401(k) · DOL Form 5500 · 2024
Kendall Hunt Publishing Company 401(k) Plan
Data updated 2026-08-25
- $81M
- Total assets Below avg plan size
- 338
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $240,392
- Avg per participant Above avg balance/head
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.
- #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.
- #2,377
- in Information & Media (2,822 peers)
- +5.3%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Kendall Hunt Retirement Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Kendall Hunt 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. Kendall Hunt Retirement Plan sits mid-pack in the medium band (338 participants).
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.
Form 5500 schedule snapshot
Filing strip 421426616 · Kendall Hunt Publishing Company PY 2024 · 401(k)
Kendall Hunt Retirement Plan · $81M · 338 · 89th
- 5500 $81M
- ASSETS 338
- PCT 89th
- EIN 401(k)
- RANK near Sage 401(k) Retirement & Savings Plan
- PHOTO ind #2377
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 Information & Media retirement plans → · Plans in Iowa →
Kendall Hunt Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $77M |
|---|---|
| Net Assets (End of Year) | $81M |
| Net Income | $4M |
| Employer EIN | 421426616 |
| Plan Effective Date | 1992-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kendall Hunt Publishing Company)
Sponsor-wide plan assets over time
All Kendall Hunt Publishing Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $81M 22.886294856160333% vs 2022
- 2024 filing year
| 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.
- 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
Kendall Hunt Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Sage 401(k) Retirement & Savings Plan in CO ($81M); by covered participants it is Healthcrest Surgical 401(k) Plan in OK (338 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($81M here).
- Sage 401(k) Retirement & Savings Plan (CO) $81M · 5,436
- Employbridge 401(k) Plan (TX) $81M · 2,662
- Weidmann Electrical Technology 401(k) Retirement Plan (VT) $81M · 496
- Bakelite 401(k) Plan (GA) $81M · 596
Similar participant headcount
Nearest other-state filings by covered participants (338 participants); asset peers above are excluded.
- Healthcrest Surgical 401(k) Plan (OK) 338 · 0 off
- Replacements, Ltd. 401(k) Plan (NC) 338 · 0 off
- Murphy Employee Profit Sharing and 401(k) Plan (MO) 338 · 0 off
- Greater Nevada Credit Union 401(k) Plan (NV) 338 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.