401(k) · DOL Form 5500 · 2023

Kase Equipment Corporation 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
33
Participants Small participant base
46th
Percentile by assets National rank
$163,007
Avg per participant Above avg balance/head
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Official DOL plan name: Kase Equipment Corporation Retirement Plan · Sponsored by Kase Equipment Corporation · Ohio · Manufacturing

$5M in assets, 33 participants

Kase Equipment Corporation's Kase Equipment Corporation Retirement Plan reported $5M in total assets and 33 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #5,444 in Manufacturing (18,722 peers)

Kase Equipment Corporation multi-year trail

Kase Equipment Corporation's plans moved +34.1% in assets from 2022 to 2024; this filing shows Kase Equipment Corporation Retirement Plan at $5M / 33 participants.

#5,444
in Manufacturing (18,722 peers)
+19.0%
assets growth YoY

Kase Equipment Corporation Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Kase Equipment Corporation Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,379,215 46th percentile higher than 46% 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

Kase Equipment Corporation Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kase Equipment Corporation Retirement Plan is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kase Equipment Corporation Retirement Plan reported net income rose from -$708K in the plan year 2022 filing to $857K in the plan year 2023 filing.
  • Kase Equipment Corporation Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Kase Equipment Corporation Retirement Plan reported participants fell from 34 in the plan year 2022 filing to 33 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 340946425 · Kase Equipment Corporation PY 2023 · 401(k)

Kase Equipment Corporation Retirement Plan · $5M · 33 · 46th

  • EIN $5M
  • EIN 33
  • EIN 46th
  • EIN 401(k)
  • EIN near Rockpoint Gas Storage LLC 401(k) and Profit Sharing Plan
  • EIN ind #5444

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 Ohio →

Kase Equipment Corporation Retirement Plan in the asset neighbourhood

Kase Equipment Corporation Retirement PlanKase Equipment Corporation R…$5MRockpoint Gas Storage LLC 401(k) and Profit Sharing PlanRockpoint Gas Storage LLC 40…$5MDhillon Healthcare Group 401(k) PlanDhillon Healthcare Group 401…$5MSoftdocs Sc, LLC 401(k) Plan$5MBruceton Farm Service, Inc. 401(k) PlanBruceton Farm Service, Inc. …$5M
End-of-year total assets ($M) among Kase Equipment Corporation Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kase Equipment Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Kase Equipment Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$6M 34.051084898379095% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.52M $6.06M ▲ +34.1%
Year Plans Participants Total Assets
2022 1 34 $5M
2023 1 33 $5M
2024 1 35 $6M

Kase Equipment Corporation filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$857K
Employer EIN340946425
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Kase Equipment Corporation Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Kase Equipment Corporation Retirement Plan, Total assets ($B): 0.005379215 · Participants: 33Kase Equipment Corporation Retirement PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Kase Equipment Corporation Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Kase Equipment Corporation Retirement Plan side-by-side with 3 peers →

Kase Equipment Corporation Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Rockpoint Gas Storage LLC 401(k) and Profit Sharing Plan in ($5M); by covered participants it is Taylor Automotive Group 401(k) Plan in TN (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 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 Kase Equipment Corporation Retirement Plan assets move in 2023? ▼
Kase Equipment Corporation Retirement Plan grew sharply - up 19.0% during 2023, from $5M to $5M. Reported net income was $857K.
How have Kase Equipment Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kase Equipment Corporation's sponsor-wide assets grew 34.1%, from $5M to $6M.
Which 401(k) plans are similar in size to Kase Equipment Corporation Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rockpoint Gas Storage LLC 401(k) and Profit Sharing Plan in ($5M, 28 participants).
Which 401(k) plans cover a similar participant headcount to Kase Equipment Corporation Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Taylor Automotive Group 401(k) Plan in TN (33 participants, $4M 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 340946425.

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.