Profit Sharing · DOL Form 5500 · 2022

Kelsch Associates, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
146
Participants Small participant base
39th
Percentile by assets National rank
$19,055
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kelsch Associates, Inc. (PA) Retirement Plan · Sponsored by Kelsch Associates, Inc. · Pennsylvania · Healthcare & Social Assistance

$3M in assets, 146 participants

Kelsch Associates, Inc.'s Kelsch Associates, Inc. (PA) Retirement Plan reported $3M in total assets and 146 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #8,454 in Healthcare & Social Assistance (20,060 peers)

Coverage in Pennsylvania

Kelsch Associates, Inc. (PA) Retirement Plan covers 146 participants in Pennsylvania, about 18% of the average Pennsylvania filer (state average ~822 per filing). Assets: $3M.

#8,454
in Healthcare & Social Assistance (20,060 peers)
-2.9%
assets change YoY

The plan reported a net loss of $77K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kelsch Associates, Inc. (PA) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Kelsch Associates, Inc. (PA) Retirement Plan vs every filed plan by assets

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

$2,782,047 39th percentile higher than 39% 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

Kelsch Associates, Inc. (PA) Retirement Plan 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. Kelsch Associates, Inc. (PA) Retirement Plan sits mid-pack in the medium band (146 participants).

EBSA filing schedule strip

Filing strip 232038439 · Kelsch Associates, Inc. PY 2022 · Profit Sharing

Kelsch Associates, Inc. (PA) Retirement Plan · $3M · 146 · 39th

  • EBSA $3M
  • PART 146
  • TYPE 39th
  • NET Profit Sharing
  • BOOK near Loverde Construction Co.Inc. Profit Sharing Plan
  • VS-ST ind #8454

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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →

Kelsch Associates, Inc. (PA) Retirement Plan in the asset neighbourhood

Kelsch Associates, Inc. (PA) Retirement PlanKelsch Associates, Inc. (PA)…$3MLoverde Construction Co.Inc. Profit Sharing PlanLoverde Construction Co.Inc.…$3MBci 403(b) Retirement Savings PlanBci 403(b) Retirement Saving…$3MDonald M. Worster Profit Sharing PlanDonald M. Worster Profit Sha…$3MHon C Chan Do PC Profit Sharing Plan & TrustHon C Chan Do PC Profit Shar…$3M
End-of-year total assets ($M) among Kelsch Associates, Inc. (PA) Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$77K
Employer EIN232038439
Plan Effective Date1978-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kelsch Associates, Inc.)

Sponsor-wide plan assets over time

All Kelsch Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 37.208681233638394% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.78M $3.82M ▲ +37.4%
Year Plans Participants Total Assets
2022 1 146 $3M
2023 1 128 $3M
2024 1 127 $4M

Nearby Profit Sharing Plans in Pennsylvania

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

Kelsch Associates, Inc. (PA) Retirement 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 ($B) Participants Kelsch Associates, Inc. (PA) Retirement Plan, Total assets ($B): 0.002782047 · Participants: 146Kelsch Associates, Inc. (PA) Retirement 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
Kelsch Associates, Inc. (PA) Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Kelsch Associates, Inc. (PA) Retirement Plan side-by-side with 3 peers →

Kelsch Associates, Inc. (PA) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Loverde Construction Co.Inc. Profit Sharing Plan in IL ($3M); by covered participants it is First National Bank of Pulaski Profit Sharing Plan in TN (146 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (146 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 Kelsch Associates, Inc. (PA) Retirement Plan assets move in 2022? ▼
Kelsch Associates, Inc. (PA) Retirement Plan edged down modestly - down 2.9% during 2022, from $3M to $3M. Reported net income was -$77K.
How have Kelsch Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kelsch Associates, Inc.'s sponsor-wide assets grew 37.2%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Kelsch Associates, Inc. (PA) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Loverde Construction Co.Inc. Profit Sharing Plan in IL ($3M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Kelsch Associates, Inc. (PA) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is First National Bank of Pulaski Profit Sharing Plan in TN (146 participants, $31M 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 232038439.

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.