401(k) · DOL Form 5500 · 2024

Kodiak Cakes, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets: 142
Participants Small participant base: 55th
Percentile by assets National rank: $68,338
Avg per participant Below avg balance/head

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Official DOL plan name: Kodiak Cakes 401(k) Plan · Sponsored by Kodiak Cakes, LLC · Utah · Manufacturing

$10M in assets, 142 participants

Kodiak Cakes, LLC's Kodiak Cakes 401(k) Plan reported $10M in total assets and 142 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

#7,234 in Manufacturing (17,777 peers)

Coverage in Utah

Kodiak Cakes 401(k) Plan covers 142 participants in Utah, about 24% of the average Utah filer (state average ~592 per filing). Assets: $10M.

#7,234
in Manufacturing (17,777 peers): +40.3%
assets growth YoY

Kodiak Cakes 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Kodiak Cakes 401(k) Plan vs every filed plan by assets

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

$9,703,992 Top 45% higher than 55% 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

Kodiak Cakes 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. Kodiak Cakes 401(k) Plan sits mid-pack in the medium band (142 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%)

Kodiak Cakes 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Kodiak Cakes 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $10M in the plan year 2024 filing.
Kodiak Cakes 401(k) Plan reported participants rose from 139 in the plan year 2023 filing to 142 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 813272228 · Kodiak Cakes, LLC PY 2024 · 401(k)

Kodiak Cakes 401(k) Plan · $10M · 142 · 55th

PHOTO $10M
PHOTO 142
PHOTO 55th
PHOTO 401(k)
PHOTO near Marginedge 401(k) Plan
PHOTO ind #7234

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 Manufacturing retirement plans → · Plans in Utah →

End-of-year total assets ($M) among Kodiak Cakes 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Utah filing particulars

Total Assets (Beginning of Year)	$7M
Net Assets (End of Year)	$10M
Net Income	$3M
Employer EIN	813272228
Plan Effective Date	2020-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Kodiak Cakes, LLC)

Latest sponsor-wide plan assets: $10M 40.260488108057324% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	139	$7M
2024	1	142	$10M

Nearby 401(k) Plans in Utah

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

Kodiak Cakes 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants

Intermountain Health 401(k) Plan $6.8B · 68,360
Deseret 401(k) Plan $6.1B · 25,301
Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.9B · 9,972
Skywest, Inc. Employees' Retirement Plan $1.4B · 14,259
Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan $687M · 1,926

Compare Kodiak Cakes 401(k) Plan side-by-side with 3 peers →

Kodiak Cakes 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Marginedge 401(k) Plan in VA ($10M); by covered participants it is Slickdeals, LLC 401(k) Profit Sharing Plan in NV (142 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Marginedge 401(k) Plan (VA) $10M · 233
Pix Holdings, Inc. 401(k) Plan (CA) $10M · 65
Skinner Fouch & Olson LLP 401(k) Plan (CA) $10M · 37
Tuuci, LLC 401(k) Plan (FL) $10M · 397

Similar participant headcount

Nearest other-state filings by covered participants (142 participants); asset peers above are excluded.

Slickdeals, LLC 401(k) Profit Sharing Plan (NV) 142 · 0 off
Km Printing LLC 401(k) Plan (MD) 142 · 0 off
A & K Earth Movers, Inc. Retirement Plan (NV) 142 · 0 off
Quick Crete Products Corp. 401(k) Plan (CA) 142 · 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 Kodiak Cakes 401(k) Plan assets move in 2024? ▼

Kodiak Cakes 401(k) Plan surged - up 40.3% during 2024, from $7M to $10M. Reported net income was $3M.

How have Kodiak Cakes, LLC plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Kodiak Cakes, LLC's sponsor-wide assets grew 40.3%, from $7M to $10M.

Which 401(k) plans are similar in size to Kodiak Cakes 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Marginedge 401(k) Plan in VA ($10M, 233 participants).

Which 401(k) plans cover a similar participant headcount to Kodiak Cakes 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Slickdeals, LLC 401(k) Profit Sharing Plan in NV (142 participants, $19M 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 813272228.