Money Purchase · DOL Form 5500 · 2022

Attorney Kenneth G. Calewarts Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
26th
Percentile by assets National rank
$558,259
Avg per participant High balance/head
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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.

  • #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.

#4,831
in Professional & Technical Services (21,562 peers)
+0.9%
assets growth YoY

Kenneth G. Calewarts Money Purchase Pension Plan and Trust among the smaller filed plans by 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 $2,050,000,000 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

Kenneth G. Calewarts Money Purchase Pension Plan and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kenneth G. Calewarts Money Purchase Pension Plan and Trust is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 391427290 · Attorney Kenneth G. Calewarts PY 2022 · Money Purchase

Kenneth G. Calewarts Money Purchase Pension Plan and Trust · $1M · 2 · 26th

  • NET $1M
  • BOOK 2
  • VS-ST 26th
  • BOY Money Purchase
  • SCH near Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan
  • EBSA ind #4831

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 Wisconsin →

Kenneth G. Calewarts Money Purchase Pension Plan and Trust in the asset neighbourhood

Kenneth G. Calewarts Money Purchase Pension Plan and TrustKenneth G. Calewarts Money P…$1MMccormick Kennedy & Robinson PC Employee Profit Sharing PlanMccormick Kennedy & Robinson…$1MJames P Adcox$1MFlach Brothers Masonry Inc. Pension PlanFlach Brothers Masonry Inc. …$1MAmg & Associates, LLC Rollover-Only Money Purchase PlanAmg & Associates, LLC Rollov…$1M
End-of-year total assets ($M) among Kenneth G. Calewarts Money Purchase Pension Plan and Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Attorney Kenneth G. Calewarts plans reported in each filing year

Latest sponsor-wide plan assets
$1M 0.05391762604812462% vs 2022
2024 filing year
$1.12M 202220232024 $1.12M $1.12M ▲ +0.0%
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 Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Kenneth G. Calewarts Money Purchase Pension Plan and Trust, Total assets ($B): 0.001116518 · Participants: 2Kenneth G. Calewarts Money Purchase Pension Plan and TrustEmployees Retirement Plan of Marshfield Clinic, Total assets ($B): 1.328108125 · Participants: 8253Employees Retirement Plan of Marshfield ClinicTelephone and Data Systems, Inc. Pension Plan, Total assets ($B): 0.414078062 · Participants: 5694Telephone and Data Systems, Inc. Pension PlanPlumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan, Total assets ($B): 0.374284863 · Participants: 1715Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) PlanNorth Central States Regional Council of Carpenters Supplemental Retirement Plan, Total assets ($B): 0.235050826 · Participants: 9656North Central States Regional Council of Carpenters Supplemental Retirement PlanAspirus, Inc. Frozen 401(a) Plan, Total assets ($B): 0.13253267 · Participants: 2778Aspirus, Inc. Frozen 401(a) Plan
Kenneth G. Calewarts Money Purchase Pension Plan and Trust vs. nearby Money Purchase plans in Wisconsin, assets vs. participants
Compare Kenneth G. Calewarts Money Purchase Pension Plan and Trust side-by-side with 3 peers →

Kenneth G. Calewarts Money Purchase Pension Plan and Trust's out-of-state Money Purchase peers by assets and headcount

Outside Wisconsin, the nearest Money Purchase by assets is Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan in CO ($1M); by covered participants it is The Sellon Retirement Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 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).
Which Money Purchase plans cover a similar participant headcount to Kenneth G. Calewarts Money Purchase Pension Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is The Sellon Retirement Plan in NY (2 participants, $2M 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 391427290.

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.