401(k) · DOL Form 5500 · 2023

Kunzler & Company, Inc. 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
415
Participants Below avg headcount
83rd
Percentile by assets National rank
$95,761
Avg per participant Below avg balance/head
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Official DOL plan name: Kunzler & Company, Inc. Profit Sharing Plan · Sponsored by Kunzler & Company, Inc. · Pennsylvania · Manufacturing

$40M in assets, 415 participants

Kunzler & Company, Inc.'s Kunzler & Company, Inc. Profit Sharing Plan reported $40M in total assets and 415 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #14,200 in Manufacturing (18,722 peers)

Where Kunzler & Company, Inc. Profit Sharing Plan sits by assets

Kunzler & Company, Inc. Profit Sharing Plan sits in the top quartile of all filed plans by assets, $40M for 415 participants (~$95,761/participant), up 12.4% in 2023.

#14,200
in Manufacturing (18,722 peers)
+12.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Kunzler & Company, Inc. Profit Sharing Plan's outsized position by total assets

Kunzler & Company, Inc. Profit Sharing Plan vs every filed plan by assets

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

$39,740,618 Top 17% higher than 83% 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

Kunzler & Company, Inc. Profit Sharing 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. Kunzler & Company, Inc. Profit Sharing Plan sits mid-pack in the medium band (415 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kunzler & Company, Inc. Profit Sharing Plan reported net income rose from -$9M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Kunzler & Company, Inc. Profit Sharing Plan end-of-year assets rose from $35M in the plan year 2022 filing to $40M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 230780130 · Kunzler & Company, Inc. PY 2023 · 401(k)

Kunzler & Company, Inc. Profit Sharing Plan · $40M · 415 · 83rd

  • TYPE $40M
  • NET 415
  • BOOK 83rd
  • VS-ST 401(k)
  • BOY near The Jackson Companies 401(k) Profit Sharing Plan
  • SCH ind #14200

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 Manufacturing retirement plans → · Plans in Pennsylvania →

Kunzler & Company, Inc. Profit Sharing Plan in the asset neighbourhood

The Jackson Companies 401(k) Profit Sharing PlanThe Jackson Companies 401(k)…$40MMonarch Life Insurance Company Savings PlanMonarch Life Insurance Compa…$40MKunzler & Company, Inc. Profit Sharing PlanKunzler & Company, Inc. Prof…$40MThe Associated Radiologists 401(k) PlanThe Associated Radiologists …$40MGn Audio USA, Inc. Retirement Savings PlanGn Audio USA, Inc. Retiremen…$40M
End-of-year total assets ($M) among Kunzler & Company, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$40M
Net Income$4M
Employer EIN230780130
Plan Effective Date1958-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Kunzler & Company, Inc.)

Sponsor-wide plan assets over time

All Kunzler & Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 58.5915849699023% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $35.3M $14.6M ▼ -58.6%
Year Plans Participants Total Assets
2022 1 414 $35M
2023 1 415 $40M
2024 1 426 $15M

Nearby 401(k) Plans in Pennsylvania

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

Kunzler & Company, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Kunzler & Company, Inc. Profit Sharing Plan, Total assets ($B): 0.039740618 · Participants: 415Kunzler & Company, Inc. Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Kunzler & Company, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Kunzler & Company, Inc. Profit Sharing Plan side-by-side with 3 peers →

Kunzler & Company, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is The Jackson Companies 401(k) Profit Sharing Plan in ID ($40M); by covered participants it is Infrastructure Consulting & Engineering, PLLC 401(k) Plan in SC (415 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (415 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 Kunzler & Company, Inc. Profit Sharing Plan assets move in 2023? ▼
Kunzler & Company, Inc. Profit Sharing Plan grew at a solid clip - up 12.4% during 2023, from $35M to $40M. Reported net income was $4M.
How have Kunzler & Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kunzler & Company, Inc.'s sponsor-wide assets declined 58.6%, from $35M to $15M.
Where does Kunzler & Company, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Kunzler & Company, Inc. Profit Sharing Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Kunzler & Company, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Jackson Companies 401(k) Profit Sharing Plan in ID ($40M, 4,224 participants).
Which 401(k) plans cover a similar participant headcount to Kunzler & Company, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Infrastructure Consulting & Engineering, PLLC 401(k) Plan in SC (415 participants, $42M 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 230780130.

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.