Other · DOL Form 5500 · 2023

John B Kilbane & Associates, Inc Retirement Plan

Data updated 2026-08-25

$907K
Total assets Small plan by assets
2
Participants Small participant base
23rd
Percentile by assets National rank
$453,691
Avg per participant High balance/head
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Official DOL plan name: John B Kilbane & Associates, Inc Profit Sharing Plan · Sponsored by John B Kilbane & Associates, Inc · California · Real Estate

$907K in assets, 2 participants

John B Kilbane & Associates, Inc's John B Kilbane & Associates, Inc Profit Sharing Plan reported $907K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #1,867 in Real Estate (4,727 peers)

John B Kilbane & Associates, Inc multi-year trail

John B Kilbane & Associates, Inc's plans moved +34.4% in assets from 2022 to 2024; this filing shows John B Kilbane & Associates, Inc Profit Sharing Plan at $907K / 2 participants.

#1,867
in Real Estate (4,727 peers)
+18.4%
assets growth YoY

John B Kilbane & Associates, Inc Profit Sharing Plan among the smaller filed plans by assets

John B Kilbane & Associates, Inc Profit Sharing Plan vs every filed plan by assets

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

$907,382 23rd percentile higher than 23% 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

John B Kilbane & Associates, Inc 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. John B Kilbane & Associates, Inc Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • John B Kilbane & Associates, Inc Profit Sharing Plan reported net income rose from -$471K in the plan year 2022 filing to $141K in the plan year 2023 filing.
  • John B Kilbane & Associates, Inc Profit Sharing Plan end-of-year assets rose from $766K in the plan year 2022 filing to $907K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 953718476 · John B Kilbane & Associates, Inc PY 2023 · Other

John B Kilbane & Associates, Inc Profit Sharing Plan · $907K · 2 · 23rd

  • IND $907K
  • IND 2
  • IND 23rd
  • IND Other
  • IND near Delta Community Action Foundation, Inc. Tsa Pension Plan
  • IND ind #1867

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 Real Estate retirement plans → · Plans in California →

John B Kilbane & Associates, Inc Profit Sharing Plan in the asset neighbourhood

Law Office of Brian Armstrong PLLC 401(k) PlanLaw Office of Brian Armstron…$923KJohn B Kilbane & Associates, Inc Profit Sharing PlanJohn B Kilbane & Associates,…$907KSkyline Education 403(b) Plan$913KDelta Community Action Foundation, Inc. Tsa Pension PlanDelta Community Action Found…$904KCommunities in Schools of Jacksonville, Inc. Tax Deferred Annuity PlanCommunities in Schools of Ja…$893K
End-of-year total assets ($M) among John B Kilbane & Associates, Inc Profit Sharing Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

John B Kilbane & Associates, Inc multi-year asset trail

Sponsor-wide plan assets over time

All John B Kilbane & Associates, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$1M 34.370465293509696% vs 2022
2024 filing year
$0.7M$0.8M$0.9M$1M$1.1M 202220232024 $0.77M $1.03M ▲ +33.8%
Year Plans Participants Total Assets
2022 1 2 $766K
2023 1 2 $907K
2024 1 2 $1M

John B Kilbane & Associates, Inc filing trail (2023)

Total Assets (Beginning of Year)$766K
Net Assets (End of Year)$907K
Net Income$141K
Employer EIN953718476
Plan Effective Date1982-03-01
Filing StatusFILING RECEIVED

Nearby Other Plans in California

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

John B Kilbane & Associates, Inc Profit Sharing Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants John B Kilbane & Associates, Inc Profit Sharing Plan, Total assets ($B): 0.000907382 · Participants: 2John B Kilbane & Associates, Inc Profit Sharing PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
John B Kilbane & Associates, Inc Profit Sharing Plan vs. nearby Other plans in California, assets vs. participants
Compare John B Kilbane & Associates, Inc Profit Sharing Plan side-by-side with 3 peers →

John B Kilbane & Associates, Inc Profit Sharing Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Delta Community Action Foundation, Inc. Tsa Pension Plan in OK ($904K); by covered participants it is Tadalyssa, Inc. Retirement Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 John B Kilbane & Associates, Inc Profit Sharing Plan assets move in 2023? ▼
John B Kilbane & Associates, Inc Profit Sharing Plan grew sharply - up 18.4% during 2023, from $766K to $907K. Reported net income was $141K.
How have John B Kilbane & Associates, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), John B Kilbane & Associates, Inc's sponsor-wide assets grew 34.4%, from $766K to $1M.
Where does John B Kilbane & Associates, Inc Profit Sharing Plan rank by assets among Form 5500 filers? ▼
John B Kilbane & Associates, Inc Profit Sharing Plan ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Other plans are similar in size to John B Kilbane & Associates, Inc Profit Sharing Plan? ▼
Among Other plans in other states, the closest by assets is Delta Community Action Foundation, Inc. Tsa Pension Plan in OK ($904K, 82 participants).
Which Other plans cover a similar participant headcount to John B Kilbane & Associates, Inc Profit Sharing Plan? ▼
Among Other plans in other states, the closest by covered participants is Tadalyssa, Inc. Retirement Plan in TX (2 participants, $464K 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 953718476.

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.