Profit Sharing · DOL Form 5500 · 2022
Karen Scalley Profit Sharing Plan
Data updated 2026-08-25
- $93K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 6th
- Percentile by assets National rank
- $31,090
- Avg per participant Low balance/head
Official DOL plan name: Ksis Retirement Plan · Sponsored by Karen Scalley · Puerto Rico · Professional & Technical Services
$93K in assets, 3 participants
Karen Scalley's Ksis Retirement Plan reported $93K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 6th 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.
- #1,117 in Professional & Technical Services (21,562 peers)
Karen Scalley multi-year trail
Karen Scalley's plans moved +36.0% in assets from 2022 to 2024; this filing shows Ksis Retirement Plan at $93K / 3 participants.
- #1,117
- in Professional & Technical Services (21,562 peers)
- -1.9%
- assets change YoY
The plan reported a net loss of $2K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ksis Retirement Plan among the smaller filed plans by assets
Ksis Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$93,269 6th percentile higher than 6% 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
Ksis 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. Ksis Retirement Plan is a micro filing (3 participants), the leftmost band.
Published 5500 schedule card
Filing strip 660851122 · Karen Scalley PY 2022 · Profit Sharing
Ksis Retirement Plan · $93K · 3 · 6th
- VS-ST $93K
- BOY 3
- SCH 6th
- EBSA Profit Sharing
- PART near The Saylor Group Inc Profit Sharing Plan & Trust
- TYPE ind #1117
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 Puerto Rico →
Ksis Retirement Plan in the asset neighbourhood
Karen Scalley multi-year asset trail
Sponsor-wide plan assets over time
All Karen Scalley plans reported in each filing year
- Latest sponsor-wide plan assets
- $127K 36.04198608326454% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $93K |
| 2023 | 1 | 3 | $117K |
| 2024 | 1 | 3 | $127K |
Karen Scalley filing trail (2022)
| Total Assets (Beginning of Year) | $95K |
|---|---|
| Net Assets (End of Year) | $93K |
| Net Income | -$2K |
| Employer EIN | 660851122 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Retirement and Savings Plan for Amgen Manufacturing, Limited $611M · 2,614
- Popular, Inc. Pr Savings and Investment Plan $561M · 7,773
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $336M · 1,038
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $158M · 743
- The Oriental Bank Coda Profit Sharing Plan $110M · 2,082
Ksis Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is The Saylor Group Inc Profit Sharing Plan & Trust in AZ ($93K); 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 ($93K 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.