401(k) · DOL Form 5500 · 2024
Kassly Mortuary Ltd 401(k) Plan
Data updated 2026-08-25
- $248K
- Total assets Small plan by assets
- 10
- Participants Small participant base
- 12th
- Percentile by assets National rank
- $24,785
- Avg per participant Low balance/head
Official DOL plan name: Kassly Mortuary Ltd · Sponsored by Kassly Mortuary Ltd · Illinois · Other Services
$248K in assets, 10 participants
Kassly Mortuary Ltd's Kassly Mortuary Ltd reported $248K in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 12th 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.
- #1,970 in Other Services (7,719 peers)
Kassly Mortuary Ltd multi-year trail
Kassly Mortuary Ltd's plans moved -30.6% in assets from 2022 to 2024; this filing shows Kassly Mortuary Ltd at $248K / 10 participants.
- #1,970
- in Other Services (7,719 peers)
- -45.4%
- assets change YoY
The plan reported a net loss of $206K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kassly Mortuary Ltd among the smaller filed plans by assets
Kassly Mortuary Ltd vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$247,849 12th percentile higher than 12% 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
Kassly Mortuary Ltd among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kassly Mortuary Ltd is a micro filing (10 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kassly Mortuary Ltd reported net income fell from $97K in the plan year 2023 filing to -$206K in the plan year 2024 filing.
- Kassly Mortuary Ltd end-of-year assets fell from $454K in the plan year 2023 filing to $248K in the plan year 2024 filing.
- Kassly Mortuary Ltd reported participants fell from 11 in the plan year 2023 filing to 10 in the plan year 2024 filing.
DOL schedule card
Filing strip 371079922 · Kassly Mortuary Ltd PY 2024 · 401(k)
Kassly Mortuary Ltd · $248K · 10 · 12th
- NET $248K
- NET 10
- NET 12th
- NET 401(k)
- NET near Arizona Nutrition Corporation 401(k) Plan
- NET ind #1970
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 Other Services retirement plans → · Plans in Illinois →
Kassly Mortuary Ltd in the asset neighbourhood
Kassly Mortuary Ltd multi-year asset trail
Sponsor-wide plan assets over time
All Kassly Mortuary Ltd plans reported in each filing year
- Latest sponsor-wide plan assets
- $248K 30.582287698857268% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11 | $357K |
| 2023 | 1 | 11 | $454K |
| 2024 | 1 | 10 | $248K |
Kassly Mortuary Ltd filing trail (2024)
| Total Assets (Beginning of Year) | $454K |
|---|---|
| Net Assets (End of Year) | $248K |
| Net Income | -$206K |
| Employer EIN | 371079922 |
| Plan Effective Date | 2018-05-16 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Kassly Mortuary Ltd's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Arizona Nutrition Corporation 401(k) Plan in AZ ($248K); by covered participants it is Hero Home Services 401(k) Plan in MN (10 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($248K here).
- Arizona Nutrition Corporation 401(k) Plan (AZ) $248K · 2
- Canal Lock and Safe, Inc. 401(k) Plan (IN) $248K · 3
- Properties 276 Inc 401 (K) Trust (FL) $248K · 1
- More Cowbell, Inc. 401(k) Plan (FL) $248K · 4
Similar participant headcount
Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.
- Hero Home Services 401(k) Plan (MN) 10 · 0 off
- Integrated Retirement Partners Pooled Employer Plan (MA) 10 · 0 off
- Draper & Mcginley, PA Retirement Plan (MD) 10 · 0 off
- For Dogs of Nw Fla Inc 401(k) Plan (FL) 10 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.