Profit Sharing · DOL Form 5500 · 2023

Kosmerl & Company, PC Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
6
Participants Small participant base
25th
Percentile by assets National rank
$201,273
Avg per participant Above avg balance/head
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Official DOL plan name: Kosmerl & Company Employees Profit Sharing Plan · Sponsored by Kosmerl & Company, PC · Pennsylvania · Professional & Technical Services

$1M in assets, 6 participants

Kosmerl & Company, PC's Kosmerl & Company Employees Profit Sharing Plan reported $1M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,210 in Professional & Technical Services (20,321 peers)

Kosmerl & Company, PC multi-year trail

Kosmerl & Company, PC's plans moved +26.7% in assets from 2022 to 2024; this filing shows Kosmerl & Company Employees Profit Sharing Plan at $1M / 6 participants.

#4,210
in Professional & Technical Services (20,321 peers)
+13.2%
assets growth YoY

Kosmerl & Company Employees Profit Sharing Plan among the smaller filed plans by assets

Kosmerl & Company Employees Profit Sharing Plan vs every filed plan by assets

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

$1,207,639 25th percentile higher than 25% 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

Kosmerl & Company Employees Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kosmerl & Company Employees Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kosmerl & Company Employees Profit Sharing Plan reported net income rose from -$242K in the plan year 2022 filing to $141K in the plan year 2023 filing.
  • Kosmerl & Company Employees Profit Sharing Plan reported participants rose from 5 in the plan year 2022 filing to 6 in the plan year 2023 filing.
  • Kosmerl & Company Employees Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 232872012 · Kosmerl & Company, PC PY 2023 · Profit Sharing

Kosmerl & Company Employees Profit Sharing Plan · $1M · 6 · 25th

  • SCH $1M
  • EBSA 6
  • PART 25th
  • TYPE Profit Sharing
  • NET near Capital Lending Resources, Inc. Profit Sharing Plan
  • BOOK ind #4210

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 Pennsylvania →

Kosmerl & Company Employees Profit Sharing Plan in the asset neighbourhood

Kosmerl & Company Employees Profit Sharing PlanKosmerl & Company Employees …$1MCapital Lending Resources, Inc. Profit Sharing PlanCapital Lending Resources, I…$1MFenton Logistics Inc. Retirement PlanFenton Logistics Inc. Retire…$1MGbmc, Inc. 401(a) Defined Contribution Plan for Members of the Bargaining Unit of Greater Baltimore Medical CenterGbmc, Inc. 401(a) Defined Co…$1MWake Forest Emergency Providers Retirement PlanWake Forest Emergency Provid…$1M
End-of-year total assets ($M) among Kosmerl & Company Employees Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Kosmerl & Company, PC multi-year asset trail

Sponsor-wide plan assets over time

All Kosmerl & Company, PC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 26.726279278459845% vs 2022
2024 filing year
$1M$1.1M$1.2M$1.3M$1.4M 202220232024 $1.07M $1.35M ▲ +26.2%
Year Plans Participants Total Assets
2022 1 5 $1M
2023 1 6 $1M
2024 1 4 $1M

Kosmerl & Company, PC filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$141K
Employer EIN232872012
Plan Effective Date1975-08-31
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

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

Kosmerl & Company Employees Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Kosmerl & Company Employees Profit Sharing Plan, Total assets ($B): 0.001207639 · Participants: 6Kosmerl & Company Employees Profit Sharing PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.13036391 · Participants: 17441Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.71732421 · Participants: 21016University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.126483012 · Participants: 3905International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.763491384 · Participants: 10204Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.71403391 · Participants: 2458Morgan, Lewis & Bockius LLP Defined Contribution Plan
Kosmerl & Company Employees Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Kosmerl & Company Employees Profit Sharing Plan side-by-side with 3 peers →

Kosmerl & Company Employees Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Capital Lending Resources, Inc. Profit Sharing Plan in CA ($1M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Kosmerl & Company Employees Profit Sharing Plan assets move in 2023? ▼
Kosmerl & Company Employees Profit Sharing Plan grew at a solid clip - up 13.2% during 2023, from $1M to $1M. Reported net income was $141K.
How have Kosmerl & Company, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kosmerl & Company, PC's sponsor-wide assets grew 26.7%, from $1M to $1M.
Where does Kosmerl & Company Employees Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Kosmerl & Company Employees Profit Sharing Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Kosmerl & Company Employees Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Capital Lending Resources, Inc. Profit Sharing Plan in CA ($1M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Kosmerl & Company Employees Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants, $231K 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 232872012.

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.