Defined Benefit (Pension) · DOL Form 5500 · 2023

Kobre & Kim LLP Pension Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
90
Participants Small participant base
66th
Percentile by assets National rank
$155,769
Avg per participant Above avg balance/head
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Official DOL plan name: Kobre & Kim LLP Pension Plan · Sponsored by Kobre & Kim LLP · New York · Professional & Technical Services

$14M in assets, 90 participants

Kobre & Kim LLP's Kobre & Kim LLP Pension Plan reported $14M in total assets and 90 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #13,233 in Professional & Technical Services (20,321 peers)

Kobre & Kim LLP multi-year trail

Kobre & Kim LLP's plans moved +55.2% in assets from 2022 to 2024; this filing shows Kobre & Kim LLP Pension Plan at $14M / 90 participants.

#13,233
in Professional & Technical Services (20,321 peers)
+37.5%
assets growth YoY

Kobre & Kim LLP Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers

Kobre & Kim LLP Pension Plan vs every filed plan by assets

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

$14,019,209 Top 34% higher than 66% 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 Pension Plan among smaller 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 Pension Plan is a small filing (90 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kobre & Kim LLP Pension Plan reported net income rose from -$54K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Kobre & Kim LLP Pension Plan end-of-year assets rose from $10M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Kobre & Kim LLP Pension Plan reported participants fell from 100 in the plan year 2022 filing to 90 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 364523512 · Kobre & Kim LLP PY 2023 · Defined Benefit (Pension)

Kobre & Kim LLP Pension Plan · $14M · 90 · 66th

  • RANK $14M
  • RANK 90
  • RANK 66th
  • RANK Defined Benefit (Pension)
  • RANK near The North Ward Center, Inc. Retirement Plan
  • RANK ind #13233

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 Pension Plan in the asset neighbourhood

The People's Credit Union Defined Benefit Plan and TrustThe People's Credit Union De…$14MThe North Ward Center, Inc. Retirement PlanThe North Ward Center, Inc. …$14MKobre & Kim LLP Pension Plan$14MTidewater Barge Lines, Inc. Employee Retirement PlanTidewater Barge Lines, Inc. …$14MWells Manufacturing Salaried Retirement PlanWells Manufacturing Salaried…$14M
End-of-year total assets ($M) among Kobre & Kim LLP Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Kobre & Kim LLP multi-year asset trail

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

Kobre & Kim LLP filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$14M
Net Income$4M
Employer EIN364523512
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Kobre & Kim LLP Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Kobre & Kim LLP Pension Plan, Total assets ($B): 0.014019209 · Participants: 90Kobre & Kim LLP Pension PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Kobre & Kim LLP Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Kobre & Kim LLP Pension Plan side-by-side with 3 peers →

Kobre & Kim LLP Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is The North Ward Center, Inc. Retirement Plan in NJ ($14M); by covered participants it is Southwest Airlines Federal Credit Union Pension Plan in TX (90 participants). Same-state nearby plans are listed separately above.

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 Pension Plan assets move in 2023? ▼
Kobre & Kim LLP Pension Plan surged - up 37.5% during 2023, from $10M to $14M. Reported net income was $4M.
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.
Which Defined Benefit (Pension) plans are similar in size to Kobre & Kim LLP Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The North Ward Center, Inc. Retirement Plan in NJ ($14M, 70 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Kobre & Kim LLP Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Southwest Airlines Federal Credit Union Pension Plan in TX (90 participants, $30M 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.