401(k) · DOL Form 5500 · 2023

Karl & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
10
Participants Small participant base
25th
Percentile by assets National rank
$113,282
Avg per participant Below avg balance/head
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Official DOL plan name: Karl & Associates, Inc. 401(k) Plan · Sponsored by Karl & Associates, Inc. · Pennsylvania · Professional & Technical Services

$1M in assets, 10 participants

Karl & Associates, Inc.'s Karl & Associates, Inc. 401(k) Plan reported $1M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,076 in Professional & Technical Services (20,321 peers)

Karl & Associates, Inc. multi-year trail

Karl & Associates, Inc.'s plans moved +41.1% in assets from 2022 to 2024; this filing shows Karl & Associates, Inc. 401(k) Plan at $1M / 10 participants.

#4,076
in Professional & Technical Services (20,321 peers)
+19.9%
assets growth YoY

Karl & Associates, Inc. 401(k) Plan among the smaller filed plans by assets

Karl & Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$1,132,815 25th percentile higher than 25% 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

Karl & Associates, Inc. 401(k) 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. Karl & Associates, Inc. 401(k) Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Karl & Associates, Inc. 401(k) Plan reported net income rose from -$70K in the plan year 2022 filing to $188K in the plan year 2023 filing.
  • Karl & Associates, Inc. 401(k) Plan end-of-year assets rose from $945K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Karl & Associates, Inc. 401(k) Plan reported participants rose from 9 in the plan year 2022 filing to 10 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 232525513 · Karl & Associates, Inc. PY 2023 · 401(k)

Karl & Associates, Inc. 401(k) Plan · $1M · 10 · 25th

  • ASSETS $1M
  • ASSETS 10
  • ASSETS 25th
  • ASSETS 401(k)
  • ASSETS near The Contractors Retirement Plan
  • ASSETS ind #4076

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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →

Karl & Associates, Inc. 401(k) Plan in the asset neighbourhood

Karl & Associates, Inc. 401(k) PlanKarl & Associates, Inc. 401(…$1MThe Contractors Retirement PlanThe Contractors Retirement P…$1MQuick Turn Engine Center, LLC$1MPaula Vassar, Inc. 401(k) Profit Sharing PlanPaula Vassar, Inc. 401(k) Pr…$1MTomorrows Recreations, Inc. 401(k) PlanTomorrows Recreations, Inc. …$1M
End-of-year total assets ($M) among Karl & Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Karl & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Karl & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 41.11067958699262% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M 202220232024 $0.94M $1.33M ▲ +41.5%
Year Plans Participants Total Assets
2022 1 9 $945K
2023 1 10 $1M
2024 1 11 $1M

Karl & Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$945K
Net Assets (End of Year)$1M
Net Income$188K
Employer EIN232525513
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Karl & Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Karl & Associates, Inc. 401(k) Plan, Total assets ($B): 0.001132815 · Participants: 10Karl & Associates, Inc. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Karl & Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Karl & Associates, Inc. 401(k) Plan side-by-side with 3 peers →

Karl & Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is The Contractors Retirement Plan in MD ($1M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Karl & Associates, Inc. 401(k) Plan assets move in 2023? ▼
Karl & Associates, Inc. 401(k) Plan grew sharply - up 19.9% during 2023, from $945K to $1M. Reported net income was $188K.
How have Karl & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Karl & Associates, Inc.'s sponsor-wide assets grew 41.1%, from $945K to $1M.
Where does Karl & Associates, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Karl & Associates, Inc. 401(k) Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Karl & Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Contractors Retirement Plan in MD ($1M, 125 participants).
Which 401(k) plans cover a similar participant headcount to Karl & Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $1M 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 232525513.

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.