Profit Sharing · DOL Form 5500 · 2023

Kapko, Inc. Profit Sharing Plan

Data updated 2026-08-25

$506K
Total assets Small plan by assets
4
Participants Small participant base
18th
Percentile by assets National rank
$126,531
Avg per participant Near avg balance/head
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Official DOL plan name: Kapko, Inc. Retirement Plan · Sponsored by Kapko, Inc. · Colorado · Manufacturing

$506K in assets, 4 participants

Kapko, Inc.'s Kapko, Inc. Retirement Plan reported $506K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,359 in Manufacturing (18,722 peers)

Kapko, Inc. multi-year trail

Kapko, Inc.'s plans moved +25.0% in assets from 2022 to 2024; this filing shows Kapko, Inc. Retirement Plan at $506K / 4 participants.

#1,359
in Manufacturing (18,722 peers)
+119.8%
assets growth YoY

Kapko, Inc. Retirement Plan among the smaller filed plans by assets

Kapko, Inc. Retirement Plan vs every filed plan by assets

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

$506,122 18th percentile higher than 18% 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

Kapko, Inc. 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. Kapko, Inc. Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kapko, Inc. Retirement Plan reported net income rose from -$250K in the plan year 2022 filing to $276K in the plan year 2023 filing.
  • Kapko, Inc. Retirement Plan end-of-year assets rose from $230K in the plan year 2022 filing to $506K in the plan year 2023 filing.
  • Kapko, Inc. Retirement Plan reported participants rose from 3 in the plan year 2022 filing to 4 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 825082531 · Kapko, Inc. PY 2023 · Profit Sharing

Kapko, Inc. Retirement Plan · $506K · 4 · 18th

  • IND $506K
  • EOY 4
  • 5500 18th
  • ASSETS Profit Sharing
  • PCT near Hmbp Investments, Inc. Retirement Plan
  • EIN ind #1359

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 Colorado →

Kapko, Inc. Retirement Plan in the asset neighbourhood

Kapko, Inc. Retirement Plan$506KHmbp Investments, Inc. Retirement PlanHmbp Investments, Inc. Retir…$506KCarlos Santiago Alicea Profit Sharing Retriement PlanCarlos Santiago Alicea Profi…$506KMarie Carmen Lugo Cruz Retirement PlanMarie Carmen Lugo Cruz Retir…$506KTeks Enterprises Inc. Profit Sharing PlanTeks Enterprises Inc. Profit…$506K
End-of-year total assets ($M) among Kapko, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Kapko, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Kapko, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$288K 24.977202261535655% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M 202220232024 $0.23M $0.29M ▲ +26.1%
Year Plans Participants Total Assets
2022 1 3 $230K
2023 1 4 $506K
2024 1 3 $288K

Kapko, Inc. filing trail (2023)

Total Assets (Beginning of Year)$230K
Net Assets (End of Year)$506K
Net Income$276K
Employer EIN825082531
Plan Effective Date2018-04-05
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Colorado

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Kapko, Inc. Retirement Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 -20020406080 Total assets ($M) Participants Kapko, Inc. Retirement Plan, Total assets ($M): 0.506122 · Participants: 4Kapko, Inc. Retirement PlanHensel Phelps Hourly Retirement Plan, Total assets ($M): 58.660079 · Participants: 695Hensel Phelps Hourly Retirement PlanLiberty Pr Mobility 401(k) Savings Plans, Total assets ($M): 43.07945 · Participants: 1212Liberty Pr Mobility 401(k) Savings PlansAmended & Restated Profit Sharing Plan of Midwest Pms, Total assets ($M): 38.087891 · Participants: 133Amended & Restated Profit Sharing Plan of Midwest PmsPeterson Company Profit-Sharing Plan, Total assets ($M): 18.249977 · Participants: 26Peterson Company Profit-Sharing PlanRetirement Plan of Public Broadcasting of Colorado, Inc., Total assets ($M): 16.472083 · Participants: 182Retirement Plan of Public Broadcasting of Colorado, Inc.
Kapko, Inc. Retirement Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants
Compare Kapko, Inc. Retirement Plan side-by-side with 3 peers →

Kapko, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Colorado, the nearest Profit Sharing by assets is Hmbp Investments, Inc. Retirement Plan in NC ($506K); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Kapko, Inc. Retirement Plan assets move in 2023? ▼
Kapko, Inc. Retirement Plan surged - up 119.8% during 2023, from $230K to $506K. Reported net income was $276K.
How have Kapko, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kapko, Inc.'s sponsor-wide assets grew 25.0%, from $230K to $288K.
Where does Kapko, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Kapko, Inc. Retirement Plan ranks in the 18th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Kapko, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Hmbp Investments, Inc. Retirement Plan in NC ($506K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Kapko, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 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 825082531.

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.