401(k) · DOL Form 5500 · 2024

Kalfus & Nachman, P.C. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
56
Participants Small participant base
65th
Percentile by assets National rank
$271,632
Avg per participant High balance/head
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Official DOL plan name: Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan · Sponsored by Kalfus & Nachman, P.C. · Virginia · Professional & Technical Services

$15M in assets, 56 participants

Kalfus & Nachman, P.C.'s Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan reported $15M in total assets and 56 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #12,879 in Professional & Technical Services (20,173 peers)

Kalfus & Nachman, P.C. multi-year trail

Kalfus & Nachman, P.C.'s plans moved +30.9% in assets from 2022 to 2024; this filing shows Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan at $15M / 56 participants.

#12,879
in Professional & Technical Services (20,173 peers)
+15.4%
assets growth YoY

Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$15,211,379 Top 35% higher than 65% of 123,620 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 2024

Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan is a small filing (56 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan reported participants rose from 49 in the plan year 2023 filing to 56 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 541124387 · Kalfus & Nachman, P.C. PY 2024 · 401(k)

Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan · $15M · 56 · 65th

  • SCH $15M
  • SCH 56
  • SCH 65th
  • SCH 401(k)
  • SCH near Central Minnesota Mental Health Center 403(b) Retirement Plan
  • SCH ind #12879

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 Virginia →

Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Kalfus & Nachman, P.C. 401(k) Profit Sharing PlanKalfus & Nachman, P.C. 401(k…$15MCentral Minnesota Mental Health Center 403(b) Retirement PlanCentral Minnesota Mental Hea…$15MCoffman Truck Sales, Inc. 401(k) PlanCoffman Truck Sales, Inc. 40…$15MAssociated General Contractors of Maine 401(k) Profit Sharing Plan and TrustAssociated General Contracto…$15MInvestor Group Services, LLC 401(k) PlanInvestor Group Services, LLC…$15M
End-of-year total assets ($M) among Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kalfus & Nachman, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Kalfus & Nachman, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 30.894653984546196% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11.6M $15.2M ▲ +30.9%
Year Plans Participants Total Assets
2022 1 51 $12M
2023 1 49 $13M
2024 1 56 $15M

Kalfus & Nachman, P.C. filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN541124387
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.015211379 · Participants: 56Kalfus & Nachman, P.C. 401(k) Profit Sharing PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Central Minnesota Mental Health Center 403(b) Retirement Plan in MN ($15M); by covered participants it is Pilot Corporation of America Employees' 401(k) Plan in FL (56 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (56 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan assets move in 2024? ▼
Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan grew sharply - up 15.4% during 2024, from $13M to $15M. Reported net income was $2M.
How have Kalfus & Nachman, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kalfus & Nachman, P.C.'s sponsor-wide assets grew 30.9%, from $12M to $15M.
Which 401(k) plans are similar in size to Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Central Minnesota Mental Health Center 403(b) Retirement Plan in MN ($15M, 267 participants).
Which 401(k) plans cover a similar participant headcount to Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pilot Corporation of America Employees' 401(k) Plan in FL (56 participants, $10M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 541124387.

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.