401(k) · DOL Form 5500 · 2023

Karma Rising, Inc. 401(k) Plan

Data updated 2026-08-25

$148K
Total assets Small plan by assets
7
Participants Small participant base
9th
Percentile by assets National rank
$21,100
Avg per participant Low balance/head
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Official DOL plan name: Karma Rising, Inc. 401(k) Profit Sharing Plan · Sponsored by Karma Rising, Inc. · Illinois · Other Services

$148K in assets, 7 participants

Karma Rising, Inc.'s Karma Rising, Inc. 401(k) Profit Sharing Plan reported $148K in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 9th 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.

  • #1,451 in Other Services (7,857 peers)

Karma Rising, Inc. multi-year trail

Karma Rising, Inc.'s plans moved -11.3% in assets from 2022 to 2024; this filing shows Karma Rising, Inc. 401(k) Profit Sharing Plan at $148K / 7 participants.

#1,451
in Other Services (7,857 peers)
+24.8%
assets growth YoY

Karma Rising, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Karma Rising, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$147,698 9th percentile higher than 9% of 127,068 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 2023

Karma Rising, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Karma Rising, Inc. 401(k) Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Karma Rising, Inc. 401(k) Profit Sharing Plan reported net income rose from -$7K in the plan year 2022 filing to $29K in the plan year 2023 filing.
  • Karma Rising, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $118K in the plan year 2022 filing to $148K in the plan year 2023 filing.
  • Karma Rising, Inc. 401(k) Profit Sharing Plan reported participants rose from 6 in the plan year 2022 filing to 7 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 822785970 · Karma Rising, Inc. PY 2023 · 401(k)

Karma Rising, Inc. 401(k) Profit Sharing Plan · $148K · 7 · 9th

  • PHOTO $148K
  • IND 7
  • EOY 9th
  • 5500 401(k)
  • ASSETS near Wojie Agency Retirement Plan
  • PCT ind #1451

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 Other Services retirement plans → · Plans in Illinois →

Karma Rising, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Karma Rising, Inc. 401(k) Profit Sharing PlanKarma Rising, Inc. 401(k) Pr…$148KWojie Agency Retirement Plan$148KPheonix Enterprises, Inc. 401(k) PlanPheonix Enterprises, Inc. 40…$148KPub in a Tub Retirement Plan$148KBrandon Properties Corporation 401(k) Profit Sharing PlanBrandon Properties Corporati…$148K
End-of-year total assets ($M) among Karma Rising, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Karma Rising, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Karma Rising, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$105K 11.344814764737695% vs 2022
2024 filing year
$0.08M$0.1M$0.12M$0.14M$0.16M 202220232024 $0.12M $0.1M ▼ -16.7%
Year Plans Participants Total Assets
2022 1 6 $118K
2023 1 7 $148K
2024 1 9 $105K

Karma Rising, Inc. filing trail (2023)

Total Assets (Beginning of Year)$118K
Net Assets (End of Year)$148K
Net Income$29K
Employer EIN822785970
Plan Effective Date2017-09-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Karma Rising, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Karma Rising, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000147698 · Participants: 7Karma Rising, Inc. 401(k) Profit Sharing PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Karma Rising, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Karma Rising, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Karma Rising, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Wojie Agency Retirement Plan in NJ ($148K); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($148K here).

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Karma Rising, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Karma Rising, Inc. 401(k) Profit Sharing Plan grew sharply - up 24.8% during 2023, from $118K to $148K. Reported net income was $29K.
How have Karma Rising, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Karma Rising, Inc.'s sponsor-wide assets declined 11.3%, from $118K to $105K.
Where does Karma Rising, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Karma Rising, Inc. 401(k) Profit Sharing Plan ranks in the 9th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Karma Rising, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wojie Agency Retirement Plan in NJ ($148K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Karma Rising, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 822785970.

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.