Profit Sharing · DOL Form 5500 · 2023

Kimelman & Baird, LLC Profit Sharing Plan

Data updated 2026-08-11

$13M
Total assets
7
Participants
64th
Percentile by assets
$1.9M
Avg per participant
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Official DOL plan name: Kimelman & Baird, LLC Profit Sharing Plan · Sponsored by Kimelman & Baird, LLC · New York · Finance & Insurance

$13M in assets, 7 participants

Kimelman & Baird, LLC's Kimelman & Baird, LLC Profit Sharing Plan reported $13M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • 64th percentile by assets (of 127,072 plans)
  • #4,382 in Finance & Insurance (8,869 peers)

Kimelman & Baird, LLC multi-year trail

Kimelman & Baird, LLC's plans moved +56.2% in assets from 2022 to 2024; this filing shows Kimelman & Baird, LLC Profit Sharing Plan at $13M / 7 participants.

$13M
total plan assets (2023 EOY)
7
covered participants
64th
percentile by assets (of 127,072 plans)
$1.9M
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kimelman & Baird, LLC Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Kimelman & Baird, LLC Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Kimelman & Baird, LLC across 3 plan years on file

Across the 3 plan years Kimelman & Baird, LLC has on file (2022-2024), sponsor-wide plan assets have moved from $9M to $14M, a gain of 56.2%, while reported participants moved from 7 to 7 (+0.0%). Peak year by sponsor assets: 2024 ($14M); trough: 2022 ($9M).

Kimelman & Baird, LLC multi-year asset trail

$8M$10M$12M$14M$16M 202220232024 $9.07M $14.2M ▲ +56.1%
Total plan assets by year, all Kimelman & Baird, LLC plans on file
Year Plans Participants Total Assets
2022 1 7 $9M
2023 1 7 $13M
2024 1 7 $14M

Kimelman & Baird, LLC filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$13M
Net Income$4M
Employer EIN132572209
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Kimelman & Baird, LLC Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants

Kimelman & Baird, LLC Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Kimelman & Baird, LL…Annuity Plan of the …Annuity Fund Iuoe Lo…Annuity Fd of the Iu…The Research Foundat…Mason Tenders Distri…
Kimelman & Baird, LLC Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Kimelman & Baird, LLC Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Kimelman & Baird, LLC Profit Sharing Plan assets move in 2023?
Kimelman & Baird, LLC Profit Sharing Plan surged - up 44.5% during 2023, from $9M to $13M. Reported net income was $4M.
How have Kimelman & Baird, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Kimelman & Baird, LLC's sponsor-wide assets grew 56.2%, from $9M to $14M.
Which Profit Sharing plans are similar in size to Kimelman & Baird, LLC Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Golden Triangle Planning and Development District, Inc. Tax-Sheltered Annuity Plan in MS ($13M, 115 participants).

Next read for Kimelman & Baird, LLC Profit Sharing Pla…

Multi-year trail

Ways to act on Kimelman & Baird, LLC Profit Sharing Plan's numbers.