Money Purchase · DOL Form 5500 · 2022

Dr. Paul C. Kaiser, Ltd. Money Purchase Plan

Data updated 2026-08-11

$273K
Total assets
11
Participants
13th
Percentile by assets
$24,787
Avg per participant
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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.

  • 13th percentile by assets (of 139,126 plans)
  • #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.

$273K
total plan assets (2022 EOY)
11
covered participants
13th
percentile by assets (of 139,126 plans)
$24,787
avg assets per participant

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.

Where Dr Paul C Kaiser Employees Profit Sharing Plan & T sits by total 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

This plan $0 $2,010,000,000 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

State
Virginia
Industry
Healthcare & Social Assistance

Dr. Paul C. Kaiser, Ltd. across 3 plan years on file

Across the 3 plan years Dr. Paul C. Kaiser, Ltd. has on file (2022-2024), sponsor-wide plan assets have moved from $273K to $395K, a gain of 44.9%, while reported participants moved from 11 to 12 (+9.1%). Peak year by sponsor assets: 2024 ($395K); trough: 2022 ($273K).

Dr. Paul C. Kaiser, Ltd. multi-year asset trail

$0.25M$0.3M$0.35M$0.4M$0.45M 202220232024 $0.27M $0.4M ▲ +48.1%
Total plan assets by year, all Dr. Paul C. Kaiser, Ltd. plans on file
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 EIN541872785
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Virginia

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

Dr Paul C Kaiser Employees Profit Sharing Plan & T vs. nearby Money Purchase plans in Virginia, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.5 Total assets ($B) Participants Dr Paul C Kaiser Emp…, Total assets ($B): 0.000272654 · Participants: 11Dr Paul C Kaiser Emp…The George Washingto…, Total assets ($B): 1.154652832 · Participants: 4007The George Washingto…Noblis, Inc. Qualifi…, Total assets ($B): 0.200098819 · Participants: 2060Noblis, Inc. Qualifi…Mid-Atlantic States …, Total assets ($B): 0.107767334 · Participants: 2809Mid-Atlantic States …American College of …, Total assets ($B): 0.085212358 · Participants: 547American College of …Plumbers & Fitters L…, Total assets ($B): 0.04708721 · Participants: 806Plumbers & Fitters L…
Dr Paul C Kaiser Employees Profit Sharing Plan & T vs. nearby Money Purchase plans in Virginia, assets vs. participants
Compare Dr Paul C Kaiser Employees Profit Sharin… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Dr Paul C Kaiser Employees Profit Sharing Plan & T by total assets, not by location.

Frequently Asked Questions

How did Dr Paul C Kaiser Employees Profit Sharing Plan & T assets move in 2022? ▼
Dr Paul C Kaiser Employees Profit Sharing Plan & T contracted severely - down 35.2% during 2022, from $421K to $273K. Reported net income was -$148K.
How have Dr. Paul C. Kaiser, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dr. Paul C. Kaiser, Ltd.'s sponsor-wide assets grew 44.9%, from $273K to $395K.
Where does Dr Paul C Kaiser Employees Profit Sharing Plan & T rank by assets among Form 5500 filers? ▼
Dr Paul C Kaiser Employees Profit Sharing Plan & T ranks in the 13th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Dr Paul C Kaiser Employees Profit Sharing Plan & T? ▼
Among Money Purchase plans in other states, the closest by assets is Ponce Animal Hospital Retirement Plan in PR ($270K, 7 participants).

Next read for Dr Paul C Kaiser Employees Profit Sharin…

Multi-year trail

Ways to act on Dr Paul C Kaiser Employees Profit Sharing Plan & T's numbers.

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 541872785.

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.