401(k) · DOL Form 5500 · 2023

Libby Perszyk Kathman Holdings, Inc 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
83
Participants Small participant base
71st
Percentile by assets National rank
$224,873
Avg per participant Above avg balance/head
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Official DOL plan name: Libby Perszyk Kathman Holdings, Inc. Profit Sharing 401(k) Plan · Sponsored by Libby Perszyk Kathman Holdings, Inc · Ohio · Professional & Technical Services

$19M in assets, 83 participants

Libby Perszyk Kathman Holdings, Inc's Libby Perszyk Kathman Holdings, Inc. Profit Sharing 401(k) Plan reported $19M in total assets and 83 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #14,422 in Professional & Technical Services (20,321 peers)

2023 asset change

Libby Perszyk Kathman Holdings, Inc. Profit Sharing 401(k) Plan grew sharply 23.8% in 2023 ($15M → $19M) for 83 participants.

#14,422
in Professional & Technical Services (20,321 peers)
+23.8%
assets growth YoY

Libby Perszyk Kathman Holdings, Inc. Profit Sharing 401(k) Plan's outsized position by total assets

Libby Perszyk Kathman Holdings, Inc. Profit Sharing 401(k) Plan vs every filed plan by assets

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

$18,664,457 Top 29% higher than 71% 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

Libby Perszyk Kathman Holdings, Inc. Profit Sharing 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Libby Perszyk Kathman Holdings, Inc. Profit Sharing 401(k) Plan is a small filing (83 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Libby Perszyk Kathman Holdings, Inc. Profit Sharing 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Libby Perszyk Kathman Holdings, Inc. Profit Sharing 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Libby Perszyk Kathman Holdings, Inc. Profit Sharing 401(k) Plan reported participants rose from 75 in the plan year 2022 filing to 83 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 311076158 · Libby Perszyk Kathman Holdings, Inc PY 2023 · 401(k)

Libby Perszyk Kathman Holdings, Inc. Profit Sharing 401(k) Plan · $19M · 83 · 71st

  • EIN $19M
  • RANK 83
  • PHOTO 71st
  • IND 401(k)
  • EOY near Science and Technology Associates, Inc. Employees 401(k) and Pension Plan
  • 5500 ind #14422

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 Ohio →

Libby Perszyk Kathman Holdings, Inc. Profit Sharing 401(k) Plan in the asset neighbourhood

Dm Luxury LLC 401(k) Plan$19MBbc International LLC 401(k) Plan & TrustBbc International LLC 401(k)…$19MLibby Perszyk Kathman Holdings, Inc. Profit Sharing 401(k) PlanLibby Perszyk Kathman Holdin…$19MScience and Technology Associates, Inc. Employees 401(k) and Pension PlanScience and Technology Assoc…$19MQuapaw Tribe of Oklahoma (O-Gah-Pah) Commercial 401(k) PlanQuapaw Tribe of Oklahoma (O-…$19M
End-of-year total assets ($M) among Libby Perszyk Kathman Holdings, Inc. Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Libby Perszyk Kathman Holdings, Inc years around the 2023 move

Sponsor-wide plan assets over time

All Libby Perszyk Kathman Holdings, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$33M 8.381961999738191% vs 2022
2024 filing year
$29M$30M$31M$32M$33M$34M 202220232024 $30.1M $32.6M ▲ +8.4%
Year Plans Participants Total Assets
2022 2 140 $30M
2023 2 146 $33M
2024 2 115 $33M

2023 asset-move particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$19M
Net Income$4M
Employer EIN311076158
Plan Effective Date1985-10-16
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Libby Perszyk Kathman Holdings, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Libby Perszyk Kathman Holdings, Inc. Profit Sharing 401(k) Plan, Total assets ($B): 0.018664457 · Participants: 83Libby Perszyk Kathman Holdings, Inc. Profit Sharing 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Libby Perszyk Kathman Holdings, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Libby Perszyk Kathman Holdings, Inc. Profit Sharing 401(k) Plan side-by-side with 3 peers →

Libby Perszyk Kathman Holdings, Inc. Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Science and Technology Associates, Inc. Employees 401(k) and Pension Plan in VA ($19M); by covered participants it is Brightpearl 401(k) Plan in TX (83 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (83 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 Libby Perszyk Kathman Holdings, Inc. Profit Sharing 401(k) Plan assets move in 2023? ▼
Libby Perszyk Kathman Holdings, Inc. Profit Sharing 401(k) Plan grew sharply - up 23.8% during 2023, from $15M to $19M. Reported net income was $4M.
How have Libby Perszyk Kathman Holdings, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Libby Perszyk Kathman Holdings, Inc's sponsor-wide assets grew 8.4%, from $30M to $33M.
Which 401(k) plans are similar in size to Libby Perszyk Kathman Holdings, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Science and Technology Associates, Inc. Employees 401(k) and Pension Plan in VA ($19M, 30 participants).
Which 401(k) plans cover a similar participant headcount to Libby Perszyk Kathman Holdings, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brightpearl 401(k) Plan in TX (83 participants, N/A 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 311076158.

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.