401(k) · DOL Form 5500 · 2024
Kurz Transfer Products, LP 401(k) Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 346
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $86,735
- Avg per participant Below avg balance/head
Official DOL plan name: Kurz America Employees' Cash-Deferred Arrangement · Sponsored by Kurz Transfer Products, LP · North Carolina · Manufacturing
$30M in assets, 346 participants
Kurz Transfer Products, LP's Kurz America Employees' Cash-Deferred Arrangement reported $30M in total assets and 346 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- #12,233 in Manufacturing (17,777 peers)
Coverage in North Carolina
Kurz America Employees' Cash-Deferred Arrangement covers 346 participants in North Carolina, about 42% of the average North Carolina filer (state average ~819 per filing). Assets: $30M.
- #12,233
- in Manufacturing (17,777 peers)
- +11.3%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Kurz America Employees' Cash-Deferred Arrangement's outsized position by total assets
Kurz America Employees' Cash-Deferred Arrangement vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$30,010,180 Top 23% higher than 77% of 123,620 filed plans
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' Cash-Deferred Arrangement 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. Kurz America Employees' Cash-Deferred Arrangement sits mid-pack in the medium band (346 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kurz America Employees' Cash-Deferred Arrangement reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Kurz America Employees' Cash-Deferred Arrangement end-of-year assets rose from $27M in the plan year 2023 filing to $30M in the plan year 2024 filing.
- Kurz America Employees' Cash-Deferred Arrangement reported participants fell from 363 in the plan year 2023 filing to 346 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 232677477 · Kurz Transfer Products, LP PY 2024 · 401(k)
Kurz America Employees' Cash-Deferred Arrangement · $30M · 346 · 77th
- EBSA $30M
- EBSA 346
- EBSA 77th
- EBSA 401(k)
- EBSA near Iowa Interstate Railroad LLC 401(k) Plan
- EBSA ind #12233
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' Cash-Deferred Arrangement in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | $3M |
| Employer EIN | 232677477 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kurz Transfer Products, LP)
Sponsor-wide plan assets over time
All Kurz Transfer Products, LP plans reported in each filing year
- Latest sponsor-wide plan assets
- $35M 28.368498555293147% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 392 | $27M |
| 2023 | 2 | 419 | $32M |
| 2024 | 2 | 397 | $35M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Kurz America Employees' Cash-Deferred Arrangement's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Iowa Interstate Railroad LLC 401(k) Plan in IA ($30M); by covered participants it is Dodge & Cox Profit Sharing Plan in CA (346 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
- Iowa Interstate Railroad LLC 401(k) Plan (IA) $30M · 240
- Clysar, LLC 401(k) Plan (IA) $30M · 262
- Sullivan Automotive Group 401(k) Retirement Plan (CA) $30M · 777
- Quest Media and Supplies 401(k) Retirement Savings Plan (CA) $30M · 182
Similar participant headcount
Nearest other-state filings by covered participants (346 participants); asset peers above are excluded.
- Dodge & Cox Profit Sharing Plan (CA) 346 · 0 off
- College Fresh, Inc. Retirement Savings Plan (IL) 346 · 0 off
- Viwinco, Inc. 401(k) Plan (PA) 346 · 0 off
- Chelsea Milling Company, Chelsea Milling Division, Defined Contribution Plan (MI) 346 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.