401(k) · DOL Form 5500 · 2023

Kalniz, Iorio & Reardon Co., Lpa 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
8
Participants Small participant base
37th
Percentile by assets National rank
$421,843
Avg per participant High balance/head
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Official DOL plan name: Kalniz, Iorio & Reardon Co., Lpa 401(k) Plan · Sponsored by Kalniz, Iorio & Reardon Co., Lpa · Ohio · Professional & Technical Services

$3M in assets, 8 participants

Kalniz, Iorio & Reardon Co., Lpa's Kalniz, Iorio & Reardon Co., Lpa 401(k) Plan reported $3M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #7,010 in Professional & Technical Services (20,321 peers)

Kalniz, Iorio & Reardon Co., Lpa multi-year trail

Kalniz, Iorio & Reardon Co., Lpa's plans moved +46.2% in assets from 2022 to 2024; this filing shows Kalniz, Iorio & Reardon Co., Lpa 401(k) Plan at $3M / 8 participants.

#7,010
in Professional & Technical Services (20,321 peers)
+21.6%
assets growth YoY

Kalniz, Iorio & Reardon Co., Lpa 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Kalniz, Iorio & Reardon Co., Lpa 401(k) Plan vs every filed plan by assets

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

$3,374,744 37th percentile higher than 37% 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

Kalniz, Iorio & Reardon Co., Lpa 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. Kalniz, Iorio & Reardon Co., Lpa 401(k) Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kalniz, Iorio & Reardon Co., Lpa 401(k) Plan reported net income rose from -$552K in the plan year 2022 filing to $600K in the plan year 2023 filing.
  • Kalniz, Iorio & Reardon Co., Lpa 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Kalniz, Iorio & Reardon Co., Lpa 401(k) Plan reported participants fell from 9 in the plan year 2022 filing to 8 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 341724362 · Kalniz, Iorio & Reardon Co., Lpa PY 2023 · 401(k)

Kalniz, Iorio & Reardon Co., Lpa 401(k) Plan · $3M · 8 · 37th

  • 5500 $3M
  • 5500 8
  • 5500 37th
  • 5500 401(k)
  • 5500 near Seton Home Study School 401(k) Profit Sharing Plan & Trust
  • 5500 ind #7010

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 →

Kalniz, Iorio & Reardon Co., Lpa 401(k) Plan in the asset neighbourhood

Kalniz, Iorio & Reardon Co., Lpa 401(k) PlanKalniz, Iorio & Reardon Co.,…$3MSeton Home Study School 401(k) Profit Sharing Plan & TrustSeton Home Study School 401(…$3MProlog Ventures, LLC 401(k) PlanProlog Ventures, LLC 401(k) …$3MMid-South Roof Systems, Inc. 401(k) PlanMid-South Roof Systems, Inc.…$3MStanley C. Gallagher, D.O., P.a. 401(k) PlanStanley C. Gallagher, D.O., …$3M
End-of-year total assets ($M) among Kalniz, Iorio & Reardon Co., Lpa 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kalniz, Iorio & Reardon Co., Lpa multi-year asset trail

Sponsor-wide plan assets over time

All Kalniz, Iorio & Reardon Co., Lpa plans reported in each filing year

Latest sponsor-wide plan assets
$4M 46.201002167169385% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.77M $4.06M ▲ +46.6%
Year Plans Participants Total Assets
2022 1 9 $3M
2023 1 8 $3M
2024 1 7 $4M

Kalniz, Iorio & Reardon Co., Lpa filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$600K
Employer EIN341724362
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Kalniz, Iorio & Reardon Co., Lpa 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Kalniz, Iorio & Reardon Co., Lpa 401(k) Plan, Total assets ($B): 0.003374744 · Participants: 8Kalniz, Iorio & Reardon Co., Lpa 401(k) 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
Kalniz, Iorio & Reardon Co., Lpa 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Kalniz, Iorio & Reardon Co., Lpa 401(k) Plan side-by-side with 3 peers →

Kalniz, Iorio & Reardon Co., Lpa 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Seton Home Study School 401(k) Profit Sharing Plan & Trust in VA ($3M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Kalniz, Iorio & Reardon Co., Lpa 401(k) Plan assets move in 2023? ▼
Kalniz, Iorio & Reardon Co., Lpa 401(k) Plan grew sharply - up 21.6% during 2023, from $3M to $3M. Reported net income was $600K.
How have Kalniz, Iorio & Reardon Co., Lpa plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kalniz, Iorio & Reardon Co., Lpa's sponsor-wide assets grew 46.2%, from $3M to $4M.
Which 401(k) plans are similar in size to Kalniz, Iorio & Reardon Co., Lpa 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Seton Home Study School 401(k) Profit Sharing Plan & Trust in VA ($3M, 152 participants).
Which 401(k) plans cover a similar participant headcount to Kalniz, Iorio & Reardon Co., Lpa 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K 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 341724362.

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.