401(k) · DOL Form 5500 · 2023
Kasieta Legal Group, LLC 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $162,295
- Avg per participant Above avg balance/head
Official DOL plan name: Kasieta Legal Group, LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Kasieta Legal Group, LLC · Wisconsin · Professional & Technical Services
$1M in assets, 7 participants
Kasieta Legal Group, LLC's Kasieta Legal Group, LLC 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.
- #4,084 in Professional & Technical Services (20,321 peers)
Kasieta Legal Group, LLC multi-year trail
Kasieta Legal Group, LLC's plans moved +22.0% in assets from 2022 to 2023; this filing shows Kasieta Legal Group, LLC 401(k) Profit Sharing Plan & Trust at $1M / 7 participants.
- #4,084
- in Professional & Technical Services (20,321 peers)
- +22.0%
- assets growth YoY
Kasieta Legal Group, LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Kasieta Legal Group, LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,136,063 25th percentile higher than 25% 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
Kasieta Legal Group, LLC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kasieta Legal Group, LLC 401(k) Profit Sharing Plan & Trust is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kasieta Legal Group, LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$169K in the plan year 2022 filing to $205K in the plan year 2023 filing.
- Kasieta Legal Group, LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $931K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Kasieta Legal Group, LLC 401(k) Profit Sharing Plan & Trust reported participants fell from 8 in the plan year 2022 filing to 7 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 391899094 · Kasieta Legal Group, LLC PY 2023 · 401(k)
Kasieta Legal Group, LLC 401(k) Profit Sharing Plan & Trust · $1M · 7 · 25th
- NET $1M
- NET 7
- NET 25th
- NET 401(k)
- NET near Magidoff Sadat & Gilmore LLP Employees 401(k) Plan
- NET ind #4084
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 Wisconsin →
Kasieta Legal Group, LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Kasieta Legal Group, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Kasieta Legal Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 21.977886291991993% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $931K |
| 2023 | 1 | 7 | $1M |
Kasieta Legal Group, LLC filing trail (2023)
| Total Assets (Beginning of Year) | $931K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $205K |
| Employer EIN | 391899094 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Kasieta Legal Group, LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Magidoff Sadat & Gilmore LLP Employees 401(k) Plan in CA ($1M); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (7 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.