401(k) · DOL Form 5500 · 2023

Kopka, Pinkus & Dolin, PC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
245
Participants Below avg headcount
73rd
Percentile by assets National rank
$83,393
Avg per participant Below avg balance/head
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Official DOL plan name: Kopka, Pinkus & Dolin Employee Savings & Retirement Plan · Sponsored by Kopka, Pinkus & Dolin, PC · Illinois · Professional & Technical Services

$20M in assets, 245 participants

Kopka, Pinkus & Dolin, PC's Kopka, Pinkus & Dolin Employee Savings & Retirement Plan reported $20M in total assets and 245 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #14,824 in Professional & Technical Services (20,321 peers)

Coverage in Illinois

Kopka, Pinkus & Dolin Employee Savings & Retirement Plan covers 245 participants in Illinois, about 31% of the average Illinois filer (state average ~779 per filing). Assets: $20M.

#14,824
in Professional & Technical Services (20,321 peers)
+22.1%
assets growth YoY

Kopka, Pinkus & Dolin Employee Savings & Retirement Plan's outsized position by total assets

Kopka, Pinkus & Dolin Employee Savings & Retirement Plan vs every filed plan by assets

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

$20,431,399 Top 27% higher than 73% 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

Kopka, Pinkus & Dolin Employee Savings & Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kopka, Pinkus & Dolin Employee Savings & Retirement Plan sits mid-pack in the medium band (245 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kopka, Pinkus & Dolin Employee Savings & Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Kopka, Pinkus & Dolin Employee Savings & Retirement Plan end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Kopka, Pinkus & Dolin Employee Savings & Retirement Plan reported participants fell from 313 in the plan year 2022 filing to 245 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 043597929 · Kopka, Pinkus & Dolin, PC PY 2023 · 401(k)

Kopka, Pinkus & Dolin Employee Savings & Retirement Plan · $20M · 245 · 73rd

  • IND $20M
  • EOY 245
  • 5500 73rd
  • ASSETS 401(k)
  • PCT near Mintzer, Sarowitz, Zeris, Ledva & Meyers, LLP 401(k) Plan
  • EIN ind #14824

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 Illinois →

Kopka, Pinkus & Dolin Employee Savings & Retirement Plan in the asset neighbourhood

Kopka, Pinkus & Dolin Employee Savings & Retirement PlanKopka, Pinkus & Dolin Employ…$20MMintzer, Sarowitz, Zeris, Ledva & Meyers, LLP 401(k) PlanMintzer, Sarowitz, Zeris, Le…$20MMake-a-Wish Foundation of America 401(k) Savings PlanMake-a-Wish Foundation of Am…$20MThe Myr Group Hourly 401(k) PlanThe Myr Group Hourly 401(k) …$20MMre Consulting 401(k) Plan$20M
End-of-year total assets ($M) among Kopka, Pinkus & Dolin Employee Savings & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$4M
Employer EIN043597929
Plan Effective Date1999-02-17
Filing StatusFILING RECEIVED

Sponsor Plan History (Kopka, Pinkus & Dolin, PC)

Sponsor-wide plan assets over time

All Kopka, Pinkus & Dolin, PC plans reported in each filing year

Latest sponsor-wide plan assets
$23M 38.64024421484024% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $16.7M $23.2M ▲ +38.6%
Year Plans Participants Total Assets
2022 1 313 $17M
2023 1 245 $20M
2024 1 249 $23M

Nearby 401(k) Plans in Illinois

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

Kopka, Pinkus & Dolin Employee Savings & Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Kopka, Pinkus & Dolin Employee Savings & Retirement Plan, Total assets ($B): 0.020431399 · Participants: 245Kopka, Pinkus & Dolin Employee Savings & Retirement PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Kopka, Pinkus & Dolin Employee Savings & Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Kopka, Pinkus & Dolin Employee Savings & Retirement Plan side-by-side with 3 peers →

Kopka, Pinkus & Dolin Employee Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Mintzer, Sarowitz, Zeris, Ledva & Meyers, LLP 401(k) Plan in PA ($20M); by covered participants it is Win It America Inc 401(k) Plan in CA (245 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (245 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 Kopka, Pinkus & Dolin Employee Savings & Retirement Plan assets move in 2023? ▼
Kopka, Pinkus & Dolin Employee Savings & Retirement Plan grew sharply - up 22.1% during 2023, from $17M to $20M. Reported net income was $4M.
How have Kopka, Pinkus & Dolin, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kopka, Pinkus & Dolin, PC's sponsor-wide assets grew 38.6%, from $17M to $23M.
Which 401(k) plans are similar in size to Kopka, Pinkus & Dolin Employee Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mintzer, Sarowitz, Zeris, Ledva & Meyers, LLP 401(k) Plan in PA ($20M, 148 participants).
Which 401(k) plans cover a similar participant headcount to Kopka, Pinkus & Dolin Employee Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Win It America Inc 401(k) Plan in CA (245 participants, $428K 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 043597929.

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.