401(k) · DOL Form 5500 · 2023

Kyocera Document Solutions America, Inc. 401(k) Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
756
Participants Near avg headcount
88th
Percentile by assets National rank
$83,444
Avg per participant Below avg balance/head
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Official DOL plan name: Kda Direct Operations 401(k) Plan · Sponsored by Kyocera Document Solutions America, Inc. · New Jersey · Wholesale Trade

$63M in assets, 756 participants

Kyocera Document Solutions America, Inc.'s Kda Direct Operations 401(k) Plan reported $63M in total assets and 756 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #5,633 in Wholesale Trade (6,309 peers)

Where Kda Direct Operations 401(k) Plan sits by assets

Kda Direct Operations 401(k) Plan sits in the top quartile of all filed plans by assets, $63M for 756 participants (~$83,444/participant), up 16.7% in 2023.

#5,633
in Wholesale Trade (6,309 peers)
+16.7%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Kda Direct Operations 401(k) Plan's outsized position by total assets

Kda Direct Operations 401(k) Plan vs every filed plan by assets

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

$63,083,560 Top 12% higher than 88% 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

Kda Direct Operations 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. Kda Direct Operations 401(k) Plan sits mid-pack in the medium band (756 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kda Direct Operations 401(k) Plan reported net income rose from -$13M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Kda Direct Operations 401(k) Plan end-of-year assets rose from $54M in the plan year 2022 filing to $63M in the plan year 2023 filing.
  • Kda Direct Operations 401(k) Plan reported participants fell from 775 in the plan year 2022 filing to 756 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 952819506 · Kyocera Document Solutions America, Inc. PY 2023 · 401(k)

Kda Direct Operations 401(k) Plan · $63M · 756 · 88th

  • IND $63M
  • EOY 756
  • 5500 88th
  • ASSETS 401(k)
  • PCT near Johnson & Jordan, Inc. Employee Stock Ownership 401(k) Plan
  • EIN ind #5633

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 Wholesale Trade retirement plans → · Plans in New Jersey →

Kda Direct Operations 401(k) Plan in the asset neighbourhood

The Bradbury Company, Inc. Profit Sharing 401(k) PlanThe Bradbury Company, Inc. P…$63MAllworth Financial 401(k) PlanAllworth Financial 401(k) Pl…$63MKda Direct Operations 401(k) PlanKda Direct Operations 401(k)…$63MJohnson & Jordan, Inc. Employee Stock Ownership 401(k) PlanJohnson & Jordan, Inc. Emplo…$63MBumble Bee Foods, LLC 401(k) PlanBumble Bee Foods, LLC 401(k)…$63M
End-of-year total assets ($M) among Kda Direct Operations 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$63M
Net Income$10M
Employer EIN952819506
Plan Effective Date2008-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kyocera Document Solutions America, Inc.)

Sponsor-wide plan assets over time

All Kyocera Document Solutions America, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$230M 24.125942599136437% vs 2022
2024 filing year
$180M$200M$220M$240M 202220232024 $185M $230M ▲ +24.1%
Year Plans Participants Total Assets
2022 2 1,403 $185M
2023 2 1,423 $211M
2024 2 1,355 $230M

Nearby 401(k) Plans in New Jersey

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

Kda Direct Operations 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Kda Direct Operations 401(k) Plan, Total assets ($B): 0.06308356 · Participants: 756Kda Direct Operations 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Kda Direct Operations 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

Kda Direct Operations 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Johnson & Jordan, Inc. Employee Stock Ownership 401(k) Plan in ME ($63M); by covered participants it is Dialysis Employees' Profit Sharing 401(k) Salary Reduction Plan and Trust in GA (756 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (756 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 Kda Direct Operations 401(k) Plan assets move in 2023?
Kda Direct Operations 401(k) Plan grew sharply - up 16.7% during 2023, from $54M to $63M. Reported net income was $10M.
How have Kyocera Document Solutions America, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Kyocera Document Solutions America, Inc.'s sponsor-wide assets grew 24.1%, from $185M to $230M.
Where does Kda Direct Operations 401(k) Plan rank by assets among Form 5500 filers?
Kda Direct Operations 401(k) Plan ranks in the 88th 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 Kda Direct Operations 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Johnson & Jordan, Inc. Employee Stock Ownership 401(k) Plan in ME ($63M, 312 participants).
Which 401(k) plans cover a similar participant headcount to Kda Direct Operations 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Dialysis Employees' Profit Sharing 401(k) Salary Reduction Plan and Trust in GA (756 participants, $30M in assets).