401(k) · DOL Form 5500 · 2022

Albert Kemperle, Inc. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
457
Participants Below avg headcount
83rd
Percentile by assets National rank
$67,224
Avg per participant Below avg balance/head
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Official DOL plan name: Albert Kemperle, Inc. Retirement Trust · Sponsored by Albert Kemperle, Inc. · New York · Wholesale Trade

$31M in assets, 457 participants

Albert Kemperle, Inc.'s Albert Kemperle, Inc. Retirement Trust reported $31M in total assets and 457 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #5,664 in Wholesale Trade (6,843 peers)

Where Albert Kemperle, Inc. Retirement Trust sits by assets

Albert Kemperle, Inc. Retirement Trust sits in the top quartile of all filed plans by assets, $31M for 457 participants (~$67,224/participant), down 11.7% in 2022.

#5,664
in Wholesale Trade (6,843 peers)
-11.7%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Albert Kemperle, Inc. Retirement Trust's outsized position by total assets

Albert Kemperle, Inc. Retirement Trust vs every filed plan by assets

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

$30,721,309 Top 17% higher than 83% 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

Albert Kemperle, Inc. Retirement Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Albert Kemperle, Inc. Retirement Trust sits mid-pack in the medium band (457 participants).

EBSA filing schedule strip

Filing strip 112293976 · Albert Kemperle, Inc. PY 2022 · 401(k)

Albert Kemperle, Inc. Retirement Trust · $31M · 457 · 83rd

  • IND $31M
  • EOY 457
  • 5500 83rd
  • ASSETS 401(k)
  • PCT near M&q Packaging LLC 401(k)
  • EIN ind #5664

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 Wholesale Trade retirement plans → · Plans in New York →

Albert Kemperle, Inc. Retirement Trust in the asset neighbourhood

Albert Kemperle, Inc. Retirement TrustAlbert Kemperle, Inc. Retire…$31MM&q Packaging LLC 401(k)$31MWaukesha Gas Engines 401(k) PlanWaukesha Gas Engines 401(k) …$31MShelby Group Employees Profit Sharing 401(k) PlanShelby Group Employees Profi…$31MBird Technologies Group Inc. 401(k) Plan and TrustBird Technologies Group Inc.…$31M
End-of-year total assets ($M) among Albert Kemperle, Inc. Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$31M
Net Income-$4M
Employer EIN112293976
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Albert Kemperle, Inc.)

Sponsor-wide plan assets over time

All Albert Kemperle, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$41M 34.72677547691735% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $30.7M $41.4M ▲ +34.7%
Year Plans Participants Total Assets
2022 1 457 $31M
2023 1 461 $36M
2024 1 537 $41M

Nearby 401(k) Plans in New York

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

Albert Kemperle, Inc. Retirement Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Albert Kemperle, Inc. Retirement Trust, Total assets ($B): 0.030721309 · Participants: 457Albert Kemperle, Inc. Retirement TrustIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Albert Kemperle, Inc. Retirement Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Albert Kemperle, Inc. Retirement Trust side-by-side with 3 peers →

Albert Kemperle, Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is M&q Packaging LLC 401(k) in PA ($31M); by covered participants it is The Enhanced Capital Accumulation Plan for the Employees of the Fidelity Bank in NC (457 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (457 participants); asset peers above are excluded.

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 Albert Kemperle, Inc. Retirement Trust assets move in 2022? ▼
Albert Kemperle, Inc. Retirement Trust pulled back noticeably - down 11.7% during 2022, from $35M to $31M. Reported net income was -$4M.
How have Albert Kemperle, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Albert Kemperle, Inc.'s sponsor-wide assets grew 34.7%, from $31M to $41M.
Where does Albert Kemperle, Inc. Retirement Trust rank by assets among Form 5500 filers? ▼
Albert Kemperle, Inc. Retirement Trust ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Albert Kemperle, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is M&q Packaging LLC 401(k) in PA ($31M, 552 participants).
Which 401(k) plans cover a similar participant headcount to Albert Kemperle, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is The Enhanced Capital Accumulation Plan for the Employees of the Fidelity Bank in NC (457 participants, $36M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 112293976.

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.