Defined Benefit (Pension) · DOL Form 5500 · 2024

Kurz Transfer Products, L.P. Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
51
Participants Small participant base
43rd
Percentile by assets National rank
$103,113
Avg per participant Below avg balance/head
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Official DOL plan name: Kurz America Employees Pension Plan · Sponsored by Kurz Transfer Products, L.P. · North Carolina · Manufacturing

$5M in assets, 51 participants

Kurz Transfer Products, L.P.'s Kurz America Employees Pension Plan reported $5M in total assets and 51 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #4,613 in Manufacturing (17,777 peers)

Kurz Transfer Products, L.P. multi-year trail

Kurz Transfer Products, L.P.'s plans moved +28.4% in assets from 2022 to 2024; this filing shows Kurz America Employees Pension Plan at $5M / 51 participants.

#4,613
in Manufacturing (17,777 peers)
+11.0%
assets growth YoY

Kurz America Employees Pension Plan's mid-pack asset rank among Manufacturing and all filers

Kurz America Employees Pension Plan vs every filed plan by assets

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

$5,258,780 43rd percentile higher than 43% 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

Kurz America Employees Pension 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. Kurz America Employees Pension Plan is a small filing (51 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kurz America Employees Pension Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Kurz America Employees Pension Plan reported participants fell from 56 in the plan year 2023 filing to 51 in the plan year 2024 filing.
  • Kurz America Employees Pension Plan reported net income fell from $555K in the plan year 2023 filing to $520K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 232677477 · Kurz Transfer Products, L.P. PY 2024 · Defined Benefit (Pension)

Kurz America Employees Pension Plan · $5M · 51 · 43rd

  • IND $5M
  • EOY 51
  • 5500 43rd
  • ASSETS Defined Benefit (Pension)
  • PCT near Ajman Investments, Inc. Defined Benefit Pension Plan
  • EIN ind #4613

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 North Carolina →

Kurz America Employees Pension Plan in the asset neighbourhood

Kurz America Employees Pension PlanKurz America Employees Pensi…$5MAjman Investments, Inc. Defined Benefit Pension PlanAjman Investments, Inc. Defi…$5MKesheng Wu, M.D., Inc. Defined Benefit Pension PlanKesheng Wu, M.D., Inc. Defin…$5MChillicothe Telephone Company Union Employees' Pension Plan and Trust AgreementChillicothe Telephone Compan…$5MAiden Management Group, Inc. Defined Benefit Pension PlanAiden Management Group, Inc.…$5M
End-of-year total assets ($M) among Kurz America Employees Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Kurz Transfer Products, L.P. multi-year asset trail

Sponsor-wide plan assets over time

All Kurz Transfer Products, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 28.368498555293147% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.5M $35.3M ▲ +28.4%
Year Plans Participants Total Assets
2022 2 392 $27M
2023 2 419 $32M
2024 2 397 $35M

Kurz Transfer Products, L.P. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$520K
Employer EIN232677477
Plan Effective Date1965-03-31
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in North Carolina

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

Kurz America Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -505101520 Total assets ($B) Participants Kurz America Employees Pension Plan, Total assets ($B): 0.00525878 · Participants: 51Kurz America Employees Pension PlanHoneywell Retirement Earnings Plan, Total assets ($B): 16.577892612 · Participants: 9923Honeywell Retirement Earnings PlanTruist Financial Corporation Pension Plan, Total assets ($B): 14.698665729 · Participants: 38548Truist Financial Corporation Pension PlanDuke Energy Retirement Cash Balance Plan, Total assets ($B): 4.678 · Participants: 13576Duke Energy Retirement Cash Balance PlanEmployees' Retirement Plan of Duke University, Total assets ($B): 2.784844379 · Participants: 22655Employees' Retirement Plan of Duke UniversityThe Hearst Corporation Retirement Plan, Total assets ($B): 2.397551709 · Participants: 1745The Hearst Corporation Retirement Plan
Kurz America Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants
Compare Kurz America Employees Pension Plan side-by-side with 3 peers →

Kurz America Employees Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside North Carolina, the nearest Defined Benefit (Pension) by assets is Ajman Investments, Inc. Defined Benefit Pension Plan in CA ($5M); by covered participants it is First Citizens Community Bank Account Balance Pension Plan in PA (51 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (51 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 Kurz America Employees Pension Plan assets move in 2024? ▼
Kurz America Employees Pension Plan grew at a solid clip - up 11.0% during 2024, from $5M to $5M. Reported net income was $520K.
How have Kurz Transfer Products, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kurz Transfer Products, L.P.'s sponsor-wide assets grew 28.4%, from $27M to $35M.
Which Defined Benefit (Pension) plans are similar in size to Kurz America Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ajman Investments, Inc. Defined Benefit Pension Plan in CA ($5M, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Kurz America Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is First Citizens Community Bank Account Balance Pension Plan in PA (51 participants, $12M 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 232677477.

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.