401(k) · DOL Form 5500 · 2023

Kalogeris Physical Therapy Cen 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
27th
Percentile by assets National rank
$361,981
Avg per participant High balance/head
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Official DOL plan name: Kalogeris Physical Therapy Cen 401(k) Profit Sharing Plan & Trust · Sponsored by Kalogeris Physical Therapy Cen · Massachusetts · Healthcare & Social Assistance

$1M in assets, 4 participants

Kalogeris Physical Therapy Cen's Kalogeris Physical Therapy Cen 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,211 in Healthcare & Social Assistance (17,684 peers)

Kalogeris Physical Therapy Cen multi-year trail

Kalogeris Physical Therapy Cen's plans moved +44.7% in assets from 2022 to 2024; this filing shows Kalogeris Physical Therapy Cen 401(k) Profit Sharing Plan & Trust at $1M / 4 participants.

#4,211
in Healthcare & Social Assistance (17,684 peers)
+20.2%
assets growth YoY

Kalogeris Physical Therapy Cen 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Kalogeris Physical Therapy Cen 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,447,923 27th percentile higher than 27% 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

Kalogeris Physical Therapy Cen 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kalogeris Physical Therapy Cen 401(k) Profit Sharing Plan & Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kalogeris Physical Therapy Cen 401(k) Profit Sharing Plan & Trust reported net income rose from -$93K in the plan year 2022 filing to $243K in the plan year 2023 filing.
  • Kalogeris Physical Therapy Cen 401(k) Profit Sharing Plan & Trust reported participants rose from 3 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Kalogeris Physical Therapy Cen 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 043175443 · Kalogeris Physical Therapy Cen PY 2023 · 401(k)

Kalogeris Physical Therapy Cen 401(k) Profit Sharing Plan & Trust · $1M · 4 · 27th

  • BOY $1M
  • SCH 4
  • EBSA 27th
  • PART 401(k)
  • TYPE near North Ridge Chiropractic Safe Harbor 401(k) Plan
  • NET ind #4211

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 Massachusetts →

Kalogeris Physical Therapy Cen 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Kalogeris Physical Therapy Cen 401(k) Profit Sharing Plan & TrustKalogeris Physical Therapy C…$1MNorth Ridge Chiropractic Safe Harbor 401(k) PlanNorth Ridge Chiropractic Saf…$1MEastmoreland Ear Nose and Thro 401(k) Profit Sharing Plan & TrustEastmoreland Ear Nose and Th…$1MMinda S. Rudnick & Associates 401(k) PlanMinda S. Rudnick & Associate…$1MSearch Resources, Inc. 401-K Profit Sharing PlanSearch Resources, Inc. 401-K…$1M
End-of-year total assets ($M) among Kalogeris Physical Therapy Cen 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kalogeris Physical Therapy Cen multi-year asset trail

Sponsor-wide plan assets over time

All Kalogeris Physical Therapy Cen plans reported in each filing year

Latest sponsor-wide plan assets
$2M 44.74694926033366% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.2M $1.74M ▲ +45.0%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 4 $1M
2024 1 5 $2M

Kalogeris Physical Therapy Cen filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$243K
Employer EIN043175443
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Kalogeris Physical Therapy Cen 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Kalogeris Physical Therapy Cen 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001447923 · Participants: 4Kalogeris Physical Therapy Cen 401(k) Profit Sharing Plan & TrustFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Kalogeris Physical Therapy Cen 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Kalogeris Physical Therapy Cen 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Kalogeris Physical Therapy Cen 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is North Ridge Chiropractic Safe Harbor 401(k) Plan in OH ($1M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Kalogeris Physical Therapy Cen 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Kalogeris Physical Therapy Cen 401(k) Profit Sharing Plan & Trust grew sharply - up 20.2% during 2023, from $1M to $1M. Reported net income was $243K.
How have Kalogeris Physical Therapy Cen plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kalogeris Physical Therapy Cen's sponsor-wide assets grew 44.7%, from $1M to $2M.
Which 401(k) plans are similar in size to Kalogeris Physical Therapy Cen 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is North Ridge Chiropractic Safe Harbor 401(k) Plan in OH ($1M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Kalogeris Physical Therapy Cen 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 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 043175443.

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.