401(k) · DOL Form 5500 · 2022

Offit Kurman, P.a. 401(k) Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
480
Participants Below avg headcount
90th
Percentile by assets National rank
$143,293
Avg per participant Near avg balance/head
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Official DOL plan name: Offit Kurman, P.a. 401(k) Profit Sharing Plan · Sponsored by Offit Kurman, P.a. · Maryland · Professional & Technical Services

$69M in assets, 480 participants

Offit Kurman, P.a.'s Offit Kurman, P.a. 401(k) Profit Sharing Plan reported $69M in total assets and 480 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #19,743 in Professional & Technical Services (21,562 peers)

Where Offit Kurman, P.a. 401(k) Profit Sharing Plan sits by assets

Offit Kurman, P.a. 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $69M for 480 participants (~$143,293/participant), down 10.5% in 2022.

#19,743
in Professional & Technical Services (21,562 peers)
-10.5%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Offit Kurman, P.a. 401(k) Profit Sharing Plan's outsized position by total assets

Offit Kurman, P.a. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$68,780,857 Top 10% higher than 90% 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

Offit Kurman, P.a. 401(k) Profit Sharing 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. Offit Kurman, P.a. 401(k) Profit Sharing Plan sits mid-pack in the medium band (480 participants).

Form 5500 schedule snapshot

Filing strip 521518021 · Offit Kurman, P.a. PY 2022 · 401(k)

Offit Kurman, P.a. 401(k) Profit Sharing Plan · $69M · 480 · 90th

  • NET $69M
  • NET 480
  • NET 90th
  • NET 401(k)
  • NET near Hood Packaging Corporation Salary Savings Plan
  • NET ind #19743

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 Maryland →

Offit Kurman, P.a. 401(k) Profit Sharing Plan in the asset neighbourhood

The Cadmus Group, Inc. 401(k) Profit Sharing PlanThe Cadmus Group, Inc. 401(k…$69MMar-Jac Poultry, Inc. 401(k) and Profit Sharing PlanMar-Jac Poultry, Inc. 401(k)…$69MOffit Kurman, P.a. 401(k) Profit Sharing PlanOffit Kurman, P.a. 401(k) Pr…$69MHood Packaging Corporation Salary Savings PlanHood Packaging Corporation S…$69MReed Companies Profit Sharing Plan and TrustReed Companies Profit Sharin…$69M
End-of-year total assets ($M) among Offit Kurman, P.a. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$69M
Net Income-$8M
Employer EIN521518021
Plan Effective Date1994-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Offit Kurman, P.a.)

Sponsor-wide plan assets over time

All Offit Kurman, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$87M 26.288355203250813% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $68.8M $86.9M ▲ +26.3%
Year Plans Participants Total Assets
2022 1 480 $69M
2023 1 502 $80M
2024 1 577 $87M

Nearby 401(k) Plans in Maryland

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Offit Kurman, P.a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -1001020304050 Total assets ($B) Participants Offit Kurman, P.a. 401(k) Profit Sharing Plan, Total assets ($B): 0.068780857 · Participants: 480Offit Kurman, P.a. 401(k) Profit Sharing PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 43.624690273 · Participants: 87666Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 8.25929933 · Participants: 82576Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 3.651080244 · Participants: 6107T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.260404321 · Participants: 2819Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 1.938654635 · Participants: 74729Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Offit Kurman, P.a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Offit Kurman, P.a. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Offit Kurman, P.a. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Hood Packaging Corporation Salary Savings Plan in MS ($69M); by covered participants it is Western Cabinets & Affiliates 401(k) Plan in TX (480 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (480 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 Offit Kurman, P.a. 401(k) Profit Sharing Plan assets move in 2022? ▼
Offit Kurman, P.a. 401(k) Profit Sharing Plan pulled back noticeably - down 10.5% during 2022, from $77M to $69M. Reported net income was -$8M.
How have Offit Kurman, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Offit Kurman, P.a.'s sponsor-wide assets grew 26.3%, from $69M to $87M.
Where does Offit Kurman, P.a. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Offit Kurman, P.a. 401(k) Profit Sharing Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Offit Kurman, P.a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hood Packaging Corporation Salary Savings Plan in MS ($69M, 1,080 participants).
Which 401(k) plans cover a similar participant headcount to Offit Kurman, P.a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Western Cabinets & Affiliates 401(k) Plan in TX (480 participants, $10M 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 521518021.

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.