Money Purchase · DOL Form 5500 · 2023

Kappa North America Inc. Money Purchase Plan

Data updated 2026-08-25

$504K
Total assets Small plan by assets
8
Participants Small participant base
18th
Percentile by assets National rank
$63,014
Avg per participant Low balance/head
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Official DOL plan name: Kappa North America, Inc. Money Purchase Pension · Sponsored by Kappa North America Inc. · Texas · Information & Media

$504K in assets, 8 participants

Kappa North America Inc.'s Kappa North America, Inc. Money Purchase Pension reported $504K in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #256 in Information & Media (2,818 peers)

Kappa North America Inc. multi-year trail

Kappa North America Inc.'s plans moved +101.6% in assets from 2022 to 2024; this filing shows Kappa North America, Inc. Money Purchase Pension at $504K / 8 participants.

#256
in Information & Media (2,818 peers)
+39.0%
assets growth YoY

Kappa North America, Inc. Money Purchase Pension among the smaller filed plans by assets

Kappa North America, Inc. Money Purchase Pension vs every filed plan by assets

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

$504,111 18th percentile higher than 18% 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

Kappa North America, Inc. Money Purchase Pension among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kappa North America, Inc. Money Purchase Pension is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kappa North America, Inc. Money Purchase Pension reported net income rose from $13K in the plan year 2022 filing to $141K in the plan year 2023 filing.
  • Kappa North America, Inc. Money Purchase Pension reported participants rose from 5 in the plan year 2022 filing to 8 in the plan year 2023 filing.
  • Kappa North America, Inc. Money Purchase Pension end-of-year assets rose from $363K in the plan year 2022 filing to $504K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 752643251 · Kappa North America Inc. PY 2023 · Money Purchase

Kappa North America, Inc. Money Purchase Pension · $504K · 8 · 18th

  • IND $504K
  • EOY 8
  • 5500 18th
  • ASSETS Money Purchase
  • PCT near Mcnabb Grain Company Defined Contribution Pension
  • EIN ind #256

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 Information & Media retirement plans → · Plans in Texas →

Kappa North America, Inc. Money Purchase Pension in the asset neighbourhood

Kappa North America, Inc. Money Purchase PensionKappa North America, Inc. Mo…$504KMcnabb Grain Company Defined Contribution PensionMcnabb Grain Company Defined…$505KPatricia Od LLC Money Purchase PlanPatricia Od LLC Money Purcha…$500KRetirement Plan of Cassandra M. MilburyRetirement Plan of Cassandra…$500KGrupo Gastroenterologico Del Caribe, Csp Retirement PlanGrupo Gastroenterologico Del…$499K
End-of-year total assets ($M) among Kappa North America, Inc. Money Purchase Pension and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Kappa North America Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Kappa North America Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 101.64315227954388% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M$1.2M$1.4M 202220232024 $0.57M $1.15M ▲ +101.8%
Year Plans Participants Total Assets
2022 2 10 $572K
2023 2 16 $842K
2024 2 16 $1M

Kappa North America Inc. filing trail (2023)

Total Assets (Beginning of Year)$363K
Net Assets (End of Year)$504K
Net Income$141K
Employer EIN752643251
Plan Effective Date1996-05-10
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Texas

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Kappa North America, Inc. Money Purchase Pension vs. nearby Money Purchase plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000500010000 -0.500.511.5 Total assets ($B) Participants Kappa North America, Inc. Money Purchase Pension, Total assets ($B): 0.000504111 · Participants: 8Kappa North America, Inc. Money Purchase PensionOccidental Petroleum Corporation Retirement Plan, Total assets ($B): 1.128386882 · Participants: 8018Occidental Petroleum Corporation Retirement PlanAlcon Retirement Plan, Total assets ($B): 0.974200975 · Participants: 9494Alcon Retirement PlanWilliam Marsh Rice University Defined Contribution Retirement Plan, Total assets ($B): 0.831309998 · Participants: 6776William Marsh Rice University Defined Contribution Retirement PlanApache Corporation Money Purchase Retirement Plan, Total assets ($B): 0.244776778 · Participants: 1452Apache Corporation Money Purchase Retirement PlanGreater Texas IBEW NECA Annuity Plan, Total assets ($B): 0.146145221 · Participants: 1683Greater Texas IBEW NECA Annuity Plan
Kappa North America, Inc. Money Purchase Pension vs. nearby Money Purchase plans in Texas, assets vs. participants
Compare Kappa North America, Inc. Money Purchase Pension side-by-side with 3 peers →

Kappa North America, Inc. Money Purchase Pension's out-of-state Money Purchase peers by assets and headcount

Outside Texas, the nearest Money Purchase by assets is Mcnabb Grain Company Defined Contribution Pension in IL ($505K); by covered participants it is The Connecticut Hospice, Inc. Pension Plan in CT (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Kappa North America, Inc. Money Purchase Pension assets move in 2023? ▼
Kappa North America, Inc. Money Purchase Pension surged - up 39.0% during 2023, from $363K to $504K. Reported net income was $141K.
How have Kappa North America Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kappa North America Inc.'s sponsor-wide assets grew 101.6%, from $572K to $1M.
Where does Kappa North America, Inc. Money Purchase Pension rank by assets among Form 5500 filers? ▼
Kappa North America, Inc. Money Purchase Pension ranks in the 18th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Kappa North America, Inc. Money Purchase Pension? ▼
Among Money Purchase plans in other states, the closest by assets is Mcnabb Grain Company Defined Contribution Pension in IL ($505K, 7 participants).
Which Money Purchase plans cover a similar participant headcount to Kappa North America, Inc. Money Purchase Pension? ▼
Among Money Purchase plans in other states, the closest by covered participants is The Connecticut Hospice, Inc. Pension Plan in CT (8 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 752643251.

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.