401(k) · DOL Form 5500 · 2023

Kaufman Borgeest & Ryan LLP 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
120
Participants Small participant base
86th
Percentile by assets National rank
$455,729
Avg per participant High balance/head
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Official DOL plan name: Kb&r 401(k) Profit Sharing Plan and Trust · Sponsored by Kaufman Borgeest & Ryan LLP · New York · Professional & Technical Services

$55M in assets, 120 participants

Kaufman Borgeest & Ryan LLP's Kb&r 401(k) Profit Sharing Plan and Trust reported $55M in total assets and 120 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,779 in Professional & Technical Services (20,321 peers)

Coverage in New York

Kb&r 401(k) Profit Sharing Plan and Trust covers 120 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $55M.

#17,779
in Professional & Technical Services (20,321 peers)
+9.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Kb&r 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Kb&r 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$54,687,445 Top 14% higher than 86% 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

Kb&r 401(k) Profit Sharing Plan and 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. Kb&r 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (120 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kb&r 401(k) Profit Sharing Plan and Trust reported net income rose from -$12M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Kb&r 401(k) Profit Sharing Plan and Trust reported participants fell from 135 in the plan year 2022 filing to 120 in the plan year 2023 filing.
  • Kb&r 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $50M in the plan year 2022 filing to $55M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 133951065 · Kaufman Borgeest & Ryan LLP PY 2023 · 401(k)

Kb&r 401(k) Profit Sharing Plan and Trust · $55M · 120 · 86th

  • RANK $55M
  • PHOTO 120
  • IND 86th
  • EOY 401(k)
  • 5500 near Silver Eagle Distributors Houston 401(k) Plan
  • ASSETS ind #17779

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 →

Kb&r 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Kb&r 401(k) Profit Sharing Plan and TrustKb&r 401(k) Profit Sharing P…$55MWillowbridge Associates, Inc. 401(k) PlanWillowbridge Associates, Inc…$55MPorky Products Inc. Employee's Profit Sharing & Savings PlanPorky Products Inc. Employee…$55MSilver Eagle Distributors Houston 401(k) PlanSilver Eagle Distributors Ho…$55MClark Group Field Retirement PlanClark Group Field Retirement…$55M
End-of-year total assets ($M) among Kb&r 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$55M
Net Income$5M
Employer EIN133951065
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kaufman Borgeest & Ryan LLP)

Sponsor-wide plan assets over time

All Kaufman Borgeest & Ryan LLP plans reported in each filing year

Latest sponsor-wide plan assets
$61M 22.295740132928522% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $49.8M $60.9M ▲ +22.3%
Year Plans Participants Total Assets
2022 1 135 $50M
2023 1 120 $55M
2024 1 132 $61M

Nearby 401(k) Plans in New York

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

Kb&r 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Kb&r 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.054687445 · Participants: 120Kb&r 401(k) Profit Sharing Plan and 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
Kb&r 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Kb&r 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Kb&r 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Silver Eagle Distributors Houston 401(k) Plan in TX ($55M); by covered participants it is Southgroup 401(k) Plan in MS (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 Kb&r 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Kb&r 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 9.8% during 2023, from $50M to $55M. Reported net income was $5M.
How have Kaufman Borgeest & Ryan LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kaufman Borgeest & Ryan LLP's sponsor-wide assets grew 22.3%, from $50M to $61M.
Where does Kb&r 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Kb&r 401(k) Profit Sharing Plan and Trust ranks in the 86th 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 Kb&r 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Silver Eagle Distributors Houston 401(k) Plan in TX ($55M, 1,003 participants).
Which 401(k) plans cover a similar participant headcount to Kb&r 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Southgroup 401(k) Plan in MS (120 participants, $13M 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 133951065.

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.