Profit Sharing · DOL Form 5500 · 2023
Kartsonas Agency, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $13M
- Total assets
- 3
- Participants
- 64th
- Percentile by assets
- $4.2M
- Avg per participant
Official DOL plan name: Kartsonas Agency, Inc., Profit Sharing Plan · Sponsored by Kartsonas Agency, Inc. · Pennsylvania · Finance & Insurance
$13M in assets, 3 participants
Kartsonas Agency, Inc.'s Kartsonas Agency, Inc., Profit Sharing Plan reported $13M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.
- 64th percentile by assets (of 127,072 plans)
- #4,325 in Finance & Insurance (8,869 peers)
Kartsonas Agency, Inc. multi-year trail
Kartsonas Agency, Inc.'s plans moved +34.3% in assets from 2022 to 2024; this filing shows Kartsonas Agency, Inc., Profit Sharing Plan at $13M / 3 participants.
- $13M
- total plan assets (2023 EOY)
- 3
- covered participants
- 64th
- percentile by assets (of 127,072 plans)
- $4.2M
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kartsonas Agency, Inc., Profit Sharing Plan reported net income rose from -$505K in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Kartsonas Agency, Inc., Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
Kartsonas Agency, Inc. across 3 plan years on file
Across the 3 plan years Kartsonas Agency, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $10M to $13M, a gain of 34.3%, while reported participants moved from 3 to 3 (+0.0%). Peak year by sponsor assets: 2024 ($13M); trough: 2022 ($10M).
Kartsonas Agency, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $10M |
| 2023 | 1 | 3 | $13M |
| 2024 | 1 | 3 | $13M |
Kartsonas Agency, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $3M |
| Employer EIN | 251256263 |
| Plan Effective Date | 1974-05-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Kartsonas Agency, Inc., Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
- Eastern Atlantic States Carpenters Annuity Fund $2.1B · 17,441
- University of Pennsylvania Basic Plan $1.7B · 21,016
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.1B · 3,905
- Temple University Health System, Inc. Defined Contribution Retirement Plan $763M · 10,204
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $714M · 2,458
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Kartsonas Agency, Inc., Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Kartsonas Agency, Inc., Profit Sharing Plan's numbers.
- By total assets, Kartsonas Agency, Inc., Profit Sharing Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Pennsylvania. Compare plans
- Kartsonas Agency, Inc.'s sponsor-wide assets have grown 34.3% since 2022 across 3 plan years on file. More Finance & Insurance plans