Other · DOL Form 5500 · 2022
Kpmg LLP C/O Total Rewards Dept Retirement Plan
Data updated 2026-08-25
- $289M
- Total assets Near avg plan size
- 600
- Participants Below avg headcount
- 97th
- Percentile by assets National rank
- $480,875
- Avg per participant High balance/head
Official DOL plan name: Kpmg Personal Account for Retirement · Sponsored by Kpmg LLP C/O Total Rewards Dept · New Jersey · Professional & Technical Services
$289M in assets, 600 participants
Kpmg LLP C/O Total Rewards Dept's Kpmg Personal Account for Retirement reported $289M in total assets and 600 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #21,039 in Professional & Technical Services (21,562 peers)
Where Kpmg Personal Account for Retirement sits by assets
Kpmg Personal Account for Retirement sits in the top 5% of all filed plans by assets, $289M for 600 participants (~$480,875/participant), down 11.0% in 2022.
- #21,039
- in Professional & Technical Services (21,562 peers)
- -11.0%
- assets change YoY
- 2.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $35M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kpmg Personal Account for Retirement's outsized position by total assets
Kpmg Personal Account for Retirement vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$288,525,169 Top 3% higher than 97% 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
Kpmg Personal Account for Retirement among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kpmg Personal Account for Retirement sits mid-pack in the medium band (600 participants).
Form 5500 schedule snapshot
Filing strip 135565207 · Kpmg LLP C/O Total Rewards Dept PY 2022 · Other
Kpmg Personal Account for Retirement · $289M · 600 · 97th
- VS-ST $289M
- BOY 600
- SCH 97th
- EBSA Other
- PART near Metal Lathers Local 46 Annuity Fund
- TYPE ind #21039
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 New Jersey →
Kpmg Personal Account for Retirement in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $324M |
|---|---|
| Net Assets (End of Year) | $288M |
| Net Income | -$35M |
| Employer EIN | 135565207 |
| Plan Effective Date | 1988-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kpmg LLP C/O Total Rewards Dept)
Sponsor-wide plan assets over time
All Kpmg LLP C/O Total Rewards Dept plans reported in each filing year
- Latest sponsor-wide plan assets
- $16.3B 27.455091238779865% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 6 | 68,394 | $12.8B |
| 2023 | 6 | 68,069 | $14.8B |
| 2024 | 6 | 62,299 | $16.3B |
Nearby Other Plans in New Jersey
Peer Other plans, same state, same plan type, ranked by total assets.
- Consolidated 403(b) Plan of Hackensack Meridian Health $1.6B · 18,619
- Princeton University Retirement Savings Plan $1.3B · 7,627
- Rwjbarnabas Health 403(b) Savings Plan $1.2B · 29,563
- Educational Testing Service 403(b) Retirement Savings Plan $822M · 3,797
- Atlantic Health System 403(b) Retirement Savings Plan $759M · 19,041
Kpmg Personal Account for Retirement's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Metal Lathers Local 46 Annuity Fund in NY ($288M); by covered participants it is Harlem United Community Aids Center, Inc. 403b Plan in NY (600 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($289M here).
- Metal Lathers Local 46 Annuity Fund (NY) $288M · 1,970
- Michigan Independent Colleges and Universities 403(b) Multiple Employer Plan (MI) $288M · 1,223
- Hamilton College 403(b) Retirement Plan (NY) $290M · 701
- Furman University Defined Contribution and Tax Deferred Annuity Retirement Plan (SC) $291M · 1,000
Similar participant headcount
Nearest other-state filings by covered participants (600 participants); asset peers above are excluded.
- Harlem United Community Aids Center, Inc. 403b Plan (NY) 600 · 0 off
- Curry College Defined Contribution Retirement Plan (MA) 599 · 1 off
- The Urban Institute Retirement Plan (DC) 598 · 2 off
- Ucp of Central Florida 403(b) Plan (FL) 598 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.