Profit Sharing · DOL Form 5500 · 2023

The Krell Institute Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
15
Participants Small participant base
48th
Percentile by assets National rank
$410,795
Avg per participant High balance/head
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Official DOL plan name: The Krell Institute Retirement Plan · Sponsored by The Krell Institute · Iowa · Educational Services

$6M in assets, 15 participants

The Krell Institute's The Krell Institute Retirement Plan reported $6M in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #1,231 in Educational Services (3,735 peers)

The Krell Institute multi-year trail

The Krell Institute's plans moved +23.2% in assets from 2022 to 2024; this filing shows The Krell Institute Retirement Plan at $6M / 15 participants.

#1,231
in Educational Services (3,735 peers)
+3.4%
assets growth YoY

The Krell Institute Retirement Plan's mid-pack asset rank among Educational Services and all filers

The Krell Institute Retirement Plan vs every filed plan by assets

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

$6,161,919 48th percentile higher than 48% 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

The Krell Institute Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Krell Institute Retirement Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Krell Institute Retirement Plan reported net income rose from -$941K in the plan year 2022 filing to $205K in the plan year 2023 filing.
  • The Krell Institute Retirement Plan reported participants fell from 16 in the plan year 2022 filing to 15 in the plan year 2023 filing.
  • The Krell Institute Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 421457548 · The Krell Institute PY 2023 · Profit Sharing

The Krell Institute Retirement Plan · $6M · 15 · 48th

  • PCT $6M
  • PCT 15
  • PCT 48th
  • PCT Profit Sharing
  • PCT near Appellate Defenders, Inc. Discretionary Contribution Ee Benefit Plan
  • PCT ind #1231

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 Educational Services retirement plans → · Plans in Iowa →

The Krell Institute Retirement Plan in the asset neighbourhood

Mission Plastics of Arkansas Inc. Profit Sharing Plan and TrustMission Plastics of Arkansas…$6MThe Krell Institute Retirement PlanThe Krell Institute Retireme…$6MAppellate Defenders, Inc. Discretionary Contribution Ee Benefit PlanAppellate Defenders, Inc. Di…$6MProfit Sharing Retirement Plan of Meltzer, Lippe, Goldstein & Breitstone, LLPProfit Sharing Retirement Pl…$6MJ.W. Hampton Jr. & Co., Inc. Profit Sharing PlanJ.W. Hampton Jr. & Co., Inc.…$6M
End-of-year total assets ($M) among The Krell Institute Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

The Krell Institute multi-year asset trail

Sponsor-wide plan assets over time

All The Krell Institute plans reported in each filing year

Latest sponsor-wide plan assets
$7M 23.162710703049346% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.96M $7.34M ▲ +23.2%
Year Plans Participants Total Assets
2022 1 16 $6M
2023 1 15 $6M
2024 1 18 $7M

The Krell Institute filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$205K
Employer EIN421457548
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Iowa

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

The Krell Institute Retirement Plan vs. nearby Profit Sharing plans in Iowa, assets vs. participants Scatter plot of 6 data points. 0100200300 51015202530 Total assets ($M) Participants The Krell Institute Retirement Plan, Total assets ($M): 6.161919 · Participants: 15The Krell Institute Retirement PlanMedtec LLC 401(k) Retirement Plan, Total assets ($M): 25.74045 · Participants: 144Medtec LLC 401(k) Retirement PlanLiberty Pattern Company Profit Sharing Plan, Total assets ($M): 23.373416 · Participants: 13Liberty Pattern Company Profit Sharing PlanNewton Clinic, P.C. Profit Sharing Plan, Total assets ($M): 18.056441 · Participants: 42Newton Clinic, P.C. Profit Sharing PlanPalmer Lutheran Health Center, Inc. 403(b) Plan, Total assets ($M): 17.888494 · Participants: 214Palmer Lutheran Health Center, Inc. 403(b) PlanTs Banking Group Savings Plan, Total assets ($M): 17.363911 · Participants: 247Ts Banking Group Savings Plan
The Krell Institute Retirement Plan vs. nearby Profit Sharing plans in Iowa, assets vs. participants
Compare The Krell Institute Retirement Plan side-by-side with 3 peers →

The Krell Institute Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Iowa, the nearest Profit Sharing by assets is Appellate Defenders, Inc. Discretionary Contribution Ee Benefit Plan in CA ($6M); by covered participants it is Sterling Oil & Chemical Company, Inc. Profit Sharing Plan in MI (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 The Krell Institute Retirement Plan assets move in 2023? ▼
The Krell Institute Retirement Plan edged up modestly - up 3.4% during 2023, from $6M to $6M. Reported net income was $205K.
How have The Krell Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Krell Institute's sponsor-wide assets grew 23.2%, from $6M to $7M.
Which Profit Sharing plans are similar in size to The Krell Institute Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Appellate Defenders, Inc. Discretionary Contribution Ee Benefit Plan in CA ($6M, 26 participants).
Which Profit Sharing plans cover a similar participant headcount to The Krell Institute Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sterling Oil & Chemical Company, Inc. Profit Sharing Plan in MI (15 participants, $6M 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 421457548.

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.