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
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
| 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 EIN | 223192192 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in New Jersey
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Kallman Associates Profit Sharing Retirement Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants
- Local 68 Engineers Union Annuity Plan $871M · 5,455
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- Educational Testing Service 401(a) Retirement Plan $525M · 3,282
- Ironworkers Local 11 Annuity Fund $384M · 1,139
- Plumbers & Pipefitters Local 9 Surety Plan $257M · 1,957
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Money Purchase plans in other states closest to Kallman Associates Profit Sharing Retirement Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Kallman Associates Profit Sharing Retirement Plan's numbers.
- By total assets, Kallman Associates Profit Sharing Retirement Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New Jersey. Compare plans
- Kallman Associates Inc's sponsor-wide assets have grown 26.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans