401(k) · DOL Form 5500 · 2024

Kendall Hunt Publishing Company 401(k) Plan

Data updated 2026-08-11

$81M
Total assets
338
Participants
89th
Percentile by assets
$240,392
Avg per participant
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Official DOL plan name: Kendall Hunt Retirement Plan · Sponsored by Kendall Hunt Publishing Company · Iowa · Information & Media

$81M in assets, 338 participants

Kendall Hunt Publishing Company's Kendall Hunt Retirement Plan reported $81M in total assets and 338 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • 89th percentile by assets (of 123,622 plans)
  • #2,377 in Information & Media (2,822 peers)

Where Kendall Hunt Retirement Plan sits by assets

Kendall Hunt Retirement Plan sits in the top quartile of all filed plans by assets, $81M for 338 participants (~$240,392/participant), up 5.3% in 2024.

$81M
total plan assets (2024 EOY)
338
covered participants
89th
percentile by assets (of 123,622 plans)
$240,392
avg assets per participant

Where Kendall Hunt Retirement Plan sits by total assets

Kendall Hunt Retirement Plan vs every filed plan by assets

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

$81,252,471 Top 11% higher than 89% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kendall Hunt Retirement Plan reported net income fell from $11M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Kendall Hunt Retirement Plan end-of-year assets rose from $77M in the plan year 2023 filing to $81M in the plan year 2024 filing.
  • Kendall Hunt Retirement Plan reported participants rose from 326 in the plan year 2023 filing to 338 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Kendall Hunt Retirement Plan vs the 2024 asset distribution

By assets, Kendall Hunt Retirement Plan outranks 89% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$81M
Net Income$4M
Employer EIN421426616
Plan Effective Date1992-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kendall Hunt Publishing Company)

$60M$65M$70M$75M$80M$85M 202220232024 $66.1M $81.3M ▲ +22.9%
Total plan assets by year, all Kendall Hunt Publishing Company plans on file
Year Plans Participants Total Assets
2022 1 329 $66M
2023 1 326 $77M
2024 1 338 $81M

Nearby 401(k) Plans in Iowa

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

Kendall Hunt Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Kendall Hunt Retirem…, Total assets ($B): 0.081252471 · Participants: 338Kendall Hunt Retirem…The Principal Select…, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select…The Rsm US LLP Retir…, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retir…Iowa Health System S…, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System S…The Hy-Vee and Affil…, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affil…Transamerica 401(k) …, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) …
Kendall Hunt Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Kendall Hunt Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Kendall Hunt Retirement Plan assets move in 2024?
Kendall Hunt Retirement Plan grew at a solid clip - up 5.3% during 2024, from $77M to $81M. Reported net income was $4M.
How have Kendall Hunt Publishing Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Kendall Hunt Publishing Company's sponsor-wide assets grew 22.9%, from $66M to $81M.
Where does Kendall Hunt Retirement Plan rank by assets among Form 5500 filers?
Kendall Hunt Retirement Plan ranks in the 89th 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 Kendall Hunt Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Sage 401(k) Retirement & Savings Plan in CO ($81M, 5,436 participants).

Next read for Kendall Hunt Retirement Plan

Scale reading

Ways to act on Kendall Hunt Retirement Plan's numbers.