Plan5500

Kintetsu Retirement Plan — Form 5500 plan (The Kintetsu Retirement Plan Board)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Kintetsu Retirement Plan is a benefit plan reported by The Kintetsu Retirement Plan Board under EIN 84-3609963 and plan number 333. The latest loaded filing year is 2023. The filing reports 247 participants and $15,447,730 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$15.4MPlan net assets, end of year$15,447,730
Participants247Covered participants reported
Assets / participant$62.5KComputed: assets ÷ participants$62,541 (computed)
Provider compensation$71.3K6 Schedule C provider row(s)$71,298
Plan sponsor
The Kintetsu Retirement Plan Board
EIN
84-3609963
Plan number
333
Plan type
3
Location
White Plains, NY
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    247 participants · 3Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$15.4M total assets
Net assets$15.4MLiabilities$0
Money in vs. money out
Total income / additions$2.6M
Total expenses$1.3M
Benefits paid / distributions$1.3M
Contributions
Employer$217.4K
Participant$525.7K
Full reported line items

Net assets

Total assets (EOY)
$15,447,730
Total liabilities (EOY)
$0
Net assets (EOY)
$15,447,730
Net assets (BOY)
$14,143,446

Income & contributions

Employer contributions
$217,368
Participant contributions
$525,666
Total contributions
$743,034
Total income / additions
$2,640,529

Expenses & distributions

Benefits paid
$1,265,169
Administrative expenses
$71,076
Total expenses
$1,336,245
Net increase / (decrease)
$1,304,284
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 29%Participant 71%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income48%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Transamerica Retirement Solutions,$23.9K
    RECORDKEEPER · Direct $23.9K · Indirect $0
  2. 2
    Asset Planning And Protection LLC$20.9K
    INVESTMENT ADVISORY - PL · Direct $20.9K · Indirect $0
  3. 3
    Aps Management Group Inc.$15.9K
    INVESTMENT ADVISOR · Direct $15.9K
  4. 4
    Leafhouse Financial Advisors, LLC$7.3K
    INVMT ADVISORY-PLAN · Direct $7.3K
  5. 5
    Pentegra Services, Inc.$3.3K
    RECORDKEEPER · Direct $3.3K · Indirect $0
  6. 6
    Lpl Financial Corporation$0
    INVMT ADVISORY - PLAN · Direct $0

What to inspect next

Frequently asked questions

Who sponsors the Kintetsu Retirement Plan?
Kintetsu Retirement Plan is reported as sponsored by The Kintetsu Retirement Plan Board (EIN 84-3609963, plan number 333) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Kintetsu Retirement Plan?
The latest Form 5500 filing year loaded for Kintetsu Retirement Plan is 2023.
How many participants does Kintetsu Retirement Plan report?
Kintetsu Retirement Plan reports 247 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Kintetsu Retirement Plan?
Kintetsu Retirement Plan reports $15,447,730 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages