401(k) · DOL Form 5500 · 2023

Kendall Hunt Publishing Company 401(k) Plan

Data updated 2026-08-25

$77M
Total assets Below avg plan size
326
Participants Below avg headcount
89th
Percentile by assets National rank
$236,640
Avg per participant Above avg balance/head
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Official DOL plan name: Kendall Hunt Retirement Plan · Sponsored by Kendall Hunt Publishing Company · Iowa · Information & Media

$77M in assets, 326 participants

Kendall Hunt Publishing Company's Kendall Hunt Retirement Plan reported $77M in total assets and 326 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #2,392 in Information & Media (2,818 peers)

Where Kendall Hunt Retirement Plan sits by assets

Kendall Hunt Retirement Plan sits in the top quartile of all filed plans by assets, $77M for 326 participants (~$236,640/participant), up 16.7% in 2023.

#2,392
in Information & Media (2,818 peers)
+16.7%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Kendall Hunt Retirement Plan's outsized position by total assets

Kendall Hunt Retirement Plan vs every filed plan by assets

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

$77,144,597 Top 11% higher than 89% 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

Kendall Hunt 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. Kendall Hunt Retirement Plan sits mid-pack in the medium band (326 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kendall Hunt Retirement Plan reported net income rose from $5M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Kendall Hunt Retirement Plan end-of-year assets rose from $66M in the plan year 2022 filing to $77M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 421426616 · Kendall Hunt Publishing Company PY 2023 · 401(k)

Kendall Hunt Retirement Plan · $77M · 326 · 89th

  • PCT $77M
  • PCT 326
  • PCT 89th
  • PCT 401(k)
  • PCT near Raising Cane's Retirement Savings Plan
  • PCT ind #2392

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 Information & Media retirement plans → · Plans in Iowa →

Kendall Hunt Retirement Plan in the asset neighbourhood

Baxter & Woodman 401(k) Retirement Savings PlanBaxter & Woodman 401(k) Reti…$77MFirst Foundation Inc. Retirement PlanFirst Foundation Inc. Retire…$77MBurlingame Industries 401(k) and Profit Sharing Retirement PlanBurlingame Industries 401(k)…$77MRaising Cane's Retirement Savings PlanRaising Cane's Retirement Sa…$77MKendall Hunt Retirement Plan$77M
End-of-year total assets ($M) among Kendall Hunt Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$77M
Net Income$11M
Employer EIN421426616
Plan Effective Date1992-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kendall Hunt Publishing Company)

Sponsor-wide plan assets over time

All Kendall Hunt Publishing Company plans reported in each filing year

Latest sponsor-wide plan assets
$81M 22.886294856160333% vs 2022
2024 filing year
$60M$65M$70M$75M$80M$85M 202220232024 $66.1M $81.3M ▲ +22.9%
Year Plans Participants Total Assets
2022 1 329 $66M
2023 1 326 $77M
2024 1 338 $81M

Nearby 401(k) Plans in Iowa

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

Kendall Hunt Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Kendall Hunt Retirement Plan, Total assets ($B): 0.077144597 · Participants: 326Kendall Hunt Retirement PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Kendall Hunt Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Kendall Hunt Retirement Plan side-by-side with 3 peers →

Kendall Hunt Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Raising Cane's Retirement Savings Plan in TX ($77M); by covered participants it is Verinext Corp. 401(k) Retirement Plan in PA (326 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (326 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 Kendall Hunt Retirement Plan assets move in 2023? ▼
Kendall Hunt Retirement Plan grew sharply - up 16.7% during 2023, from $66M to $77M. Reported net income was $11M.
How have Kendall Hunt Publishing Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kendall Hunt Publishing Company's sponsor-wide assets grew 22.9%, from $66M to $81M.
Where does Kendall Hunt Retirement Plan rank by assets among Form 5500 filers? ▼
Kendall Hunt Retirement Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Kendall Hunt Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Raising Cane's Retirement Savings Plan in TX ($77M, 18,216 participants).
Which 401(k) plans cover a similar participant headcount to Kendall Hunt Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Verinext Corp. 401(k) Retirement Plan in PA (326 participants, $33M 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 421426616.

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.