401(k) · DOL Form 5500 · 2022

Jeffrey Kaliser 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
30th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: Jeffrey Kaliser Profit Sharing Plan · Sponsored by Jeffrey Kaliser · Pennsylvania · Professional & Technical Services

$1M in assets, 1 participants

Jeffrey Kaliser's Jeffrey Kaliser Profit Sharing Plan reported $1M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,620 in Professional & Technical Services (21,562 peers)

Jeffrey Kaliser multi-year trail

Jeffrey Kaliser's plans moved -95.4% in assets from 2022 to 2024; this filing shows Jeffrey Kaliser Profit Sharing Plan at $1M / 1 participant.

#5,620
in Professional & Technical Services (21,562 peers)
-24.3%
assets change YoY

The plan reported a net loss of $479K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jeffrey Kaliser Profit Sharing Plan among the smaller filed plans by assets

Jeffrey Kaliser Profit Sharing Plan vs every filed plan by assets

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

$1,493,920 30th percentile higher than 30% 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

Jeffrey Kaliser Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jeffrey Kaliser Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

Form 5500 schedule snapshot

Filing strip 232619340 · Jeffrey Kaliser PY 2022 · 401(k)

Jeffrey Kaliser Profit Sharing Plan · $1M · 1 · 30th

  • PCT $1M
  • PCT 1
  • PCT 30th
  • PCT 401(k)
  • PCT near Abc Sheet Metal Inc 401(k) Retirement Savings Plan
  • PCT ind #5620

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 Pennsylvania →

Jeffrey Kaliser Profit Sharing Plan in the asset neighbourhood

Jeffrey Kaliser Profit Sharing PlanJeffrey Kaliser Profit Shari…$1MAbc Sheet Metal Inc 401(k) Retirement Savings PlanAbc Sheet Metal Inc 401(k) R…$1MCb Richard Ellis - Ne Partners, L.P. 401(k) Retirement Plan & TrustCb Richard Ellis - Ne Partne…$1MBoston Behavior Learning Centers, LLC 401(k) PlanBoston Behavior Learning Cen…$1MKtn Logistics, Inc. 401(k) PlanKtn Logistics, Inc. 401(k) P…$1M
End-of-year total assets ($M) among Jeffrey Kaliser Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Jeffrey Kaliser multi-year asset trail

Sponsor-wide plan assets over time

All Jeffrey Kaliser plans reported in each filing year

Latest sponsor-wide plan assets
$69K 95.3502864945914% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M 20222024 $1.49M $0.07M ▼ -95.3%
Year Plans Participants Total Assets
2022 1 1 $1M
2024 1 1 $69K

Jeffrey Kaliser filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$479K
Employer EIN232619340
Plan Effective Date1972-02-29
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Jeffrey Kaliser Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Jeffrey Kaliser Profit Sharing Plan, Total assets ($B): 0.00149392 · Participants: 1Jeffrey Kaliser Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Jeffrey Kaliser Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Jeffrey Kaliser Profit Sharing Plan side-by-side with 3 peers →

Jeffrey Kaliser Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Abc Sheet Metal Inc 401(k) Retirement Savings Plan in CA ($1M); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Jeffrey Kaliser Profit Sharing Plan assets move in 2022? ▼
Jeffrey Kaliser Profit Sharing Plan declined sharply - down 24.3% during 2022, from $2M to $1M. Reported net income was -$479K.
How have Jeffrey Kaliser plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Jeffrey Kaliser's sponsor-wide assets declined 95.4%, from $1M to $69K.
Which 401(k) plans are similar in size to Jeffrey Kaliser Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Abc Sheet Metal Inc 401(k) Retirement Savings Plan in CA ($1M, 33 participants).
Which 401(k) plans cover a similar participant headcount to Jeffrey Kaliser Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, N/A 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 232619340.

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.