Money Purchase · DOL Form 5500 · 2022

Humpris, Kiefer & Associates, Inc Money Purchase Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
39th
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
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Official DOL plan name: Humphris, Kiefer & Associates, Inc Employee Pension Plan & Trust · Sponsored by Humpris, Kiefer & Associates, Inc · Illinois · Wholesale Trade

$3M in assets, 2 participants

Humpris, Kiefer & Associates, Inc's Humphris, Kiefer & Associates, Inc Employee Pension Plan & Trust reported $3M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #1,797 in Wholesale Trade (6,843 peers)

Humpris, Kiefer & Associates, Inc multi-year trail

Humpris, Kiefer & Associates, Inc's plans moved -32.4% in assets from 2022 to 2024; this filing shows Humphris, Kiefer & Associates, Inc Employee Pension Plan & Trust at $3M / 2 participants.

#1,797
in Wholesale Trade (6,843 peers)
-13.4%
assets change YoY

The plan reported a net loss of $428K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Humphris, Kiefer & Associates, Inc Employee Pension Plan & Trust's mid-pack asset rank among Wholesale Trade and all filers

Humphris, Kiefer & Associates, Inc Employee Pension Plan & Trust vs every filed plan by assets

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

$2,772,356 39th percentile higher than 39% 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

Humphris, Kiefer & Associates, Inc Employee Pension Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Humphris, Kiefer & Associates, Inc Employee Pension Plan & Trust is a micro filing (2 participants), the leftmost band.

Published 5500 schedule card

Filing strip 362748141 · Humpris, Kiefer & Associates, Inc PY 2022 · Money Purchase

Humphris, Kiefer & Associates, Inc Employee Pension Plan & Trust · $3M · 2 · 39th

  • EBSA $3M
  • EBSA 2
  • EBSA 39th
  • EBSA Money Purchase
  • EBSA near Salisbury & Ryan LLP
  • EBSA ind #1797

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 Illinois →

Humphris, Kiefer & Associates, Inc Employee Pension Plan & Trust in the asset neighbourhood

Employees Money Purchase Pension Plan of Walker Carr Custom Builders IncEmployees Money Purchase Pen…$3MSalisbury & Ryan LLP$3MRural Health Resources of Jackson County Inc. Dba Holton Community Hospital Employees Pension PlanRural Health Resources of Ja…$3MHumphris, Kiefer & Associates, Inc Employee Pension Plan & TrustHumphris, Kiefer & Associate…$3MPennsylvania College of Art and Design Pension PlaPennsylvania College of Art …$3M
End-of-year total assets ($M) among Humphris, Kiefer & Associates, Inc Employee Pension Plan & Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Humpris, Kiefer & Associates, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Humpris, Kiefer & Associates, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$5M 32.38568080077663% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $7.16M $4.84M ▼ -32.4%
Year Plans Participants Total Assets
2022 2 4 $7M
2023 2 4 $4M
2024 2 2 $5M

Humpris, Kiefer & Associates, Inc filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$428K
Employer EIN362748141
Plan Effective Date1972-08-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Illinois

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Humphris, Kiefer & Associates, Inc Employee Pension Plan & Trust vs. nearby Money Purchase plans in Illinois, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -2000200400600800 Total assets ($M) Participants Humphris, Kiefer & Associates, Inc Employee Pension Plan & Trust, Total assets ($M): 2.772356 · Participants: 2Humphris, Kiefer & Associates, Inc Employee Pension Plan & TrustRetirement Plan for Employees of Fermi Research Alliance, LLC, Total assets ($M): 669.295125 · Participants: 1625Retirement Plan for Employees of Fermi Research Alliance, LLCNECA-IBEW Local 176 Pension Trust Fund, Total assets ($M): 615.598536 · Participants: 2741NECA-IBEW Local 176 Pension Trust FundNECA-IBEW Local 364 Defined Contribution Plan, Total assets ($M): 417.547857 · Participants: 320NECA-IBEW Local 364 Defined Contribution PlanSmart Local 265 Supplemental Retirement Savings Plan, Total assets ($M): 302.3658 · Participants: 2526Smart Local 265 Supplemental Retirement Savings PlanInternational Association of Heat and Frost Insulators Local 17 Annuity Fund, Total assets ($M): 172.583563 · Participants: 1223International Association of Heat and Frost Insulators Local 17 Annuity Fund
Humphris, Kiefer & Associates, Inc Employee Pension Plan & Trust vs. nearby Money Purchase plans in Illinois, assets vs. participants
Compare Humphris, Kiefer & Associates, Inc Employee Pension Plan & Trust side-by-side with 3 peers →

Humphris, Kiefer & Associates, Inc Employee Pension Plan & Trust's out-of-state Money Purchase peers by assets and headcount

Outside Illinois, the nearest Money Purchase by assets is Salisbury & Ryan LLP in FL ($3M); by covered participants it is The Sellon Retirement Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Humphris, Kiefer & Associates, Inc Employee Pension Plan & Trust assets move in 2022? ▼
Humphris, Kiefer & Associates, Inc Employee Pension Plan & Trust pulled back noticeably - down 13.4% during 2022, from $3M to $3M. Reported net income was -$428K.
How have Humpris, Kiefer & Associates, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Humpris, Kiefer & Associates, Inc's sponsor-wide assets declined 32.4%, from $7M to $5M.
Which Money Purchase plans are similar in size to Humphris, Kiefer & Associates, Inc Employee Pension Plan & Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Salisbury & Ryan LLP in FL ($3M, 4 participants).
Which Money Purchase plans cover a similar participant headcount to Humphris, Kiefer & Associates, Inc Employee Pension Plan & Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is The Sellon Retirement Plan in NY (2 participants, $2M 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 362748141.

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.