Profit Sharing · DOL Form 5500 · 2023

Kartsonas Agency, Inc. Profit Sharing Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
3
Participants Small participant base
64th
Percentile by assets National rank
$4.2M
Avg per participant High balance/head
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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.

  • #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.

#4,325
in Finance & Insurance (8,869 peers)
+28.8%
assets growth YoY

Kartsonas Agency, Inc., Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Kartsonas Agency, Inc., Profit Sharing Plan vs every filed plan by assets

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

$12,732,929 Top 36% higher than 64% 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

Kartsonas Agency, Inc., 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. Kartsonas Agency, Inc., Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 251256263 · Kartsonas Agency, Inc. PY 2023 · Profit Sharing

Kartsonas Agency, Inc., Profit Sharing Plan · $13M · 3 · 64th

  • PART $13M
  • TYPE 3
  • NET 64th
  • BOOK Profit Sharing
  • VS-ST near Good Earth Tools, Inc. Profit Sharing Plan
  • BOY ind #4325

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

Kartsonas Agency, Inc., Profit Sharing Plan in the asset neighbourhood

Health Partners of Western Ohio 403(b) PlanHealth Partners of Western O…$13MNeighborhood Defender Service, Inc. Tax Sheltered Annuity PlanNeighborhood Defender Servic…$13MKartsonas Agency, Inc., Profit Sharing PlanKartsonas Agency, Inc., Prof…$13MGood Earth Tools, Inc. Profit Sharing PlanGood Earth Tools, Inc. Profi…$13MIntl Assn Heat & Frost Insulators & Allied Workers #81 RspIntl Assn Heat & Frost Insul…$13M
End-of-year total assets ($M) among Kartsonas Agency, Inc., Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Kartsonas Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Kartsonas Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 34.33056068048449% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.89M $13.3M ▲ +34.3%
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 EIN251256263
Plan Effective Date1974-05-01
Filing StatusFILING 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 Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Kartsonas Agency, Inc., Profit Sharing Plan, Total assets ($B): 0.012732929 · Participants: 3Kartsonas Agency, Inc., 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
Kartsonas Agency, Inc., Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Kartsonas Agency, Inc., Profit Sharing Plan side-by-side with 3 peers →

Kartsonas Agency, Inc., Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Good Earth Tools, Inc. Profit Sharing Plan in MO ($13M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Kartsonas Agency, Inc., Profit Sharing Plan assets move in 2023? ▼
Kartsonas Agency, Inc., Profit Sharing Plan grew sharply - up 28.8% during 2023, from $10M to $13M. Reported net income was $3M.
How have Kartsonas Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kartsonas Agency, Inc.'s sponsor-wide assets grew 34.3%, from $10M to $13M.
Which Profit Sharing plans are similar in size to Kartsonas Agency, Inc., Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Good Earth Tools, Inc. Profit Sharing Plan in MO ($13M, N/A participants).
Which Profit Sharing plans cover a similar participant headcount to Kartsonas Agency, Inc., Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 251256263.

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.