Defined Benefit (Pension) · DOL Form 5500 · 2024

Kasa Trading, LLC Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
4
Participants Small participant base
37th
Percentile by assets National rank
$900,242
Avg per participant High balance/head
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Official DOL plan name: Kasa Trading Defined Benefit Pension Plan · Sponsored by Kasa Trading, LLC · Arizona · Retail Trade

$4M in assets, 4 participants

Kasa Trading, LLC's Kasa Trading Defined Benefit Pension Plan reported $4M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #3,862 in Retail Trade (8,048 peers)

Kasa Trading, LLC multi-year trail

Kasa Trading, LLC's plans moved +202.2% in assets from 2022 to 2024; this filing shows Kasa Trading Defined Benefit Pension Plan at $4M / 4 participants.

#3,862
in Retail Trade (8,048 peers)
+73.5%
assets growth YoY

Kasa Trading Defined Benefit Pension Plan's mid-pack asset rank among Retail Trade and all filers

Kasa Trading Defined Benefit Pension Plan vs every filed plan by assets

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

$3,600,968 37th percentile higher than 37% 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

Kasa Trading Defined Benefit Pension 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. Kasa Trading Defined Benefit Pension Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kasa Trading Defined Benefit Pension Plan end-of-year assets rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Kasa Trading Defined Benefit Pension Plan reported net income rose from $891K in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 813101906 · Kasa Trading, LLC PY 2024 · Defined Benefit (Pension)

Kasa Trading Defined Benefit Pension Plan · $4M · 4 · 37th

  • PCT $4M
  • EIN 4
  • RANK 37th
  • PHOTO Defined Benefit (Pension)
  • IND near Morrison Restaurants, Inc. Retirement Plan
  • EOY ind #3862

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 Retail Trade retirement plans → · Plans in Arizona →

Kasa Trading Defined Benefit Pension Plan in the asset neighbourhood

Aberdeen Manufacturing Fall River, Ma Plant Pension Plan for Bargained EmployeesAberdeen Manufacturing Fall …$4MKasa Trading Defined Benefit Pension PlanKasa Trading Defined Benefit…$4MMorrison Restaurants, Inc. Retirement PlanMorrison Restaurants, Inc. R…$4MRoosevelt Children's Academy Charter School Cash Balance PlanRoosevelt Children's Academy…$4MCragston Management Corporation Defined Benefit PlanCragston Management Corporat…$4M
End-of-year total assets ($M) among Kasa Trading Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Kasa Trading, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Kasa Trading, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 202.18640224631977% vs 2022
2024 filing year
$0M$1M$2M$3M$4M 202220232024 $1.19M $3.6M ▲ +202.5%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 4 $2M
2024 1 4 $4M

Kasa Trading, LLC filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$4M
Net Income$2M
Employer EIN813101906
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Arizona

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Kasa Trading Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Kasa Trading Defined Benefit Pension Plan, Total assets ($B): 0.003600968 · Participants: 4Kasa Trading Defined Benefit Pension PlanPinnacle West Capital Corporation Retirement Plan, Total assets ($B): 3.099073138 · Participants: 6044Pinnacle West Capital Corporation Retirement PlanSalt River Project Employees' Retirement Plan, Total assets ($B): 2.908519301 · Participants: 4989Salt River Project Employees' Retirement PlanDesert States Employers & Ufcw Unions Pension Plan, Total assets ($B): 1.037847285 · Participants: 24099Desert States Employers & Ufcw Unions Pension PlanAvnet Pension Plan, Total assets ($B): 0.472409413 · Participants: 2732Avnet Pension PlanArizona Pipe Trades Pension Plan, Total assets ($B): 0.418546411 · Participants: 2281Arizona Pipe Trades Pension Plan
Kasa Trading Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Kasa Trading Defined Benefit Pension Plan side-by-side with 3 peers →

Kasa Trading Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Arizona, the nearest Defined Benefit (Pension) by assets is Morrison Restaurants, Inc. Retirement Plan in TN ($4M); by covered participants it is Bordeaux Dyno-Cam & Machine Shop Defined Benefit Pension Plan in NC (4 participants). Same-state nearby plans are listed separately above.

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 Kasa Trading Defined Benefit Pension Plan assets move in 2024? ▼
Kasa Trading Defined Benefit Pension Plan surged - up 73.5% during 2024, from $2M to $4M. Reported net income was $2M.
How have Kasa Trading, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kasa Trading, LLC's sponsor-wide assets grew 202.2%, from $1M to $4M.
Which Defined Benefit (Pension) plans are similar in size to Kasa Trading Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Morrison Restaurants, Inc. Retirement Plan in TN ($4M, 1 participant).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Kasa Trading Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bordeaux Dyno-Cam & Machine Shop Defined Benefit Pension Plan in NC (4 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 813101906.

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.