401(k) · DOL Form 5500 · 2024

Kast Capital Inc. 401(k) Plan

Data updated 2026-08-25

$493K
Total assets Small plan by assets: 2
Participants Small participant base: 18th
Percentile by assets National rank: $246,578
Avg per participant Above avg balance/head

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Official DOL plan name: Kast Capital Retirement Plan · Sponsored by Kast Capital Inc. · Indiana · Transportation & Warehousing

$493K in assets, 2 participants

Kast Capital Inc.'s Kast Capital Retirement Plan reported $493K in total assets and 2 participants in its 2024 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.

#607 in Transportation & Warehousing (3,299 peers)

What the 2024 filing shows

Kast Capital Retirement Plan holds $493K for 2 participants - about $246,578 per participant, among the smaller plans by assets on file.

#607
in Transportation & Warehousing (3,299 peers): +0.0%
assets growth YoY

Kast Capital Retirement Plan among the smaller filed plans by assets

Kast Capital Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$493,155 18th percentile higher than 18% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Kast Capital Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kast Capital Retirement Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

EBSA filing schedule strip

Filing strip 880569653 · Kast Capital Inc. PY 2024 · 401(k)

Kast Capital Retirement Plan · $493K · 2 · 18th

PCT $493K
EIN 2
RANK 18th
PHOTO 401(k)
IND near Knox Ventures Retirement Plan
EOY ind #607

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 Transportation & Warehousing retirement plans → · Plans in Indiana →

End-of-year total assets ($M) among Kast Capital Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)	$493K
Net Assets (End of Year)	$493K
Employer EIN	880569653
Plan Effective Date	2022-02-11
Filing Status	FILING RECEIVED

Sponsor Plan History (Kast Capital Inc.)

Latest sponsor-wide plan assets: $493K 0% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$493K
2023	1	2	$493K
2024	1	2	$493K

Nearby 401(k) Plans in Indiana

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

Kast Capital Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

The Lilly Employee 401(k) Plan $13.1B · 19,977
Elevance Health 401(k) Plan $12.1B · 73,120
Cummins Retirement and Savings Plan $6.4B · 30,272
Iu Health 401(k) Savings Plan $4.5B · 38,460
Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385

Compare Kast Capital Retirement Plan side-by-side with 3 peers →

Kast Capital Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Knox Ventures Retirement Plan in IA ($493K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($493K here).

Knox Ventures Retirement Plan (IA) $493K · 1
Sentech 401(k) Plan (IL) $493K · 5
Wise Consulting Retirement Trust (IL) $493K · 1
R&f Partners, Inc. 401(k) Profit Sharing Plan (CA) $493K · 4

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Per Mgmt, Inc. 401(k) Plan (MA) 2 · 0 off
Frozen Smiles Retirement Plan (TN) 2 · 0 off
Prime Solutions Consulting, Inc. 401(k) Profit Sharing Plan (VA) 2 · 0 off
Celaya, Inc. 401(k) Plan (TX) 2 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kast Capital Retirement Plan assets move in 2024? ▼

Kast Capital Retirement Plan held essentially flat - up 0.0% during 2024, from $493K to $493K.

How have Kast Capital Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Kast Capital Inc.'s sponsor-wide assets grew 0.0%, from $493K to $493K.

Where does Kast Capital Retirement Plan rank by assets among Form 5500 filers? ▼

Kast Capital Retirement Plan ranks in the 18th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Kast Capital Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Knox Ventures Retirement Plan in IA ($493K, 1 participant).

Which 401(k) plans cover a similar participant headcount to Kast Capital Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 880569653.