401(k) · DOL Form 5500 · 2023

P. Kaufmann, Inc. 401(k) Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
148
Participants Small participant base
88th
Percentile by assets National rank
$458,350
Avg per participant High balance/head
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Official DOL plan name: P. Kaufmann Employees' 401(k) Profit-Sharing Trust · Sponsored by P. Kaufmann, Inc. · New York · Wholesale Trade

$68M in assets, 148 participants

P. Kaufmann, Inc.'s P. Kaufmann Employees' 401(k) Profit-Sharing Trust reported $68M in total assets and 148 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #5,679 in Wholesale Trade (6,309 peers)

Coverage in New York

P. Kaufmann Employees' 401(k) Profit-Sharing Trust covers 148 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $68M.

#5,679
in Wholesale Trade (6,309 peers)
+12.2%
assets growth YoY
0.7×
vs typical plan assets (national mean)

P. Kaufmann Employees' 401(k) Profit-Sharing Trust's outsized position by total assets

P. Kaufmann Employees' 401(k) Profit-Sharing Trust vs every filed plan by assets

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

$67,835,761 Top 12% higher than 88% 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

P. Kaufmann Employees' 401(k) Profit-Sharing Trust 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. P. Kaufmann Employees' 401(k) Profit-Sharing Trust sits mid-pack in the medium band (148 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • P. Kaufmann Employees' 401(k) Profit-Sharing Trust reported net income rose from -$14M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • P. Kaufmann Employees' 401(k) Profit-Sharing Trust end-of-year assets rose from $60M in the plan year 2022 filing to $68M in the plan year 2023 filing.
  • P. Kaufmann Employees' 401(k) Profit-Sharing Trust reported participants fell from 150 in the plan year 2022 filing to 148 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 135669968 · P. Kaufmann, Inc. PY 2023 · 401(k)

P. Kaufmann Employees' 401(k) Profit-Sharing Trust · $68M · 148 · 88th

  • PCT $68M
  • PCT 148
  • PCT 88th
  • PCT 401(k)
  • PCT near Bastion Technologies 401(k) Plan
  • PCT ind #5679

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 Wholesale Trade retirement plans → · Plans in New York →

P. Kaufmann Employees' 401(k) Profit-Sharing Trust in the asset neighbourhood

P. Kaufmann Employees' 401(k) Profit-Sharing TrustP. Kaufmann Employees' 401(k…$68MBastion Technologies 401(k) PlanBastion Technologies 401(k) …$68MVoltyx 401(k) Plan$68MSebela Pharmaceuticals Inc. 401(k) PlanSebela Pharmaceuticals Inc. …$68MScotland Memorial Hospital, Inc. 403(b) Retirement PlanScotland Memorial Hospital, …$68M
End-of-year total assets ($M) among P. Kaufmann Employees' 401(k) Profit-Sharing Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$68M
Net Income$7M
Employer EIN135669968
Plan Effective Date1965-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (P. Kaufmann, Inc.)

Sponsor-wide plan assets over time

All P. Kaufmann, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$76M 25.856174382358688% vs 2022
2024 filing year
$55M$60M$65M$70M$75M$80M 202220232024 $60.5M $76.1M ▲ +25.8%
Year Plans Participants Total Assets
2022 1 150 $60M
2023 1 148 $68M
2024 1 142 $76M

Nearby 401(k) Plans in New York

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

P. Kaufmann Employees' 401(k) Profit-Sharing Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants P. Kaufmann Employees' 401(k) Profit-Sharing Trust, Total assets ($B): 0.067835761 · Participants: 148P. Kaufmann Employees' 401(k) Profit-Sharing TrustIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
P. Kaufmann Employees' 401(k) Profit-Sharing Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare P. Kaufmann Employees' 401(k) Profit-Sharing Trust side-by-side with 3 peers →

P. Kaufmann Employees' 401(k) Profit-Sharing Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Bastion Technologies 401(k) Plan in TX ($68M); by covered participants it is Frontier Auto Sales 401(k) Plan in CA (148 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($68M here).

Similar participant headcount

Nearest other-state filings by covered participants (148 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 P. Kaufmann Employees' 401(k) Profit-Sharing Trust assets move in 2023? ▼
P. Kaufmann Employees' 401(k) Profit-Sharing Trust grew at a solid clip - up 12.2% during 2023, from $60M to $68M. Reported net income was $7M.
How have P. Kaufmann, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), P. Kaufmann, Inc.'s sponsor-wide assets grew 25.9%, from $60M to $76M.
Where does P. Kaufmann Employees' 401(k) Profit-Sharing Trust rank by assets among Form 5500 filers? ▼
P. Kaufmann Employees' 401(k) Profit-Sharing Trust ranks in the 88th 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 P. Kaufmann Employees' 401(k) Profit-Sharing Trust? ▼
Among 401(k) plans in other states, the closest by assets is Bastion Technologies 401(k) Plan in TX ($68M, 487 participants).
Which 401(k) plans cover a similar participant headcount to P. Kaufmann Employees' 401(k) Profit-Sharing Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Frontier Auto Sales 401(k) Plan in CA (148 participants, N/A 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 135669968.

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.