Other · DOL Form 5500 · 2023

Kelberman Center, Inc. Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
285
Participants Below avg headcount
45th
Percentile by assets National rank
$17,996
Avg per participant Low balance/head
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Official DOL plan name: Kelberman Center, Inc. 403(b) Plan · Sponsored by Kelberman Center, Inc. · New York · Healthcare & Social Assistance

$5M in assets, 285 participants

Kelberman Center, Inc.'s Kelberman Center, Inc. 403(b) Plan reported $5M in total assets and 285 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,653 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Kelberman Center, Inc. 403(b) Plan covers 285 participants in New York, about 36% of the average New York filer (state average ~798 per filing). Assets: $5M.

#8,653
in Healthcare & Social Assistance (17,684 peers)
+20.5%
assets growth YoY

Kelberman Center, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Kelberman Center, Inc. 403(b) Plan vs every filed plan by assets

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

$5,128,970 45th percentile higher than 45% 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

Kelberman Center, Inc. 403(b) 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. Kelberman Center, Inc. 403(b) Plan sits mid-pack in the medium band (285 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kelberman Center, Inc. 403(b) Plan reported net income rose from -$243K in the plan year 2022 filing to $169K in the plan year 2023 filing.
  • Kelberman Center, Inc. 403(b) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Kelberman Center, Inc. 403(b) Plan reported participants fell from 316 in the plan year 2022 filing to 285 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 550901293 · Kelberman Center, Inc. PY 2023 · Other

Kelberman Center, Inc. 403(b) Plan · $5M · 285 · 45th

  • EOY $5M
  • EOY 285
  • EOY 45th
  • EOY Other
  • EOY near Cesar Castillo Inc Saving and Retirement Plan
  • EOY ind #8653

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Kelberman Center, Inc. 403(b) Plan in the asset neighbourhood

Kelberman Center, Inc. 403(b) PlanKelberman Center, Inc. 403(b…$5MCesar Castillo Inc Saving and Retirement PlanCesar Castillo Inc Saving an…$5M403(b) Thrift Plan for Prairiestar Health Center, Inc.403(b) Thrift Plan for Prair…$5MRetirement Plan of Eton AcademyRetirement Plan of Eton Acad…$5MInternational Institute of New England 403(b) PlanInternational Institute of N…$5M
End-of-year total assets ($M) among Kelberman Center, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$169K
Employer EIN550901293
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kelberman Center, Inc.)

Sponsor-wide plan assets over time

All Kelberman Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 38.87933455128619% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.26M $5.91M ▲ +38.7%
Year Plans Participants Total Assets
2022 1 316 $4M
2023 1 285 $5M
2024 1 291 $6M

Nearby Other Plans in New York

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

Kelberman Center, Inc. 403(b) Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Kelberman Center, Inc. 403(b) Plan, Total assets ($B): 0.00512897 · Participants: 285Kelberman Center, Inc. 403(b) PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
Kelberman Center, Inc. 403(b) Plan vs. nearby Other plans in New York, assets vs. participants
Compare Kelberman Center, Inc. 403(b) Plan side-by-side with 3 peers →

Kelberman Center, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Cesar Castillo Inc Saving and Retirement Plan in PR ($5M); by covered participants it is 403(b) Thrift Plan of Epic in WA (285 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (285 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 Kelberman Center, Inc. 403(b) Plan assets move in 2023? ▼
Kelberman Center, Inc. 403(b) Plan grew sharply - up 20.5% during 2023, from $4M to $5M. Reported net income was $169K.
How have Kelberman Center, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kelberman Center, Inc.'s sponsor-wide assets grew 38.9%, from $4M to $6M.
Which Other plans are similar in size to Kelberman Center, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Cesar Castillo Inc Saving and Retirement Plan in PR ($5M, 278 participants).
Which Other plans cover a similar participant headcount to Kelberman Center, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is 403(b) Thrift Plan of Epic in WA (285 participants, $5M 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 550901293.

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.