401(k) · DOL Form 5500 · 2024

Krause Group, Inc. 401(k) Plan

Data updated 2026-08-11

$492K
Total assets
1
Participants
18th
Percentile by assets
$492,244
Avg per participant
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Official DOL plan name: Krause Group Retirement Plan · Sponsored by Krause Group, Inc. · North Carolina · Finance & Insurance

$492K in assets, 1 participants

Krause Group, Inc.'s Krause Group Retirement Plan reported $492K in total assets and 1 participant 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.

  • 18th percentile by assets (of 123,622 plans)
  • #807 in Finance & Insurance (8,549 peers)

Krause Group, Inc. multi-year trail

Krause Group, Inc.'s plans moved +21.5% in assets from 2022 to 2024; this filing shows Krause Group Retirement Plan at $492K / 1 participant.

$492K
total plan assets (2024 EOY)
1
covered participants
18th
percentile by assets (of 123,622 plans)
$492,244
avg assets per participant

Where Krause Group Retirement Plan sits by total assets

Krause Group Retirement Plan vs every filed plan by assets

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

$492,244 18th percentile higher than 18% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Krause Group Retirement Plan reported participants fell from 2 in the plan year 2023 filing to 1 in the plan year 2024 filing.
  • Krause Group Retirement Plan reported net income rose from $36K in the plan year 2023 filing to $51K in the plan year 2024 filing.
  • Krause Group Retirement Plan end-of-year assets rose from $441K in the plan year 2023 filing to $492K in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
North Carolina
Industry
Finance & Insurance

Krause Group, Inc. across 3 plan years on file

Across the 3 plan years Krause Group, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $405K to $492K, a gain of 21.5%, while reported participants moved from 4 to 1 (-75.0%). Peak year by sponsor assets: 2024 ($492K); trough: 2022 ($405K).

Krause Group, Inc. multi-year asset trail

$0.4M$0.45M$0.5M 202220232024 $0.41M $0.49M ▲ +19.5%
Total plan assets by year, all Krause Group, Inc. plans on file
Year Plans Participants Total Assets
2022 1 4 $405K
2023 1 2 $441K
2024 1 1 $492K

Krause Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)$441K
Net Assets (End of Year)$492K
Net Income$51K
Employer EIN843266624
Plan Effective Date2019-10-07
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Krause Group Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Krause Group Retirem…, Total assets ($B): 0.000492244 · Participants: 1Krause Group Retirem…The Bank of America …, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America …Honeywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retireme…, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retireme…Nucor Corporation Pr…, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Pr…Truist Financial Cor…, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Cor…
Krause Group Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Krause Group Retirement Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Krause Group Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Krause Group Retirement Plan assets move in 2024? ▼
Krause Group Retirement Plan grew at a solid clip - up 11.6% during 2024, from $441K to $492K. Reported net income was $51K.
How have Krause Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Krause Group, Inc.'s sponsor-wide assets grew 21.5%, from $405K to $492K.
Where does Krause Group Retirement Plan rank by assets among Form 5500 filers? ▼
Krause Group 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 Krause Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sunhawk Ventures Inc. 401(k) Plan in OK ($492K, 3 participants).

Next read for Krause Group Retirement Plan

Multi-year trail

Ways to act on Krause Group Retirement Plan's numbers.

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 843266624.

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.