Other · DOL Form 5500 · 2022
John B Kilbane & Associates, Inc Retirement Plan
Data updated 2026-08-25
- $766K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $383,156
- Avg per participant High balance/head
Official DOL plan name: John B Kilbane & Associates, Inc Profit Sharing Plan · Sponsored by John B Kilbane & Associates, Inc · California · Real Estate
$766K in assets, 2 participants
John B Kilbane & Associates, Inc's John B Kilbane & Associates, Inc Profit Sharing Plan reported $766K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 22nd 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.
- #1,907 in Real Estate (5,057 peers)
John B Kilbane & Associates, Inc multi-year trail
John B Kilbane & Associates, Inc's plans moved +34.4% in assets from 2022 to 2024; this filing shows John B Kilbane & Associates, Inc Profit Sharing Plan at $766K / 2 participants.
- #1,907
- in Real Estate (5,057 peers)
- -38.0%
- assets change YoY
The plan reported a net loss of $471K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
John B Kilbane & Associates, Inc Profit Sharing Plan among the smaller filed plans by assets
John B Kilbane & Associates, Inc Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$766,312 22nd percentile higher than 22% 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
John B Kilbane & Associates, Inc 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. John B Kilbane & Associates, Inc Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 953718476 · John B Kilbane & Associates, Inc PY 2022 · Other
John B Kilbane & Associates, Inc Profit Sharing Plan · $766K · 2 · 22nd
- PART $766K
- TYPE 2
- NET 22nd
- BOOK Other
- VS-ST near Lasalle Oral Surgery Profit Sharing Plan & Trust
- BOY ind #1907
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 →
John B Kilbane & Associates, Inc Profit Sharing Plan in the asset neighbourhood
John B Kilbane & Associates, Inc multi-year asset trail
Sponsor-wide plan assets over time
All John B Kilbane & Associates, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 34.370465293509696% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $766K |
| 2023 | 1 | 2 | $907K |
| 2024 | 1 | 2 | $1M |
John B Kilbane & Associates, Inc filing trail (2022)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $766K |
| Net Income | -$471K |
| Employer EIN | 953718476 |
| Plan Effective Date | 1982-03-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $9.4B · 22,514
- Sutter Health 403(b) Savings Plan $5.3B · 48,591
- Stanford Health Care Retirement Savings Plan $4.5B · 20,237
- Caltech Base Retirement Plan $4.2B · 9,827
- University of Southern California Tax-Deferred Annuity Plan $3.7B · 22,632
John B Kilbane & Associates, Inc Profit Sharing Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Lasalle Oral Surgery Profit Sharing Plan & Trust in IL ($768K); by covered participants it is Clausman & Associates Profit Sharing Plan in IN (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($766K here).
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.