401(k) · DOL Form 5500 · 2023
Kaplin, Stewart, Meloff, Reiter & Stein 401(k) Plan
Data updated 2026-08-25
- $44M
- Total assets Below avg plan size
- 73
- Participants Small participant base
- 84th
- Percentile by assets National rank
- $603,780
- Avg per participant High balance/head
Official DOL plan name: Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan · Sponsored by Kaplin, Stewart, Meloff, Reiter & Stein · Pennsylvania · Professional & Technical Services
$44M in assets, 73 participants
Kaplin, Stewart, Meloff, Reiter & Stein's Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan reported $44M in total assets and 73 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.
- #17,312 in Professional & Technical Services (20,321 peers)
Where Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan sits by assets
Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $44M for 73 participants (~$603,780/participant), up 15.3% in 2023.
- #17,312
- in Professional & Technical Services (20,321 peers)
- +15.3%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan's outsized position by total assets
Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$44,075,927 Top 16% higher than 84% 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
Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan is a small filing (73 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan reported net income rose from -$11M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $38M in the plan year 2022 filing to $44M in the plan year 2023 filing.
- Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan reported participants rose from 72 in the plan year 2022 filing to 73 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 232866254 · Kaplin, Stewart, Meloff, Reiter & Stein PY 2023 · 401(k)
Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan · $44M · 73 · 84th
- PART $44M
- PART 73
- PART 84th
- PART 401(k)
- PART near Macandrews & Forbes Group, LLC Savings or Cash Option Plan for Employees
- PART ind #17312
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 Pennsylvania →
Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $44M |
| Net Income | $6M |
| Employer EIN | 232866254 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kaplin, Stewart, Meloff, Reiter & Stein)
Sponsor-wide plan assets over time
All Kaplin, Stewart, Meloff, Reiter & Stein plans reported in each filing year
- Latest sponsor-wide plan assets
- $49M 29.011930713212564% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 72 | $38M |
| 2023 | 1 | 73 | $44M |
| 2024 | 1 | 70 | $49M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Macandrews & Forbes Group, LLC Savings or Cash Option Plan for Employees in NY ($44M); by covered participants it is A Haven for Kids, Inc. Retirement Plan in OH (73 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($44M here).
- Macandrews & Forbes Group, LLC Savings or Cash Option Plan for Employees (NY) $44M · 123
- Wyanoke Deferred Compensation Plan (NJ) $44M · 319
- Immanuel Retirement Plan (NE) $44M · 1,304
- Omnetics Connector Corp. 401(k) Ps Plan (MN) $44M · 391
Similar participant headcount
Nearest other-state filings by covered participants (73 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.