401(k) · DOL Form 5500 · 2024

Kona Ice, Inc 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 134
Participants Small participant base: 40th
Percentile by assets National rank: $32,876
Avg per participant Low balance/head

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Official DOL plan name: Kona Ice, Inc. 401(k) Psp Retirement Plan · Sponsored by Kona Ice, Inc · Kentucky · Real Estate

$4M in assets, 134 participants

Kona Ice, Inc's Kona Ice, Inc. 401(k) Psp Retirement Plan reported $4M in total assets and 134 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

#2,739 in Real Estate (4,605 peers)

Coverage in Kentucky

Kona Ice, Inc. 401(k) Psp Retirement Plan covers 134 participants in Kentucky, about 21% of the average Kentucky filer (state average ~647 per filing). Assets: $4M.

#2,739
in Real Estate (4,605 peers): +31.1%
assets growth YoY

Kona Ice, Inc. 401(k) Psp Retirement Plan's mid-pack asset rank among Real Estate and all filers

Kona Ice, Inc. 401(k) Psp Retirement Plan vs every filed plan by assets

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

$4,405,421 40th percentile higher than 40% 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

Kona Ice, Inc. 401(k) Psp Retirement 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. Kona Ice, Inc. 401(k) Psp Retirement Plan sits mid-pack in the medium band (134 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%)

Kona Ice, Inc. 401(k) Psp Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Kona Ice, Inc. 401(k) Psp Retirement Plan reported participants rose from 112 in the plan year 2023 filing to 134 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 611555075 · Kona Ice, Inc PY 2024 · 401(k)

Kona Ice, Inc. 401(k) Psp Retirement Plan · $4M · 134 · 40th

PHOTO $4M
PHOTO 134
PHOTO 40th
PHOTO 401(k)
PHOTO near Sunlet Nursery, Inc. Profit Sharing Plan
PHOTO ind #2739

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 Real Estate retirement plans → · Plans in Kentucky →

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

Kentucky filing particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$4M
Net Income	$1M
Employer EIN	611555075
Plan Effective Date	2014-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Kona Ice, Inc)

Latest sponsor-wide plan assets: $4M 31.081691051085436% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	112	$3M
2024	1	134	$4M

Nearby 401(k) Plans in Kentucky

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

Kona Ice, Inc. 401(k) Psp Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants

Commonspirit Health 401(k) Retirement Savings Plan $8.8B · 90,345
Humana Retirement Savings Plan $7.7B · 45,706
UPS/Ipa 401(k) Savings Plan $1.5B · 3,064
Scionhealth 401(k) Plan $1.3B · 23,753
Lexmark Savings Plan $1.2B · 1,919

Compare Kona Ice, Inc. 401(k) Psp Retirement Plan side-by-side with 3 peers →

Kona Ice, Inc. 401(k) Psp Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Sunlet Nursery, Inc. Profit Sharing Plan in CA ($4M); by covered participants it is Whalar 401(k) Plan in NY (134 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Sunlet Nursery, Inc. Profit Sharing Plan (CA) $4M · 75
Rockview Dairies, Inc. 401(k) Plan (CA) $4M · 32
Underground Printing 401(k) Plan (MI) $4M · 220
Roto-Mix, LLC Retirement Plan 2 (KS) $4M · 46

Similar participant headcount

Nearest other-state filings by covered participants (134 participants); asset peers above are excluded.

Whalar 401(k) Plan (NY) 134 · 0 off
Consumertrack, Inc. 401(k) Profit Sharing Plan (CA) 134 · 0 off
Ark Contracting Services LLC 401(k) Profit Sharing Plan and Trust (TX) 134 · 0 off
Hope Hospice 403(b) Tax Deferred Annuity Plan (TX) 134 · 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 Kona Ice, Inc. 401(k) Psp Retirement Plan assets move in 2024? ▼

Kona Ice, Inc. 401(k) Psp Retirement Plan surged - up 31.1% during 2024, from $3M to $4M. Reported net income was $1M.

How have Kona Ice, Inc plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Kona Ice, Inc's sponsor-wide assets grew 31.1%, from $3M to $4M.

Which 401(k) plans are similar in size to Kona Ice, Inc. 401(k) Psp Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Sunlet Nursery, Inc. Profit Sharing Plan in CA ($4M, 75 participants).

Which 401(k) plans cover a similar participant headcount to Kona Ice, Inc. 401(k) Psp Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Whalar 401(k) Plan in NY (134 participants, $6M 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 611555075.