401(k) · DOL Form 5500 · 2023

Kaufman Dolowich,LLP 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
335
Participants Below avg headcount
82nd
Percentile by assets National rank
$114,001
Avg per participant Below avg balance/head
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Official DOL plan name: Kaufman Dolowich,LLP Retirement Plan · Sponsored by Kaufman Dolowich,LLP · New York · Professional & Technical Services

$38M in assets, 335 participants

Kaufman Dolowich,LLP's Kaufman Dolowich,LLP Retirement Plan reported $38M in total assets and 335 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,901 in Professional & Technical Services (20,321 peers)

Coverage in New York

Kaufman Dolowich,LLP Retirement Plan covers 335 participants in New York, about 42% of the average New York filer (state average ~798 per filing). Assets: $38M.

#16,901
in Professional & Technical Services (20,321 peers)
+22.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Kaufman Dolowich,LLP Retirement Plan's outsized position by total assets

Kaufman Dolowich,LLP Retirement Plan vs every filed plan by assets

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

$38,190,382 Top 18% higher than 82% 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

Kaufman Dolowich,LLP Retirement 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. Kaufman Dolowich,LLP Retirement Plan sits mid-pack in the medium band (335 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kaufman Dolowich,LLP Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Kaufman Dolowich,LLP Retirement Plan end-of-year assets rose from $31M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Kaufman Dolowich,LLP Retirement Plan reported participants rose from 300 in the plan year 2022 filing to 335 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 113391604 · Kaufman Dolowich,LLP PY 2023 · 401(k)

Kaufman Dolowich,LLP Retirement Plan · $38M · 335 · 82nd

  • TYPE $38M
  • TYPE 335
  • TYPE 82nd
  • TYPE 401(k)
  • TYPE near Gastroenterology Specialties, P.C.Safe Harbor 401(k) Profit Sharing Plan
  • TYPE ind #16901

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 →

Kaufman Dolowich,LLP Retirement Plan in the asset neighbourhood

Molzen-Corbin & Associates, Inc. 401(k) & Employee Stock Ownership PlanMolzen-Corbin & Associates, …$38MKaufman Dolowich,LLP Retirement PlanKaufman Dolowich,LLP Retirem…$38MGastroenterology Specialties, P.C.Safe Harbor 401(k) Profit Sharing PlanGastroenterology Specialties…$38MGuided by Good 401(k) Plan$38MThe Fortiss Group 401(k) Plan$38M
End-of-year total assets ($M) among Kaufman Dolowich,LLP Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$38M
Net Income$7M
Employer EIN113391604
Plan Effective Date1986-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kaufman Dolowich,LLP)

Sponsor-wide plan assets over time

All Kaufman Dolowich,LLP plans reported in each filing year

Latest sponsor-wide plan assets
$44M 41.42430713059376% vs 2022
2024 filing year
$25M$30M$35M$40M$45M$50M 202220232024 $31.2M $44.1M ▲ +41.4%
Year Plans Participants Total Assets
2022 1 300 $31M
2023 1 335 $38M
2024 1 322 $44M

Nearby 401(k) Plans in New York

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

Kaufman Dolowich,LLP Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Kaufman Dolowich,LLP Retirement Plan, Total assets ($B): 0.038190382 · Participants: 335Kaufman Dolowich,LLP Retirement PlanIBM 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
Kaufman Dolowich,LLP Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Kaufman Dolowich,LLP Retirement Plan side-by-side with 3 peers →

Kaufman Dolowich,LLP Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Gastroenterology Specialties, P.C.Safe Harbor 401(k) Profit Sharing Plan in NE ($38M); by covered participants it is Moore Sonic Management, Inc 401(k) Plan in OK (335 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (335 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 Kaufman Dolowich,LLP Retirement Plan assets move in 2023? ▼
Kaufman Dolowich,LLP Retirement Plan grew sharply - up 22.5% during 2023, from $31M to $38M. Reported net income was $7M.
How have Kaufman Dolowich,LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kaufman Dolowich,LLP's sponsor-wide assets grew 41.4%, from $31M to $44M.
Where does Kaufman Dolowich,LLP Retirement Plan rank by assets among Form 5500 filers? ▼
Kaufman Dolowich,LLP Retirement Plan ranks in the 82nd 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 Kaufman Dolowich,LLP Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gastroenterology Specialties, P.C.Safe Harbor 401(k) Profit Sharing Plan in NE ($38M, 125 participants).
Which 401(k) plans cover a similar participant headcount to Kaufman Dolowich,LLP Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Moore Sonic Management, Inc 401(k) Plan in OK (335 participants, $79K 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 113391604.

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.