Money Purchase · DOL Form 5500 · 2023

Humphris, Kiefer & Associates, Inc Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
27th
Percentile by assets National rank
$740,493
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Humphris, Kiefer & Associates, Inc Employee Pension Plan & Trust · Sponsored by Humphris, Kiefer & Associates, Inc · Illinois · Wholesale Trade

$1M in assets, 2 participants

Humphris, Kiefer & Associates, Inc's Humphris, Kiefer & Associates, Inc Employee Pension Plan & Trust reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #1,043 in Wholesale Trade (6,309 peers)

Humphris, Kiefer & Associates, Inc multi-year trail

Humphris, Kiefer & Associates, Inc's plans moved -32.4% in assets from 2022 to 2024; this filing shows Humphris, Kiefer & Associates, Inc Employee Pension Plan & Trust at $1M / 2 participants.

#1,043
in Wholesale Trade (6,309 peers)
-46.6%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Humphris, Kiefer & Associates, Inc Employee Pension Plan & Trust among the smaller filed plans by assets

Humphris, Kiefer & Associates, Inc Employee Pension Plan & Trust vs every filed plan by assets

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

$1,480,985 27th percentile higher than 27% 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

Humphris, Kiefer & Associates, Inc Employee Pension Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Humphris, Kiefer & Associates, Inc Employee Pension Plan & Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Humphris, Kiefer & Associates, Inc Employee Pension Plan & Trust reported net income fell from -$428K in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Humphris, Kiefer & Associates, Inc Employee Pension Plan & Trust end-of-year assets fell from $3M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 362748141 · Humphris, Kiefer & Associates, Inc PY 2023 · Money Purchase

Humphris, Kiefer & Associates, Inc Employee Pension Plan & Trust · $1M · 2 · 27th

  • SCH $1M
  • EBSA 2
  • PART 27th
  • TYPE Money Purchase
  • NET near Endurance, Inc. Pension Plan
  • BOOK ind #1043

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 Wholesale Trade retirement plans → · Plans in Illinois →

Humphris, Kiefer & Associates, Inc Employee Pension Plan & Trust in the asset neighbourhood

Humphris, Kiefer & Associates, Inc Employee Pension Plan & TrustHumphris, Kiefer & Associate…$1MEndurance, Inc. Pension Plan$1MFirst National Bank, Quitaque Target Benefit Pension PlanFirst National Bank, Quitaqu…$1MRossmore Enterprises Money Purchase Pension Plan and TrustRossmore Enterprises Money P…$1MPlanned Parenthood of St. Louis Region Pension PlanPlanned Parenthood of St. Lo…$1M
End-of-year total assets ($M) among Humphris, Kiefer & Associates, Inc Employee Pension Plan & Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Humphris, Kiefer & Associates, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Humphris, Kiefer & Associates, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$5M 32.38568080077663% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $7.16M $4.84M ▼ -32.4%
Year Plans Participants Total Assets
2022 2 4 $7M
2023 2 4 $4M
2024 2 2 $5M

Humphris, Kiefer & Associates, Inc filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$1M
Net Income-$1M
Employer EIN362748141
Plan Effective Date1972-08-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Illinois

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

Humphris, Kiefer & Associates, Inc Employee Pension Plan & Trust vs. nearby Money Purchase plans in Illinois, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -2000200400600800 Total assets ($M) Participants Humphris, Kiefer & Associates, Inc Employee Pension Plan & Trust, Total assets ($M): 1.480985 · Participants: 2Humphris, Kiefer & Associates, Inc Employee Pension Plan & TrustRetirement Plan for Employees of Fermi Research Alliance, LLC, Total assets ($M): 750.948481 · Participants: 1685Retirement Plan for Employees of Fermi Research Alliance, LLCNECA-IBEW Local 176 Pension Trust Fund, Total assets ($M): 677.825728 · Participants: 2263NECA-IBEW Local 176 Pension Trust FundNECA-IBEW Local 364 Defined Contribution Plan, Total assets ($M): 467.762197 · Participants: 763NECA-IBEW Local 364 Defined Contribution PlanInternational Association of Heat and Frost Insulators Local 17 Annuity Fund, Total assets ($M): 193.857812 · Participants: 1187International Association of Heat and Frost Insulators Local 17 Annuity FundSheet Metal Workers Local 219 Retirement Savings Fund, Total assets ($M): 183.62372 · Participants: 907Sheet Metal Workers Local 219 Retirement Savings Fund
Humphris, Kiefer & Associates, Inc Employee Pension Plan & Trust vs. nearby Money Purchase plans in Illinois, assets vs. participants
Compare Humphris, Kiefer & Associates, Inc Employee Pension Plan & Trust side-by-side with 3 peers →

Humphris, Kiefer & Associates, Inc Employee Pension Plan & Trust's out-of-state Money Purchase peers by assets and headcount

Outside Illinois, the nearest Money Purchase by assets is Endurance, Inc. Pension Plan in MT ($1M); by covered participants it is Blake Money Purchase Pension Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Humphris, Kiefer & Associates, Inc Employee Pension Plan & Trust assets move in 2023? ▼
Humphris, Kiefer & Associates, Inc Employee Pension Plan & Trust contracted severely - down 46.6% during 2023, from $3M to $1M. Reported net income was -$1M.
How have Humphris, Kiefer & Associates, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Humphris, Kiefer & Associates, Inc's sponsor-wide assets declined 32.4%, from $7M to $5M.
Which Money Purchase plans are similar in size to Humphris, Kiefer & Associates, Inc Employee Pension Plan & Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Endurance, Inc. Pension Plan in MT ($1M, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Humphris, Kiefer & Associates, Inc Employee Pension Plan & Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Blake Money Purchase Pension Plan in MA (2 participants, $4K 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 362748141.

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.