401(k) · DOL Form 5500 · 2024

Kendra Scott, LLC 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
1,735
Participants Near avg headcount
78th
Percentile by assets National rank
$17,624
Avg per participant Low balance/head
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Official DOL plan name: Kendra Scott 401(k) Plan · Sponsored by Kendra Scott, LLC · Texas · Wholesale Trade

$31M in assets, 1,735 participants

Kendra Scott, LLC's Kendra Scott 401(k) Plan reported $31M in total assets and 1,735 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #4,622 in Wholesale Trade (6,080 peers)

Coverage in Texas

Kendra Scott 401(k) Plan covers 1,735 participants in Texas, 2.5x the typical Texas plan (state average ~688 per filing). Assets: $31M.

#4,622
in Wholesale Trade (6,080 peers)
+35.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Kendra Scott 401(k) Plan's outsized position by total assets

Kendra Scott 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$30,578,376 Top 22% higher than 78% of 123,620 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 2024

Kendra Scott 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kendra Scott 401(k) Plan lands in the large band (1,735 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kendra Scott 401(k) Plan end-of-year assets rose from $23M in the plan year 2023 filing to $31M in the plan year 2024 filing.
  • Kendra Scott 401(k) Plan reported net income rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Kendra Scott 401(k) Plan reported participants rose from 1,486 in the plan year 2023 filing to 1,735 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 474456300 · Kendra Scott, LLC PY 2024 · 401(k)

Kendra Scott 401(k) Plan · $31M · 1,735 · 78th

  • PCT $31M
  • PCT 1,735
  • PCT 78th
  • PCT 401(k)
  • PCT near Kudu Dynamics 401(k) Retirement Pla N
  • PCT ind #4622

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 Wholesale Trade retirement plans → · Plans in Texas →

Kendra Scott 401(k) Plan in the asset neighbourhood

Kendra Scott 401(k) Plan$31MKudu Dynamics 401(k) Retirement Pla NKudu Dynamics 401(k) Retirem…$31MNorthend Associates LLC 401(k) PlanNorthend Associates LLC 401(…$31MTuolumne Me-Wuk Tribal Council Retirement 401(k) PlanTuolumne Me-Wuk Tribal Counc…$31MTrevipay 401(k) Plan$31M
End-of-year total assets ($M) among Kendra Scott 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$31M
Net Income$8M
Employer EIN474456300
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kendra Scott, LLC)

Sponsor-wide plan assets over time

All Kendra Scott, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$31M 91.22910939286224% vs 2022
2024 filing year
$10M$15M$20M$25M$30M$35M 202220232024 $16M $30.6M ▲ +91.2%
Year Plans Participants Total Assets
2022 1 1,138 $16M
2023 1 1,486 $23M
2024 1 1,735 $31M

Nearby 401(k) Plans in Texas

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

Kendra Scott 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Kendra Scott 401(k) Plan, Total assets ($B): 0.030578376 · Participants: 1735Kendra Scott 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Kendra Scott 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Kendra Scott 401(k) Plan side-by-side with 3 peers →

Kendra Scott 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Kudu Dynamics 401(k) Retirement Pla N in VA ($31M); by covered participants it is Kw Property Managem LLC 401(k) Profit Sharing Plan & Tru in FL (1,735 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,735 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kendra Scott 401(k) Plan assets move in 2024? ▼
Kendra Scott 401(k) Plan surged - up 35.3% during 2024, from $23M to $31M. Reported net income was $8M.
How have Kendra Scott, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kendra Scott, LLC's sponsor-wide assets grew 91.2%, from $16M to $31M.
Where does Kendra Scott 401(k) Plan rank by assets among Form 5500 filers? ▼
Kendra Scott 401(k) Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Kendra Scott 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kudu Dynamics 401(k) Retirement Pla N in VA ($31M, 155 participants).
Which 401(k) plans cover a similar participant headcount to Kendra Scott 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kw Property Managem LLC 401(k) Profit Sharing Plan & Tru in FL (1,735 participants, $25M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 474456300.

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.