401(k) · DOL Form 5500 · 2023

KARI-OUT 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
573
Participants Below avg headcount
68th
Percentile by assets National rank
$27,812
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kari-Out 401(k) Plan · Sponsored by KARI-OUT · New York · Manufacturing

$16M in assets, 573 participants

KARI-OUT's Kari-Out 401(k) Plan reported $16M in total assets and 573 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #10,677 in Manufacturing (18,722 peers)

KARI-OUT multi-year trail

KARI-OUT's plans moved +121.3% in assets from 2022 to 2024; this filing shows Kari-Out 401(k) Plan at $16M / 573 participants.

#10,677
in Manufacturing (18,722 peers)
+85.2%
assets growth YoY

Kari-Out 401(k) Plan's outsized position by total assets

Kari-Out 401(k) Plan vs every filed plan by assets

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

$15,936,325 Top 32% higher than 68% 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

Kari-Out 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. Kari-Out 401(k) Plan sits mid-pack in the medium band (573 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kari-Out 401(k) Plan reported net income rose from -$710K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Kari-Out 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Kari-Out 401(k) Plan reported participants rose from 556 in the plan year 2022 filing to 573 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 844103793 · KARI-OUT PY 2023 · 401(k)

Kari-Out 401(k) Plan · $16M · 573 · 68th

  • EBSA $16M
  • EBSA 573
  • EBSA 68th
  • EBSA 401(k)
  • EBSA near Labconnect 401(k) Plan
  • EBSA ind #10677

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 New York →

Kari-Out 401(k) Plan in the asset neighbourhood

Kari-Out 401(k) Plan$16MLabconnect 401(k) Plan$16MArchbold Container Corporation 401(k) PlanArchbold Container Corporati…$16MDichello Distributors Inc 401(k) Ps PlanDichello Distributors Inc 40…$16MThirdera, LLC$16M
End-of-year total assets ($M) among Kari-Out 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

KARI-OUT multi-year asset trail

Sponsor-wide plan assets over time

All KARI-OUT plans reported in each filing year

Latest sponsor-wide plan assets
$19M 121.25547727228354% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $8.6M $19M ▲ +121.4%
Year Plans Participants Total Assets
2022 1 556 $9M
2023 1 573 $16M
2024 1 476 $19M

KARI-OUT filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN844103793
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Kari-Out 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Kari-Out 401(k) Plan, Total assets ($B): 0.015936325 · Participants: 573Kari-Out 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Kari-Out 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Kari-Out 401(k) Plan side-by-side with 3 peers →

Kari-Out 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Labconnect 401(k) Plan in TN ($16M); by covered participants it is Mood401(k) Savings and Retirement Plan in TX (573 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (573 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 Kari-Out 401(k) Plan assets move in 2023? ▼
Kari-Out 401(k) Plan surged - up 85.2% during 2023, from $9M to $16M. Reported net income was $3M.
How have KARI-OUT plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), KARI-OUT's sponsor-wide assets grew 121.3%, from $9M to $19M.
Which 401(k) plans are similar in size to Kari-Out 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Labconnect 401(k) Plan in TN ($16M, 580 participants).
Which 401(k) plans cover a similar participant headcount to Kari-Out 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mood401(k) Savings and Retirement Plan in TX (573 participants, $78M 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 844103793.

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.