Money Purchase · DOL Form 5500 · 2022

Attorney Kenneth G. Calewarts Money Purchase Plan

Data updated 2026-08-11

$1M
Total assets
2
Participants
26th
Percentile by assets
$558,259
Avg per participant
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Official DOL plan name: Kenneth G. Calewarts Money Purchase Pension Plan and Trust · Sponsored by Attorney Kenneth G. Calewarts · Wisconsin · Professional & Technical Services

$1M in assets, 2 participants

Attorney Kenneth G. Calewarts's Kenneth G. Calewarts Money Purchase Pension Plan and Trust reported $1M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 26th 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.

  • 26th percentile by assets (of 139,126 plans)
  • #4,831 in Professional & Technical Services (21,562 peers)

What the 2022 filing shows

Kenneth G. Calewarts Money Purchase Pension Plan and Trust holds $1M for 2 participants - about $558,259 per participant, in the lower half of filed plans by assets.

$1M
total plan assets (2022 EOY)
2
covered participants
26th
percentile by assets (of 139,126 plans)
$558,259
avg assets per participant

Where Kenneth G. Calewarts Money Purchase Pension Plan and Trust sits by total assets

Kenneth G. Calewarts Money Purchase Pension Plan and Trust vs every filed plan by assets

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

$1,116,518 26th percentile higher than 26% 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

Money Purchase filing for Kenneth G. Calewarts Money Purchase Pension Plan and Trust

Money Purchase filing for plan year 2022: EIN 391427290 ; effective since 1994-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.

Filing particulars (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$10K
Employer EIN391427290
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Attorney Kenneth G. Calewarts)

$1.12M 202220232024 $1.12M $1.12M ▲ +0.0%
Total plan assets by year, all Attorney Kenneth G. Calewarts plans on file
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M
2024 1 2 $1M

Nearby Money Purchase Plans in Wisconsin

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

Kenneth G. Calewarts Money Purchase Pension Plan and Trust vs. nearby Money Purchase plans in Wisconsin, assets vs. participants

Kenneth G. Calewarts Money Purchase Pension Plan and Trust vs. nearby Money Purchase plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Kenneth G. Calewarts…Employees Retirement…Telephone and Data S…Plumbers and Steamfi…North Central States…Aspirus, Inc. Frozen…
Kenneth G. Calewarts Money Purchase Pension Plan and Trust vs. nearby Money Purchase plans in Wisconsin, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Kenneth G. Calewarts Money Purchase Pension Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Kenneth G. Calewarts Money Purchase Pension Plan and Trust assets move in 2022?
Kenneth G. Calewarts Money Purchase Pension Plan and Trust held essentially flat - up 0.9% during 2022, from $1M to $1M. Reported net income was $10K.
How have Attorney Kenneth G. Calewarts plan assets changed over time?
Across 3 plan years on file (2022-2024), Attorney Kenneth G. Calewarts's sponsor-wide assets grew 0.1%, from $1M to $1M.
Which Money Purchase plans are similar in size to Kenneth G. Calewarts Money Purchase Pension Plan and Trust?
Among Money Purchase plans in other states, the closest by assets is Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan in CO ($1M, 3 participants).

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Filing takeaways

Ways to act on Kenneth G. Calewarts Money Purchase Pension Plan and Trust's numbers.