings by covered participants (132 participants); asset peers above are excluded.
- Revision Military 401(k) Retirement Plan (VT) 132 · 0 off
- Advance Business Systems & Supply Company 401(k) Plan and Trust (MD) 132 · 0 off
- Lres Corporation Employee 401(k) Plan (CA) 132 · 0 off
- Treeline Biosciences 401(k) Plan (MA) 132 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.