Profit Sharing · DOL Form 5500 · 2022
Kartsonas Agency, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $10M
- Total assets
- 3
- Participants
- 65th
- Percentile by assets
- $3.3M
- Avg per participant
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.
- 65th percentile by assets (of 139,126 plans)
- #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.
- $10M
- total plan assets (2022 EOY)
- 3
- covered participants
- 65th
- percentile by assets (of 139,126 plans)
- $3.3M
- avg assets per participant
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. across 3 plan years on file
Across the 3 plan years Kartsonas Agency, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $10M to $13M, a gain of 34.3%, while reported participants moved from 3 to 3 (+0.0%). Peak year by sponsor assets: 2024 ($13M); trough: 2022 ($10M).
Kartsonas Agency, Inc. multi-year asset trail
| 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 EIN | 251256263 |
| Plan Effective Date | 1974-05-01 |
| Filing Status | FILING 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
- Eastern Atlantic States Carpenters Annuity Fund $2.0B · 8,058
- University of Pennsylvania Basic Plan $1.4B · 14,515
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $958M · 3,904
- Temple University Health System, Inc. Defined Contribution Retirement Plan $640M · 9,017
- Steamfitters Local Union No. 420 Srp $587M · 6,353
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Kartsonas Agency, Inc., Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Kartsonas Agency, Inc., Profit Sharing Plan's numbers.
- By total assets, Kartsonas Agency, Inc., Profit Sharing Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Pennsylvania. Compare plans
- Kartsonas Agency, Inc.'s sponsor-wide assets have grown 34.3% since 2022 across 3 plan years on file. More Finance & Insurance plans