401(k) · DOL Form 5500 · 2022

K.T.G. (USA) LP 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
114
Participants Small participant base
73rd
Percentile by assets National rank
$136,283
Avg per participant Near avg balance/head
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Official DOL plan name: K.T.G., USA Salary Employees 401(k) Plan · Sponsored by K.T.G. (USA) LP · Tennessee · Manufacturing

$16M in assets, 114 participants

K.T.G. (USA) LP's K.T.G., USA Salary Employees 401(k) Plan reported $16M in total assets and 114 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #12,928 in Manufacturing (20,602 peers)

Coverage in Tennessee

K.T.G., USA Salary Employees 401(k) Plan covers 114 participants in Tennessee, about 10% of the average Tennessee filer (state average ~1,126 per filing). Assets: $16M.

#12,928
in Manufacturing (20,602 peers)
-8.3%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

K.T.G., USA Salary Employees 401(k) Plan's outsized position by total assets

K.T.G., USA Salary Employees 401(k) Plan vs every filed plan by assets

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

$15,536,251 Top 27% higher than 73% 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

K.T.G., USA Salary Employees 401(k) Plan 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. K.T.G., USA Salary Employees 401(k) Plan sits mid-pack in the medium band (114 participants).

Published 5500 schedule card

Filing strip 481280850 · K.T.G. (USA) LP PY 2022 · 401(k)

K.T.G., USA Salary Employees 401(k) Plan · $16M · 114 · 73rd

  • VS-ST $16M
  • VS-ST 114
  • VS-ST 73rd
  • VS-ST 401(k)
  • VS-ST near Cokeva, Inc. 401(k) Retirement Plan
  • VS-ST ind #12928

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 Tennessee →

K.T.G., USA Salary Employees 401(k) Plan in the asset neighbourhood

K.T.G., USA Salary Employees 401(k) PlanK.T.G., USA Salary Employees…$16MCokeva, Inc. 401(k) Retirement PlanCokeva, Inc. 401(k) Retireme…$16MSheltered Wings, Inc. 401(k) PlanSheltered Wings, Inc. 401(k)…$16MOxarc 401(k) Profit Sharing PlanOxarc 401(k) Profit Sharing …$16MPcap Company, LLC 401(k) Plan$16M
End-of-year total assets ($M) among K.T.G., USA Salary Employees 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$16M
Net Income-$2M
Employer EIN481280850
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (K.T.G. (USA) LP)

Sponsor-wide plan assets over time

All K.T.G. (USA) LP plans reported in each filing year

Latest sponsor-wide plan assets
$36M 35.74722203338393% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $26.5M $35.9M ▲ +35.8%
Year Plans Participants Total Assets
2022 2 516 $26M
2023 2 558 $31M
2024 2 411 $36M

Nearby 401(k) Plans in Tennessee

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

K.T.G., USA Salary Employees 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants K.T.G., USA Salary Employees 401(k) Plan, Total assets ($B): 0.015536251 · Participants: 114K.T.G., USA Salary Employees 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
K.T.G., USA Salary Employees 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants

K.T.G., USA Salary Employees 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Cokeva, Inc. 401(k) Retirement Plan in CA ($16M); by covered participants it is Blue Ocean Realty, LLC Retirement Plan in MD (114 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (114 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 K.T.G., USA Salary Employees 401(k) Plan assets move in 2022?
K.T.G., USA Salary Employees 401(k) Plan pulled back noticeably - down 8.3% during 2022, from $17M to $16M. Reported net income was -$2M.
How have K.T.G. (USA) LP plan assets changed over time?
Across 3 plan years on file (2022-2024), K.T.G. (USA) LP's sponsor-wide assets grew 35.7%, from $26M to $36M.
Which 401(k) plans are similar in size to K.T.G., USA Salary Employees 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Cokeva, Inc. 401(k) Retirement Plan in CA ($16M, 225 participants).
Which 401(k) plans cover a similar participant headcount to K.T.G., USA Salary Employees 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Blue Ocean Realty, LLC Retirement Plan in MD (114 participants, $288K in assets).