Profit Sharing · DOL Form 5500 · 2022

William Kristan Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
33rd
Percentile by assets National rank
$1.9M
Avg per participant High balance/head
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Official DOL plan name: William G. Kristan, Md S.E.R.P/ · Sponsored by William Kristan · Pennsylvania · Healthcare & Social Assistance

$2M in assets, 1 participants

William Kristan's William G. Kristan, Md S.E.R.P/ reported $2M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.

  • #6,656 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

William G. Kristan, Md S.E.R.P/ declined sharply 15.6% in 2022 ($2M → $2M) for 1 participant.

#6,656
in Healthcare & Social Assistance (20,060 peers)
-15.6%
assets change YoY

The plan reported a net loss of $344K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

William G. Kristan, Md S.E.R.P/ among the smaller filed plans by assets

William G. Kristan, Md S.E.R.P/ vs every filed plan by assets

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

$1,862,792 33rd percentile higher than 33% 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

William G. Kristan, Md S.E.R.P/ among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. William G. Kristan, Md S.E.R.P/ is a micro filing (1 participant), the leftmost band.

Published 5500 schedule card

Filing strip 251556064 · William Kristan PY 2022 · Profit Sharing

William G. Kristan, Md S.E.R.P/ · $2M · 1 · 33rd

  • EBSA $2M
  • PART 1
  • TYPE 33rd
  • NET Profit Sharing
  • BOOK near Totem Food Products Inc Profit Sharing Trust
  • VS-ST ind #6656

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 Pennsylvania →

William G. Kristan, Md S.E.R.P/ in the asset neighbourhood

William G. Kristan, Md S.E.R.P/William G. Kristan, Md S.E.R…$2MTotem Food Products Inc Profit Sharing TrustTotem Food Products Inc Prof…$2MMinor Rubber Co., Inc. Profit Sharing PlanMinor Rubber Co., Inc. Profi…$2MKathleen Taylor the Lotus Collection, LLC Profit Sharing PlanKathleen Taylor the Lotus Co…$2MFletcher Ranch, Inc. Profit Sharing PlanFletcher Ranch, Inc. Profit …$2M
End-of-year total assets ($M) among William G. Kristan, Md S.E.R.P/ and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

William Kristan years around the 2022 move

Sponsor-wide plan assets over time

All William Kristan plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$1M$2M$3M 20222023 $1.86M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$344K
Employer EIN251556064
Plan Effective Date1986-12-29
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

William G. Kristan, Md S.E.R.P/ vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants William G. Kristan, Md S.E.R.P/, Total assets ($B): 0.001862792 · Participants: 1William G. Kristan, Md S.E.R.P/Eastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.032358305 · Participants: 8058Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.417850182 · Participants: 14515University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 0.958457322 · Participants: 3904International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.640341222 · Participants: 9017Temple University Health System, Inc. Defined Contribution Retirement PlanSteamfitters Local Union No. 420 Srp, Total assets ($B): 0.58659727 · Participants: 6353Steamfitters Local Union No. 420 Srp
William G. Kristan, Md S.E.R.P/ vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare William G. Kristan, Md S.E.R.P/ side-by-side with 3 peers →

William G. Kristan, Md S.E.R.P/'s out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Totem Food Products Inc Profit Sharing Trust in WA ($2M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 William G. Kristan, Md S.E.R.P/ assets move in 2022? ▼
William G. Kristan, Md S.E.R.P/ declined sharply - down 15.6% during 2022, from $2M to $2M. Reported net income was -$344K.
Which Profit Sharing plans are similar in size to William G. Kristan, Md S.E.R.P/? ▼
Among Profit Sharing plans in other states, the closest by assets is Totem Food Products Inc Profit Sharing Trust in WA ($2M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to William G. Kristan, Md S.E.R.P/? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $272K 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 251556064.

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.