401(k) · DOL Form 5500 · 2023

Kaufman Engineered Systems, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
123
Participants Small participant base
73rd
Percentile by assets National rank
$168,169
Avg per participant Above avg balance/head
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Official DOL plan name: Kaufman Engineered Systems, Inc. Profit Sharing and 401(k) Plan and Trust · Sponsored by Kaufman Engineered Systems, Inc. · Ohio · Manufacturing

$21M in assets, 123 participants

Kaufman Engineered Systems, Inc.'s Kaufman Engineered Systems, Inc. Profit Sharing and 401(k) Plan and Trust reported $21M in total assets and 123 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #11,848 in Manufacturing (18,722 peers)

Coverage in Ohio

Kaufman Engineered Systems, Inc. Profit Sharing and 401(k) Plan and Trust covers 123 participants in Ohio, about 16% of the average Ohio filer (state average ~765 per filing). Assets: $21M.

#11,848
in Manufacturing (18,722 peers)
+22.0%
assets growth YoY

Kaufman Engineered Systems, Inc. Profit Sharing and 401(k) Plan and Trust's outsized position by total assets

Kaufman Engineered Systems, Inc. Profit Sharing and 401(k) Plan and Trust vs every filed plan by assets

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

$20,684,753 Top 27% higher than 73% 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

Kaufman Engineered Systems, Inc. Profit Sharing and 401(k) Plan and Trust 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. Kaufman Engineered Systems, Inc. Profit Sharing and 401(k) Plan and Trust sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kaufman Engineered Systems, Inc. Profit Sharing and 401(k) Plan and Trust reported net income rose from $1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Kaufman Engineered Systems, Inc. Profit Sharing and 401(k) Plan and Trust end-of-year assets rose from $17M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Kaufman Engineered Systems, Inc. Profit Sharing and 401(k) Plan and Trust reported participants rose from 116 in the plan year 2022 filing to 123 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 344476817 · Kaufman Engineered Systems, Inc. PY 2023 · 401(k)

Kaufman Engineered Systems, Inc. Profit Sharing and 401(k) Plan and Trust · $21M · 123 · 73rd

  • IND $21M
  • IND 123
  • IND 73rd
  • IND 401(k)
  • IND near Kodiak Area Native Association 401(k) Profit Sharing Plan
  • IND ind #11848

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 Manufacturing retirement plans → · Plans in Ohio →

Kaufman Engineered Systems, Inc. Profit Sharing and 401(k) Plan and Trust in the asset neighbourhood

Kaufman Engineered Systems, Inc. Profit Sharing and 401(k) Plan and TrustKaufman Engineered Systems, …$21MKodiak Area Native Association 401(k) Profit Sharing PlanKodiak Area Native Associati…$21MChemglass 401(k) Savings & Investment PlanChemglass 401(k) Savings & I…$21MCapital Advisors Inc 401(k) Plan Employee Stock Ownership PlanCapital Advisors Inc 401(k) …$21MFarm Bureau Mutual Insurance Company of Idaho Voluntary Employee Savings PlanFarm Bureau Mutual Insurance…$21M
End-of-year total assets ($M) among Kaufman Engineered Systems, Inc. Profit Sharing and 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$21M
Net Income$4M
Employer EIN344476817
Plan Effective Date1995-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kaufman Engineered Systems, Inc.)

Sponsor-wide plan assets over time

All Kaufman Engineered Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 37.56616543597491% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17M $23.3M ▲ +37.6%
Year Plans Participants Total Assets
2022 1 116 $17M
2023 1 123 $21M
2024 1 132 $23M

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Kaufman Engineered Systems, Inc. Profit Sharing and 401(k) Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Kaufman Engineered Systems, Inc. Profit Sharing and 401(k) Plan and Trust, Total assets ($B): 0.020684753 · Participants: 123Kaufman Engineered Systems, Inc. Profit Sharing and 401(k) Plan and TrustGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Kaufman Engineered Systems, Inc. Profit Sharing and 401(k) Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Kaufman Engineered Systems, Inc. Profit Sharing and 401(k) Plan and Trust side-by-side with 3 peers →

Kaufman Engineered Systems, Inc. Profit Sharing and 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Kodiak Area Native Association 401(k) Profit Sharing Plan in AK ($21M); by covered participants it is Sunchase Salary Savings Plan in NC (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 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 Kaufman Engineered Systems, Inc. Profit Sharing and 401(k) Plan and Trust assets move in 2023? ▼
Kaufman Engineered Systems, Inc. Profit Sharing and 401(k) Plan and Trust grew sharply - up 22.0% during 2023, from $17M to $21M. Reported net income was $4M.
How have Kaufman Engineered Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kaufman Engineered Systems, Inc.'s sponsor-wide assets grew 37.6%, from $17M to $23M.
Which 401(k) plans are similar in size to Kaufman Engineered Systems, Inc. Profit Sharing and 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Kodiak Area Native Association 401(k) Profit Sharing Plan in AK ($21M, 221 participants).
Which 401(k) plans cover a similar participant headcount to Kaufman Engineered Systems, Inc. Profit Sharing and 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Sunchase Salary Savings Plan in NC (123 participants, $2M 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 344476817.

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.