401(k) · DOL Form 5500 · 2024
Storey-Kenworthy Company 401(k) Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 185
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $185,397
- Avg per participant Above avg balance/head
Official DOL plan name: Storey-Kenworthy Company 401(k) Profit Sharing Plan and Trust · Sponsored by Storey-Kenworthy Company · Iowa · Retail Trade
$34M in assets, 185 participants
Storey-Kenworthy Company's Storey-Kenworthy Company 401(k) Profit Sharing Plan and Trust reported $34M in total assets and 185 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- #7,058 in Retail Trade (8,048 peers)
Coverage in Iowa
Storey-Kenworthy Company 401(k) Profit Sharing Plan and Trust covers 185 participants in Iowa, about 30% of the average Iowa filer (state average ~609 per filing). Assets: $34M.
- #7,058
- in Retail Trade (8,048 peers)
- +13.2%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Storey-Kenworthy Company 401(k) Profit Sharing Plan and Trust's outsized position by total assets
Storey-Kenworthy Company 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$34,298,450 Top 21% higher than 79% 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
Storey-Kenworthy Company 401(k) Profit Sharing Plan and Trust 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. Storey-Kenworthy Company 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (185 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Storey-Kenworthy Company 401(k) Profit Sharing Plan and Trust reported net income rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Storey-Kenworthy Company 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $30M in the plan year 2023 filing to $34M in the plan year 2024 filing.
- Storey-Kenworthy Company 401(k) Profit Sharing Plan and Trust reported participants fell from 194 in the plan year 2023 filing to 185 in the plan year 2024 filing.
DOL schedule card
Filing strip 420549150 · Storey-Kenworthy Company PY 2024 · 401(k)
Storey-Kenworthy Company 401(k) Profit Sharing Plan and Trust · $34M · 185 · 79th
- 5500 $34M
- 5500 185
- 5500 79th
- 5500 401(k)
- 5500 near Rite of Passage, Inc. 401(k) Plan
- 5500 ind #7058
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 Iowa →
Storey-Kenworthy Company 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $4M |
| Employer EIN | 420549150 |
| Plan Effective Date | 1963-08-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Storey-Kenworthy Company)
Sponsor-wide plan assets over time
All Storey-Kenworthy Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 22.265726943768023% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 200 | $28M |
| 2023 | 1 | 194 | $30M |
| 2024 | 1 | 185 | $34M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Storey-Kenworthy Company 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Rite of Passage, Inc. 401(k) Plan in NV ($34M); by covered participants it is Precision Document Solutions, Inc. 401(k) Plan in TX (185 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
- Rite of Passage, Inc. 401(k) Plan (NV) $34M · 1,264
- Health Advocate Employee 401(k) Plan (PA) $34M · 1,216
- Purple Communications, Inc. 401(k) Plan (TX) $34M · 1,508
- St. Henry Tile Company, Inc 401(k) Profit Sharing Plan (OH) $34M · 112
Similar participant headcount
Nearest other-state filings by covered participants (185 participants); asset peers above are excluded.
- Precision Document Solutions, Inc. 401(k) Plan (TX) 185 · 0 off
- Greater Houston Retailers Association 401(k) Plan (TX) 185 · 0 off
- B.E.a.T., LLC 401(k) Plan (TX) 185 · 0 off
- Core Machinery Retirement Savings Plan (AZ) 185 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.