Profit Sharing · DOL Form 5500 · 2022

Kartsonas Agency, Inc. Profit Sharing Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
3
Participants Small participant base
65th
Percentile by assets National rank
$3.3M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kartsonas Agency, Inc., Profit Sharing Plan · Sponsored by Kartsonas Agency, Inc. · Pennsylvania · Finance & Insurance

$10M in assets, 3 participants

Kartsonas Agency, Inc.'s Kartsonas Agency, Inc., Profit Sharing Plan reported $10M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #4,450 in Finance & Insurance (9,261 peers)

Kartsonas Agency, Inc. multi-year trail

Kartsonas Agency, Inc.'s plans moved +34.3% in assets from 2022 to 2024; this filing shows Kartsonas Agency, Inc., Profit Sharing Plan at $10M / 3 participants.

#4,450
in Finance & Insurance (9,261 peers)
-4.9%
assets change YoY

The plan reported a net loss of $505K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kartsonas Agency, Inc., Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Kartsonas Agency, Inc., Profit Sharing Plan vs every filed plan by assets

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

$9,888,484 Top 35% higher than 65% 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

Kartsonas Agency, 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. Kartsonas Agency, Inc., Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 251256263 · Kartsonas Agency, Inc. PY 2022 · Profit Sharing

Kartsonas Agency, Inc., Profit Sharing Plan · $10M · 3 · 65th

  • TYPE $10M
  • NET 3
  • BOOK 65th
  • VS-ST Profit Sharing
  • BOY near Adult & Pediatric Dermatology Specialists, P.C. Profit Sharing Plan
  • SCH ind #4450

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

Kartsonas Agency, Inc., Profit Sharing Plan in the asset neighbourhood

Adult & Pediatric Dermatology Specialists, P.C. Profit Sharing PlanAdult & Pediatric Dermatolog…$10MEnstor 401(k) Retirement Plan$10MLoma Linda Animal Hospital, Inc. Profit Sharing PlanLoma Linda Animal Hospital, …$10MKartsonas Agency, Inc., Profit Sharing PlanKartsonas Agency, Inc., Prof…$10MHeat and Frost Insulators and Allied Workers Local No. 4 Annuity Savings FundHeat and Frost Insulators an…$10M
End-of-year total assets ($M) among Kartsonas Agency, Inc., Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Kartsonas Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Kartsonas Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 34.33056068048449% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.89M $13.3M ▲ +34.3%
Year Plans Participants Total Assets
2022 1 3 $10M
2023 1 3 $13M
2024 1 3 $13M

Kartsonas Agency, Inc. filing trail (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income-$505K
Employer EIN251256263
Plan Effective Date1974-05-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

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

Kartsonas Agency, Inc., Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Kartsonas Agency, Inc., Profit Sharing Plan, Total assets ($B): 0.009888484 · Participants: 3Kartsonas Agency, Inc., Profit Sharing PlanEastern 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
Kartsonas Agency, Inc., Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Kartsonas Agency, Inc., Profit Sharing Plan side-by-side with 3 peers →

Kartsonas Agency, Inc., Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Adult & Pediatric Dermatology Specialists, P.C. Profit Sharing Plan in CT ($10M); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Kartsonas Agency, Inc., Profit Sharing Plan assets move in 2022? ▼
Kartsonas Agency, Inc., Profit Sharing Plan edged down modestly - down 4.9% during 2022, from $10M to $10M. Reported net income was -$505K.
How have Kartsonas Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kartsonas Agency, Inc.'s sponsor-wide assets grew 34.3%, from $10M to $13M.
Which Profit Sharing plans are similar in size to Kartsonas Agency, Inc., Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Adult & Pediatric Dermatology Specialists, P.C. Profit Sharing Plan in CT ($10M, 18 participants).
Which Profit Sharing plans cover a similar participant headcount to Kartsonas Agency, Inc., Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Crosmac Corp. Retirement Plan in NJ (3 participants, N/A 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 251256263.

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.