401(k) · DOL Form 5500 · 2023

Kassis Investment Company, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
33rd
Percentile by assets National rank
$1.3M
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

$3M in assets, 2 participants

Kassis Investment Company, Inc.'s Kassis Investment Company Retirement Plan reported $3M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #2,040 in Finance & Insurance (8,869 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 $3M / 2 participants.

#2,040
in Finance & Insurance (8,869 peers)
+3.8%
assets growth YoY

Kassis Investment Company Retirement Plan among the smaller filed plans by assets

Kassis Investment Company Retirement Plan vs every filed plan by assets

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

$2,528,514 33rd percentile higher than 33% 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

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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kassis Investment Company Retirement Plan reported net income rose from -$519K in the plan year 2022 filing to $93K in the plan year 2023 filing.
  • Kassis Investment Company Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 942817805 · Kassis Investment Company, Inc. PY 2023 · 401(k)

Kassis Investment Company Retirement Plan · $3M · 2 · 33rd

  • EBSA $3M
  • PART 2
  • TYPE 33rd
  • NET 401(k)
  • BOOK near Rothfelder & Falick, L.L.P. 401(k) Profit Sharing Plan
  • VS-ST ind #2040

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…$3MRothfelder & Falick, L.L.P. 401(k) Profit Sharing PlanRothfelder & Falick, L.L.P. …$3MEym Group, Inc. 401(k) Retirement Savings PlanEym Group, Inc. 401(k) Retir…$3MArt Works, Inc. 401(k) Profit Sharing Plan & TrustArt Works, Inc. 401(k) Profi…$3MPerdue & Kidd 401(k) Plan$3M
End-of-year total assets ($M) among Kassis Investment Company Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$93K
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): 0.002528514 · Participants: 2Kassis Investment Company Retirement 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
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 Rothfelder & Falick, L.L.P. 401(k) Profit Sharing Plan in TX ($3M); by covered participants it is Napa Bound Retirement Plan in FL (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 2023. 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 2023? ▼
Kassis Investment Company Retirement Plan edged up modestly - up 3.8% during 2023, from $2M to $3M. Reported net income was $93K.
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 Rothfelder & Falick, L.L.P. 401(k) Profit Sharing Plan in TX ($3M, 4 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 Napa Bound Retirement Plan in FL (2 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 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.