401(k) · DOL Form 5500 · 2022

Kobre & Kim LLP 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
281
Participants Below avg headcount
87th
Percentile by assets National rank
$158,606
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kobre & Kim LLP 401(k) Profit Sharing Plan and Trust · Sponsored by Kobre & Kim LLP · New York · Professional & Technical Services

$45M in assets, 281 participants

Kobre & Kim LLP's Kobre & Kim LLP 401(k) Profit Sharing Plan and Trust reported $45M in total assets and 281 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #18,961 in Professional & Technical Services (21,562 peers)

Coverage in New York

Kobre & Kim LLP 401(k) Profit Sharing Plan and Trust covers 281 participants in New York, about 35% of the average New York filer (state average ~798 per filing). Assets: $45M.

#18,961
in Professional & Technical Services (21,562 peers)
-14.0%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kobre & Kim LLP 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Kobre & Kim LLP 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$44,568,210 Top 13% higher than 87% 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

Kobre & Kim LLP 401(k) Profit Sharing Plan and Trust 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. Kobre & Kim LLP 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (281 participants).

Plan-year Form 5500 strip

Filing strip 364523512 · Kobre & Kim LLP PY 2022 · 401(k)

Kobre & Kim LLP 401(k) Profit Sharing Plan and Trust · $45M · 281 · 87th

  • PART $45M
  • PART 281
  • PART 87th
  • PART 401(k)
  • PART near Waukesha State Bank Employees' 401(k) Profit Sharing Plan
  • PART ind #18961

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 New York →

Kobre & Kim LLP 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Sage Dining Services, Inc. 401(k) PlanSage Dining Services, Inc. 4…$45MRaymond Martin Profit Sharing 401(k) PlanRaymond Martin Profit Sharin…$45MBernards Bros. Inc. 401(k) Profit Sharing PlanBernards Bros. Inc. 401(k) P…$45MKobre & Kim LLP 401(k) Profit Sharing Plan and TrustKobre & Kim LLP 401(k) Profi…$45MWaukesha State Bank Employees' 401(k) Profit Sharing PlanWaukesha State Bank Employee…$45M
End-of-year total assets ($M) among Kobre & Kim LLP 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$45M
Net Income-$7M
Employer EIN364523512
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kobre & Kim LLP)

Sponsor-wide plan assets over time

All Kobre & Kim LLP plans reported in each filing year

Latest sponsor-wide plan assets
$85M 55.19601914649529% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $54.8M $85M ▲ +55.2%
Year Plans Participants Total Assets
2022 2 381 $55M
2023 2 352 $71M
2024 2 344 $85M

Nearby 401(k) Plans in New York

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

Kobre & Kim LLP 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Kobre & Kim LLP 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.04456821 · Participants: 281Kobre & Kim LLP 401(k) Profit Sharing Plan and TrustIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Kobre & Kim LLP 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Kobre & Kim LLP 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Kobre & Kim LLP 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Waukesha State Bank Employees' 401(k) Profit Sharing Plan in WI ($45M); by covered participants it is Bnccorp, Inc. 401(k) Savings Plan in ND (281 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (281 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 Kobre & Kim LLP 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Kobre & Kim LLP 401(k) Profit Sharing Plan and Trust pulled back noticeably - down 14.0% during 2022, from $52M to $45M. Reported net income was -$7M.
How have Kobre & Kim LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kobre & Kim LLP's sponsor-wide assets grew 55.2%, from $55M to $85M.
Where does Kobre & Kim LLP 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Kobre & Kim LLP 401(k) Profit Sharing Plan and Trust ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Kobre & Kim LLP 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Waukesha State Bank Employees' 401(k) Profit Sharing Plan in WI ($45M, 317 participants).
Which 401(k) plans cover a similar participant headcount to Kobre & Kim LLP 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Bnccorp, Inc. 401(k) Savings Plan in ND (281 participants, $38M 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 364523512.

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.