401(k) · DOL Form 5500 · 2022

Kd Capital Mortgage Corporation 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
9
Participants Small participant base
31st
Percentile by assets National rank
$189,570
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kd Capital Mortgage Corporation 401(k) Profit Sharing Plan · Sponsored by Kd Capital Mortgage Corporation · California · Real Estate

$2M in assets, 9 participants

Kd Capital Mortgage Corporation's Kd Capital Mortgage Corporation 401(k) Profit Sharing Plan reported $2M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #2,531 in Real Estate (5,057 peers)

Kd Capital Mortgage Corporation multi-year trail

Kd Capital Mortgage Corporation's plans moved +27.8% in assets from 2022 to 2024; this filing shows Kd Capital Mortgage Corporation 401(k) Profit Sharing Plan at $2M / 9 participants.

#2,531
in Real Estate (5,057 peers)
-5.7%
assets change YoY

The plan reported a net loss of $101K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kd Capital Mortgage Corporation 401(k) Profit Sharing Plan among the smaller filed plans by assets

Kd Capital Mortgage Corporation 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,706,130 31st percentile higher than 31% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Kd Capital Mortgage Corporation 401(k) Profit Sharing 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. Kd Capital Mortgage Corporation 401(k) Profit Sharing Plan is a micro filing (9 participants), the leftmost band.

Published 5500 schedule card

Filing strip 270982018 · Kd Capital Mortgage Corporation PY 2022 · 401(k)

Kd Capital Mortgage Corporation 401(k) Profit Sharing Plan · $2M · 9 · 31st

  • SCH $2M
  • SCH 9
  • SCH 31st
  • SCH 401(k)
  • SCH near A.S. Management, Inc 401(k) Plan
  • SCH ind #2531

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 →

Kd Capital Mortgage Corporation 401(k) Profit Sharing Plan in the asset neighbourhood

Kd Capital Mortgage Corporation 401(k) Profit Sharing PlanKd Capital Mortgage Corporat…$2MA.S. Management, Inc 401(k) PlanA.S. Management, Inc 401(k) …$2MGulf Island Shrimp & Seafood II 401(k) PlanGulf Island Shrimp & Seafood…$2MStiffey Enterprises, LP 401(k) Plan 401(k) Profit Sharing PlanStiffey Enterprises, LP 401(…$2MEnvision Home Health and Hospice LLC 401(k) PlanEnvision Home Health and Hos…$2M
End-of-year total assets ($M) among Kd Capital Mortgage Corporation 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kd Capital Mortgage Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Kd Capital Mortgage Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$2M 27.835686612391786% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.71M $2.18M ▲ +27.5%
Year Plans Participants Total Assets
2022 1 9 $2M
2023 1 7 $2M
2024 1 7 $2M

Kd Capital Mortgage Corporation filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$101K
Employer EIN270982018
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Kd Capital Mortgage Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Kd Capital Mortgage Corporation 401(k) Profit Sharing Plan, Total assets ($B): 0.00170613 · Participants: 9Kd Capital Mortgage Corporation 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Kd Capital Mortgage Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Kd Capital Mortgage Corporation 401(k) Profit Sharing Plan side-by-side with 3 peers →

Kd Capital Mortgage Corporation 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is A.S. Management, Inc 401(k) Plan in NC ($2M); by covered participants it is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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.

Frequently Asked Questions

How did Kd Capital Mortgage Corporation 401(k) Profit Sharing Plan assets move in 2022? ▼
Kd Capital Mortgage Corporation 401(k) Profit Sharing Plan pulled back noticeably - down 5.7% during 2022, from $2M to $2M. Reported net income was -$101K.
How have Kd Capital Mortgage Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kd Capital Mortgage Corporation's sponsor-wide assets grew 27.8%, from $2M to $2M.
Which 401(k) plans are similar in size to Kd Capital Mortgage Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is A.S. Management, Inc 401(k) Plan in NC ($2M, 113 participants).
Which 401(k) plans cover a similar participant headcount to Kd Capital Mortgage Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants, $616K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 270982018.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.