401(k) · DOL Form 5500 · 2023

Offit Kurman, P.a. 401(k) Plan

Data updated 2026-08-25

$80M
Total assets Below avg plan size
502
Participants Below avg headcount
90th
Percentile by assets National rank
$159,660
Avg per participant Above avg balance/head
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Official DOL plan name: Offit Kurman, P.a. 401(k) Profit Sharing Plan · Sponsored by Offit Kurman, P.a. · Maryland · Professional & Technical Services

$80M in assets, 502 participants

Offit Kurman, P.a.'s Offit Kurman, P.a. 401(k) Profit Sharing Plan reported $80M in total assets and 502 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #18,482 in Professional & Technical Services (20,321 peers)

Where Offit Kurman, P.a. 401(k) Profit Sharing Plan sits by assets

Offit Kurman, P.a. 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $80M for 502 participants (~$159,660/participant), up 16.5% in 2023.

#18,482
in Professional & Technical Services (20,321 peers)
+16.5%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Offit Kurman, P.a. 401(k) Profit Sharing Plan's outsized position by total assets

Offit Kurman, P.a. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$80,149,193 Top 10% higher than 90% 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

Offit Kurman, P.a. 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. Offit Kurman, P.a. 401(k) Profit Sharing Plan sits mid-pack in the medium band (502 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Offit Kurman, P.a. 401(k) Profit Sharing Plan reported net income rose from -$8M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Offit Kurman, P.a. 401(k) Profit Sharing Plan end-of-year assets rose from $69M in the plan year 2022 filing to $80M in the plan year 2023 filing.
  • Offit Kurman, P.a. 401(k) Profit Sharing Plan reported participants rose from 480 in the plan year 2022 filing to 502 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 521518021 · Offit Kurman, P.a. PY 2023 · 401(k)

Offit Kurman, P.a. 401(k) Profit Sharing Plan · $80M · 502 · 90th

  • TYPE $80M
  • TYPE 502
  • TYPE 90th
  • TYPE 401(k)
  • TYPE near Gowan Group 401(k) Profit Sharing Plan
  • TYPE ind #18482

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 Maryland →

Offit Kurman, P.a. 401(k) Profit Sharing Plan in the asset neighbourhood

Gowan Group 401(k) Profit Sharing PlanGowan Group 401(k) Profit Sh…$80MM S International, Inc. 401(k) Profit Sharing PlanM S International, Inc. 401(…$80MOffit Kurman, P.a. 401(k) Profit Sharing PlanOffit Kurman, P.a. 401(k) Pr…$80MAmi 401(k) Profit Sharing PlanAmi 401(k) Profit Sharing Pl…$80MSumitomo Bakelite NA Savings PlanSumitomo Bakelite NA Savings…$80M
End-of-year total assets ($M) among Offit Kurman, P.a. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$69M
Net Assets (End of Year)$80M
Net Income$11M
Employer EIN521518021
Plan Effective Date1994-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Offit Kurman, P.a.)

Sponsor-wide plan assets over time

All Offit Kurman, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$87M 26.288355203250813% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $68.8M $86.9M ▲ +26.3%
Year Plans Participants Total Assets
2022 1 480 $69M
2023 1 502 $80M
2024 1 577 $87M

Nearby 401(k) Plans in Maryland

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

Offit Kurman, P.a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Offit Kurman, P.a. 401(k) Profit Sharing Plan, Total assets ($B): 0.080149193 · Participants: 502Offit Kurman, P.a. 401(k) Profit Sharing PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Offit Kurman, P.a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Offit Kurman, P.a. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Offit Kurman, P.a. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Gowan Group 401(k) Profit Sharing Plan in AZ ($80M); by covered participants it is Mariani Nut Company Inc. 401(k) Profit Sharing Plan in CA (502 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($80M here).

Similar participant headcount

Nearest other-state filings by covered participants (502 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 Offit Kurman, P.a. 401(k) Profit Sharing Plan assets move in 2023? ▼
Offit Kurman, P.a. 401(k) Profit Sharing Plan grew sharply - up 16.5% during 2023, from $69M to $80M. Reported net income was $11M.
How have Offit Kurman, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Offit Kurman, P.a.'s sponsor-wide assets grew 26.3%, from $69M to $87M.
Where does Offit Kurman, P.a. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Offit Kurman, P.a. 401(k) Profit Sharing Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Offit Kurman, P.a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gowan Group 401(k) Profit Sharing Plan in AZ ($80M, 750 participants).
Which 401(k) plans cover a similar participant headcount to Offit Kurman, P.a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mariani Nut Company Inc. 401(k) Profit Sharing Plan in CA (502 participants, $25M 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 521518021.

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.