Money Purchase · DOL Form 5500 · 2023

Kallman Associates Inc Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
7
Participants Small participant base
33rd
Percentile by assets National rank
$344,601
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kallman Associates Profit Sharing Retirement Plan · Sponsored by Kallman Associates Inc · New Jersey · Professional & Technical Services

$2M in assets, 7 participants

Kallman Associates Inc's Kallman Associates Profit Sharing Retirement Plan reported $2M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,906 in Professional & Technical Services (20,321 peers)

Kallman Associates Inc multi-year trail

Kallman Associates Inc's plans moved +26.0% in assets from 2022 to 2024; this filing shows Kallman Associates Profit Sharing Retirement Plan at $2M / 7 participants.

#5,906
in Professional & Technical Services (20,321 peers)
+14.1%
assets growth YoY

Kallman Associates Profit Sharing Retirement Plan among the smaller filed plans by assets

Kallman Associates Profit Sharing Retirement Plan vs every filed plan by assets

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

$2,412,206 33rd percentile higher than 33% 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

Kallman Associates Profit Sharing 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. Kallman Associates Profit Sharing Retirement Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kallman Associates Profit Sharing Retirement Plan reported net income rose from -$136K in the plan year 2022 filing to $298K in the plan year 2023 filing.
  • Kallman Associates Profit Sharing Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 223192192 · Kallman Associates Inc PY 2023 · Money Purchase

Kallman Associates Profit Sharing Retirement Plan · $2M · 7 · 33rd

  • TYPE $2M
  • TYPE 7
  • TYPE 33rd
  • TYPE Money Purchase
  • TYPE near Sam Berman and Sons Retirement Trust
  • TYPE ind #5906

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 New Jersey →

Kallman Associates Profit Sharing Retirement Plan in the asset neighbourhood

Wolcott Chiropractic Profit Sharing Plan 444 Wolcott Road Wolcott, Ct 06716Wolcott Chiropractic Profit …$2MKallman Associates Profit Sharing Retirement PlanKallman Associates Profit Sh…$2MSam Berman and Sons Retirement TrustSam Berman and Sons Retireme…$2MOrganization Management Group, Inc. Money Purchase PensionOrganization Management Grou…$2MAlro Steel Corporation Union Employees' Money Purchase Pension PlanAlro Steel Corporation Union…$2M
End-of-year total assets ($M) among Kallman Associates Profit Sharing Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Kallman Associates Inc multi-year asset trail

Sponsor-wide plan assets over time

All Kallman Associates Inc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 25.95285727122676% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $2.11M $2.66M ▲ +26.1%
Year Plans Participants Total Assets
2022 1 7 $2M
2023 1 7 $2M
2024 1 6 $3M

Kallman Associates Inc filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$298K
Employer EIN223192192
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New Jersey

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Kallman Associates Profit Sharing Retirement Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -50005001000 Total assets ($M) Participants Kallman Associates Profit Sharing Retirement Plan, Total assets ($M): 2.412206 · Participants: 7Kallman Associates Profit Sharing Retirement PlanLocal 68 Engineers Union Annuity Plan, Total assets ($M): 919.004157 · Participants: 5196Local 68 Engineers Union Annuity PlanNysa-Ila Money Purchase Pension Fund and Plan, Total assets ($M): 787.160185 · Participants: 4634Nysa-Ila Money Purchase Pension Fund and PlanEducational Testing Service 401(a) Retirement Plan, Total assets ($M): 577.237524 · Participants: 3310Educational Testing Service 401(a) Retirement PlanIronworkers Local 11 Annuity Fund, Total assets ($M): 375.482782 · Participants: 1159Ironworkers Local 11 Annuity FundPlumbers & Pipefitters Local 9 Surety Plan, Total assets ($M): 287.464744 · Participants: 2179Plumbers & Pipefitters Local 9 Surety Plan
Kallman Associates Profit Sharing Retirement Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants
Compare Kallman Associates Profit Sharing Retirement Plan side-by-side with 3 peers →

Kallman Associates Profit Sharing Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside New Jersey, the nearest Money Purchase by assets is Sam Berman and Sons Retirement Trust in IA ($2M); by covered participants it is Houston Co. Water Control & Improvement Dist. No. 1 Money Purchase Pension Plan & Trust in TX (7 participants). Same-state nearby plans are listed separately above.

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 Kallman Associates Profit Sharing Retirement Plan assets move in 2023? ▼
Kallman Associates Profit Sharing Retirement Plan grew at a solid clip - up 14.1% during 2023, from $2M to $2M. Reported net income was $298K.
How have Kallman Associates Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kallman Associates Inc's sponsor-wide assets grew 26.0%, from $2M to $3M.
Which Money Purchase plans are similar in size to Kallman Associates Profit Sharing Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Sam Berman and Sons Retirement Trust in IA ($2M, 12 participants).
Which Money Purchase plans cover a similar participant headcount to Kallman Associates Profit Sharing Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Houston Co. Water Control & Improvement Dist. No. 1 Money Purchase Pension Plan & Trust in TX (7 participants, $629K 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 223192192.

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.