Profit Sharing · DOL Form 5500 · 2023
K.Fisher & Associates Inc. Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 28
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $53,089
- Avg per participant Low balance/head
Official DOL plan name: K.Fisher & Associates Inc Retirement Plan · Sponsored by K.Fisher & Associates Inc. · Pennsylvania · Healthcare & Social Assistance
$1M in assets, 28 participants
K.Fisher & Associates Inc.'s K.Fisher & Associates Inc Retirement Plan reported $1M in total assets and 28 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.
- #4,289 in Healthcare & Social Assistance (17,684 peers)
K.Fisher & Associates Inc. multi-year trail
K.Fisher & Associates Inc.'s plans moved -36.1% in assets from 2022 to 2024; this filing shows K.Fisher & Associates Inc Retirement Plan at $1M / 28 participants.
- #4,289
- in Healthcare & Social Assistance (17,684 peers)
- -0.2%
- assets change YoY
The plan reported a net loss of $3K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
K.Fisher & Associates Inc Retirement Plan among the smaller filed plans by assets
K.Fisher & Associates Inc Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,486,500 27th percentile higher than 27% 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
K.Fisher & Associates Inc 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. K.Fisher & Associates Inc Retirement Plan is a small filing (28 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- K.Fisher & Associates Inc Retirement Plan reported net income rose from -$149K in the plan year 2022 filing to -$3K in the plan year 2023 filing.
- K.Fisher & Associates Inc Retirement Plan reported participants fell from 37 in the plan year 2022 filing to 28 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 473803552 · K.Fisher & Associates Inc. PY 2023 · Profit Sharing
K.Fisher & Associates Inc Retirement Plan · $1M · 28 · 27th
- PCT $1M
- EIN 28
- RANK 27th
- PHOTO Profit Sharing
- IND near Drs Jordan and Bondurant Keogh Profit Sharing Plan
- EOY ind #4289
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 →
K.Fisher & Associates Inc Retirement Plan in the asset neighbourhood
K.Fisher & Associates Inc. multi-year asset trail
Sponsor-wide plan assets over time
All K.Fisher & Associates Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $952K 36.11950318898959% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 37 | $1M |
| 2023 | 1 | 28 | $1M |
| 2024 | 1 | 29 | $952K |
K.Fisher & Associates Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$3K |
| Employer EIN | 473803552 |
| Plan Effective Date | 2015-04-29 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.1B · 17,441
- University of Pennsylvania Basic Plan $1.7B · 21,016
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.1B · 3,905
- Temple University Health System, Inc. Defined Contribution Retirement Plan $763M · 10,204
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $714M · 2,458
K.Fisher & Associates Inc Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Drs Jordan and Bondurant Keogh Profit Sharing Plan in TN ($1M); by covered participants it is A.G. Mauro Company of Florida Profit Sharing Plan in FL (28 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 (28 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.