Profit Sharing · DOL Form 5500 · 2022

Kaufman Mcandrew, LLP Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
8
Participants Small participant base
42nd
Percentile by assets National rank
$405,242
Avg per participant High balance/head
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Official DOL plan name: Kaufman Mcandrew, LLP · Sponsored by Kaufman Mcandrew, LLP · California · Professional & Technical Services

$3M in assets, 8 participants

Kaufman Mcandrew, LLP's Kaufman Mcandrew, LLP reported $3M in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #8,443 in Professional & Technical Services (21,562 peers)

Kaufman Mcandrew, LLP multi-year trail

Kaufman Mcandrew, LLP's plans moved +10.1% in assets from 2022 to 2024; this filing shows Kaufman Mcandrew, LLP at $3M / 8 participants.

#8,443
in Professional & Technical Services (21,562 peers)
-15.0%
assets change YoY

The plan reported a net loss of $573K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kaufman Mcandrew, LLP's mid-pack asset rank among Professional & Technical Services and all filers

Kaufman Mcandrew, LLP vs every filed plan by assets

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

$3,241,932 42nd percentile higher than 42% 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

Kaufman Mcandrew, LLP among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kaufman Mcandrew, LLP is a micro filing (8 participants), the leftmost band.

DOL schedule card

Filing strip 522436588 · Kaufman Mcandrew, LLP PY 2022 · Profit Sharing

Kaufman Mcandrew, LLP · $3M · 8 · 42nd

  • SCH $3M
  • EBSA 8
  • PART 42nd
  • TYPE Profit Sharing
  • NET near Case Engineering, Inc.
  • BOOK ind #8443

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 California →

Kaufman Mcandrew, LLP in the asset neighbourhood

Kaufman Mcandrew, LLP$3MCase Engineering, Inc.$3MFintech Management Corp. Retirement PlanFintech Management Corp. Ret…$3MThomas Q. Keefe, Jr., P.C. P/S Plan & TrustThomas Q. Keefe, Jr., P.C. P…$3MSheppard, White,Kachergus & Demaggio, PA Profit Sharing Plan and Trust AgreementSheppard, White,Kachergus & …$3M
End-of-year total assets ($M) among Kaufman Mcandrew, LLP and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Kaufman Mcandrew, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Kaufman Mcandrew, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$4M 10.089014822025879% vs 2022
2024 filing year
$3.2M$3.3M$3.4M$3.5M$3.6M$3.7M 202220232024 $3.24M $3.57M ▲ +10.2%
Year Plans Participants Total Assets
2022 1 8 $3M
2023 1 8 $3M
2024 1 6 $4M

Kaufman Mcandrew, LLP filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$573K
Employer EIN522436588
Plan Effective Date1971-11-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Kaufman Mcandrew, LLP vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Kaufman Mcandrew, LLP, Total assets ($B): 0.003241932 · Participants: 8Kaufman Mcandrew, LLPIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Kaufman Mcandrew, LLP vs. nearby Profit Sharing plans in California, assets vs. participants

Kaufman Mcandrew, LLP's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Case Engineering, Inc. in FL ($3M); by covered participants it is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 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 Kaufman Mcandrew, LLP assets move in 2022? ▼
Kaufman Mcandrew, LLP declined sharply - down 15.0% during 2022, from $4M to $3M. Reported net income was -$573K.
How have Kaufman Mcandrew, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kaufman Mcandrew, LLP's sponsor-wide assets grew 10.1%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Kaufman Mcandrew, LLP? ▼
Among Profit Sharing plans in other states, the closest by assets is Case Engineering, Inc. in FL ($3M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Kaufman Mcandrew, LLP? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants, $327K in assets).