401(k) · DOL Form 5500 · 2023

Karpinski, Bernstein & Adler, P.L.C. 401(k) Plan

Data updated 2026-08-25

$862K
Total assets Small plan by assets
6
Participants Small participant base
22nd
Percentile by assets National rank
$143,624
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kba 401(k) Plan · Sponsored by Karpinski, Bernstein & Adler, P.L.C. · Arizona · Professional & Technical Services

$862K in assets, 6 participants

Karpinski, Bernstein & Adler, P.L.C.'s Kba 401(k) Plan reported $862K in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,550 in Professional & Technical Services (20,321 peers)

Karpinski, Bernstein & Adler, P.L.C. multi-year trail

Karpinski, Bernstein & Adler, P.L.C.'s plans moved +52.1% in assets from 2022 to 2024; this filing shows Kba 401(k) Plan at $862K / 6 participants.

#3,550
in Professional & Technical Services (20,321 peers)
+28.0%
assets growth YoY

Kba 401(k) Plan among the smaller filed plans by assets

Kba 401(k) Plan vs every filed plan by assets

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

$861,746 22nd percentile higher than 22% 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

Kba 401(k) 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. Kba 401(k) Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kba 401(k) Plan reported net income rose from $5K in the plan year 2022 filing to $188K in the plan year 2023 filing.
  • Kba 401(k) Plan end-of-year assets rose from $673K in the plan year 2022 filing to $862K in the plan year 2023 filing.
  • Kba 401(k) Plan reported participants fell from 7 in the plan year 2022 filing to 6 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 860693308 · Karpinski, Bernstein & Adler, P.L.C. PY 2023 · 401(k)

Kba 401(k) Plan · $862K · 6 · 22nd

  • PHOTO $862K
  • PHOTO 6
  • PHOTO 22nd
  • PHOTO 401(k)
  • PHOTO near Fondren Dgi 401(k)
  • PHOTO ind #3550

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 Arizona →

Kba 401(k) Plan in the asset neighbourhood

Kba 401(k) Plan$862KFondren Dgi 401(k)$862KVI, Inc. Profit Sharing Plan$862KGrimes Auto Care, Inc. 401(k) Profit Sharing PlanGrimes Auto Care, Inc. 401(k…$862KShri Ram Group Management LLC 401(k) Profit Sharing Plan & TrustShri Ram Group Management LL…$861K
End-of-year total assets ($M) among Kba 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Karpinski, Bernstein & Adler, P.L.C. multi-year asset trail

Sponsor-wide plan assets over time

All Karpinski, Bernstein & Adler, P.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 52.09495651192525% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M 202220232024 $0.67M $1.02M ▲ +52.2%
Year Plans Participants Total Assets
2022 1 7 $673K
2023 1 6 $862K
2024 1 7 $1M

Karpinski, Bernstein & Adler, P.L.C. filing trail (2023)

Total Assets (Beginning of Year)$673K
Net Assets (End of Year)$862K
Net Income$188K
Employer EIN860693308
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Kba 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Kba 401(k) Plan, Total assets ($B): 0.000861746 · Participants: 6Kba 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Kba 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Kba 401(k) Plan side-by-side with 3 peers →

Kba 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Fondren Dgi 401(k) in MI ($862K); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($862K here).

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Kba 401(k) Plan assets move in 2023? ▼
Kba 401(k) Plan grew sharply - up 28.0% during 2023, from $673K to $862K. Reported net income was $188K.
How have Karpinski, Bernstein & Adler, P.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Karpinski, Bernstein & Adler, P.L.C.'s sponsor-wide assets grew 52.1%, from $673K to $1M.
Where does Kba 401(k) Plan rank by assets among Form 5500 filers? ▼
Kba 401(k) Plan ranks in the 22nd 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 401(k) plans are similar in size to Kba 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fondren Dgi 401(k) in MI ($862K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Kba 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants, $234K 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 860693308.

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.