Money Purchase · DOL Form 5500 · 2023
Kpmg LLP C/O Total Rewards Dept Money Purchase Plan
Data updated 2026-08-25
- $279M
- Total assets Near avg plan size
- 550
- Participants Below avg headcount
- 96th
- Percentile by assets National rank
- $507,837
- Avg per participant High balance/head
Official DOL plan name: Kpmg Personal Account for Retirement Plan · Sponsored by Kpmg LLP C/O Total Rewards Dept · New Jersey · Professional & Technical Services
$279M in assets, 550 participants
Kpmg LLP C/O Total Rewards Dept's Kpmg Personal Account for Retirement Plan reported $279M in total assets and 550 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #19,713 in Professional & Technical Services (20,321 peers)
Where Kpmg Personal Account for Retirement Plan sits by assets
Kpmg Personal Account for Retirement Plan sits in the top 5% of all filed plans by assets, $279M for 550 participants (~$507,837/participant), down 3.2% in 2023.
- #19,713
- in Professional & Technical Services (20,321 peers)
- -3.2%
- assets change YoY
- 2.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kpmg Personal Account for Retirement Plan's outsized position by total assets
Kpmg Personal Account for Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$279,310,363 Top 4% higher than 96% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Kpmg Personal Account for Retirement Plan 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. Kpmg Personal Account for Retirement Plan sits mid-pack in the medium band (550 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kpmg Personal Account for Retirement Plan reported net income rose from -$35M in the plan year 2022 filing to -$9M in the plan year 2023 filing.
- Kpmg Personal Account for Retirement Plan reported participants fell from 600 in the plan year 2022 filing to 550 in the plan year 2023 filing.
- Kpmg Personal Account for Retirement Plan end-of-year assets fell from $289M in the plan year 2022 filing to $279M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 135565207 · Kpmg LLP C/O Total Rewards Dept PY 2023 · Money Purchase
Kpmg Personal Account for Retirement Plan · $279M · 550 · 96th
- 5500 $279M
- ASSETS 550
- PCT 96th
- EIN Money Purchase
- RANK near Stationary Engineers Local 39 Annuity Trust Fund
- PHOTO ind #19713
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 Jersey →
Kpmg Personal Account for Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $289M |
|---|---|
| Net Assets (End of Year) | $279M |
| Net Income | -$9M |
| Employer EIN | 135565207 |
| Plan Effective Date | 1988-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kpmg LLP C/O Total Rewards Dept)
Sponsor-wide plan assets over time
All Kpmg LLP C/O Total Rewards Dept plans reported in each filing year
- Latest sponsor-wide plan assets
- $16.3B 27.455091238779865% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 6 | 68,394 | $12.8B |
| 2023 | 6 | 68,069 | $14.8B |
| 2024 | 6 | 62,299 | $16.3B |
Nearby Money Purchase Plans in New Jersey
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Local 68 Engineers Union Annuity Plan $919M · 5,196
- Nysa-Ila Money Purchase Pension Fund and Plan $787M · 4,634
- Educational Testing Service 401(a) Retirement Plan $577M · 3,310
- Ironworkers Local 11 Annuity Fund $375M · 1,159
- Plumbers & Pipefitters Local 9 Surety Plan $287M · 2,179
Kpmg Personal Account for Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside New Jersey, the nearest Money Purchase by assets is Stationary Engineers Local 39 Annuity Trust Fund in CA ($282M); by covered participants it is Mary Rutan Health Association of Logan County Employees Pension Plan in OH (554 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($279M here).
- Stationary Engineers Local 39 Annuity Trust Fund (CA) $282M · 6,157
- Samaritan Health Services Retirement Plan (OR) $289M · 5,389
- Meba Pension Trust-Money Purchase Benefit Plan (MD) $270M · 2,948
- Laborers Local 1298 of Nassau & Suffolk Counties Annuity Fund (NY) $269M · 1,482
Similar participant headcount
Nearest other-state filings by covered participants (550 participants); asset peers above are excluded.
- Mary Rutan Health Association of Logan County Employees Pension Plan (OH) 554 · 4 off
- Ncaa Retirement Plan (IN) 554 · 4 off
- Mid-South Regional Council Local 318 Money (TN) 554 · 4 off
- Carnegie Institution of Washington Retirement Plan (DC) 555 · 5 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.