401(k) · DOL Form 5500 · 2023

Ktgy Group, Inc. 401(k) Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
577
Participants Below avg headcount
87th
Percentile by assets National rank
$101,232
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ktgy Group, Inc. 401(k) and Profit Sharing Plan · Sponsored by Ktgy Group, Inc. · California · Professional & Technical Services

$58M in assets, 577 participants

Ktgy Group, Inc.'s Ktgy Group, Inc. 401(k) and Profit Sharing Plan reported $58M in total assets and 577 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #17,919 in Professional & Technical Services (20,321 peers)

Where Ktgy Group, Inc. 401(k) and Profit Sharing Plan sits by assets

Ktgy Group, Inc. 401(k) and Profit Sharing Plan sits in the top quartile of all filed plans by assets, $58M for 577 participants (~$101,232/participant), up 23.6% in 2023.

#17,919
in Professional & Technical Services (20,321 peers)
+23.6%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Ktgy Group, Inc. 401(k) and Profit Sharing Plan's outsized position by total assets

Ktgy Group, Inc. 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$58,411,054 Top 13% higher than 87% 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

Ktgy Group, Inc. 401(k) and Profit Sharing 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. Ktgy Group, Inc. 401(k) and Profit Sharing Plan sits mid-pack in the medium band (577 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ktgy Group, Inc. 401(k) and Profit Sharing Plan reported net income rose from -$7M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Ktgy Group, Inc. 401(k) and Profit Sharing Plan reported participants rose from 419 in the plan year 2022 filing to 577 in the plan year 2023 filing.
  • Ktgy Group, Inc. 401(k) and Profit Sharing Plan end-of-year assets rose from $47M in the plan year 2022 filing to $58M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 330488819 · Ktgy Group, Inc. PY 2023 · 401(k)

Ktgy Group, Inc. 401(k) and Profit Sharing Plan · $58M · 577 · 87th

  • EBSA $58M
  • PART 577
  • TYPE 87th
  • NET 401(k)
  • BOOK near Ugn, Inc. Retirement and Savings Plan
  • VS-ST ind #17919

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 Professional & Technical Services retirement plans → · Plans in California →

Ktgy Group, Inc. 401(k) and Profit Sharing Plan in the asset neighbourhood

Windels Marx Lane & Mittendorf, LLP Profit Sharing 401(k) PlanWindels Marx Lane & Mittendo…$58MKtgy Group, Inc. 401(k) and Profit Sharing PlanKtgy Group, Inc. 401(k) and …$58MUgn, Inc. Retirement and Savings PlanUgn, Inc. Retirement and Sav…$58MEntech Sales & Service 401(k) PlanEntech Sales & Service 401(k…$58MPhototype Engraving Company, Inc. Retirement Savings PlanPhototype Engraving Company,…$58M
End-of-year total assets ($M) among Ktgy Group, Inc. 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$58M
Net Income$11M
Employer EIN330488819
Plan Effective Date1996-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ktgy Group, Inc.)

Sponsor-wide plan assets over time

All Ktgy Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$67M 41.234917668764076% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $47.3M $66.8M ▲ +41.2%
Year Plans Participants Total Assets
2022 1 419 $47M
2023 1 577 $58M
2024 1 420 $67M

Nearby 401(k) Plans in California

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

Ktgy Group, Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Ktgy Group, Inc. 401(k) and Profit Sharing Plan, Total assets ($B): 0.058411054 · Participants: 577Ktgy Group, Inc. 401(k) and Profit Sharing 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
Ktgy Group, Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Ktgy Group, Inc. 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Ktgy Group, Inc. 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ugn, Inc. Retirement and Savings Plan in IL ($58M); by covered participants it is Hamricks Corporation 401(k) Retirement Plan in SC (577 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (577 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 Ktgy Group, Inc. 401(k) and Profit Sharing Plan assets move in 2023? ▼
Ktgy Group, Inc. 401(k) and Profit Sharing Plan grew sharply - up 23.6% during 2023, from $47M to $58M. Reported net income was $11M.
How have Ktgy Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ktgy Group, Inc.'s sponsor-wide assets grew 41.2%, from $47M to $67M.
Where does Ktgy Group, Inc. 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Ktgy Group, Inc. 401(k) and Profit Sharing Plan ranks in the 87th 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 Ktgy Group, Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ugn, Inc. Retirement and Savings Plan in IL ($58M, 1,014 participants).
Which 401(k) plans cover a similar participant headcount to Ktgy Group, Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hamricks Corporation 401(k) Retirement Plan in SC (577 participants, $10M 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 330488819.

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.