Profit Sharing · DOL Form 5500 · 2022
Kahlert Companies, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $422K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 17th
- Percentile by assets National rank
- $140,640
- Avg per participant Near avg balance/head
Official DOL plan name: Kahlert Companies, Inc. Retirement Plan · Sponsored by Kahlert Companies, Inc. · Minnesota · Professional & Technical Services
$422K in assets, 3 participants
Kahlert Companies, Inc.'s Kahlert Companies, Inc. Retirement Plan reported $422K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 17th 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.
- #2,869 in Professional & Technical Services (21,562 peers)
2022 asset change
Kahlert Companies, Inc. Retirement Plan pulled back noticeably 13.0% in 2022 ($485K → $422K) for 3 participants.
- #2,869
- in Professional & Technical Services (21,562 peers)
- -13.0%
- assets change YoY
The plan reported a net loss of $63K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kahlert Companies, Inc. Retirement Plan among the smaller filed plans by assets
Kahlert Companies, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$421,920 17th percentile higher than 17% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Kahlert Companies, Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kahlert Companies, Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 814557312 · Kahlert Companies, Inc. PY 2022 · Profit Sharing
Kahlert Companies, Inc. Retirement Plan · $422K · 3 · 17th
- RANK $422K
- PHOTO 3
- IND 17th
- EOY Profit Sharing
- 5500 near William a Trafidlo PA Law Off Psp Dtd 10/19/00
- ASSETS ind #2869
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 Minnesota →
Kahlert Companies, Inc. Retirement Plan in the asset neighbourhood
Kahlert Companies, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Kahlert Companies, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $423K 0.18652825180128935% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $422K |
| 2023 | 1 | 4 | $401K |
| 2024 | 1 | 4 | $423K |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $485K |
|---|---|
| Net Assets (End of Year) | $422K |
| Net Income | -$63K |
| Employer EIN | 814557312 |
| Plan Effective Date | 2016-11-30 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Minnesota
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Essentia Health Retirement Plan $1.6B · 14,444
- Pipe Trades Services Mn Pension Supplement Fund $1.4B · 6,268
- Allina 403(b) Retirement Savings Plan $847M · 10,170
- Fairview Health Services Pension Plan $542M · 5,177
- Cargill Employee Retirement Account Plan $397M · 18,794
Kahlert Companies, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Minnesota, the nearest Profit Sharing by assets is William a Trafidlo PA Law Off Psp Dtd 10/19/00 in NH ($422K); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($422K here).
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.