Other · DOL Form 5500 · 2024
Kenney Ortho Group, Inc. Retirement Plan
Data updated 2026-08-25
- $21K
- Total assets Small plan by assets
- 160
- Participants Small participant base
- 2nd
- Percentile by assets National rank
- $130
- Avg per participant Low balance/head
Official DOL plan name: Kenney Ortho Group, Inc. 401(k) Plan · Sponsored by Kenney Ortho Group, Inc. · Kentucky · Healthcare & Social Assistance
$21K in assets, 160 participants
Kenney Ortho Group, Inc.'s Kenney Ortho Group, Inc. 401(k) Plan reported $21K in total assets and 160 participants in its 2024 DOL Form 5500 filing, ranking in the 2nd 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.
- #243 in Healthcare & Social Assistance (16,916 peers)
Coverage in Kentucky
Kenney Ortho Group, Inc. 401(k) Plan covers 160 participants in Kentucky, about 25% of the average Kentucky filer (state average ~647 per filing). Assets: $21K.
- #243
- in Healthcare & Social Assistance (16,916 peers)
- -99.6%
- assets change YoY
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kenney Ortho Group, Inc. 401(k) Plan among the smaller filed plans by assets
Kenney Ortho Group, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,731 2nd percentile higher than 2% 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
Kenney Ortho Group, Inc. 401(k) 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. Kenney Ortho Group, Inc. 401(k) Plan sits mid-pack in the medium band (160 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kenney Ortho Group, Inc. 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to -$5M in the plan year 2024 filing.
- Kenney Ortho Group, Inc. 401(k) Plan end-of-year assets fell from $5M in the plan year 2023 filing to $21K in the plan year 2024 filing.
- Kenney Ortho Group, Inc. 401(k) Plan reported participants rose from 127 in the plan year 2023 filing to 160 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 475522301 · Kenney Ortho Group, Inc. PY 2024 · Other
Kenney Ortho Group, Inc. 401(k) Plan · $21K · 160 · 2nd
- EOY $21K
- EOY 160
- EOY 2nd
- EOY Other
- EOY near Jms Sign Company, Inc 401(k) Profit Sharing Plan
- EOY ind #243
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 Healthcare & Social Assistance retirement plans → · Plans in Kentucky →
Kenney Ortho Group, Inc. 401(k) Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$5M |
| Employer EIN | 475522301 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kenney Ortho Group, Inc.)
Sponsor-wide plan assets over time
All Kenney Ortho Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $21K 99.55412266089685% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 127 | $5M |
| 2024 | 1 | 160 | $21K |
Nearby Other Plans in Kentucky
Peer Other plans, same state, same plan type, ranked by total assets.
- Norton Healthcare 403(b) Retirement Savings Plan $2.3B · 21,863
- Baptist Health Thrift Plan $1.2B · N/A
- Electrical Workers Local 369 Retirement Fund $549M · 3,633
- Electrical Workers Local 369 Retirement Fund $499M · 3,367
- Electrical Workers Local 369 Retirement Fund $453M · 3,350
Kenney Ortho Group, Inc. 401(k) Plan's out-of-state Other peers by assets and headcount
Outside Kentucky, the nearest Other by assets is Jms Sign Company, Inc 401(k) Profit Sharing Plan in SC ($19K); by covered participants it is Wilson College Defined Contribution Retirement Plan in PA (160 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21K here).
Similar participant headcount
Nearest other-state filings by covered participants (160 participants); asset peers above are excluded.
- Wilson College Defined Contribution Retirement Plan (PA) 160 · 0 off
- Jannus, Inc. Retirement Plan (ID) 160 · 0 off
- Frederiksted Health Care Inc 403(b) Retirement Plan (VI) 160 · 0 off
- Rural Health Resources of Jackson County Inc. Dba Holton Community Hospital Tax Deferred Annuity Plan (KS) 160 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.