Profit Sharing · DOL Form 5500 · 2023

Kirkiles & Kotiadis LLP Profit Sharing Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
8
Participants Small participant base
58th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Kirkiles & Kotiadis LLP Employee Profit Sharing Plan · Sponsored by Kirkiles & Kotiadis LLP · New York · Professional & Technical Services

$10M in assets, 8 participants

Kirkiles & Kotiadis LLP's Kirkiles & Kotiadis LLP Employee Profit Sharing Plan reported $10M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #11,536 in Professional & Technical Services (20,321 peers)

Kirkiles & Kotiadis LLP multi-year trail

Kirkiles & Kotiadis LLP's plans moved +32.3% in assets from 2022 to 2024; this filing shows Kirkiles & Kotiadis LLP Employee Profit Sharing Plan at $10M / 8 participants.

#11,536
in Professional & Technical Services (20,321 peers)
+21.7%
assets growth YoY

Kirkiles & Kotiadis LLP Employee Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Kirkiles & Kotiadis LLP Employee Profit Sharing Plan vs every filed plan by assets

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

$9,839,383 Top 42% higher than 58% 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

Kirkiles & Kotiadis LLP Employee 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. Kirkiles & Kotiadis LLP Employee Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kirkiles & Kotiadis LLP Employee Profit Sharing Plan reported net income rose from $706K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Kirkiles & Kotiadis LLP Employee Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Kirkiles & Kotiadis LLP Employee Profit Sharing Plan reported participants rose from 7 in the plan year 2022 filing to 8 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 134037614 · Kirkiles & Kotiadis LLP PY 2023 · Profit Sharing

Kirkiles & Kotiadis LLP Employee Profit Sharing Plan · $10M · 8 · 58th

  • PART $10M
  • TYPE 8
  • NET 58th
  • BOOK Profit Sharing
  • VS-ST near Cooper Carry Inc Profit Sharing Plan & Trust
  • BOY ind #11536

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 →

Kirkiles & Kotiadis LLP Employee Profit Sharing Plan in the asset neighbourhood

Joe's Stone Crabs, Inc. Profit Sharing PlanJoe's Stone Crabs, Inc. Prof…$10MThe Arc of Frederick County Tax Deferred Savings PlanThe Arc of Frederick County …$10MKirkiles & Kotiadis LLP Employee Profit Sharing PlanKirkiles & Kotiadis LLP Empl…$10MCooper Carry Inc Profit Sharing Plan & TrustCooper Carry Inc Profit Shar…$10MPro-Tech Power Sales, Inc. Profit Sharing PlanPro-Tech Power Sales, Inc. P…$10M
End-of-year total assets ($M) among Kirkiles & Kotiadis LLP Employee Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Kirkiles & Kotiadis LLP multi-year asset trail

Sponsor-wide plan assets over time

All Kirkiles & Kotiadis LLP plans reported in each filing year

Latest sponsor-wide plan assets
$11M 32.343331447270025% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $8.09M $10.7M ▲ +32.3%
Year Plans Participants Total Assets
2022 1 7 $8M
2023 1 8 $10M
2024 1 7 $11M

Kirkiles & Kotiadis LLP filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN134037614
Plan Effective Date1982-01-02
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Kirkiles & Kotiadis LLP Employee Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Kirkiles & Kotiadis LLP Employee Profit Sharing Plan, Total assets ($B): 0.009839383 · Participants: 8Kirkiles & Kotiadis LLP Employee Profit Sharing PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
Kirkiles & Kotiadis LLP Employee Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Kirkiles & Kotiadis LLP Employee Profit Sharing Plan side-by-side with 3 peers →

Kirkiles & Kotiadis LLP Employee Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Cooper Carry Inc Profit Sharing Plan & Trust in GA ($10M); by covered participants it is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Kirkiles & Kotiadis LLP Employee Profit Sharing Plan assets move in 2023? ▼
Kirkiles & Kotiadis LLP Employee Profit Sharing Plan grew sharply - up 21.7% during 2023, from $8M to $10M. Reported net income was $2M.
How have Kirkiles & Kotiadis LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kirkiles & Kotiadis LLP's sponsor-wide assets grew 32.3%, from $8M to $11M.
Which Profit Sharing plans are similar in size to Kirkiles & Kotiadis LLP Employee Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Cooper Carry Inc Profit Sharing Plan & Trust in GA ($10M, 125 participants).
Which Profit Sharing plans cover a similar participant headcount to Kirkiles & Kotiadis LLP Employee Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants, $424K 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 134037614.

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.