401(k) · DOL Form 5500 · 2023

Kobre & Kim LLP 401(k) Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
262
Participants Below avg headcount
87th
Percentile by assets National rank
$218,049
Avg per participant Above avg balance/head
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Official DOL plan name: Kobre & Kim LLP 401(k) Profit Sharing Plan and Trust · Sponsored by Kobre & Kim LLP · New York · Professional & Technical Services

$57M in assets, 262 participants

Kobre & Kim LLP's Kobre & Kim LLP 401(k) Profit Sharing Plan and Trust reported $57M in total assets and 262 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #17,879 in Professional & Technical Services (20,321 peers)

Coverage in New York

Kobre & Kim LLP 401(k) Profit Sharing Plan and Trust covers 262 participants in New York, about 33% of the average New York filer (state average ~798 per filing). Assets: $57M.

#17,879
in Professional & Technical Services (20,321 peers)
+28.2%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Kobre & Kim LLP 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Kobre & Kim LLP 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$57,128,930 Top 13% higher than 87% 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

Kobre & Kim LLP 401(k) Profit Sharing Plan and Trust 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. Kobre & Kim LLP 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (262 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kobre & Kim LLP 401(k) Profit Sharing Plan and Trust reported net income rose from -$7M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Kobre & Kim LLP 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $45M in the plan year 2022 filing to $57M in the plan year 2023 filing.
  • Kobre & Kim LLP 401(k) Profit Sharing Plan and Trust reported participants fell from 281 in the plan year 2022 filing to 262 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 364523512 · Kobre & Kim LLP PY 2023 · 401(k)

Kobre & Kim LLP 401(k) Profit Sharing Plan and Trust · $57M · 262 · 87th

  • PART $57M
  • PART 262
  • PART 87th
  • PART 401(k)
  • PART near Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan
  • PART ind #17879

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 New York →

Kobre & Kim LLP 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Rco Engineering, Inc. 401(k) PlanRco Engineering, Inc. 401(k)…$57MMack Energy Corporation 401(k) PlanMack Energy Corporation 401(…$57MKobre & Kim LLP 401(k) Profit Sharing Plan and TrustKobre & Kim LLP 401(k) Profi…$57MDana Investment Advisors, Inc. Profit Sharing & 401(k) PlanDana Investment Advisors, In…$57MNorthern Colorado Anesthesia Professionals, PLLC 401(k) PlanNorthern Colorado Anesthesia…$57M
End-of-year total assets ($M) among Kobre & Kim LLP 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$57M
Net Income$13M
Employer EIN364523512
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kobre & Kim LLP)

Sponsor-wide plan assets over time

All Kobre & Kim LLP plans reported in each filing year

Latest sponsor-wide plan assets
$85M 55.19601914649529% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $54.8M $85M ▲ +55.2%
Year Plans Participants Total Assets
2022 2 381 $55M
2023 2 352 $71M
2024 2 344 $85M

Nearby 401(k) Plans in New York

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

Kobre & Kim LLP 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Kobre & Kim LLP 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.05712893 · Participants: 262Kobre & Kim LLP 401(k) Profit Sharing Plan and TrustIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Kobre & Kim LLP 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Kobre & Kim LLP 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Kobre & Kim LLP 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan in WI ($57M); by covered participants it is Somerset Cpas, P.C. Profit Sharing and 401(k) Savings Plan in IN (262 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (262 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 Kobre & Kim LLP 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Kobre & Kim LLP 401(k) Profit Sharing Plan and Trust grew sharply - up 28.2% during 2023, from $45M to $57M. Reported net income was $13M.
How have Kobre & Kim LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kobre & Kim LLP's sponsor-wide assets grew 55.2%, from $55M to $85M.
Where does Kobre & Kim LLP 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Kobre & Kim LLP 401(k) Profit Sharing Plan and Trust ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Kobre & Kim LLP 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan in WI ($57M, 53 participants).
Which 401(k) plans cover a similar participant headcount to Kobre & Kim LLP 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Somerset Cpas, P.C. Profit Sharing and 401(k) Savings Plan in IN (262 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 364523512.

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.