Defined Benefit (Pension) · DOL Form 5500 · 2023
Kasa Trading, LLC Pension Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $518,970
- Avg per participant High balance/head
Official DOL plan name: Kasa Trading Defined Benefit Pension Plan · Sponsored by Kasa Trading, LLC · Arizona · Retail Trade
$2M in assets, 4 participants
Kasa Trading, LLC's Kasa Trading Defined Benefit Pension Plan reported $2M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.
- #3,610 in Retail Trade (8,414 peers)
Kasa Trading, LLC multi-year trail
Kasa Trading, LLC's plans moved +202.2% in assets from 2022 to 2024; this filing shows Kasa Trading Defined Benefit Pension Plan at $2M / 4 participants.
- #3,610
- in Retail Trade (8,414 peers)
- +74.2%
- assets growth YoY
Kasa Trading Defined Benefit Pension Plan among the smaller filed plans by assets
Kasa Trading Defined Benefit Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,075,881 31st percentile higher than 31% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Kasa Trading Defined Benefit Pension 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. Kasa Trading Defined Benefit Pension Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kasa Trading Defined Benefit Pension Plan reported net income rose from $371K in the plan year 2022 filing to $891K in the plan year 2023 filing.
- Kasa Trading Defined Benefit Pension Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Kasa Trading Defined Benefit Pension Plan reported participants rose from 3 in the plan year 2022 filing to 4 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 813101906 · Kasa Trading, LLC PY 2023 · Defined Benefit (Pension)
Kasa Trading Defined Benefit Pension Plan · $2M · 4 · 31st
- RANK $2M
- PHOTO 4
- IND 31st
- EOY Defined Benefit (Pension)
- 5500 near O'sullivan Typographers, Inc. Defined Benefit Pension Plan
- ASSETS ind #3610
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 Retail Trade retirement plans → · Plans in Arizona →
Kasa Trading Defined Benefit Pension Plan in the asset neighbourhood
Kasa Trading, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Kasa Trading, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 202.18640224631977% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $1M |
| 2023 | 1 | 4 | $2M |
| 2024 | 1 | 4 | $4M |
Kasa Trading, LLC filing trail (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $891K |
| Employer EIN | 813101906 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Arizona
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Pinnacle West Capital Corporation Retirement Plan $3.3B · 5,824
- Salt River Project Employees' Retirement Plan $2.8B · 4,790
- Freeport Minerals Corporation Retirement Plan $1.4B · 2,597
- Desert States Employers & Ufcw Unions Pension Plan $1.0B · 19,139
- Avnet Pension Plan $501M · 2,483
Kasa Trading Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Arizona, the nearest Defined Benefit (Pension) by assets is O'sullivan Typographers, Inc. Defined Benefit Pension Plan in NY ($2M); by covered participants it is Ship Wheel Retirement Fund and Trust in MA (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
- O'sullivan Typographers, Inc. Defined Benefit Pension Plan (NY) $2M · 6
- Graphic Communications International Union Local 96-B Pension Fund (TN) $2M · 7
- The Children's Hospital of Philadelphia Pension Plan for Union-Represented Employees (PA) $2M · 870
- Bansi Corp. Dba Total Care Pharmacy Defined Benefit Pension Plan (CA) $2M · 10
Similar participant headcount
Nearest other-state filings by covered participants (4 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.