401(k) · DOL Form 5500 · 2022
The Kase Group 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $585,798
- Avg per participant High balance/head
Official DOL plan name: The Kase Group 401(k) Plan · Sponsored by The Kase Group · California · Real Estate
$2M in assets, 3 participants
The Kase Group's The Kase Group 401(k) Plan reported $2M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.
- #2,550 in Real Estate (5,057 peers)
2022 asset change
The Kase Group 401(k) Plan declined sharply 25.2% in 2022 ($2M → $2M) for 3 participants.
- #2,550
- in Real Estate (5,057 peers)
- -25.2%
- assets change YoY
The plan reported a net loss of $592K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Kase Group 401(k) Plan among the smaller filed plans by assets
The Kase Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,757,393 32nd percentile higher than 32% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Kase Group 401(k) Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Kase Group 401(k) Plan is a micro filing (3 participants), the leftmost band.
Published 5500 schedule card
Filing strip 205991461 · The Kase Group PY 2022 · 401(k)
The Kase Group 401(k) Plan · $2M · 3 · 32nd
- VS-ST $2M
- BOY 3
- SCH 32nd
- EBSA 401(k)
- PART near Daniel J. Johnson, Dds Profit Sharing Plan
- TYPE ind #2550
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 Real Estate retirement plans → · Plans in California →
The Kase Group 401(k) Plan in the asset neighbourhood
The Kase Group years around the 2022 move
Sponsor-wide plan assets over time
All The Kase Group plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $2M |
| 2023 | 1 | 3 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$592K |
| Employer EIN | 205991461 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
The Kase Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Daniel J. Johnson, Dds Profit Sharing Plan in WI ($2M); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.