Profit Sharing · DOL Form 5500 · 2022
Kaiser & Associates, LLC Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $595,837
- Avg per participant High balance/head
Official DOL plan name: Kaiser & Associates, LLC Profit Sharing Plan · Sponsored by Kaiser & Associates, LLC · California · Real Estate
$2M in assets, 3 participants
Kaiser & Associates, LLC's Kaiser & Associates, LLC Profit Sharing Plan reported $2M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.
- #2,562 in Real Estate (5,057 peers)
Kaiser & Associates, LLC multi-year trail
Kaiser & Associates, LLC's plans moved +19.9% in assets from 2022 to 2024; this filing shows Kaiser & Associates, LLC Profit Sharing Plan at $2M / 3 participants.
- #2,562
- in Real Estate (5,057 peers)
- -9.9%
- assets change YoY
The plan reported a net loss of $195K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kaiser & Associates, LLC Profit Sharing Plan among the smaller filed plans by assets
Kaiser & Associates, LLC Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,787,512 32nd percentile higher than 32% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Kaiser & Associates, LLC Profit Sharing Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kaiser & Associates, LLC Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 953111068 · Kaiser & Associates, LLC PY 2022 · Profit Sharing
Kaiser & Associates, LLC Profit Sharing Plan · $2M · 3 · 32nd
- 5500 $2M
- 5500 3
- 5500 32nd
- 5500 Profit Sharing
- 5500 near Burris Hennessy & Co Profit Sharing Plan & Trust Agreement II
- 5500 ind #2562
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 Real Estate retirement plans → · Plans in California →
Kaiser & Associates, LLC Profit Sharing Plan in the asset neighbourhood
Kaiser & Associates, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Kaiser & Associates, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 19.864426084971736% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $2M |
| 2023 | 1 | 2 | $2M |
| 2024 | 1 | 2 | $2M |
Kaiser & Associates, LLC filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$195K |
| Employer EIN | 953111068 |
| Plan Effective Date | 1990-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Intel Retirement Contribution Plan $6.9B · 22,216
- Scpmg Keogh Plan $5.6B · 9,727
- Motion Picture Industry Individual Account Plan $5.6B · 67,173
- Memorialcare Retirement Plan $1.2B · 5,104
- Cedars-Sinai Health System Defined Contribution Retirement Plan $797M · 11,344
Kaiser & Associates, LLC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Burris Hennessy & Co Profit Sharing Plan & Trust Agreement II in AZ ($2M); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.