Money Purchase · DOL Form 5500 · 2022
Dr. Paul C. Kaiser, Ltd. Money Purchase Plan
Data updated 2026-08-25
- $273K
- Total assets Small plan by assets
- 11
- Participants Small participant base
- 13th
- Percentile by assets National rank
- $24,787
- Avg per participant Low balance/head
Official DOL plan name: Dr Paul C Kaiser Employees Profit Sharing Plan & T · Sponsored by Dr. Paul C. Kaiser, Ltd. · Virginia · Healthcare & Social Assistance
$273K in assets, 11 participants
Dr. Paul C. Kaiser, Ltd.'s Dr Paul C Kaiser Employees Profit Sharing Plan & T reported $273K in total assets and 11 participants in its 2022 DOL Form 5500 filing, ranking in the 13th 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.
- #1,851 in Healthcare & Social Assistance (20,060 peers)
Dr. Paul C. Kaiser, Ltd. multi-year trail
Dr. Paul C. Kaiser, Ltd.'s plans moved +44.9% in assets from 2022 to 2024; this filing shows Dr Paul C Kaiser Employees Profit Sharing Plan & T at $273K / 11 participants.
- #1,851
- in Healthcare & Social Assistance (20,060 peers)
- -35.2%
- assets change YoY
The plan reported a net loss of $148K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Dr Paul C Kaiser Employees Profit Sharing Plan & T among the smaller filed plans by assets
Dr Paul C Kaiser Employees Profit Sharing Plan & T vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$272,654 13th percentile higher than 13% 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
Dr Paul C Kaiser Employees Profit Sharing Plan & T among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dr Paul C Kaiser Employees Profit Sharing Plan & T is a small filing (11 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 541872785 · Dr. Paul C. Kaiser, Ltd. PY 2022 · Money Purchase
Dr Paul C Kaiser Employees Profit Sharing Plan & T · $273K · 11 · 13th
- EBSA $273K
- PART 11
- TYPE 13th
- NET Money Purchase
- BOOK near Ponce Animal Hospital Retirement Plan
- VS-ST ind #1851
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 Healthcare & Social Assistance retirement plans → · Plans in Virginia →
Dr Paul C Kaiser Employees Profit Sharing Plan & T in the asset neighbourhood
Dr. Paul C. Kaiser, Ltd. multi-year asset trail
Sponsor-wide plan assets over time
All Dr. Paul C. Kaiser, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $395K 44.90783190417159% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11 | $273K |
| 2023 | 1 | 12 | $337K |
| 2024 | 1 | 12 | $395K |
Dr. Paul C. Kaiser, Ltd. filing trail (2022)
| Total Assets (Beginning of Year) | $421K |
|---|---|
| Net Assets (End of Year) | $273K |
| Net Income | -$148K |
| Employer EIN | 541872785 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Virginia
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The George Washington University Retirement Plan for Faculty and Staff $1.2B · 4,007
- Noblis, Inc. Qualified Retirement Plan $200M · 2,060
- Mid-Atlantic States District Council Participating Locals Annuity Fund $108M · 2,809
- American College of Radiology Employees' Pension Plan and Trust $85M · 547
- Plumbers & Fitters Local No. 110 Annuity Trust Fund $47M · 806
Dr Paul C Kaiser Employees Profit Sharing Plan & T's out-of-state Money Purchase peers by assets and headcount
Outside Virginia, the nearest Money Purchase by assets is Ponce Animal Hospital Retirement Plan in PR ($270K); by covered participants it is South Mesa Water Company Amended and Restated Money Purchase Plan in CA (11 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($273K here).
Similar participant headcount
Nearest other-state filings by covered participants (11 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.