My Plan Facts

Employers › Georgia

Employer · plans filed under one EIN

Kennesaw Transportation, Inc.

Rydal, GA · Transportation and warehousing

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$9.2Mnet assets across plans
974participant records465 active
$368Kemployer contributions, latest plan years$792 per active record
$74KSchedule C compensation to organisations$76.12 per participant record

Kennesaw Transportation, Inc., based in Rydal, Georgia, sponsors 2 retirement plans with 100 or more participants: 2 defined contribution. Together they reported 974 participant records and $9.2M in net assets.

The largest is Kennesaw Transportation, Inc. Employee Stock Ownership Plan, an employee stock ownership plan with 684 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $368K and participant contributions $735K in the latest plan years; benefits paid were $891K. Schedule C compensation reported to service provider organisations totalled $74K.

Combined net assets moved from $3.0M in 2009 to $9.2M in 2024 (up 202%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Kennesaw Transportation, Inc. Employee Stock Ownership Planemployee stock ownership plan2024684$3.8M$5,555$525$0
Kennesaw Transporation, Inc. 401(k) Plan401(k) plan2024290$5.4M$18,633$1,019$74K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $3.0M2010: $3.0M2011: $2.7M2012: $3.3M2013: $3.7M2014: $4.8M2015: $4.1M2016: $4.3M2017: $4.5M2018: $4.2M2019: $5.2M2020: $5.1M2021: $6.9M2022: $6.4M2023: $6.8M2024: $9.2M$3.0M$9.2M20092012201620202024
Combined net assets
2009: 7052010: 6612011: 6832012: 7012013: 7602014: 8152015: 8652016: 8592017: 9002018: 9112019: 9022020: 9782021: 9002022: 8902023: 9292024: 97470597897420092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242974$9.2M$369K$735K
20232929$6.8M$429K$755K
20222890$6.4M$332K$658K
20212900$6.9M$204K$529K
20202978$5.1M$232K$516K
20192902$5.2M$219K$475K
20182911$4.2M$184K$427K
20172900$4.5M$201K$422K
20162859$4.3M$246K$419K
20152865$4.1M$266K$328K
20142815$4.8M$174K$274K
20132760$3.7M$140K$229K
20122701$3.3M$135K$215K
20112683$2.7M$119K$213K
20102661$3.0M$127K$207K
20092705$3.0M$113K$204K

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Principal Life Insurance CompanyContract Administrator; Participant loan processing1$61,639
Raymond James & Associates Inc.Investment advisory (plan)1$12,500

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Principal Life Insurance Company$62K
Raymond James & Associates Inc.$13K

Questions and answers

How many retirement plans does Kennesaw Transportation, Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Kennesaw Transportation, Inc. Employee Stock Ownership Plan and Kennesaw Transporation, Inc. 401(k) Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Kennesaw Transportation, Inc. contribute to its plans?

$368,495 in employer contributions across these plans in their latest plan years, about $792 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Principal Life Insurance Company and Raymond James & Associates Inc.. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.