Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

KAYSER-ROTH CORPORATION RETIREMENT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

KAYSER-ROTH CORPORATION

This Defined Benefit (Pension) plan holds $9M in total assets and serves 172 participants as of 2022. It is sponsored by KAYSER-ROTH CORPORATION in North Carolina. The plan reported a net loss of $4M for the year.

Total Assets (2023)
$9M
Participants
172
Industry
Manufacturing

What the Filing Says About KAYSER-ROTH CORPORATION RETIREMENT PLAN

KAYSER-ROTH CORPORATION RETIREMENT PLAN is a Defined Benefit (Pension) retirement plan sponsored by KAYSER-ROTH CORPORATION, headquartered in North Carolina. As of the 2022 Form 5500 filing, the plan reports $9M in total end-of-year assets and covers 172 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 942974014, and the plan has been effective since 1995-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $13M at the beginning of 2022 to $9M at year-end — a decline of 30.8%. Net assets (after liabilities) closed the year at $9M, with reported net income of $-4,030,785 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$13M
Total Assets (End of Year)$9M
Net Assets (End of Year)$9M
Net Income$-4,030,785
Plan TypeDefined Benefit (Pension)
Employer EIN942974014
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (KAYSER-ROTH CORPORATION)

Year Plans Participants Total Assets
2022 2 804 $47M
2023 2 703 $49M
2024 2 517 $46M

Nearby Defined Benefit (Pension) Plans in North Carolina

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the KAYSER-ROTH CORPORATION RETIREMENT PLAN?
As of the 2022 Form 5500 filing, KAYSER-ROTH CORPORATION RETIREMENT PLAN holds $9M in total assets with 172 participants. It is sponsored by KAYSER-ROTH CORPORATION.
What type of plan is KAYSER-ROTH CORPORATION RETIREMENT PLAN?
KAYSER-ROTH CORPORATION RETIREMENT PLAN is a Defined Benefit (Pension) plan. It has been effective since 1995-01-01. The plan is filed with the U.S. Department of Labor under EIN 942974014.
Who sponsors the KAYSER-ROTH CORPORATION RETIREMENT PLAN?
KAYSER-ROTH CORPORATION RETIREMENT PLAN is sponsored by KAYSER-ROTH CORPORATION, located in North Carolina. The sponsor's EIN is 942974014 and the plan operates in the Manufacturing industry.
How did KAYSER-ROTH CORPORATION RETIREMENT PLAN perform in 2022?
KAYSER-ROTH CORPORATION RETIREMENT PLAN declined by 30.8% during 2022, moving from $13M to $9M in total assets. Net income was $-4,030,785.
Where can I find official filings for KAYSER-ROTH CORPORATION RETIREMENT PLAN?
Official Form 5500 filings for KAYSER-ROTH CORPORATION RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 942974014 or plan name at efast.dol.gov.
How does KAYSER-ROTH CORPORATION RETIREMENT PLAN compare to other plans?
You can compare KAYSER-ROTH CORPORATION RETIREMENT PLAN against other Defined Benefit (Pension) plans on the plan type page, or view plans in North Carolina on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 942974014.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.