Profit Sharing · DOL Form 5500 · 2023

Kaleidoscope Investments Inc. Profit Sharing Plan

Data updated 2026-08-25

$497K
Total assets Small plan by assets
2
Participants Small participant base
18th
Percentile by assets National rank
$248,690
Avg per participant Above avg balance/head
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Official DOL plan name: Kaleidoscope Investments Inc. Retirement Plan · Sponsored by Kaleidoscope Investments Inc. · Indiana · Arts, Entertainment & Recreation

$497K in assets, 2 participants

Kaleidoscope Investments Inc.'s Kaleidoscope Investments Inc. Retirement Plan reported $497K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,199 in Arts, Entertainment & Recreation (2,945 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Kaleidoscope Investments Inc. Retirement Plan ranks #1,199 of 2,945 2023 filers by assets (5583% of the sector average)-$497K for 2 participants.

#1,199
in Arts, Entertainment & Recreation (2,945 peers)
+25.0%
assets growth YoY

Kaleidoscope Investments Inc. Retirement Plan among the smaller filed plans by assets

Kaleidoscope Investments Inc. Retirement Plan vs every filed plan by assets

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

$497,380 18th percentile higher than 18% 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

Kaleidoscope Investments Inc. Retirement 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. Kaleidoscope Investments Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kaleidoscope Investments Inc. Retirement Plan reported net income rose from $23K in the plan year 2022 filing to $99K in the plan year 2023 filing.
  • Kaleidoscope Investments Inc. Retirement Plan reported participants rose from 1 in the plan year 2022 filing to 2 in the plan year 2023 filing.
  • Kaleidoscope Investments Inc. Retirement Plan end-of-year assets rose from $398K in the plan year 2022 filing to $497K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 822305670 · Kaleidoscope Investments Inc. PY 2023 · Profit Sharing

Kaleidoscope Investments Inc. Retirement Plan · $497K · 2 · 18th

  • EOY $497K
  • EOY 2
  • EOY 18th
  • EOY Profit Sharing
  • EOY near Wheatstrong Enterprises Retirement Plan
  • EOY ind #1199

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 Arts, Entertainment & Recreation retirement plans → · Plans in Indiana →

Kaleidoscope Investments Inc. Retirement Plan in the asset neighbourhood

Kaleidoscope Investments Inc. Retirement PlanKaleidoscope Investments Inc…$497KWheatstrong Enterprises Retirement PlanWheatstrong Enterprises Reti…$497KHeriberto Matos Ruiz Retirement PlanHeriberto Matos Ruiz Retirem…$498KBjl Legacy Inc. Profit Sharing PlanBjl Legacy Inc. Profit Shari…$498KMastering Mountains, Inc. Retirement PlanMastering Mountains, Inc. Re…$498K
End-of-year total assets ($M) among Kaleidoscope Investments Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$398K
Net Assets (End of Year)$497K
Net Income$99K
Employer EIN822305670
Plan Effective Date2017-07-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Kaleidoscope Investments Inc.)

Sponsor-wide plan assets over time

All Kaleidoscope Investments Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$473K 18.748429316740218% vs 2022
2024 filing year
$0.35M$0.4M$0.45M$0.5M$0.55M 202220232024 $0.4M $0.47M ▲ +17.5%
Year Plans Participants Total Assets
2022 1 1 $398K
2023 1 2 $497K
2024 1 2 $473K

Nearby Profit Sharing Plans in Indiana

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

Kaleidoscope Investments Inc. Retirement Plan vs. nearby Profit Sharing plans in Indiana, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Kaleidoscope Investments Inc. Retirement Plan, Total assets ($B): 0.00049738 · Participants: 2Kaleidoscope Investments Inc. Retirement PlanUniversity of Notre Dame 403(b) Retirement Plan, Total assets ($B): 2.360767219 · Participants: 9969University of Notre Dame 403(b) Retirement PlanIndiana State Council of Plasterers & Cement Mason Pension Fund, Total assets ($B): 0.321097243 · Participants: 1127Indiana State Council of Plasterers & Cement Mason Pension FundI.B.E.W. Local Union 481 Defined Contribution Plan, Total assets ($B): 0.268369786 · Participants: 2820I.B.E.W. Local Union 481 Defined Contribution PlanCfni Retirement Plan, Total assets ($B): 0.206190521 · Participants: 6110Cfni Retirement PlanDo It Best Corp. Restated Employees' Savings & Profit Sharing Plan, Total assets ($B): 0.177440898 · Participants: 1818Do It Best Corp. Restated Employees' Savings & Profit Sharing Plan
Kaleidoscope Investments Inc. Retirement Plan vs. nearby Profit Sharing plans in Indiana, assets vs. participants
Compare Kaleidoscope Investments Inc. Retirement Plan side-by-side with 3 peers →

Kaleidoscope Investments Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Indiana, the nearest Profit Sharing by assets is Wheatstrong Enterprises Retirement Plan in CA ($497K); 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 ($497K 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 Kaleidoscope Investments Inc. Retirement Plan assets move in 2023? ▼
Kaleidoscope Investments Inc. Retirement Plan grew sharply - up 25.0% during 2023, from $398K to $497K. Reported net income was $99K.
How have Kaleidoscope Investments Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kaleidoscope Investments Inc.'s sponsor-wide assets grew 18.7%, from $398K to $473K.
Where does Kaleidoscope Investments Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Kaleidoscope Investments Inc. Retirement Plan ranks in the 18th 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 Kaleidoscope Investments Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Wheatstrong Enterprises Retirement Plan in CA ($497K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Kaleidoscope Investments Inc. Retirement 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 822305670.

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.