Profit Sharing · DOL Form 5500 · 2023

Edward G. Kaliman Md, Ltd Profit Sharing Plan

Data updated 2026-08-25

$252K
Total assets Small plan by assets
2
Participants Small participant base
12th
Percentile by assets National rank
$125,910
Avg per participant Near avg balance/head
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Official DOL plan name: Edward G. Kaliman Md Ltd Profit Sharing Plan · Sponsored by Edward G. Kaliman Md, Ltd · Pennsylvania · Healthcare & Social Assistance

$252K in assets, 2 participants

Edward G. Kaliman Md, Ltd's Edward G. Kaliman Md Ltd Profit Sharing Plan reported $252K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,530 in Healthcare & Social Assistance (17,684 peers)

Edward G. Kaliman Md, Ltd multi-year trail

Edward G. Kaliman Md, Ltd's plans moved -19.1% in assets from 2022 to 2024; this filing shows Edward G. Kaliman Md Ltd Profit Sharing Plan at $252K / 2 participants.

#1,530
in Healthcare & Social Assistance (17,684 peers)
+27.2%
assets growth YoY

Edward G. Kaliman Md Ltd Profit Sharing Plan among the smaller filed plans by assets

Edward G. Kaliman Md Ltd Profit Sharing Plan vs every filed plan by assets

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

$251,820 12th percentile higher than 12% 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

Edward G. Kaliman Md Ltd 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. Edward G. Kaliman Md Ltd Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Edward G. Kaliman Md Ltd Profit Sharing Plan reported net income rose from -$66K in the plan year 2022 filing to $54K in the plan year 2023 filing.
  • Edward G. Kaliman Md Ltd Profit Sharing Plan end-of-year assets rose from $198K in the plan year 2022 filing to $252K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 251685624 · Edward G. Kaliman Md, Ltd PY 2023 · Profit Sharing

Edward G. Kaliman Md Ltd Profit Sharing Plan · $252K · 2 · 12th

  • PART $252K
  • PART 2
  • PART 12th
  • PART Profit Sharing
  • PART near Ash & Leila Inc. Retirement Plan
  • PART ind #1530

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 Pennsylvania →

Edward G. Kaliman Md Ltd Profit Sharing Plan in the asset neighbourhood

Edward G. Kaliman Md Ltd Profit Sharing PlanEdward G. Kaliman Md Ltd Pro…$252KAsh & Leila Inc. Retirement PlanAsh & Leila Inc. Retirement …$252KThe Union Bank Profit Sharing PlanThe Union Bank Profit Sharin…$252KC. Vives-Alvarado Retirement PlanC. Vives-Alvarado Retirement…$252KR. Figueroa Hernandez Retirement PlanR. Figueroa Hernandez Retire…$252K
End-of-year total assets ($M) among Edward G. Kaliman Md Ltd Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Edward G. Kaliman Md, Ltd multi-year asset trail

Sponsor-wide plan assets over time

All Edward G. Kaliman Md, Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$160K 19.148205565851466% vs 2022
2024 filing year
$0.15M$0.2M$0.25M$0.3M 202220232024 $0.2M $0.16M ▼ -20.0%
Year Plans Participants Total Assets
2022 1 2 $198K
2023 1 2 $252K
2024 1 2 $160K

Edward G. Kaliman Md, Ltd filing trail (2023)

Total Assets (Beginning of Year)$198K
Net Assets (End of Year)$252K
Net Income$54K
Employer EIN251685624
Plan Effective Date1994-08-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

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

Edward G. Kaliman Md Ltd Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Edward G. Kaliman Md Ltd Profit Sharing Plan, Total assets ($B): 0.00025182 · Participants: 2Edward G. Kaliman Md Ltd Profit Sharing PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.13036391 · Participants: 17441Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.71732421 · Participants: 21016University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.126483012 · Participants: 3905International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.763491384 · Participants: 10204Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.71403391 · Participants: 2458Morgan, Lewis & Bockius LLP Defined Contribution Plan
Edward G. Kaliman Md Ltd Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Edward G. Kaliman Md Ltd Profit Sharing Plan side-by-side with 3 peers →

Edward G. Kaliman Md Ltd Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Ash & Leila Inc. Retirement Plan in KY ($252K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($252K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Edward G. Kaliman Md Ltd Profit Sharing Plan assets move in 2023? ▼
Edward G. Kaliman Md Ltd Profit Sharing Plan grew sharply - up 27.2% during 2023, from $198K to $252K. Reported net income was $54K.
How have Edward G. Kaliman Md, Ltd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edward G. Kaliman Md, Ltd's sponsor-wide assets declined 19.1%, from $198K to $160K.
Where does Edward G. Kaliman Md Ltd Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Edward G. Kaliman Md Ltd Profit Sharing Plan ranks in the 12th 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 Profit Sharing plans are similar in size to Edward G. Kaliman Md Ltd Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Ash & Leila Inc. Retirement Plan in KY ($252K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Edward G. Kaliman Md Ltd Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 251685624.

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.