401(k) · DOL Form 5500 · 2024

Spartan Organization, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
136
Participants Small participant base
67th
Percentile by assets National rank
$122,877
Avg per participant Near avg balance/head
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Official DOL plan name: 401(k) Plan for the Kappa Group of Companies · Sponsored by Spartan Organization, Inc. · Pennsylvania · Professional & Technical Services

$17M in assets, 136 participants

Spartan Organization, Inc.'s 401(k) Plan for the Kappa Group of Companies reported $17M in total assets and 136 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #13,269 in Professional & Technical Services (20,173 peers)

Coverage in Pennsylvania

401(k) Plan for the Kappa Group of Companies covers 136 participants in Pennsylvania, about 17% of the average Pennsylvania filer (state average ~822 per filing). Assets: $17M.

#13,269
in Professional & Technical Services (20,173 peers)
-10.1%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

401(k) Plan for the Kappa Group of Companies's outsized position by total assets

401(k) Plan for the Kappa Group of Companies vs every filed plan by assets

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

$16,711,303 Top 33% higher than 67% 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

401(k) Plan for the Kappa Group of Companies among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 401(k) Plan for the Kappa Group of Companies sits mid-pack in the medium band (136 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 401(k) Plan for the Kappa Group of Companies reported net income fell from $2M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • 401(k) Plan for the Kappa Group of Companies end-of-year assets fell from $19M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • 401(k) Plan for the Kappa Group of Companies reported participants rose from 129 in the plan year 2023 filing to 136 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 232615240 · Spartan Organization, Inc. PY 2024 · 401(k)

401(k) Plan for the Kappa Group of Companies · $17M · 136 · 67th

  • BOOK $17M
  • BOOK 136
  • BOOK 67th
  • BOOK 401(k)
  • BOOK near Senseonics Incorporated 401(k) Plan
  • BOOK ind #13269

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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →

401(k) Plan for the Kappa Group of Companies in the asset neighbourhood

401(k) Plan for the Kappa Group of Companies401(k) Plan for the Kappa Gr…$17MSenseonics Incorporated 401(k) PlanSenseonics Incorporated 401(…$17MRedox, Inc. 401(k) Retirement Savings PlanRedox, Inc. 401(k) Retiremen…$17MWg&r Employees' Savings and Retirement PlanWg&r Employees' Savings and …$17MBancroft Construction Company, Inc. Cash or Deferred Profit Sharing PlanBancroft Construction Compan…$17M
End-of-year total assets ($M) among 401(k) Plan for the Kappa Group of Companies and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$17M
Net Income-$2M
Employer EIN232615240
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Spartan Organization, Inc.)

Sponsor-wide plan assets over time

All Spartan Organization, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 0.763073059702658% vs 2022
2024 filing year
$16M$17M$18M$19M 202220232024 $16.8M $16.7M ▼ -0.8%
Year Plans Participants Total Assets
2022 1 171 $17M
2023 1 129 $19M
2024 1 136 $17M

Nearby 401(k) Plans in Pennsylvania

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

401(k) Plan for the Kappa Group of Companies vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants 401(k) Plan for the Kappa Group of Companies, Total assets ($B): 0.016711303 · Participants: 136401(k) Plan for the Kappa Group of CompaniesComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
401(k) Plan for the Kappa Group of Companies vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare 401(k) Plan for the Kappa Group of Companies side-by-side with 3 peers →

401(k) Plan for the Kappa Group of Companies's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Senseonics Incorporated 401(k) Plan in MD ($17M); by covered participants it is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA (136 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (136 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 401(k) Plan for the Kappa Group of Companies assets move in 2024? ▼
401(k) Plan for the Kappa Group of Companies pulled back noticeably - down 10.1% during 2024, from $19M to $17M. Reported net income was -$2M.
How have Spartan Organization, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spartan Organization, Inc.'s sponsor-wide assets declined 0.8%, from $17M to $17M.
Which 401(k) plans are similar in size to 401(k) Plan for the Kappa Group of Companies? ▼
Among 401(k) plans in other states, the closest by assets is Senseonics Incorporated 401(k) Plan in MD ($17M, 142 participants).
Which 401(k) plans cover a similar participant headcount to 401(k) Plan for the Kappa Group of Companies? ▼
Among 401(k) plans in other states, the closest by covered participants is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA (136 participants, $4M 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 232615240.

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.