Profit Sharing · DOL Form 5500 · 2023

John R. Kulik Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
8
Participants Small participant base
33rd
Percentile by assets National rank
$316,111
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bachman,Kulik,Reinsmith Funeral Home,PC Defined Contribution Psp · Sponsored by John R. Kulik · Pennsylvania · Other Services

$3M in assets, 8 participants

John R. Kulik's Bachman,Kulik,Reinsmith Funeral Home,PC Defined Contribution Psp reported $3M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #4,524 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Bachman,Kulik,Reinsmith Funeral Home,PC Defined Contribution Psp ranks #4,524 of 7,857 2023 filers by assets (794% of the sector average)-$3M for 8 participants.

#4,524
in Other Services (7,857 peers)
+30.7%
assets growth YoY

Bachman,Kulik,Reinsmith Funeral Home,PC Defined Contribution Psp among the smaller filed plans by assets

Bachman,Kulik,Reinsmith Funeral Home,PC Defined Contribution Psp vs every filed plan by assets

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

$2,528,887 33rd percentile higher than 33% 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

Bachman,Kulik,Reinsmith Funeral Home,PC Defined Contribution Psp among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bachman,Kulik,Reinsmith Funeral Home,PC Defined Contribution Psp is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bachman,Kulik,Reinsmith Funeral Home,PC Defined Contribution Psp reported net income rose from $267K in the plan year 2022 filing to $596K in the plan year 2023 filing.
  • Bachman,Kulik,Reinsmith Funeral Home,PC Defined Contribution Psp end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 232940797 · John R. Kulik PY 2023 · Profit Sharing

Bachman,Kulik,Reinsmith Funeral Home,PC Defined Contribution Psp · $3M · 8 · 33rd

  • SCH $3M
  • EBSA 8
  • PART 33rd
  • TYPE Profit Sharing
  • NET near Capitol Carton Profit Sharing Plan
  • BOOK ind #4524

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 Other Services retirement plans → · Plans in Pennsylvania →

Bachman,Kulik,Reinsmith Funeral Home,PC Defined Contribution Psp in the asset neighbourhood

Bachman,Kulik,Reinsmith Funeral Home,PC Defined Contribution PspBachman,Kulik,Reinsmith Fune…$3MCapitol Carton Profit Sharing PlanCapitol Carton Profit Sharin…$3MMt. San Rafael Hospital Matching Retirement PlanMt. San Rafael Hospital Matc…$3MKenneth D Schmidt Ground Water Qty Consultant Profit Sharing PlanKenneth D Schmidt Ground Wat…$3MDitp Business Ventures, Inc. Retirement PlanDitp Business Ventures, Inc.…$3M
End-of-year total assets ($M) among Bachman,Kulik,Reinsmith Funeral Home,PC Defined Contribution Psp and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$596K
Employer EIN232940797
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (John R. Kulik)

Sponsor-wide plan assets over time

All John R. Kulik plans reported in each filing year

Latest sponsor-wide plan assets
$3M 52.188095700823276% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.93M $2.94M ▲ +52.3%
Year Plans Participants Total Assets
2022 1 8 $2M
2023 1 8 $3M
2024 1 8 $3M

Nearby Profit Sharing Plans in Pennsylvania

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

Bachman,Kulik,Reinsmith Funeral Home,PC Defined Contribution Psp vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Bachman,Kulik,Reinsmith Funeral Home,PC Defined Contribution Psp, Total assets ($B): 0.002528887 · Participants: 8Bachman,Kulik,Reinsmith Funeral Home,PC Defined Contribution PspEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.13036391 · Participants: 17441Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.71732421 · Participants: 21016University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.126483012 · Participants: 3905International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.763491384 · Participants: 10204Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.71403391 · Participants: 2458Morgan, Lewis & Bockius LLP Defined Contribution Plan
Bachman,Kulik,Reinsmith Funeral Home,PC Defined Contribution Psp vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Bachman,Kulik,Reinsmith Funeral Home,PC Defined Contribution Psp side-by-side with 3 peers →

Bachman,Kulik,Reinsmith Funeral Home,PC Defined Contribution Psp's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Capitol Carton Profit Sharing Plan in IL ($3M); 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 Bachman,Kulik,Reinsmith Funeral Home,PC Defined Contribution Psp assets move in 2023? ▼
Bachman,Kulik,Reinsmith Funeral Home,PC Defined Contribution Psp surged - up 30.7% during 2023, from $2M to $3M. Reported net income was $596K.
How have John R. Kulik plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), John R. Kulik's sponsor-wide assets grew 52.2%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Bachman,Kulik,Reinsmith Funeral Home,PC Defined Contribution Psp? ▼
Among Profit Sharing plans in other states, the closest by assets is Capitol Carton Profit Sharing Plan in IL ($3M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Bachman,Kulik,Reinsmith Funeral Home,PC Defined Contribution Psp? ▼
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 232940797.

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.