401(k) · DOL Form 5500 · 2022

Kaplin, Stewart, Meloff, Reiter & Stein 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
72
Participants Small participant base
86th
Percentile by assets National rank
$530,953
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan · Sponsored by Kaplin, Stewart, Meloff, Reiter & Stein · Pennsylvania · Professional & Technical Services

$38M in assets, 72 participants

Kaplin, Stewart, Meloff, Reiter & Stein's Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan reported $38M in total assets and 72 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #18,632 in Professional & Technical Services (21,562 peers)

Where Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan sits by assets

Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $38M for 72 participants (~$530,953/participant), down 22.5% in 2022.

#18,632
in Professional & Technical Services (21,562 peers)
-22.5%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan's outsized position by total assets

Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$38,228,645 Top 14% higher than 86% 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

Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan is a small filing (72 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 232866254 · Kaplin, Stewart, Meloff, Reiter & Stein PY 2022 · 401(k)

Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan · $38M · 72 · 86th

  • BOOK $38M
  • VS-ST 72
  • BOY 86th
  • SCH 401(k)
  • EBSA near Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust
  • PART ind #18632

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 →

Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Inalfa Roof Systems, Inc. 401(k) Profit Sharing PlanInalfa Roof Systems, Inc. 40…$38MKaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing PlanKaplin, Stewart, Meloff, Rei…$38MRockpoint Group, LLC 401(k) Profit Sharing Plan and TrustRockpoint Group, LLC 401(k) …$38MThe Western Sugar Cooperative Salaried Savings and Investment PlanThe Western Sugar Cooperativ…$38MIdeal Clamp Products 401(k) PlanIdeal Clamp Products 401(k) …$38M
End-of-year total assets ($M) among Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$38M
Net Income-$11M
Employer EIN232866254
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kaplin, Stewart, Meloff, Reiter & Stein)

Sponsor-wide plan assets over time

All Kaplin, Stewart, Meloff, Reiter & Stein plans reported in each filing year

Latest sponsor-wide plan assets
$49M 29.011930713212564% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $38.2M $49.3M ▲ +29.0%
Year Plans Participants Total Assets
2022 1 72 $38M
2023 1 73 $44M
2024 1 70 $49M

Nearby 401(k) Plans in Pennsylvania

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

Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.038228645 · Participants: 72Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) 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
Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust in TX ($38M); by covered participants it is Vaughn Electric Company,Inc. 401(k) Plan in TN (72 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (72 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 Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan assets move in 2022? ▼
Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan declined sharply - down 22.5% during 2022, from $49M to $38M. Reported net income was -$11M.
How have Kaplin, Stewart, Meloff, Reiter & Stein plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kaplin, Stewart, Meloff, Reiter & Stein's sponsor-wide assets grew 29.0%, from $38M to $49M.
Where does Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan ranks in the 86th 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 Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust in TX ($38M, 179 participants).
Which 401(k) plans cover a similar participant headcount to Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vaughn Electric Company,Inc. 401(k) Plan in TN (72 participants, $4M 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 232866254.

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.