401(k) · DOL Form 5500 · 2022

Kurz Transfer Products, LP 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
330
Participants Below avg headcount
79th
Percentile by assets National rank
$70,579
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kurz America Employees' Cash-Deferred Arrangement · Sponsored by Kurz Transfer Products, LP · North Carolina · Manufacturing

$23M in assets, 330 participants

Kurz Transfer Products, LP's Kurz America Employees' Cash-Deferred Arrangement reported $23M in total assets and 330 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #14,629 in Manufacturing (20,602 peers)

Coverage in North Carolina

Kurz America Employees' Cash-Deferred Arrangement covers 330 participants in North Carolina, about 40% of the average North Carolina filer (state average ~819 per filing). Assets: $23M.

#14,629
in Manufacturing (20,602 peers)
-15.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kurz America Employees' Cash-Deferred Arrangement's outsized position by total assets

Kurz America Employees' Cash-Deferred Arrangement vs every filed plan by assets

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

$23,291,010 Top 21% higher than 79% 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

Kurz America Employees' Cash-Deferred Arrangement among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kurz America Employees' Cash-Deferred Arrangement sits mid-pack in the medium band (330 participants).

DOL schedule card

Filing strip 232677477 · Kurz Transfer Products, LP PY 2022 · 401(k)

Kurz America Employees' Cash-Deferred Arrangement · $23M · 330 · 79th

  • EIN $23M
  • EIN 330
  • EIN 79th
  • EIN 401(k)
  • EIN near UAW Retiree Medical Benefits Trust Savings Plan
  • EIN ind #14629

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 North Carolina →

Kurz America Employees' Cash-Deferred Arrangement in the asset neighbourhood

Kurz America Employees' Cash-Deferred ArrangementKurz America Employees' Cash…$23MUAW Retiree Medical Benefits Trust Savings PlanUAW Retiree Medical Benefits…$23MMidwest Transit Equipment, Inc. Profit Sharing 401(k) Plan and TrustMidwest Transit Equipment, I…$23MAbdo 401(k) Profit Sharing PlanAbdo 401(k) Profit Sharing P…$23MBrunswick Auto Mart, Inc. 401(k) PlanBrunswick Auto Mart, Inc. 40…$23M
End-of-year total assets ($M) among Kurz America Employees' Cash-Deferred Arrangement and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$23M
Net Income-$4M
Employer EIN232677477
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kurz Transfer Products, LP)

Sponsor-wide plan assets over time

All Kurz Transfer Products, LP plans reported in each filing year

Latest sponsor-wide plan assets
$35M 28.368498555293147% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.5M $35.3M ▲ +28.4%
Year Plans Participants Total Assets
2022 2 392 $27M
2023 2 419 $32M
2024 2 397 $35M

Nearby 401(k) Plans in North Carolina

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

Kurz America Employees' Cash-Deferred Arrangement vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Kurz America Employees' Cash-Deferred Arrangement, Total assets ($B): 0.02329101 · Participants: 330Kurz America Employees' Cash-Deferred ArrangementThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Kurz America Employees' Cash-Deferred Arrangement vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Kurz America Employees' Cash-Deferred Arrangement side-by-side with 3 peers →

Kurz America Employees' Cash-Deferred Arrangement's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is UAW Retiree Medical Benefits Trust Savings Plan in MI ($23M); by covered participants it is Third Coast Bank, Ssb 401(k) and Employee Stock Ownership Plan in TX (330 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (330 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 Kurz America Employees' Cash-Deferred Arrangement assets move in 2022? ▼
Kurz America Employees' Cash-Deferred Arrangement declined sharply - down 15.6% during 2022, from $28M to $23M. Reported net income was -$4M.
How have Kurz Transfer Products, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kurz Transfer Products, LP's sponsor-wide assets grew 28.4%, from $27M to $35M.
Where does Kurz America Employees' Cash-Deferred Arrangement rank by assets among Form 5500 filers? ▼
Kurz America Employees' Cash-Deferred Arrangement ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Kurz America Employees' Cash-Deferred Arrangement? ▼
Among 401(k) plans in other states, the closest by assets is UAW Retiree Medical Benefits Trust Savings Plan in MI ($23M, 111 participants).
Which 401(k) plans cover a similar participant headcount to Kurz America Employees' Cash-Deferred Arrangement? ▼
Among 401(k) plans in other states, the closest by covered participants is Third Coast Bank, Ssb 401(k) and Employee Stock Ownership Plan in TX (330 participants, $16M 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 232677477.

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.