Profit Sharing · DOL Form 5500 · 2023
Kendall & Kendall, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $779
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 0th
- Percentile by assets National rank
- $779
- Avg per participant Low balance/head
Official DOL plan name: Kendall & Kendall R E Corp Psp · Sponsored by Kendall & Kendall, Inc. · California · Real Estate
$779 in assets, 1 participants
Kendall & Kendall, Inc.'s Kendall & Kendall R E Corp Psp reported $779 in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 0th 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.
- #33 in Real Estate (4,727 peers)
2023 asset change
Kendall & Kendall R E Corp Psp grew sharply 27.1% in 2023 ($613 → $779) for 1 participant.
- #33
- in Real Estate (4,727 peers)
- +27.1%
- assets growth YoY
Kendall & Kendall R E Corp Psp among the smaller filed plans by assets
Kendall & Kendall R E Corp Psp vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$779 0th percentile higher than 0% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Kendall & Kendall R E Corp Psp among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kendall & Kendall R E Corp Psp is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kendall & Kendall R E Corp Psp reported net income rose from -$802K in the plan year 2022 filing to $166 in the plan year 2023 filing.
- Kendall & Kendall R E Corp Psp end-of-year assets rose from $613 in the plan year 2022 filing to $779 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 330206508 · Kendall & Kendall, Inc. PY 2023 · Profit Sharing
Kendall & Kendall R E Corp Psp · $779 · 1 · 0th
- TYPE $779
- NET 1
- BOOK 0th
- VS-ST Profit Sharing
- BOY near Seqil Inc. Retirement Plan
- SCH ind #33
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 Real Estate retirement plans → · Plans in California →
Kendall & Kendall R E Corp Psp in the asset neighbourhood
Kendall & Kendall, Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Kendall & Kendall, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $613 |
| 2023 | 1 | 1 | $779 |
| 2024 | 1 | 1 | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $613 |
|---|---|
| Net Assets (End of Year) | $779 |
| Net Income | $166 |
| Employer EIN | 330206508 |
| Plan Effective Date | 1986-11-24 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Intel Retirement Contribution Plan $7.2B · 21,513
- Scpmg Keogh Plan $6.8B · 10,125
- Motion Picture Industry Individual Account Plan $5.9B · 71,071
- Memorialcare Retirement Plan $1.3B · 4,728
- Disney Retirement Savings Plan $1.1B · 37,110
Kendall & Kendall R E Corp Psp's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Seqil Inc. Retirement Plan in FL ($791); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($779 here).
- Seqil Inc. Retirement Plan (FL) $791 · 2
- Fabcorp Inc. Profit Sharing Plan (NJ) $798 · 1
- Gadfly Enterprises, Inc. Profit Sharing Plan (MD) $803 · 21
- Colibri Ventures, Inc. Retirement Plan (VA) $747 · 1
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.