401(k) · DOL Form 5500 · 2024
Kendall Sustainable Infrastruc 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $190,902
- Avg per participant Above avg balance/head
Official DOL plan name: Kendall Sustainable Infrastruc 401(k) Profit Sharing Plan & Trust · Sponsored by Kendall Sustainable Infrastruc · Massachusetts · Finance & Insurance
$1M in assets, 7 participants
Kendall Sustainable Infrastruc's Kendall Sustainable Infrastruc 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.
- #1,311 in Finance & Insurance (8,549 peers)
Kendall Sustainable Infrastruc multi-year trail
Kendall Sustainable Infrastruc's plans moved +58.3% in assets from 2022 to 2024; this filing shows Kendall Sustainable Infrastruc 401(k) Profit Sharing Plan & Trust at $1M / 7 participants.
- #1,311
- in Finance & Insurance (8,549 peers)
- +43.2%
- assets growth YoY
Kendall Sustainable Infrastruc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Kendall Sustainable Infrastruc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,336,317 26th percentile higher than 26% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Kendall Sustainable Infrastruc 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kendall Sustainable Infrastruc 401(k) Profit Sharing Plan & Trust is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kendall Sustainable Infrastruc 401(k) Profit Sharing Plan & Trust reported net income rose from $89K in the plan year 2023 filing to $403K in the plan year 2024 filing.
- Kendall Sustainable Infrastruc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $933K in the plan year 2023 filing to $1M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 463625343 · Kendall Sustainable Infrastruc PY 2024 · 401(k)
Kendall Sustainable Infrastruc 401(k) Profit Sharing Plan & Trust · $1M · 7 · 26th
- NET $1M
- NET 7
- NET 26th
- NET 401(k)
- NET near Tecara Group, Inc. 401(k) Plan
- NET ind #1311
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 Finance & Insurance retirement plans → · Plans in Massachusetts →
Kendall Sustainable Infrastruc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Kendall Sustainable Infrastruc multi-year asset trail
Sponsor-wide plan assets over time
All Kendall Sustainable Infrastruc plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 58.311515378400344% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $844K |
| 2023 | 1 | 7 | $933K |
| 2024 | 1 | 7 | $1M |
Kendall Sustainable Infrastruc filing trail (2024)
| Total Assets (Beginning of Year) | $933K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $403K |
| Employer EIN | 463625343 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Kendall Sustainable Infrastruc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Tecara Group, Inc. 401(k) Plan in OK ($1M); by covered participants it is Nexvisionix, Inc. 401(k) Plan in CA (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.
- Nexvisionix, Inc. 401(k) Plan (CA) 7 · 0 off
- Aguirre Engineering Inc Profit Sharing Plan (CA) 7 · 0 off
- Cz14, Inc. 401(k) Plan (DE) 7 · 0 off
- Jersey Auto Supply Inc. 401(k) Plan (NJ) 7 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.