Profit Sharing · DOL Form 5500 · 2022

L M Kalman Do PA Profit Sharing Plan

Data updated 2026-08-25

$717K
Total assets Small plan by assets
3
Participants Small participant base
22nd
Percentile by assets National rank
$239,033
Avg per participant Above avg balance/head
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Official DOL plan name: L M Kalman Dopa Profit Sharing Trust · Sponsored by L M Kalman Do PA · Texas · Healthcare & Social Assistance

$717K in assets, 3 participants

L M Kalman Do PA's L M Kalman Dopa Profit Sharing Trust reported $717K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,625 in Healthcare & Social Assistance (20,060 peers)

L M Kalman Do PA multi-year trail

L M Kalman Do PA's plans moved +13.2% in assets from 2022 to 2024; this filing shows L M Kalman Dopa Profit Sharing Trust at $717K / 3 participants.

#3,625
in Healthcare & Social Assistance (20,060 peers)
-4.2%
assets change YoY

The plan reported a net loss of $32K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

L M Kalman Dopa Profit Sharing Trust among the smaller filed plans by assets

L M Kalman Dopa Profit Sharing Trust vs every filed plan by assets

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

$717,099 22nd percentile higher than 22% 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

L M Kalman Dopa Profit Sharing Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. L M Kalman Dopa Profit Sharing Trust is a micro filing (3 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 751747043 · L M Kalman Do PA PY 2022 · Profit Sharing

L M Kalman Dopa Profit Sharing Trust · $717K · 3 · 22nd

  • TYPE $717K
  • TYPE 3
  • TYPE 22nd
  • TYPE Profit Sharing
  • TYPE near Jj's of Idaho, Inc. Profit Sharing Plan
  • TYPE ind #3625

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

L M Kalman Dopa Profit Sharing Trust in the asset neighbourhood

L M Kalman Dopa Profit Sharing TrustL M Kalman Dopa Profit Shari…$717KJj's of Idaho, Inc. Profit Sharing PlanJj's of Idaho, Inc. Profit S…$717KWilliams Design Group Profit Sharing PlanWilliams Design Group Profit…$718KSnow-Mcelligott Profit Sharing Plan & TrustSnow-Mcelligott Profit Shari…$718KR. Inter Chiropractic, LLC Profit Sharing PlanR. Inter Chiropractic, LLC P…$716K
End-of-year total assets ($M) among L M Kalman Dopa Profit Sharing Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

L M Kalman Do PA multi-year asset trail

Sponsor-wide plan assets over time

All L M Kalman Do PA plans reported in each filing year

Latest sponsor-wide plan assets
$811K 13.156621331224837% vs 2022
2024 filing year
$0.7M$0.75M$0.8M$0.85M 202220232024 $0.72M $0.81M ▲ +12.5%
Year Plans Participants Total Assets
2022 1 3 $717K
2023 1 3 $715K
2024 1 3 $811K

L M Kalman Do PA filing trail (2022)

Total Assets (Beginning of Year)$749K
Net Assets (End of Year)$717K
Net Income-$32K
Employer EIN751747043
Plan Effective Date1981-12-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

L M Kalman Dopa Profit Sharing Trust vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants L M Kalman Dopa Profit Sharing Trust, Total assets ($B): 0.000717099 · Participants: 3L M Kalman Dopa Profit Sharing TrustSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.288170498 · Participants: 60454Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.434738254 · Participants: 9875Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.04541778 · Participants: 71666H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.752274017 · Participants: 27959The Defined Contribution Plan of the Methodist HospitalMaritime Association - I.L.a. Retirement Fund, Total assets ($B): 0.742682259 · Participants: 3941Maritime Association - I.L.a. Retirement Fund
L M Kalman Dopa Profit Sharing Trust vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare L M Kalman Dopa Profit Sharing Trust side-by-side with 3 peers →

L M Kalman Dopa Profit Sharing Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Jj's of Idaho, Inc. Profit Sharing Plan in ID ($717K); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 L M Kalman Dopa Profit Sharing Trust assets move in 2022? ▼
L M Kalman Dopa Profit Sharing Trust edged down modestly - down 4.2% during 2022, from $749K to $717K. Reported net income was -$32K.
How have L M Kalman Do PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), L M Kalman Do PA's sponsor-wide assets grew 13.2%, from $717K to $811K.
Where does L M Kalman Dopa Profit Sharing Trust rank by assets among Form 5500 filers? ▼
L M Kalman Dopa Profit Sharing Trust ranks in the 22nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to L M Kalman Dopa Profit Sharing Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Jj's of Idaho, Inc. Profit Sharing Plan in ID ($717K, 36 participants).
Which Profit Sharing plans cover a similar participant headcount to L M Kalman Dopa Profit Sharing Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Crosmac Corp. Retirement Plan in NJ (3 participants, 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 751747043.

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.