401(k) · DOL Form 5500 · 2023

Spartan Organization, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
129
Participants Small participant base
71st
Percentile by assets National rank
$144,021
Avg per participant Near avg balance/head
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Official DOL plan name: 401(k) Plan for the Kappa Group of Companies · Sponsored by Spartan Organization, Inc. · Pennsylvania · Professional & Technical Services

$19M in assets, 129 participants

Spartan Organization, Inc.'s 401(k) Plan for the Kappa Group of Companies reported $19M in total assets and 129 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.

  • #14,397 in Professional & Technical Services (20,321 peers)

Coverage in Pennsylvania

401(k) Plan for the Kappa Group of Companies covers 129 participants in Pennsylvania, about 16% of the average Pennsylvania filer (state average ~822 per filing). Assets: $19M.

#14,397
in Professional & Technical Services (20,321 peers)
+10.3%
assets growth YoY

401(k) Plan for the Kappa Group of Companies's outsized position by total assets

401(k) Plan for the Kappa Group of Companies vs every filed plan by assets

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

$18,578,705 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

401(k) Plan for the Kappa Group of Companies 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. 401(k) Plan for the Kappa Group of Companies sits mid-pack in the medium band (129 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 401(k) Plan for the Kappa Group of Companies reported net income rose from -$9M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • 401(k) Plan for the Kappa Group of Companies reported participants fell from 171 in the plan year 2022 filing to 129 in the plan year 2023 filing.
  • 401(k) Plan for the Kappa Group of Companies end-of-year assets rose from $17M in the plan year 2022 filing to $19M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 232615240 · Spartan Organization, Inc. PY 2023 · 401(k)

401(k) Plan for the Kappa Group of Companies · $19M · 129 · 71st

  • PHOTO $19M
  • IND 129
  • EOY 71st
  • 5500 401(k)
  • ASSETS near Apeel Sciences 401(k) Plan
  • PCT ind #14397

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 Pennsylvania →

401(k) Plan for the Kappa Group of Companies in the asset neighbourhood

401(k) Plan for the Kappa Group of Companies401(k) Plan for the Kappa Gr…$19MApeel Sciences 401(k) Plan$19MSaxco International, LLC Savings and Investment PlanSaxco International, LLC Sav…$19MChristensen, Inc. 401(k) Plan$19MSmart Financial Credit Union 401(k) PlanSmart Financial Credit Union…$19M
End-of-year total assets ($M) among 401(k) Plan for the Kappa Group of Companies and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN232615240
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Spartan Organization, Inc.)

Sponsor-wide plan assets over time

All Spartan Organization, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 0.763073059702658% vs 2022
2024 filing year
$16M$17M$18M$19M 202220232024 $16.8M $16.7M ▼ -0.8%
Year Plans Participants Total Assets
2022 1 171 $17M
2023 1 129 $19M
2024 1 136 $17M

Nearby 401(k) Plans in Pennsylvania

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

401(k) Plan for the Kappa Group of Companies vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants 401(k) Plan for the Kappa Group of Companies, Total assets ($B): 0.018578705 · Participants: 129401(k) Plan for the Kappa Group of CompaniesComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
401(k) Plan for the Kappa Group of Companies vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare 401(k) Plan for the Kappa Group of Companies side-by-side with 3 peers →

401(k) Plan for the Kappa Group of Companies's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Apeel Sciences 401(k) Plan in CA ($19M); by covered participants it is Agmus Ventures Retirement Plan in FL (129 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (129 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 401(k) Plan for the Kappa Group of Companies assets move in 2023? ▼
401(k) Plan for the Kappa Group of Companies grew at a solid clip - up 10.3% during 2023, from $17M to $19M. Reported net income was $2M.
How have Spartan Organization, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spartan Organization, Inc.'s sponsor-wide assets declined 0.8%, from $17M to $17M.
Which 401(k) plans are similar in size to 401(k) Plan for the Kappa Group of Companies? ▼
Among 401(k) plans in other states, the closest by assets is Apeel Sciences 401(k) Plan in CA ($19M, 248 participants).
Which 401(k) plans cover a similar participant headcount to 401(k) Plan for the Kappa Group of Companies? ▼
Among 401(k) plans in other states, the closest by covered participants is Agmus Ventures Retirement Plan in FL (129 participants, $2M 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 232615240.

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.