401(k) · DOL Form 5500 · 2023

Kurz Transfer Products, LP 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
363
Participants Below avg headcount
78th
Percentile by assets National rank
$74,297
Avg per participant Below avg balance/head
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Official DOL plan name: Kurz America Employees' Cash-Deferred Arrangement · Sponsored by Kurz Transfer Products, LP · North Carolina · Manufacturing

$27M in assets, 363 participants

Kurz Transfer Products, LP's Kurz America Employees' Cash-Deferred Arrangement reported $27M in total assets and 363 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #12,902 in Manufacturing (18,722 peers)

Coverage in North Carolina

Kurz America Employees' Cash-Deferred Arrangement covers 363 participants in North Carolina, about 44% of the average North Carolina filer (state average ~819 per filing). Assets: $27M.

#12,902
in Manufacturing (18,722 peers)
+15.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Kurz America Employees' Cash-Deferred Arrangement's outsized position by total assets

Kurz America Employees' Cash-Deferred Arrangement vs every filed plan by assets

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

$26,969,801 Top 22% higher than 78% 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

Kurz America Employees' Cash-Deferred Arrangement among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kurz America Employees' Cash-Deferred Arrangement sits mid-pack in the medium band (363 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kurz America Employees' Cash-Deferred Arrangement reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Kurz America Employees' Cash-Deferred Arrangement end-of-year assets rose from $23M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Kurz America Employees' Cash-Deferred Arrangement reported participants rose from 330 in the plan year 2022 filing to 363 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 232677477 · Kurz Transfer Products, LP PY 2023 · 401(k)

Kurz America Employees' Cash-Deferred Arrangement · $27M · 363 · 78th

  • RANK $27M
  • PHOTO 363
  • IND 78th
  • EOY 401(k)
  • 5500 near Matrix New World Engineering, Land Surveying and Landscape Architecture, P.C. 401(k) Plan
  • ASSETS ind #12902

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 North Carolina →

Kurz America Employees' Cash-Deferred Arrangement in the asset neighbourhood

Kurz America Employees' Cash-Deferred ArrangementKurz America Employees' Cash…$27MMatrix New World Engineering, Land Surveying and Landscape Architecture, P.C. 401(k) PlanMatrix New World Engineering…$27MMolecular Epidemiology, Inc. 401(k) Profit Sharing PlanMolecular Epidemiology, Inc.…$27MAmerican Hospitality Associations 401(k) PlanAmerican Hospitality Associa…$27MMad Engine Global, LLC 401(k) Retirement PlanMad Engine Global, LLC 401(k…$27M
End-of-year total assets ($M) among Kurz America Employees' Cash-Deferred Arrangement and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$27M
Net Income$4M
Employer EIN232677477
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kurz Transfer Products, LP)

Sponsor-wide plan assets over time

All Kurz Transfer Products, LP plans reported in each filing year

Latest sponsor-wide plan assets
$35M 28.368498555293147% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.5M $35.3M ▲ +28.4%
Year Plans Participants Total Assets
2022 2 392 $27M
2023 2 419 $32M
2024 2 397 $35M

Nearby 401(k) Plans in North Carolina

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

Kurz America Employees' Cash-Deferred Arrangement vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Kurz America Employees' Cash-Deferred Arrangement, Total assets ($B): 0.026969801 · Participants: 363Kurz America Employees' Cash-Deferred ArrangementThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Kurz America Employees' Cash-Deferred Arrangement vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Kurz America Employees' Cash-Deferred Arrangement side-by-side with 3 peers →

Kurz America Employees' Cash-Deferred Arrangement's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Matrix New World Engineering, Land Surveying and Landscape Architecture, P.C. 401(k) Plan in NJ ($27M); by covered participants it is Jst Corporation 401(k) Plan in IL (363 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (363 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 Kurz America Employees' Cash-Deferred Arrangement assets move in 2023? ▼
Kurz America Employees' Cash-Deferred Arrangement grew sharply - up 15.8% during 2023, from $23M to $27M. Reported net income was $4M.
How have Kurz Transfer Products, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kurz Transfer Products, LP's sponsor-wide assets grew 28.4%, from $27M to $35M.
Where does Kurz America Employees' Cash-Deferred Arrangement rank by assets among Form 5500 filers? ▼
Kurz America Employees' Cash-Deferred Arrangement ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Kurz America Employees' Cash-Deferred Arrangement? ▼
Among 401(k) plans in other states, the closest by assets is Matrix New World Engineering, Land Surveying and Landscape Architecture, P.C. 401(k) Plan in NJ ($27M, 174 participants).
Which 401(k) plans cover a similar participant headcount to Kurz America Employees' Cash-Deferred Arrangement? ▼
Among 401(k) plans in other states, the closest by covered participants is Jst Corporation 401(k) Plan in IL (363 participants, $38M 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 232677477.

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.