Profit Sharing · DOL Form 5500 · 2023
L M Kalman Do PA Profit Sharing Plan
Data updated 2026-08-25
- $715K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $238,435
- Avg per participant Above avg balance/head
Official DOL plan name: L M Kalman Dopa Profit Sharing Trust · Sponsored by L M Kalman Do PA · Texas · Healthcare & Social Assistance
$715K in assets, 3 participants
L M Kalman Do PA's L M Kalman Dopa Profit Sharing Trust reported $715K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.
- #2,879 in Healthcare & Social Assistance (17,684 peers)
L M Kalman Do PA multi-year trail
L M Kalman Do PA's plans moved +13.2% in assets from 2022 to 2024; this filing shows L M Kalman Dopa Profit Sharing Trust at $715K / 3 participants.
- #2,879
- in Healthcare & Social Assistance (17,684 peers)
- -0.3%
- assets change YoY
The plan reported a net loss of $2K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
L M Kalman Dopa Profit Sharing Trust among the smaller filed plans by assets
L M Kalman Dopa Profit Sharing Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$715,304 21st percentile higher than 21% 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
L M Kalman Dopa Profit Sharing 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. L M Kalman Dopa Profit Sharing Trust is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- L M Kalman Dopa Profit Sharing Trust reported net income rose from -$32K in the plan year 2022 filing to -$2K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 751747043 · L M Kalman Do PA PY 2023 · Profit Sharing
L M Kalman Dopa Profit Sharing Trust · $715K · 3 · 21st
- NET $715K
- BOOK 3
- VS-ST 21st
- BOY Profit Sharing
- SCH near The Dubose Corporation Retirement Plan
- EBSA ind #2879
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 Healthcare & Social Assistance retirement plans → · Plans in Texas →
L M Kalman Dopa Profit Sharing Trust in the asset neighbourhood
L M Kalman Do PA multi-year asset trail
Sponsor-wide plan assets over time
All L M Kalman Do PA plans reported in each filing year
- Latest sponsor-wide plan assets
- $811K 13.156621331224837% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $717K |
| 2023 | 1 | 3 | $715K |
| 2024 | 1 | 3 | $811K |
L M Kalman Do PA filing trail (2023)
| Total Assets (Beginning of Year) | $717K |
|---|---|
| Net Assets (End of Year) | $715K |
| Net Income | -$2K |
| Employer EIN | 751747043 |
| Plan Effective Date | 1981-12-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Southwest Airlines Co. Profitsharing Plan $5.8B · 71,461
- Baylor College of Medicine Retirement Plan $1.7B · 10,240
- H-E-B Partner Stock Plan $1.3B · 96,911
- The Defined Contribution Plan of the Methodist Hospital $923M · 29,678
- American Heart Association, Inc. Qualified Retirement Plan $457M · 3,455
L M Kalman Dopa Profit Sharing Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is The Dubose Corporation Retirement Plan in MA ($715K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($715K here).
- The Dubose Corporation Retirement Plan (MA) $715K · 6
- Midstate Telephone Company Pension Plan (ND) $715K · N/A
- Integrity Home Care, Inc. Retirement Plan (FL) $715K · 16
- Jks Hospitality Ventures Inc. Retirement Plan (PA) $716K · 2
Similar participant headcount
Nearest other-state filings by covered participants (3 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.