401(k) · DOL Form 5500 · 2023
Knowledge Systems & Research, in 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 122
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $126,041
- Avg per participant Near avg balance/head
Official DOL plan name: Knowledge Systems & Research, Inc. 401(k) Profit Sharing Plan · Sponsored by Knowledge Systems & Research, in · New York · Professional & Technical Services
$15M in assets, 122 participants
Knowledge Systems & Research, in's Knowledge Systems & Research, Inc. 401(k) Profit Sharing Plan reported $15M in total assets and 122 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.
- #13,619 in Professional & Technical Services (20,321 peers)
Coverage in New York
Knowledge Systems & Research, Inc. 401(k) Profit Sharing Plan covers 122 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $15M.
- #13,619
- in Professional & Technical Services (20,321 peers)
- +10.9%
- assets growth YoY
Knowledge Systems & Research, Inc. 401(k) Profit Sharing Plan's outsized position by total assets
Knowledge Systems & Research, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,376,960 Top 32% higher than 68% 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
Knowledge Systems & Research, Inc. 401(k) 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. Knowledge Systems & Research, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (122 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Knowledge Systems & Research, Inc. 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Knowledge Systems & Research, Inc. 401(k) Profit Sharing Plan reported participants rose from 104 in the plan year 2022 filing to 122 in the plan year 2023 filing.
- Knowledge Systems & Research, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $14M in the plan year 2022 filing to $15M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 161205014 · Knowledge Systems & Research, in PY 2023 · 401(k)
Knowledge Systems & Research, Inc. 401(k) Profit Sharing Plan · $15M · 122 · 68th
- SCH $15M
- EBSA 122
- PART 68th
- TYPE 401(k)
- NET near Sbera 401(k) Plan as Adopted by Pentucket Bank
- BOOK ind #13619
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 New York →
Knowledge Systems & Research, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $2M |
| Employer EIN | 161205014 |
| Plan Effective Date | 1989-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Knowledge Systems & Research, in)
Sponsor-wide plan assets over time
All Knowledge Systems & Research, in plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 29.467386017077857% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 104 | $14M |
| 2023 | 1 | 122 | $15M |
| 2024 | 1 | 93 | $18M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Knowledge Systems & Research, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Sbera 401(k) Plan as Adopted by Pentucket Bank in MA ($15M); by covered participants it is Lurre Construction 401(k) Plan in ID (122 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (122 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.