401(k) · DOL Form 5500 · 2023

The Kreisman Group PC 401(k) Plan

Data updated 2026-08-25

$532K
Total assets Small plan by assets: 2
Participants Small participant base: 18th
Percentile by assets National rank: $265,982
Avg per participant High balance/head

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Official DOL plan name: The Kreisman Group PC 401(k) Profit Sharing Plan · Sponsored by The Kreisman Group PC · Colorado · Professional & Technical Services

$532K in assets, 2 participants

The Kreisman Group PC's The Kreisman Group PC 401(k) Profit Sharing Plan reported $532K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

#2,814 in Professional & Technical Services (20,321 peers)

The Kreisman Group PC multi-year trail

The Kreisman Group PC's plans moved +18.7% in assets from 2022 to 2024; this filing shows The Kreisman Group PC 401(k) Profit Sharing Plan at $532K / 2 participants.

#2,814
in Professional & Technical Services (20,321 peers): +11.9%
assets growth YoY

The Kreisman Group PC 401(k) Profit Sharing Plan among the smaller filed plans by assets

The Kreisman Group PC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$531,964 18th percentile higher than 18% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

The Kreisman Group PC 401(k) Profit Sharing 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. The Kreisman Group PC 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

The Kreisman Group PC 401(k) Profit Sharing Plan reported net income rose from -$63K in the plan year 2022 filing to $56K in the plan year 2023 filing.
The Kreisman Group PC 401(k) Profit Sharing Plan end-of-year assets rose from $476K in the plan year 2022 filing to $532K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 841001946 · The Kreisman Group PC PY 2023 · 401(k)

The Kreisman Group PC 401(k) Profit Sharing Plan · $532K · 2 · 18th

NET $532K
NET 2
NET 18th
NET 401(k)
NET near C. & R. Fence Contractors 401(k) Profit Sharing Plan
NET ind #2814

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 Colorado →

End-of-year total assets ($M) among The Kreisman Group PC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Kreisman Group PC multi-year asset trail

Latest sponsor-wide plan assets: $564K 18.68231236725338% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$476K
2023	1	2	$532K
2024	1	2	$564K

The Kreisman Group PC filing trail (2023)

Total Assets (Beginning of Year)	$476K
Net Assets (End of Year)	$532K
Net Income	$56K
Employer EIN	841001946
Plan Effective Date	1985-11-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Colorado

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

The Kreisman Group PC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants

Davita Retirement Savings Plan $3.3B · 57,711
Ball Corporation 401(k) and Employee Stock Ownership Plan $2.8B · 10,349
Empower Retirement, LLC 401(k) Savings Plan $1.9B · 10,036
Woodward Retirement Savings Plan $1.8B · 5,847
Arcadis U.S., Inc. Retirement Savings Plan $1.7B · 5,491

Compare The Kreisman Group PC 401(k) Profit Sharing Plan side-by-side with 3 peers →

The Kreisman Group PC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is C. & R. Fence Contractors 401(k) Profit Sharing Plan in CA ($532K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($532K here).

C. & R. Fence Contractors 401(k) Profit Sharing Plan (CA) $532K · 11
Francis Krahe & Associates, Inc. Retirement Plan (CA) $532K · 8
S&a Miller Group Retirement Plan (OH) $532K · 2
Turchan Financial Group 401(k) (MI) $532K · 1

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Napa Bound Retirement Plan (FL) 2 · 0 off
Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off
Dakota Slp of Sw Florida, Inc. 401(k) Profit Sharing Plan (FL) 2 · 0 off

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 The Kreisman Group PC 401(k) Profit Sharing Plan assets move in 2023? ▼

The Kreisman Group PC 401(k) Profit Sharing Plan grew at a solid clip - up 11.9% during 2023, from $476K to $532K. Reported net income was $56K.

How have The Kreisman Group PC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), The Kreisman Group PC's sponsor-wide assets grew 18.7%, from $476K to $564K.

Where does The Kreisman Group PC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼

The Kreisman Group PC 401(k) Profit Sharing Plan ranks in the 18th 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 The Kreisman Group PC 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is C. & R. Fence Contractors 401(k) Profit Sharing Plan in CA ($532K, 11 participants).

Which 401(k) plans cover a similar participant headcount to The Kreisman Group PC 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A 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 841001946.