Money Purchase · DOL Form 5500 · 2023
Dr. Paul C. Kaiser, Ltd. Money Purchase Plan
Data updated 2026-08-25
- $337K
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 15th
- Percentile by assets National rank
- $28,124
- Avg per participant Low balance/head
Official DOL plan name: Dr Paul C Kaiser Employees Profit Sharing Plan & T · Sponsored by Dr. Paul C. Kaiser, Ltd. · Virginia · Healthcare & Social Assistance
$337K in assets, 12 participants
Dr. Paul C. Kaiser, Ltd.'s Dr Paul C Kaiser Employees Profit Sharing Plan & T reported $337K in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.
- #1,831 in Healthcare & Social Assistance (17,684 peers)
Dr. Paul C. Kaiser, Ltd. multi-year trail
Dr. Paul C. Kaiser, Ltd.'s plans moved +44.9% in assets from 2022 to 2024; this filing shows Dr Paul C Kaiser Employees Profit Sharing Plan & T at $337K / 12 participants.
- #1,831
- in Healthcare & Social Assistance (17,684 peers)
- +23.8%
- assets growth YoY
Dr Paul C Kaiser Employees Profit Sharing Plan & T among the smaller filed plans by assets
Dr Paul C Kaiser Employees Profit Sharing Plan & T vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$337,492 15th percentile higher than 15% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Dr Paul C Kaiser Employees Profit Sharing Plan & T among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dr Paul C Kaiser Employees Profit Sharing Plan & T is a small filing (12 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Dr Paul C Kaiser Employees Profit Sharing Plan & T reported net income rose from -$148K in the plan year 2022 filing to $65K in the plan year 2023 filing.
- Dr Paul C Kaiser Employees Profit Sharing Plan & T end-of-year assets rose from $273K in the plan year 2022 filing to $337K in the plan year 2023 filing.
- Dr Paul C Kaiser Employees Profit Sharing Plan & T reported participants rose from 11 in the plan year 2022 filing to 12 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 541872785 · Dr. Paul C. Kaiser, Ltd. PY 2023 · Money Purchase
Dr Paul C Kaiser Employees Profit Sharing Plan & T · $337K · 12 · 15th
- EOY $337K
- 5500 12
- ASSETS 15th
- PCT Money Purchase
- EIN near George Depaoli Distributing Co Inc. Pension Plan
- RANK ind #1831
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 Virginia →
Dr Paul C Kaiser Employees Profit Sharing Plan & T in the asset neighbourhood
Dr. Paul C. Kaiser, Ltd. multi-year asset trail
Sponsor-wide plan assets over time
All Dr. Paul C. Kaiser, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $395K 44.90783190417159% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11 | $273K |
| 2023 | 1 | 12 | $337K |
| 2024 | 1 | 12 | $395K |
Dr. Paul C. Kaiser, Ltd. filing trail (2023)
| Total Assets (Beginning of Year) | $273K |
|---|---|
| Net Assets (End of Year) | $337K |
| Net Income | $65K |
| Employer EIN | 541872785 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Virginia
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The George Washington University Retirement Plan for Faculty and Staff $1.3B · 3,809
- Noblis, Inc. Qualified Retirement Plan $222M · 2,122
- Mid-Atlantic States District Council Participating Locals Annuity Fund $128M · 2,849
- American College of Radiology Employees' Pension Plan and Trust $103M · 559
- Operating Engineers Local No. 147 Annuity Fund $56M · 707
Dr Paul C Kaiser Employees Profit Sharing Plan & T's out-of-state Money Purchase peers by assets and headcount
Outside Virginia, the nearest Money Purchase by assets is George Depaoli Distributing Co Inc. Pension Plan in CA ($338K); by covered participants it is Wilson Tire and Automotive 401(k) Plan in NC (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($337K here).
Similar participant headcount
Nearest other-state filings by covered participants (12 participants); asset peers above are excluded.
- Wilson Tire and Automotive 401(k) Plan (NC) 12 · 0 off
- Neuro Diagnostico Del Oeste, Csp Retirement Plan (PR) 12 · 0 off
- Sam Berman and Sons Retirement Trust (IA) 12 · 0 off
- Line and Space LLC Money Purchase Plan (AZ) 12 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.