401(k) · DOL Form 5500 · 2022
Kaufman, Dolowich & Voluck, LLP 401(k) Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 300
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $103,958
- Avg per participant Below avg balance/head
Official DOL plan name: Kaufman Dolowich & Voluck LLP Retirement Plan · Sponsored by Kaufman, Dolowich & Voluck, LLP · New York · Professional & Technical Services
$31M in assets, 300 participants
Kaufman, Dolowich & Voluck, LLP's Kaufman Dolowich & Voluck LLP Retirement Plan reported $31M in total assets and 300 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.
- #18,096 in Professional & Technical Services (21,562 peers)
Coverage in New York
Kaufman Dolowich & Voluck LLP Retirement Plan covers 300 participants in New York, about 38% of the average New York filer (state average ~798 per filing). Assets: $31M.
- #18,096
- in Professional & Technical Services (21,562 peers)
- -7.1%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kaufman Dolowich & Voluck LLP Retirement Plan's outsized position by total assets
Kaufman Dolowich & Voluck LLP Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$31,187,515 Top 17% higher than 83% 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
Kaufman Dolowich & Voluck LLP Retirement Plan 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. Kaufman Dolowich & Voluck LLP Retirement Plan sits mid-pack in the medium band (300 participants).
EBSA filing schedule strip
Filing strip 113391604 · Kaufman, Dolowich & Voluck, LLP PY 2022 · 401(k)
Kaufman Dolowich & Voluck LLP Retirement Plan · $31M · 300 · 83rd
- NET $31M
- BOOK 300
- VS-ST 83rd
- BOY 401(k)
- SCH near Age of Learning 401(k)
- EBSA ind #18096
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 New York →
Kaufman Dolowich & Voluck LLP Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | -$2M |
| Employer EIN | 113391604 |
| Plan Effective Date | 1986-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kaufman, Dolowich & Voluck, LLP)
Sponsor-wide plan assets over time
All Kaufman, Dolowich & Voluck, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $44M 41.42430713059376% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 300 | $31M |
| 2023 | 1 | 335 | $38M |
| 2024 | 1 | 322 | $44M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Kaufman Dolowich & Voluck LLP Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Age of Learning 401(k) in CA ($31M); by covered participants it is Parry's Pizza 401(k) Plan in CO (300 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
- Age of Learning 401(k) (CA) $31M · 627
- Hannah Motor Co., Inc. 401(k) Plan (WA) $31M · 694
- Z.V. Pate Group Retirement Savings & Profit Sharing Plan (NC) $31M · 446
- Mario Sinacola & Sons Excavating, Inc. 401(k) Plan (TX) $31M · 739
Similar participant headcount
Nearest other-state filings by covered participants (300 participants); asset peers above are excluded.
- Parry's Pizza 401(k) Plan (CO) 300 · 0 off
- All Medical Personnel, Inc 401(k) Plan (FL) 300 · 0 off
- Cipriani & Werner, P.C. 401(k) Plan (PA) 300 · 0 off
- Bennett Management Corp. 401(k) Plan (OH) 300 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.