401(k) · DOL Form 5500 · 2024

Krause Group, Inc. 401(k) Plan

Data updated 2026-08-25

$492K
Total assets Small plan by assets
1
Participants Small participant base
18th
Percentile by assets National rank
$492,244
Avg per participant High balance/head
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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.

  • #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.

#807
in Finance & Insurance (8,549 peers)
+11.6%
assets growth YoY

Krause Group Retirement Plan among the smaller filed plans by 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 $2,050,000,000 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

Krause Group 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. Krause Group Retirement Plan is a micro filing (1 participant), the leftmost band.

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 →

EBSA filing schedule strip

Filing strip 843266624 · Krause Group, Inc. PY 2024 · 401(k)

Krause Group Retirement Plan · $492K · 1 · 18th

  • EOY $492K
  • 5500 1
  • ASSETS 18th
  • PCT 401(k)
  • EIN near Sunhawk Ventures Inc. 401(k) Plan
  • RANK ind #807

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 Finance & Insurance retirement plans → · Plans in North Carolina →

Krause Group Retirement Plan in the asset neighbourhood

Krause Group Retirement Plan$492KSunhawk Ventures Inc. 401(k) PlanSunhawk Ventures Inc. 401(k)…$492KSugar Run Brewing Company 401(k) PlanSugar Run Brewing Company 40…$492KMoneycomb Holdings, Inc. 401(k) Profit Sharing PlanMoneycomb Holdings, Inc. 401…$492KTransit Solutions, LLC 401(k) PlanTransit Solutions, LLC 401(k…$492K
End-of-year total assets ($M) among Krause Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Krause Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Krause Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$492K 21.466748920419494% vs 2022
2024 filing year
$0.4M$0.45M$0.5M 202220232024 $0.41M $0.49M ▲ +19.5%
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 ($B) Participants Krause Group Retirement Plan, Total assets ($B): 0.000492244 · Participants: 1Krause Group Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
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 →

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

Outside North Carolina, the nearest 401(k) by assets is Sunhawk Ventures Inc. 401(k) Plan in OK ($492K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($492K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 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).
Which 401(k) plans cover a similar participant headcount to Krause Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 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.