Profit Sharing · DOL Form 5500 · 2023

The Kaufman Law Group Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
33rd
Percentile by assets National rank
$846,513
Avg per participant High balance/head
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Official DOL plan name: The Kaufman Law Group Profit Sharing Plan · Sponsored by The Kaufman Law Group · California · Professional & Technical Services

$3M in assets, 3 participants

The Kaufman Law Group's The Kaufman Law Group Profit Sharing Plan reported $3M in total assets and 3 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.

  • #6,078 in Professional & Technical Services (20,321 peers)

The Kaufman Law Group multi-year trail

The Kaufman Law Group's plans moved +137.5% in assets from 2022 to 2024; this filing shows The Kaufman Law Group Profit Sharing Plan at $3M / 3 participants.

#6,078
in Professional & Technical Services (20,321 peers)
+69.0%
assets growth YoY

The Kaufman Law Group Profit Sharing Plan among the smaller filed plans by assets

The Kaufman Law Group Profit Sharing Plan vs every filed plan by assets

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

$2,539,539 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

The Kaufman Law Group 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 Kaufman Law Group Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Kaufman Law Group Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The Kaufman Law Group Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 953999535 · The Kaufman Law Group PY 2023 · Profit Sharing

The Kaufman Law Group Profit Sharing Plan · $3M · 3 · 33rd

  • SCH $3M
  • SCH 3
  • SCH 33rd
  • SCH Profit Sharing
  • SCH near Mayborn Enterprises Thrift Incentive Plan and Trust
  • SCH ind #6078

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 California →

The Kaufman Law Group Profit Sharing Plan in the asset neighbourhood

The Kaufman Law Group Profit Sharing PlanThe Kaufman Law Group Profit…$3MMayborn Enterprises Thrift Incentive Plan and TrustMayborn Enterprises Thrift I…$3MPerfetto Vita, Inc. Retirement PlanPerfetto Vita, Inc. Retireme…$3MRoger Blackwelder Self Employed Profit Sharing PlanRoger Blackwelder Self Emplo…$3MJae Y. Lim, M.D., P.C., Profit Sharing PlanJae Y. Lim, M.D., P.C., Prof…$3M
End-of-year total assets ($M) among The Kaufman Law Group Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

The Kaufman Law Group multi-year asset trail

Sponsor-wide plan assets over time

All The Kaufman Law Group plans reported in each filing year

Latest sponsor-wide plan assets
$4M 137.50154692059672% vs 2022
2024 filing year
$1M$2M$3M$4M 202220232024 $1.5M $3.57M ▲ +138.0%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 3 $3M
2024 1 3 $4M

The Kaufman Law Group filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN953999535
Plan Effective Date1986-04-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

The Kaufman Law Group Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants The Kaufman Law Group Profit Sharing Plan, Total assets ($B): 0.002539539 · Participants: 3The Kaufman Law Group Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
The Kaufman Law Group Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare The Kaufman Law Group Profit Sharing Plan side-by-side with 3 peers →

The Kaufman Law Group Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Mayborn Enterprises Thrift Incentive Plan and Trust in TX ($3M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did The Kaufman Law Group Profit Sharing Plan assets move in 2023? ▼
The Kaufman Law Group Profit Sharing Plan surged - up 69.0% during 2023, from $2M to $3M. Reported net income was $1M.
How have The Kaufman Law Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Kaufman Law Group's sponsor-wide assets grew 137.5%, from $2M to $4M.
Which Profit Sharing plans are similar in size to The Kaufman Law Group Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Mayborn Enterprises Thrift Incentive Plan and Trust in TX ($3M, 93 participants).
Which Profit Sharing plans cover a similar participant headcount to The Kaufman Law Group Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 953999535.

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.