401(k) · DOL Form 5500 · 2024

Kendrick, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 157
Participants Small participant base: 33rd
Percentile by assets National rank: $17,952
Avg per participant Low balance/head

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Official DOL plan name: Kendrick, Inc. 401(k) Plan · Sponsored by Kendrick, Inc. · Iowa · Wholesale Trade

$3M in assets, 157 participants

Kendrick, Inc.'s Kendrick, Inc. 401(k) Plan reported $3M in total assets and 157 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

#1,358 in Wholesale Trade (6,080 peers)

Coverage in Iowa

Kendrick, Inc. 401(k) Plan covers 157 participants in Iowa, about 26% of the average Iowa filer (state average ~609 per filing). Assets: $3M.

#1,358
in Wholesale Trade (6,080 peers): +36.6%
assets growth YoY

Kendrick, Inc. 401(k) Plan among the smaller filed plans by assets

Kendrick, Inc. 401(k) Plan vs every filed plan by assets

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

$2,818,477 33rd percentile higher than 33% 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

Kendrick, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kendrick, Inc. 401(k) Plan sits mid-pack in the medium band (157 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Kendrick, Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Kendrick, Inc. 401(k) Plan reported net income rose from $708K in the plan year 2023 filing to $755K in the plan year 2024 filing.
Kendrick, Inc. 401(k) Plan reported participants rose from 150 in the plan year 2023 filing to 157 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 421171248 · Kendrick, Inc. PY 2024 · 401(k)

Kendrick, Inc. 401(k) Plan · $3M · 157 · 33rd

EOY $3M
EOY 157
EOY 33rd
EOY 401(k)
EOY near Advanced Strategies 401(k) Plan
EOY ind #1358

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 Iowa →

End-of-year total assets ($M) among Kendrick, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Iowa filing particulars

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$3M
Net Income	$755K
Employer EIN	421171248
Plan Effective Date	2020-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Kendrick, Inc.)

Latest sponsor-wide plan assets: $3M 107.98772356925639% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	133	$1M
2023	1	150	$2M
2024	1	157	$3M

Nearby 401(k) Plans in Iowa

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

Kendrick, Inc. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants

The Principal Select Savings Plan $4.6B · 12,841
The Rsm US LLP Retirement Plan $3.4B · 14,728
Iowa Health System Section 401(k) Retirement Savings Plan $3.3B · 25,072
The Hy-Vee and Affiliates 401(k) Plan $3.1B · 55,411
Transamerica 401(k) Retirement Savings Plan $2.7B · 8,059

Compare Kendrick, Inc. 401(k) Plan side-by-side with 3 peers →

Kendrick, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Advanced Strategies 401(k) Plan in LA ($3M); by covered participants it is Otis It Inc in DE (157 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Advanced Strategies 401(k) Plan (LA) $3M · 2
Consolidated Shoe Company, Inc. Employee Stock Ownership and Savings Plan (VA) $3M · 26
Wmf, Inc. Profit Sharing Plan (MO) $3M · 93
Reston Limousine & Travel Serv 401(k) Profit Sharing Plan & Trust (VA) $3M · 309

Similar participant headcount

Nearest other-state filings by covered participants (157 participants); asset peers above are excluded.

Otis It Inc (DE) 157 · 0 off
Cogent Solutions and Supplies 401(k) Profit Sharing Plan (CA) 157 · 0 off
Wsim 401(k) Retirement Plan (TX) 157 · 0 off
3-G Construction Co., Inc. 401(k) Plan (AZ) 157 · 0 off

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 Kendrick, Inc. 401(k) Plan assets move in 2024? ▼

Kendrick, Inc. 401(k) Plan surged - up 36.6% during 2024, from $2M to $3M. Reported net income was $755K.

How have Kendrick, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Kendrick, Inc.'s sponsor-wide assets grew 108.0%, from $1M to $3M.

Which 401(k) plans are similar in size to Kendrick, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Advanced Strategies 401(k) Plan in LA ($3M, 2 participants).

Which 401(k) plans cover a similar participant headcount to Kendrick, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Otis It Inc in DE (157 participants, $63K 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 421171248.