Defined Benefit (Pension) · DOL Form 5500 · 2024

The Kinetic Group, Inc. Pension Plan

Data updated 2026-08-25

$138M
Total assets Near avg plan size
492
Participants Below avg headcount
92nd
Percentile by assets National rank
$280,402
Avg per participant High balance/head
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Official DOL plan name: The Kinetic Group, Inc. Pension and Retirement Plan · Sponsored by The Kinetic Group, Inc. · Minnesota · Manufacturing

$138M in assets, 492 participants

The Kinetic Group, Inc.'s The Kinetic Group, Inc. Pension and Retirement Plan reported $138M in total assets and 492 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #15,771 in Manufacturing (17,777 peers)

Coverage in Minnesota

The Kinetic Group, Inc. Pension and Retirement Plan covers 492 participants in Minnesota, about 44% of the average Minnesota filer (state average ~1,126 per filing). Assets: $138M.

#15,771
in Manufacturing (17,777 peers)
-3.0%
assets change YoY
1.4×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Kinetic Group, Inc. Pension and Retirement Plan's outsized position by total assets

The Kinetic Group, Inc. Pension and Retirement Plan vs every filed plan by assets

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

$137,957,594 Top 8% higher than 92% 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

The Kinetic Group, Inc. Pension and Retirement Plan 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. The Kinetic Group, Inc. Pension and Retirement Plan sits mid-pack in the medium band (492 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Kinetic Group, Inc. Pension and Retirement Plan reported net income fell from $3M in the plan year 2023 filing to -$5M in the plan year 2024 filing.
  • The Kinetic Group, Inc. Pension and Retirement Plan reported participants fell from 547 in the plan year 2023 filing to 492 in the plan year 2024 filing.
  • The Kinetic Group, Inc. Pension and Retirement Plan end-of-year assets fell from $142M in the plan year 2023 filing to $138M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 471016855 · The Kinetic Group, Inc. PY 2024 · Defined Benefit (Pension)

The Kinetic Group, Inc. Pension and Retirement Plan · $138M · 492 · 92nd

  • PCT $138M
  • PCT 492
  • PCT 92nd
  • PCT Defined Benefit (Pension)
  • PCT near Laborers Agc Pension Trust of Montana
  • PCT ind #15771

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 Minnesota →

The Kinetic Group, Inc. Pension and Retirement Plan in the asset neighbourhood

Air Canada U.S. Pension Plan$138MThe Kinetic Group, Inc. Pension and Retirement PlanThe Kinetic Group, Inc. Pens…$138MLaborers Agc Pension Trust of MontanaLaborers Agc Pension Trust o…$138MMidflorida Credit Union Retirement Pension PlanMidflorida Credit Union Reti…$138MQbe Pension Equity Plan$138M
End-of-year total assets ($M) among The Kinetic Group, Inc. Pension and Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$142M
Net Assets (End of Year)$137M
Net Income-$5M
Employer EIN471016855
Plan Effective Date2015-02-09
Filing StatusFILING RECEIVED

Sponsor Plan History (The Kinetic Group, Inc.)

Sponsor-wide plan assets over time

All The Kinetic Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$667M 7.70247143991722% vs 2022
2024 filing year
$600M$650M$700M$750M 202220232024 $619M $667M ▲ +7.7%
Year Plans Participants Total Assets
2022 2 6,199 $619M
2023 2 6,295 $710M
2024 2 5,795 $667M

Nearby Defined Benefit (Pension) Plans in Minnesota

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

The Kinetic Group, Inc. Pension and Retirement Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants The Kinetic Group, Inc. Pension and Retirement Plan, Total assets ($B): 0.137957594 · Participants: 492The Kinetic Group, Inc. Pension and Retirement PlanMayo Pension Plan, Total assets ($B): 11.816211651 · Participants: 71743Mayo Pension Plan3M Employee Retirement Income Plan, Total assets ($B): 8.87866493 · Participants: 91323M Employee Retirement Income PlanWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.278776602 · Participants: 46875Wells Fargo & Company Cash Balance PlanU.S. Bank Pension Plan, Total assets ($B): 4.38225088 · Participants: 62822U.S. Bank Pension PlanThe Travelers Pension Plan, Total assets ($B): 4.23694343 · Participants: 27237The Travelers Pension Plan
The Kinetic Group, Inc. Pension and Retirement Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants
Compare The Kinetic Group, Inc. Pension and Retirement Plan side-by-side with 3 peers →

The Kinetic Group, Inc. Pension and Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Minnesota, the nearest Defined Benefit (Pension) by assets is Laborers Agc Pension Trust of Montana in WA ($138M); by covered participants it is Volvo Retirement Plan in PA (492 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($138M here).

Similar participant headcount

Nearest other-state filings by covered participants (492 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 The Kinetic Group, Inc. Pension and Retirement Plan assets move in 2024? ▼
The Kinetic Group, Inc. Pension and Retirement Plan edged down modestly - down 3.0% during 2024, from $142M to $138M. Reported net income was -$5M.
How have The Kinetic Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Kinetic Group, Inc.'s sponsor-wide assets grew 7.7%, from $619M to $667M.
Where does The Kinetic Group, Inc. Pension and Retirement Plan rank by assets among Form 5500 filers? ▼
The Kinetic Group, Inc. Pension and Retirement Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to The Kinetic Group, Inc. Pension and Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Laborers Agc Pension Trust of Montana in WA ($138M, 1,835 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Kinetic Group, Inc. Pension and Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Volvo Retirement Plan in PA (492 participants, $101M 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 471016855.

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.