401(k) · DOL Form 5500 · 2022

P. Kaufmann, Inc. 401(k) Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
150
Participants Small participant base
89th
Percentile by assets National rank
$403,131
Avg per participant High balance/head
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Official DOL plan name: P. Kaufmann Employees' 401(k) Profit-Sharing Trust · Sponsored by P. Kaufmann, Inc. · New York · Wholesale Trade

$60M in assets, 150 participants

P. Kaufmann, Inc.'s P. Kaufmann Employees' 401(k) Profit-Sharing Trust reported $60M in total assets and 150 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #6,219 in Wholesale Trade (6,843 peers)

Coverage in New York

P. Kaufmann Employees' 401(k) Profit-Sharing Trust covers 150 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $60M.

#6,219
in Wholesale Trade (6,843 peers)
-18.6%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

P. Kaufmann Employees' 401(k) Profit-Sharing Trust's outsized position by total assets

P. Kaufmann Employees' 401(k) Profit-Sharing Trust vs every filed plan by assets

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

$60,469,603 Top 11% higher than 89% 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

P. Kaufmann Employees' 401(k) Profit-Sharing Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. P. Kaufmann Employees' 401(k) Profit-Sharing Trust sits mid-pack in the medium band (150 participants).

EBSA filing schedule strip

Filing strip 135669968 · P. Kaufmann, Inc. PY 2022 · 401(k)

P. Kaufmann Employees' 401(k) Profit-Sharing Trust · $60M · 150 · 89th

  • BOOK $60M
  • VS-ST 150
  • BOY 89th
  • SCH 401(k)
  • EBSA near Navex Global 401(k) Plan
  • PART ind #6219

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 Wholesale Trade retirement plans → · Plans in New York →

P. Kaufmann Employees' 401(k) Profit-Sharing Trust in the asset neighbourhood

Crutchfield Corporation Profit Sharing PlanCrutchfield Corporation Prof…$60MKeller Rohrback LLP 401(k) Profit Sharing PlanKeller Rohrback LLP 401(k) P…$60MP. Kaufmann Employees' 401(k) Profit-Sharing TrustP. Kaufmann Employees' 401(k…$60MNavex Global 401(k) Plan$60MLewis & Ellis, Inc. Profit Sharing PlanLewis & Ellis, Inc. Profit S…$60M
End-of-year total assets ($M) among P. Kaufmann Employees' 401(k) Profit-Sharing Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$74M
Net Assets (End of Year)$60M
Net Income-$14M
Employer EIN135669968
Plan Effective Date1965-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (P. Kaufmann, Inc.)

Sponsor-wide plan assets over time

All P. Kaufmann, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$76M 25.856174382358688% vs 2022
2024 filing year
$55M$60M$65M$70M$75M$80M 202220232024 $60.5M $76.1M ▲ +25.8%
Year Plans Participants Total Assets
2022 1 150 $60M
2023 1 148 $68M
2024 1 142 $76M

Nearby 401(k) Plans in New York

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

P. Kaufmann Employees' 401(k) Profit-Sharing Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants P. Kaufmann Employees' 401(k) Profit-Sharing Trust, Total assets ($B): 0.060469603 · Participants: 150P. Kaufmann Employees' 401(k) Profit-Sharing TrustIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
P. Kaufmann Employees' 401(k) Profit-Sharing Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare P. Kaufmann Employees' 401(k) Profit-Sharing Trust side-by-side with 3 peers →

P. Kaufmann Employees' 401(k) Profit-Sharing Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Navex Global 401(k) Plan in OR ($60M); by covered participants it is American Office 401(k) Retirement Savings Plan in MD (150 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($60M here).

Similar participant headcount

Nearest other-state filings by covered participants (150 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 P. Kaufmann Employees' 401(k) Profit-Sharing Trust assets move in 2022? ▼
P. Kaufmann Employees' 401(k) Profit-Sharing Trust declined sharply - down 18.6% during 2022, from $74M to $60M. Reported net income was -$14M.
How have P. Kaufmann, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), P. Kaufmann, Inc.'s sponsor-wide assets grew 25.9%, from $60M to $76M.
Where does P. Kaufmann Employees' 401(k) Profit-Sharing Trust rank by assets among Form 5500 filers? ▼
P. Kaufmann Employees' 401(k) Profit-Sharing Trust ranks in the 89th 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 P. Kaufmann Employees' 401(k) Profit-Sharing Trust? ▼
Among 401(k) plans in other states, the closest by assets is Navex Global 401(k) Plan in OR ($60M, 1,054 participants).
Which 401(k) plans cover a similar participant headcount to P. Kaufmann Employees' 401(k) Profit-Sharing Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is American Office 401(k) Retirement Savings Plan in MD (150 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 135669968.

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.