401(k) · DOL Form 5500 · 2023

Lower Great Lakes Kenworth, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
154
Participants Small participant base
52nd
Percentile by assets National rank
$46,955
Avg per participant Low balance/head
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Official DOL plan name: Lower Great Lakes Kenworth, Inc. 401(k) Plan · Sponsored by Lower Great Lakes Kenworth, Inc. · Indiana · Retail Trade

$7M in assets, 154 participants

Lower Great Lakes Kenworth, Inc.'s Lower Great Lakes Kenworth, Inc. 401(k) Plan reported $7M in total assets and 154 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #5,204 in Retail Trade (8,414 peers)

Coverage in Indiana

Lower Great Lakes Kenworth, Inc. 401(k) Plan covers 154 participants in Indiana, about 28% of the average Indiana filer (state average ~541 per filing). Assets: $7M.

#5,204
in Retail Trade (8,414 peers)
+17.9%
assets growth YoY

Lower Great Lakes Kenworth, Inc. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Lower Great Lakes Kenworth, Inc. 401(k) Plan vs every filed plan by assets

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

$7,231,087 Top 48% higher than 52% 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

Lower Great Lakes Kenworth, 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. Lower Great Lakes Kenworth, Inc. 401(k) Plan sits mid-pack in the medium band (154 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lower Great Lakes Kenworth, Inc. 401(k) Plan reported net income rose from -$912K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Lower Great Lakes Kenworth, Inc. 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Lower Great Lakes Kenworth, Inc. 401(k) Plan reported participants rose from 147 in the plan year 2022 filing to 154 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 352122964 · Lower Great Lakes Kenworth, Inc. PY 2023 · 401(k)

Lower Great Lakes Kenworth, Inc. 401(k) Plan · $7M · 154 · 52nd

  • EBSA $7M
  • EBSA 154
  • EBSA 52nd
  • EBSA 401(k)
  • EBSA near Now Optics LLC 401(k) Plan
  • EBSA ind #5204

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 Indiana →

Lower Great Lakes Kenworth, Inc. 401(k) Plan in the asset neighbourhood

Lower Great Lakes Kenworth, Inc. 401(k) PlanLower Great Lakes Kenworth, …$7MNow Optics LLC 401(k) Plan$7MCentral Milling 401 (K) Retirement PlanCentral Milling 401 (K) Reti…$7MGeorge P. Kalas Funeral Home 401(k) Profit Sharing PlanGeorge P. Kalas Funeral Home…$7MJohn Knox Village of Florida, Inc. 401(k) Retirement PlanJohn Knox Village of Florida…$7M
End-of-year total assets ($M) among Lower Great Lakes Kenworth, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN352122964
Plan Effective Date1982-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lower Great Lakes Kenworth, Inc.)

Sponsor-wide plan assets over time

All Lower Great Lakes Kenworth, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 30.418214740445425% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $6.13M $8M ▲ +30.5%
Year Plans Participants Total Assets
2022 1 147 $6M
2023 1 154 $7M
2024 1 153 $8M

Nearby 401(k) Plans in Indiana

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

Lower Great Lakes Kenworth, Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Lower Great Lakes Kenworth, Inc. 401(k) Plan, Total assets ($B): 0.007231087 · Participants: 154Lower Great Lakes Kenworth, Inc. 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Lower Great Lakes Kenworth, Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Lower Great Lakes Kenworth, Inc. 401(k) Plan side-by-side with 3 peers →

Lower Great Lakes Kenworth, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Now Optics LLC 401(k) Plan in FL ($7M); by covered participants it is Eaze Solutions Inc. Retirement Trust in CA (154 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (154 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 Lower Great Lakes Kenworth, Inc. 401(k) Plan assets move in 2023? ▼
Lower Great Lakes Kenworth, Inc. 401(k) Plan grew sharply - up 17.9% during 2023, from $6M to $7M. Reported net income was $1M.
How have Lower Great Lakes Kenworth, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lower Great Lakes Kenworth, Inc.'s sponsor-wide assets grew 30.4%, from $6M to $8M.
Which 401(k) plans are similar in size to Lower Great Lakes Kenworth, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Now Optics LLC 401(k) Plan in FL ($7M, 1,087 participants).
Which 401(k) plans cover a similar participant headcount to Lower Great Lakes Kenworth, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eaze Solutions Inc. Retirement Trust in CA (154 participants, $3M 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 352122964.

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.