401(k) · DOL Form 5500 · 2022

Kassis Investment Company, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
37th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Kassis Investment Company Retirement Plan · Sponsored by Kassis Investment Company, Inc. · California · Finance & Insurance

$2M in assets, 2 participants

Kassis Investment Company, Inc.'s Kassis Investment Company Retirement Plan reported $2M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #2,311 in Finance & Insurance (9,261 peers)

Kassis Investment Company, Inc. multi-year trail

Kassis Investment Company, Inc.'s plans moved -17.3% in assets from 2022 to 2024; this filing shows Kassis Investment Company Retirement Plan at $2M / 2 participants.

#2,311
in Finance & Insurance (9,261 peers)
-17.6%
assets change YoY

The plan reported a net loss of $519K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kassis Investment Company Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Kassis Investment Company Retirement Plan vs every filed plan by assets

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

$2,435,484 37th percentile higher than 37% 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

Kassis Investment Company Retirement 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. Kassis Investment Company Retirement Plan is a micro filing (2 participants), the leftmost band.

Published 5500 schedule card

Filing strip 942817805 · Kassis Investment Company, Inc. PY 2022 · 401(k)

Kassis Investment Company Retirement Plan · $2M · 2 · 37th

  • RANK $2M
  • RANK 2
  • RANK 37th
  • RANK 401(k)
  • RANK near Solid Surface Care, Inc. 401(k) Profit Sharing Plan
  • RANK ind #2311

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 Finance & Insurance retirement plans → · Plans in California →

Kassis Investment Company Retirement Plan in the asset neighbourhood

Kassis Investment Company Retirement PlanKassis Investment Company Re…$2MSolid Surface Care, Inc. 401(k) Profit Sharing PlanSolid Surface Care, Inc. 401…$2MLonghorn Construction Services, Inc. Profit Sharing Plan and TrustLonghorn Construction Servic…$2MBerkshire Housing Development 401(k) Profit Sharing Plan and TrustBerkshire Housing Developmen…$2MVineyards Country Club 401(k) PlanVineyards Country Club 401(k…$2M
End-of-year total assets ($M) among Kassis Investment Company Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kassis Investment Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Kassis Investment Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 17.308633520072398% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M$2.6M 202220232024 $2.44M $2.01M ▼ -17.6%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $3M
2024 1 2 $2M

Kassis Investment Company, Inc. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$519K
Employer EIN942817805
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Kassis Investment Company Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Kassis Investment Company Retirement Plan, Total assets ($B): 0.002435484 · Participants: 2Kassis Investment Company Retirement 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
Kassis Investment Company Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Kassis Investment Company Retirement Plan side-by-side with 3 peers →

Kassis Investment Company Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Solid Surface Care, Inc. 401(k) Profit Sharing Plan in NC ($2M); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Kassis Investment Company Retirement Plan assets move in 2022? ▼
Kassis Investment Company Retirement Plan declined sharply - down 17.6% during 2022, from $3M to $2M. Reported net income was -$519K.
How have Kassis Investment Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kassis Investment Company, Inc.'s sponsor-wide assets declined 17.3%, from $2M to $2M.
Which 401(k) plans are similar in size to Kassis Investment Company Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Solid Surface Care, Inc. 401(k) Profit Sharing Plan in NC ($2M, 340 participants).
Which 401(k) plans cover a similar participant headcount to Kassis Investment Company Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants, $162K 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 942817805.

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.