401(k) · DOL Form 5500 · 2023

Kaczmarek & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$29K
Total assets Small plan by assets
1
Participants Small participant base
3rd
Percentile by assets National rank
$28,850
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kaczmarek & Associates Retirement Plan · Sponsored by Kaczmarek & Associates, Inc. · Illinois · Finance & Insurance

$29K in assets, 1 participants

Kaczmarek & Associates, Inc.'s Kaczmarek & Associates Retirement Plan reported $29K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 3rd 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.

  • #156 in Finance & Insurance (8,869 peers)

Kaczmarek & Associates, Inc. multi-year trail

Kaczmarek & Associates, Inc.'s plans moved -100.0% in assets from 2022 to 2024; this filing shows Kaczmarek & Associates Retirement Plan at $29K / 1 participant.

#156
in Finance & Insurance (8,869 peers)
-62.6%
assets change YoY

The plan reported a net loss of $48K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kaczmarek & Associates Retirement Plan among the smaller filed plans by assets

Kaczmarek & Associates Retirement Plan vs every filed plan by assets

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

$28,850 3rd percentile higher than 3% 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

Kaczmarek & Associates Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kaczmarek & Associates Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kaczmarek & Associates Retirement Plan reported net income fell from $48K in the plan year 2022 filing to -$48K in the plan year 2023 filing.
  • Kaczmarek & Associates Retirement Plan end-of-year assets fell from $77K in the plan year 2022 filing to $29K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 824148852 · Kaczmarek & Associates, Inc. PY 2023 · 401(k)

Kaczmarek & Associates Retirement Plan · $29K · 1 · 3rd

  • EBSA $29K
  • EBSA 1
  • EBSA 3rd
  • EBSA 401(k)
  • EBSA near Fielder Restoration Corp. 401(k) Profit Sharing Plan
  • EBSA ind #156

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 Finance & Insurance retirement plans → · Plans in Illinois →

Kaczmarek & Associates Retirement Plan in the asset neighbourhood

Kaczmarek & Associates Retirement PlanKaczmarek & Associates Retir…$29KFielder Restoration Corp. 401(k) Profit Sharing PlanFielder Restoration Corp. 40…$29KZakiuddin Ahmed M D P a 401(k) Profit Sharing Plan TrustZakiuddin Ahmed M D P a 401(…$29KGreen Machines Enterprises Inc. 401(k) PlanGreen Machines Enterprises I…$29KSignature Bank Employee 401(k) PlanSignature Bank Employee 401(…$29K
End-of-year total assets ($M) among Kaczmarek & Associates Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kaczmarek & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Kaczmarek & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24 99.96892761428812% vs 2022
2024 filing year
$0M$0.05M$0.1M 202220232024 $0.08M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1 $77K
2023 1 1 $29K
2024 1 1 $24

Kaczmarek & Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$77K
Net Assets (End of Year)$29K
Net Income-$48K
Employer EIN824148852
Plan Effective Date2018-01-25
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Kaczmarek & Associates Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Kaczmarek & Associates Retirement Plan, Total assets ($B): 0.00002885 · Participants: 1Kaczmarek & Associates Retirement PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Kaczmarek & Associates Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Kaczmarek & Associates Retirement Plan side-by-side with 3 peers →

Kaczmarek & Associates Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Fielder Restoration Corp. 401(k) Profit Sharing Plan in SD ($29K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Kaczmarek & Associates Retirement Plan assets move in 2023? ▼
Kaczmarek & Associates Retirement Plan contracted severely - down 62.6% during 2023, from $77K to $29K. Reported net income was -$48K.
How have Kaczmarek & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kaczmarek & Associates, Inc.'s sponsor-wide assets declined 100.0%, from $77K to $24.
Where does Kaczmarek & Associates Retirement Plan rank by assets among Form 5500 filers? ▼
Kaczmarek & Associates Retirement Plan ranks in the 3rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Kaczmarek & Associates Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fielder Restoration Corp. 401(k) Profit Sharing Plan in SD ($29K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Kaczmarek & Associates Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 824148852.

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.