Money Purchase · DOL Form 5500 · 2023

Attorney Kenneth G. Calewarts Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
25th
Percentile by assets National rank
$558,409
Avg per participant High balance/head
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Official DOL plan name: Kenneth G. Calewarts Money Purchase Pension Plan and Trust · Sponsored by Attorney Kenneth G. Calewarts · Wisconsin · Professional & Technical Services

$1M in assets, 2 participants

Attorney Kenneth G. Calewarts's Kenneth G. Calewarts Money Purchase Pension Plan and Trust reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,043 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Kenneth G. Calewarts Money Purchase Pension Plan and Trust holds $1M for 2 participants - about $558,409 per participant, in the lower half of filed plans by assets.

#4,043
in Professional & Technical Services (20,321 peers)
+0.0%
assets growth YoY

Kenneth G. Calewarts Money Purchase Pension Plan and Trust among the smaller filed plans by assets

Kenneth G. Calewarts Money Purchase Pension Plan and Trust vs every filed plan by assets

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

$1,116,818 25th percentile higher than 25% 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

Kenneth G. Calewarts Money Purchase Pension Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kenneth G. Calewarts Money Purchase Pension Plan and Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kenneth G. Calewarts Money Purchase Pension Plan and Trust reported net income fell from $10K in the plan year 2022 filing to $300 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 391427290 · Attorney Kenneth G. Calewarts PY 2023 · Money Purchase

Kenneth G. Calewarts Money Purchase Pension Plan and Trust · $1M · 2 · 25th

  • NET $1M
  • NET 2
  • NET 25th
  • NET Money Purchase
  • NET near Anthony Palmieri, Dmd Money Purchase Pension Plan
  • NET ind #4043

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 Wisconsin →

Kenneth G. Calewarts Money Purchase Pension Plan and Trust in the asset neighbourhood

Kenneth G. Calewarts Money Purchase Pension Plan and TrustKenneth G. Calewarts Money P…$1MAnthony Palmieri, Dmd Money Purchase Pension PlanAnthony Palmieri, Dmd Money …$1MMccanliss & Early Direction Retirement PalnMccanliss & Early Direction …$1MS Rao Talla Md PC Money Purchase PensionS Rao Talla Md PC Money Purc…$1MRobert J. Hellmann, Dmd, Inc. Money Purchase Pension PlanRobert J. Hellmann, Dmd, Inc…$1M
End-of-year total assets ($M) among Kenneth G. Calewarts Money Purchase Pension Plan and Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$300
Employer EIN391427290
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Attorney Kenneth G. Calewarts)

Sponsor-wide plan assets over time

All Attorney Kenneth G. Calewarts plans reported in each filing year

Latest sponsor-wide plan assets
$1M 0.05391762604812462% vs 2022
2024 filing year
$1.12M 202220232024 $1.12M $1.12M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M
2024 1 2 $1M

Nearby Money Purchase Plans in Wisconsin

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

Kenneth G. Calewarts Money Purchase Pension Plan and Trust vs. nearby Money Purchase plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Kenneth G. Calewarts Money Purchase Pension Plan and Trust, Total assets ($B): 0.001116818 · Participants: 2Kenneth G. Calewarts Money Purchase Pension Plan and TrustEmployees Retirement Plan of Marshfield Clinic, Total assets ($B): 1.327123781 · Participants: 9068Employees Retirement Plan of Marshfield ClinicTelephone and Data Systems, Inc. Pension Plan, Total assets ($B): 0.47124384 · Participants: 5421Telephone and Data Systems, Inc. Pension PlanNorth Central States Regional Council of Carpenters Supplemental Retirement Plan, Total assets ($B): 0.31081588 · Participants: 10094North Central States Regional Council of Carpenters Supplemental Retirement PlanAspirus, Inc. Frozen 401(a) Plan, Total assets ($B): 0.135366605 · Participants: 2354Aspirus, Inc. Frozen 401(a) PlanWisconsin Glaziers & Glassworkers Money Purchase Fund, Total assets ($B): 0.081012136 · Participants: 422Wisconsin Glaziers & Glassworkers Money Purchase Fund
Kenneth G. Calewarts Money Purchase Pension Plan and Trust vs. nearby Money Purchase plans in Wisconsin, assets vs. participants
Compare Kenneth G. Calewarts Money Purchase Pension Plan and Trust side-by-side with 3 peers →

Kenneth G. Calewarts Money Purchase Pension Plan and Trust's out-of-state Money Purchase peers by assets and headcount

Outside Wisconsin, the nearest Money Purchase by assets is Anthony Palmieri, Dmd Money Purchase Pension Plan in PA ($1M); by covered participants it is Blake Money Purchase Pension Plan in MA (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 Kenneth G. Calewarts Money Purchase Pension Plan and Trust assets move in 2023? ▼
Kenneth G. Calewarts Money Purchase Pension Plan and Trust held essentially flat - up 0.0% during 2023, from $1M to $1M. Reported net income was $300.
How have Attorney Kenneth G. Calewarts plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Attorney Kenneth G. Calewarts's sponsor-wide assets grew 0.1%, from $1M to $1M.
Where does Kenneth G. Calewarts Money Purchase Pension Plan and Trust rank by assets among Form 5500 filers? ▼
Kenneth G. Calewarts Money Purchase Pension Plan and Trust ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Money Purchase plans are similar in size to Kenneth G. Calewarts Money Purchase Pension Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Anthony Palmieri, Dmd Money Purchase Pension Plan in PA ($1M, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Kenneth G. Calewarts Money Purchase Pension Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Blake Money Purchase Pension Plan in MA (2 participants, $4K 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 391427290.

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.