401(k) · DOL Form 5500 · 2023

Kd Capital Mortgage Corporation 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
7
Participants Small participant base
30th
Percentile by assets National rank
$275,665
Avg per participant High 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, 7 participants

Kd Capital Mortgage Corporation's Kd Capital Mortgage Corporation 401(k) Profit Sharing Plan reported $2M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #2,331 in Real Estate (4,727 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 / 7 participants.

#2,331
in Real Estate (4,727 peers)
+13.1%
assets growth YoY

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 2023 · DOL Form 5500

$1,929,658 30th percentile higher than 30% of 127,068 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 2023

Kd Capital Mortgage Corporation 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 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 (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kd Capital Mortgage Corporation 401(k) Profit Sharing Plan reported net income rose from -$101K in the plan year 2022 filing to $211K in the plan year 2023 filing.
  • Kd Capital Mortgage Corporation 401(k) Profit Sharing Plan reported participants fell from 9 in the plan year 2022 filing to 7 in the plan year 2023 filing.
  • Kd Capital Mortgage Corporation 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 270982018 · Kd Capital Mortgage Corporation PY 2023 · 401(k)

Kd Capital Mortgage Corporation 401(k) Profit Sharing Plan · $2M · 7 · 30th

  • PART $2M
  • TYPE 7
  • NET 30th
  • BOOK 401(k)
  • VS-ST near Mueller Services, Inc. 401(k) Profit Sharing Plan and Trust
  • BOY ind #2331

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…$2MMueller Services, Inc. 401(k) Profit Sharing Plan and TrustMueller Services, Inc. 401(k…$2MRehab Consultants PA 401(k) Profit Sharing Plan & TrustRehab Consultants PA 401(k) …$2MBokser Dental 401(k) Profit Sharing PlanBokser Dental 401(k) Profit …$2MLawn & Garden, LLC Union 401(k) PlanLawn & Garden, LLC Union 401…$2M
End-of-year total assets ($M) among Kd Capital Mortgage Corporation 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$211K
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): 0.001929658 · Participants: 7Kd Capital Mortgage Corporation 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) 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 Mueller Services, Inc. 401(k) Profit Sharing Plan and Trust in NY ($2M); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Kd Capital Mortgage Corporation 401(k) Profit Sharing Plan grew at a solid clip - up 13.1% during 2023, from $2M to $2M. Reported net income was $211K.
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 Mueller Services, Inc. 401(k) Profit Sharing Plan and Trust in NY ($2M, 1,187 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 Asana Biosciences, LLC 401(k) Plan in NJ (7 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.