401(k) · DOL Form 5500 · 2023

Ksm Castings USA Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
255
Participants Below avg headcount
41st
Percentile by assets National rank
$16,755
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ksm Castings USA 401(k) Plan · Sponsored by Ksm Castings USA Inc. · North Carolina · Manufacturing

$4M in assets, 255 participants

Ksm Castings USA Inc.'s Ksm Castings USA 401(k) Plan reported $4M in total assets and 255 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #4,601 in Manufacturing (18,722 peers)

Coverage in North Carolina

Ksm Castings USA 401(k) Plan covers 255 participants in North Carolina, about 31% of the average North Carolina filer (state average ~819 per filing). Assets: $4M.

#4,601
in Manufacturing (18,722 peers)
+32.8%
assets growth YoY

Ksm Castings USA 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Ksm Castings USA 401(k) Plan vs every filed plan by assets

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

$4,272,630 41st percentile higher than 41% 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

Ksm Castings USA 401(k) Plan 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. Ksm Castings USA 401(k) Plan sits mid-pack in the medium band (255 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ksm Castings USA 401(k) Plan reported net income rose from -$310K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Ksm Castings USA 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Ksm Castings USA 401(k) Plan reported participants rose from 194 in the plan year 2022 filing to 255 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 331226538 · Ksm Castings USA Inc. PY 2023 · 401(k)

Ksm Castings USA 401(k) Plan · $4M · 255 · 41st

  • 5500 $4M
  • ASSETS 255
  • PCT 41st
  • EIN 401(k)
  • RANK near Whitney Carleton Co. Inc. T/a Carleton Insurance Agency 401(k) Plan
  • PHOTO ind #4601

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 →

Ksm Castings USA 401(k) Plan in the asset neighbourhood

Ksm Castings USA 401(k) Plan$4MWhitney Carleton Co. Inc. T/a Carleton Insurance Agency 401(k) PlanWhitney Carleton Co. Inc. T/…$4MTotal Dynamic Solutions, LLC 401(k) PlanTotal Dynamic Solutions, LLC…$4MAvocado Green Brands 401(k) PlanAvocado Green Brands 401(k) …$4MVista Pacifica Enterprises, Inc. 401(k) Profit Sharing PlanVista Pacifica Enterprises, …$4M
End-of-year total assets ($M) among Ksm Castings USA 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN331226538
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ksm Castings USA Inc.)

Sponsor-wide plan assets over time

All Ksm Castings USA Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 45.586182713906375% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.22M $4.68M ▲ +45.3%
Year Plans Participants Total Assets
2022 1 194 $3M
2023 1 255 $4M
2024 1 213 $5M

Nearby 401(k) Plans in North Carolina

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

Ksm Castings USA 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Ksm Castings USA 401(k) Plan, Total assets ($B): 0.00427263 · Participants: 255Ksm Castings USA 401(k) PlanThe 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
Ksm Castings USA 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

Ksm Castings USA 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Whitney Carleton Co. Inc. T/a Carleton Insurance Agency 401(k) Plan in NJ ($4M); by covered participants it is Johnson & Towers Inc. Thrift Savings Plan in NJ (255 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (255 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 Ksm Castings USA 401(k) Plan assets move in 2023?
Ksm Castings USA 401(k) Plan surged - up 32.8% during 2023, from $3M to $4M. Reported net income was $1M.
How have Ksm Castings USA Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Ksm Castings USA Inc.'s sponsor-wide assets grew 45.6%, from $3M to $5M.
Which 401(k) plans are similar in size to Ksm Castings USA 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Whitney Carleton Co. Inc. T/a Carleton Insurance Agency 401(k) Plan in NJ ($4M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Ksm Castings USA 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Johnson & Towers Inc. Thrift Savings Plan in NJ (255 participants, N/A in assets).