401(k) · DOL Form 5500 · 2022

Kalfus & Nachman, P.C. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
51
Participants Small participant base
68th
Percentile by assets National rank
$227,864
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan · Sponsored by Kalfus & Nachman, P.C. · Virginia · Professional & Technical Services

$12M in assets, 51 participants

Kalfus & Nachman, P.C.'s Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan reported $12M in total assets and 51 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #14,455 in Professional & Technical Services (21,562 peers)

Kalfus & Nachman, P.C. multi-year trail

Kalfus & Nachman, P.C.'s plans moved +30.9% in assets from 2022 to 2024; this filing shows Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan at $12M / 51 participants.

#14,455
in Professional & Technical Services (21,562 peers)
-17.4%
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.

Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan's outsized position by total assets

Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$11,621,085 Top 32% higher than 68% of 139,123 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 2022

Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan is a small filing (51 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 541124387 · Kalfus & Nachman, P.C. PY 2022 · 401(k)

Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan · $12M · 51 · 68th

  • ASSETS $12M
  • ASSETS 51
  • ASSETS 68th
  • ASSETS 401(k)
  • ASSETS near The Restated Thrift/Profit Sharing Plan for Cooperatives
  • ASSETS ind #14455

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 Virginia →

Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Kalfus & Nachman, P.C. 401(k) Profit Sharing PlanKalfus & Nachman, P.C. 401(k…$12MThe Restated Thrift/Profit Sharing Plan for CooperativesThe Restated Thrift/Profit S…$12MGolden Aluminum, Inc. 401(k) Savings PlanGolden Aluminum, Inc. 401(k)…$12MBehaviorally 401(k) Plan$12MGuardian Savings Bank 401(k) PlanGuardian Savings Bank 401(k)…$12M
End-of-year total assets ($M) among Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kalfus & Nachman, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Kalfus & Nachman, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 30.894653984546196% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11.6M $15.2M ▲ +30.9%
Year Plans Participants Total Assets
2022 1 51 $12M
2023 1 49 $13M
2024 1 56 $15M

Kalfus & Nachman, P.C. filing trail (2022)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$12M
Net Income-$2M
Employer EIN541124387
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -10010203040 Total assets ($B) Participants Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.011621085 · Participants: 51Kalfus & Nachman, P.C. 401(k) Profit Sharing PlanNorthrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is The Restated Thrift/Profit Sharing Plan for Cooperatives in MN ($12M); by covered participants it is Gevurtz, Menashe, P.C. 401(k) Profit Sharing Plan and Trust in OR (51 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan assets move in 2022?
Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan declined sharply - down 17.4% during 2022, from $14M to $12M. Reported net income was -$2M.
How have Kalfus & Nachman, P.C. plan assets changed over time?
Across 3 plan years on file (2022-2024), Kalfus & Nachman, P.C.'s sponsor-wide assets grew 30.9%, from $12M to $15M.
Which 401(k) plans are similar in size to Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is The Restated Thrift/Profit Sharing Plan for Cooperatives in MN ($12M, 59 participants).
Which 401(k) plans cover a similar participant headcount to Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Gevurtz, Menashe, P.C. 401(k) Profit Sharing Plan and Trust in OR (51 participants, $11M in assets).