401(k) · DOL Form 5500 · 2024

Kase Equipment Corporation 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
35
Participants Small participant base
45th
Percentile by assets National rank
$173,187
Avg per participant Above avg balance/head
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Official DOL plan name: Kase Equipment Corporation Retirement Plan · Sponsored by Kase Equipment Corporation · Ohio · Manufacturing

$6M in assets, 35 participants

Kase Equipment Corporation's Kase Equipment Corporation Retirement Plan reported $6M in total assets and 35 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #5,152 in Manufacturing (17,777 peers)

Kase Equipment Corporation multi-year trail

Kase Equipment Corporation's plans moved +34.1% in assets from 2022 to 2024; this filing shows Kase Equipment Corporation Retirement Plan at $6M / 35 participants.

#5,152
in Manufacturing (17,777 peers)
+12.7%
assets growth YoY

Kase Equipment Corporation Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Kase Equipment Corporation Retirement Plan vs every filed plan by assets

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

$6,061,530 45th percentile higher than 45% of 123,620 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 2024

Kase Equipment Corporation Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kase Equipment Corporation Retirement Plan is a small filing (35 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kase Equipment Corporation Retirement Plan reported net income fell from $857K in the plan year 2023 filing to $682K in the plan year 2024 filing.
  • Kase Equipment Corporation Retirement Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Kase Equipment Corporation Retirement Plan reported participants rose from 33 in the plan year 2023 filing to 35 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 340946425 · Kase Equipment Corporation PY 2024 · 401(k)

Kase Equipment Corporation Retirement Plan · $6M · 35 · 45th

  • PART $6M
  • PART 35
  • PART 45th
  • PART 401(k)
  • PART near Target Community & Educational Services, Inc. 403(b) DC and Tda Plan
  • PART ind #5152

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 Ohio →

Kase Equipment Corporation Retirement Plan in the asset neighbourhood

Kase Equipment Corporation Retirement PlanKase Equipment Corporation R…$6MTarget Community & Educational Services, Inc. 403(b) DC and Tda PlanTarget Community & Education…$6MGeneral Woodworking, Inc. 401(k) Profit Sharing PlanGeneral Woodworking, Inc. 40…$6MThe Eideard Group, LLC Retirement Savings PlanThe Eideard Group, LLC Retir…$6MLucifer Lighting Company 401(k) Safe HarborLucifer Lighting Company 401…$6M
End-of-year total assets ($M) among Kase Equipment Corporation Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kase Equipment Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Kase Equipment Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$6M 34.051084898379095% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.52M $6.06M ▲ +34.1%
Year Plans Participants Total Assets
2022 1 34 $5M
2023 1 33 $5M
2024 1 35 $6M

Kase Equipment Corporation filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$682K
Employer EIN340946425
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Kase Equipment Corporation Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Kase Equipment Corporation Retirement Plan, Total assets ($B): 0.00606153 · Participants: 35Kase Equipment Corporation Retirement PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Kase Equipment Corporation Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

Kase Equipment Corporation Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Target Community & Educational Services, Inc. 403(b) DC and Tda Plan in MD ($6M); by covered participants it is Little - Morris, LLP Profit Sharing Plan in ID (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 participants); asset peers above are excluded.

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 Kase Equipment Corporation Retirement Plan assets move in 2024?
Kase Equipment Corporation Retirement Plan grew at a solid clip - up 12.7% during 2024, from $5M to $6M. Reported net income was $682K.
How have Kase Equipment Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Kase Equipment Corporation's sponsor-wide assets grew 34.1%, from $5M to $6M.
Which 401(k) plans are similar in size to Kase Equipment Corporation Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Target Community & Educational Services, Inc. 403(b) DC and Tda Plan in MD ($6M, 248 participants).
Which 401(k) plans cover a similar participant headcount to Kase Equipment Corporation Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Little - Morris, LLP Profit Sharing Plan in ID (35 participants, $15M in assets).