401(k) · DOL Form 5500 · 2023

George P. Kalas Funeral Home, P.a. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
11
Participants Small participant base
52nd
Percentile by assets National rank
$657,420
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: George P. Kalas Funeral Home 401(k) Profit Sharing Plan · Sponsored by George P. Kalas Funeral Home, P.a. · Maryland · Other Services

$7M in assets, 11 participants

George P. Kalas Funeral Home, P.a.'s George P. Kalas Funeral Home 401(k) Profit Sharing Plan reported $7M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #5,623 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, George P. Kalas Funeral Home 401(k) Profit Sharing Plan ranks #5,623 of 7,857 2023 filers by assets (278% of the sector average)-$7M for 11 participants.

#5,623
in Other Services (7,857 peers)
+18.1%
assets growth YoY

George P. Kalas Funeral Home 401(k) Profit Sharing Plan's mid-pack asset rank among Other Services and all filers

George P. Kalas Funeral Home 401(k) Profit Sharing Plan vs every filed plan by assets

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

$7,231,624 Top 48% higher than 52% 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

George P. Kalas Funeral Home 401(k) Profit Sharing 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. George P. Kalas Funeral Home 401(k) Profit Sharing 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

  • George P. Kalas Funeral Home 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • George P. Kalas Funeral Home 401(k) Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • George P. Kalas Funeral Home 401(k) Profit Sharing Plan reported participants fell from 13 in the plan year 2022 filing to 11 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 521228381 · George P. Kalas Funeral Home, P.a. PY 2023 · 401(k)

George P. Kalas Funeral Home 401(k) Profit Sharing Plan · $7M · 11 · 52nd

  • SCH $7M
  • EBSA 11
  • PART 52nd
  • TYPE 401(k)
  • NET near John Knox Village of Florida, Inc. 401(k) Retirement Plan
  • BOOK ind #5623

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 Other Services retirement plans → · Plans in Maryland →

George P. Kalas Funeral Home 401(k) Profit Sharing Plan in the asset neighbourhood

George P. Kalas Funeral Home 401(k) Profit Sharing PlanGeorge P. Kalas Funeral Home…$7MJohn Knox Village of Florida, Inc. 401(k) Retirement PlanJohn Knox Village of Florida…$7MCentral Milling 401 (K) Retirement PlanCentral Milling 401 (K) Reti…$7MLower Great Lakes Kenworth, Inc. 401(k) PlanLower Great Lakes Kenworth, …$7MSingleton Schreiber, LLP 401(k) PlanSingleton Schreiber, LLP 401…$7M
End-of-year total assets ($M) among George P. Kalas Funeral Home 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN521228381
Plan Effective Date1985-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (George P. Kalas Funeral Home, P.a.)

Sponsor-wide plan assets over time

All George P. Kalas Funeral Home, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 33.53213750256877% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $6.12M $8.17M ▲ +33.5%
Year Plans Participants Total Assets
2022 1 13 $6M
2023 1 11 $7M
2024 1 13 $8M

Nearby 401(k) Plans in Maryland

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

George P. Kalas Funeral Home 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants George P. Kalas Funeral Home 401(k) Profit Sharing Plan, Total assets ($B): 0.007231624 · Participants: 11George P. Kalas Funeral Home 401(k) Profit Sharing PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
George P. Kalas Funeral Home 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare George P. Kalas Funeral Home 401(k) Profit Sharing Plan side-by-side with 3 peers →

George P. Kalas Funeral Home 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is John Knox Village of Florida, Inc. 401(k) Retirement Plan in FL ($7M); 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 George P. Kalas Funeral Home 401(k) Profit Sharing Plan assets move in 2023? ▼
George P. Kalas Funeral Home 401(k) Profit Sharing Plan grew sharply - up 18.1% during 2023, from $6M to $7M. Reported net income was $1M.
How have George P. Kalas Funeral Home, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), George P. Kalas Funeral Home, P.a.'s sponsor-wide assets grew 33.5%, from $6M to $8M.
Which 401(k) plans are similar in size to George P. Kalas Funeral Home 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is John Knox Village of Florida, Inc. 401(k) Retirement Plan in FL ($7M, 486 participants).
Which 401(k) plans cover a similar participant headcount to George P. Kalas Funeral Home 401(k) Profit Sharing 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 521228381.

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.