401(k) · DOL Form 5500 · 2023

K.T.G. (USA) LP 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
125
Participants Small participant base
71st
Percentile by assets National rank
$149,698
Avg per participant Above avg balance/head
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Official DOL plan name: K.T.G., USA Salary Employees 401(k) Plan · Sponsored by K.T.G. (USA) LP · Tennessee · Manufacturing

$19M in assets, 125 participants

K.T.G. (USA) LP's K.T.G., USA Salary Employees 401(k) Plan reported $19M in total assets and 125 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #11,400 in Manufacturing (18,722 peers)

Coverage in Tennessee

K.T.G., USA Salary Employees 401(k) Plan covers 125 participants in Tennessee, about 11% of the average Tennessee filer (state average ~1,126 per filing). Assets: $19M.

#11,400
in Manufacturing (18,722 peers)
+20.4%
assets growth YoY

K.T.G., USA Salary Employees 401(k) Plan's outsized position by total assets

K.T.G., USA Salary Employees 401(k) Plan vs every filed plan by assets

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

$18,712,293 Top 29% higher than 71% 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

K.T.G., USA Salary Employees 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. K.T.G., USA Salary Employees 401(k) Plan sits mid-pack in the medium band (125 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • K.T.G., USA Salary Employees 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • K.T.G., USA Salary Employees 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • K.T.G., USA Salary Employees 401(k) Plan reported participants rose from 114 in the plan year 2022 filing to 125 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 481280850 · K.T.G. (USA) LP PY 2023 · 401(k)

K.T.G., USA Salary Employees 401(k) Plan · $19M · 125 · 71st

  • PCT $19M
  • PCT 125
  • PCT 71st
  • PCT 401(k)
  • PCT near South Atlantic Bank 401(k) Employee Stock Ownership Plan
  • PCT ind #11400

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 Tennessee →

K.T.G., USA Salary Employees 401(k) Plan in the asset neighbourhood

Cornerstone Wauseon 401(k) PlanCornerstone Wauseon 401(k) P…$19MK.T.G., USA Salary Employees 401(k) PlanK.T.G., USA Salary Employees…$19MSouth Atlantic Bank 401(k) Employee Stock Ownership PlanSouth Atlantic Bank 401(k) E…$19MKendall Packaging Corporation 401(k) PlanKendall Packaging Corporatio…$19MAsendia USA 401(k) Profit Sharing PlanAsendia USA 401(k) Profit Sh…$19M
End-of-year total assets ($M) among K.T.G., USA Salary Employees 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN481280850
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (K.T.G. (USA) LP)

Sponsor-wide plan assets over time

All K.T.G. (USA) LP plans reported in each filing year

Latest sponsor-wide plan assets
$36M 35.74722203338393% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $26.5M $35.9M ▲ +35.8%
Year Plans Participants Total Assets
2022 2 516 $26M
2023 2 558 $31M
2024 2 411 $36M

Nearby 401(k) Plans in Tennessee

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

K.T.G., USA Salary Employees 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants K.T.G., USA Salary Employees 401(k) Plan, Total assets ($B): 0.018712293 · Participants: 125K.T.G., USA Salary Employees 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
K.T.G., USA Salary Employees 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare K.T.G., USA Salary Employees 401(k) Plan side-by-side with 3 peers →

K.T.G., USA Salary Employees 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is South Atlantic Bank 401(k) Employee Stock Ownership Plan in SC ($19M); by covered participants it is R. C. Construction Co., Inc. 401(k) Salary Savings Plan in MS (125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (125 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 K.T.G., USA Salary Employees 401(k) Plan assets move in 2023? ▼
K.T.G., USA Salary Employees 401(k) Plan grew sharply - up 20.4% during 2023, from $16M to $19M. Reported net income was $3M.
How have K.T.G. (USA) LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), K.T.G. (USA) LP's sponsor-wide assets grew 35.7%, from $26M to $36M.
Which 401(k) plans are similar in size to K.T.G., USA Salary Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is South Atlantic Bank 401(k) Employee Stock Ownership Plan in SC ($19M, 142 participants).
Which 401(k) plans cover a similar participant headcount to K.T.G., USA Salary Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is R. C. Construction Co., Inc. 401(k) Salary Savings Plan in MS (125 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 481280850.

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.