401(k) · DOL Form 5500 · 2024
Sinkula Investments, Ltd. Co. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 57
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $41,713
- Avg per participant Low balance/head
Official DOL plan name: Sinkula Investments, Ltd. Co. 401(k) Savings Plan · Sponsored by Sinkula Investments, Ltd. Co. · Kentucky · Food Services & Accommodation
$2M in assets, 57 participants
Sinkula Investments, Ltd. Co.'s Sinkula Investments, Ltd. Co. 401(k) Savings Plan reported $2M in total assets and 57 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.
- #2,452 in Food Services & Accommodation (3,672 peers)
Food Services & Accommodation sector rank
Within Food Services & Accommodation, Sinkula Investments, Ltd. Co. 401(k) Savings Plan ranks #2,452 of 3,672 2024 filers by assets (823% of the sector average)-$2M for 57 participants.
- #2,452
- in Food Services & Accommodation (3,672 peers)
- -19.6%
- assets change YoY
The plan reported a net loss of $578K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sinkula Investments, Ltd. Co. 401(k) Savings Plan among the smaller filed plans by assets
Sinkula Investments, Ltd. Co. 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,377,649 31st percentile higher than 31% 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
Sinkula Investments, Ltd. Co. 401(k) Savings Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sinkula Investments, Ltd. Co. 401(k) Savings Plan is a small filing (57 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sinkula Investments, Ltd. Co. 401(k) Savings Plan reported net income fell from $266K in the plan year 2023 filing to -$578K in the plan year 2024 filing.
- Sinkula Investments, Ltd. Co. 401(k) Savings Plan reported participants rose from 46 in the plan year 2023 filing to 57 in the plan year 2024 filing.
- Sinkula Investments, Ltd. Co. 401(k) Savings Plan end-of-year assets fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 311415276 · Sinkula Investments, Ltd. Co. PY 2024 · 401(k)
Sinkula Investments, Ltd. Co. 401(k) Savings Plan · $2M · 57 · 31st
- PART $2M
- PART 57
- PART 31st
- PART 401(k)
- PART near Rugs Direct 401(k) Plan
- PART ind #2452
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 Food Services & Accommodation retirement plans → · Plans in Kentucky →
Sinkula Investments, Ltd. Co. 401(k) Savings Plan in the asset neighbourhood
Food Services & Accommodation filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$578K |
| Employer EIN | 311415276 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sinkula Investments, Ltd. Co.)
Sponsor-wide plan assets over time
All Sinkula Investments, Ltd. Co. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 11.591546190196961% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 55 | $3M |
| 2023 | 1 | 46 | $3M |
| 2024 | 1 | 57 | $2M |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Sinkula Investments, Ltd. Co. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Rugs Direct 401(k) Plan in VA ($2M); by covered participants it is Certified 401(k) Plan in FL (57 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
- Rugs Direct 401(k) Plan (VA) $2M · 33
- Heichel Plumbing Inc. 401(k) Plan (FL) $2M · 102
- Sun Fiber, LLC Retirement Savings Plan (SC) $2M · 192
- The Prairie Plans Retirement Pep (IA) $2M · N/A
Similar participant headcount
Nearest other-state filings by covered participants (57 participants); asset peers above are excluded.
- Certified 401(k) Plan (FL) 57 · 0 off
- Cvc Credit Partners, LLC 401(k) Plan (NY) 57 · 0 off
- Gemtech Industries, Inc. 401(k) Plan (CA) 57 · 0 off
- Burch, Porter & Johnson Self Employed Retirement Plan (TN) 57 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.