401(k) · DOL Form 5500 · 2023

Peters Kalail & Markakis Co., L.P.a. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
11
Participants Small participant base
43rd
Percentile by assets National rank
$423,496
Avg per participant High balance/head
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Official DOL plan name: Peters Kalail & Markakis Co., L.P.a. Savings Plan · Sponsored by Peters Kalail & Markakis Co., L.P.a. · Ohio · Professional & Technical Services

$5M in assets, 11 participants

Peters Kalail & Markakis Co., L.P.a.'s Peters Kalail & Markakis Co., L.P.a. Savings Plan reported $5M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,255 in Professional & Technical Services (20,321 peers)

Peters Kalail & Markakis Co., L.P.a. multi-year trail

Peters Kalail & Markakis Co., L.P.a.'s plans moved +26.8% in assets from 2022 to 2024; this filing shows Peters Kalail & Markakis Co., L.P.a. Savings Plan at $5M / 11 participants.

#8,255
in Professional & Technical Services (20,321 peers)
+8.3%
assets growth YoY

Peters Kalail & Markakis Co., L.P.a. Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Peters Kalail & Markakis Co., L.P.a. Savings Plan vs every filed plan by assets

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

$4,658,457 43rd percentile higher than 43% 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

Peters Kalail & Markakis Co., L.P.a. Savings 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. Peters Kalail & Markakis Co., L.P.a. Savings Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Peters Kalail & Markakis Co., L.P.a. Savings Plan reported net income rose from -$596K in the plan year 2022 filing to $356K in the plan year 2023 filing.
  • Peters Kalail & Markakis Co., L.P.a. Savings Plan reported participants rose from 10 in the plan year 2022 filing to 11 in the plan year 2023 filing.
  • Peters Kalail & Markakis Co., L.P.a. Savings Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 341940333 · Peters Kalail & Markakis Co., L.P.a. PY 2023 · 401(k)

Peters Kalail & Markakis Co., L.P.a. Savings Plan · $5M · 11 · 43rd

  • EIN $5M
  • EIN 11
  • EIN 43rd
  • EIN 401(k)
  • EIN near Ag Real Estate 401(k) Plan
  • EIN ind #8255

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 Ohio →

Peters Kalail & Markakis Co., L.P.a. Savings Plan in the asset neighbourhood

Peters Kalail & Markakis Co., L.P.a. Savings PlanPeters Kalail & Markakis Co.…$5MAg Real Estate 401(k) Plan$5MCommunity Health & Dental 401(k) PlanCommunity Health & Dental 40…$5MPetree and Seibert Family Dentistry, P.C. 401(k) PlanPetree and Seibert Family De…$5MRevelation Pharmacy Retirement Savings PlanRevelation Pharmacy Retireme…$5M
End-of-year total assets ($M) among Peters Kalail & Markakis Co., L.P.a. Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Peters Kalail & Markakis Co., L.P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Peters Kalail & Markakis Co., L.P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 26.80070271779057% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.3M $5.46M ▲ +27.0%
Year Plans Participants Total Assets
2022 1 10 $4M
2023 1 11 $5M
2024 1 11 $5M

Peters Kalail & Markakis Co., L.P.a. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$356K
Employer EIN341940333
Plan Effective Date2004-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Peters Kalail & Markakis Co., L.P.a. Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Peters Kalail & Markakis Co., L.P.a. Savings Plan, Total assets ($B): 0.004658457 · Participants: 11Peters Kalail & Markakis Co., L.P.a. Savings PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Peters Kalail & Markakis Co., L.P.a. Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Peters Kalail & Markakis Co., L.P.a. Savings Plan side-by-side with 3 peers →

Peters Kalail & Markakis Co., L.P.a. Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Ag Real Estate 401(k) Plan in WA ($5M); by covered participants it is True Colors International, Inc. Retirement Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Peters Kalail & Markakis Co., L.P.a. Savings Plan assets move in 2023? ▼
Peters Kalail & Markakis Co., L.P.a. Savings Plan grew at a solid clip - up 8.3% during 2023, from $4M to $5M. Reported net income was $356K.
How have Peters Kalail & Markakis Co., L.P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peters Kalail & Markakis Co., L.P.a.'s sponsor-wide assets grew 26.8%, from $4M to $5M.
Which 401(k) plans are similar in size to Peters Kalail & Markakis Co., L.P.a. Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ag Real Estate 401(k) Plan in WA ($5M, 43 participants).
Which 401(k) plans cover a similar participant headcount to Peters Kalail & Markakis Co., L.P.a. Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is True Colors International, Inc. Retirement Plan in CA (11 participants, $863K 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 341940333.

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.