Money Purchase · DOL Form 5500 · 2022

Kallman Associates Inc Money Purchase Plan

Data updated 2026-08-11

$2M
Total assets
7
Participants
35th
Percentile by assets
$302,061
Avg per participant
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Official DOL plan name: Kallman Associates Profit Sharing Retirement Plan · Sponsored by Kallman Associates Inc · New Jersey · Professional & Technical Services

$2M in assets, 7 participants

Kallman Associates Inc's Kallman Associates Profit Sharing Retirement Plan reported $2M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • 35th percentile by assets (of 139,126 plans)
  • #6,740 in Professional & Technical Services (21,562 peers)

Kallman Associates Inc multi-year trail

Kallman Associates Inc's plans moved +26.0% in assets from 2022 to 2024; this filing shows Kallman Associates Profit Sharing Retirement Plan at $2M / 7 participants.

$2M
total plan assets (2022 EOY)
7
covered participants
35th
percentile by assets (of 139,126 plans)
$302,061
avg assets per participant

The plan reported a net loss of $136K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kallman Associates Inc across 3 plan years on file

Across the 3 plan years Kallman Associates Inc has on file (2022-2024), sponsor-wide plan assets have moved from $2M to $3M, a gain of 26.0%, while reported participants moved from 7 to 6 (-14.3%). Peak year by sponsor assets: 2024 ($3M); trough: 2022 ($2M).

Kallman Associates Inc multi-year asset trail

$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $2.11M $2.66M ▲ +26.1%
Total plan assets by year, all Kallman Associates Inc plans on file
Year Plans Participants Total Assets
2022 1 7 $2M
2023 1 7 $2M
2024 1 6 $3M

Kallman Associates Inc filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$136K
Employer EIN223192192
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New Jersey

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Kallman Associates Profit Sharing Retirement Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants

Kallman Associates Profit Sharing Retirement Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -20002004006008001000 Total assets ($M) Participants Kallman Associates P…Local 68 Engineers U…Nysa-Ila Money Purch…Educational Testing …Ironworkers Local 11…Plumbers & Pipefitte…
Kallman Associates Profit Sharing Retirement Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Kallman Associates Profit Sharing Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Kallman Associates Profit Sharing Retirement Plan assets move in 2022?
Kallman Associates Profit Sharing Retirement Plan pulled back noticeably - down 6.0% during 2022, from $2M to $2M. Reported net income was -$136K.
How have Kallman Associates Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Kallman Associates Inc's sponsor-wide assets grew 26.0%, from $2M to $3M.
Which Money Purchase plans are similar in size to Kallman Associates Profit Sharing Retirement Plan?
Among Money Purchase plans in other states, the closest by assets is Unit Design Inc. Mp in LA ($2M, 5 participants).

Next read for Kallman Associates Profit Sharing Retire…

Multi-year trail

Ways to act on Kallman Associates Profit Sharing Retirement Plan's numbers.