401(k) · DOL Form 5500 · 2024

Kalogeris Physical Therapy Cen 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
28th
Percentile by assets National rank
$348,684
Avg per participant High balance/head
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Official DOL plan name: Kalogeris Physical Therapy Cen 401(k) Profit Sharing Plan & Trust · Sponsored by Kalogeris Physical Therapy Cen · Massachusetts · Healthcare & Social Assistance

$2M in assets, 5 participants

Kalogeris Physical Therapy Cen's Kalogeris Physical Therapy Cen 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,328 in Healthcare & Social Assistance (16,916 peers)

Kalogeris Physical Therapy Cen multi-year trail

Kalogeris Physical Therapy Cen's plans moved +44.7% in assets from 2022 to 2024; this filing shows Kalogeris Physical Therapy Cen 401(k) Profit Sharing Plan & Trust at $2M / 5 participants.

#4,328
in Healthcare & Social Assistance (16,916 peers)
+20.4%
assets growth YoY

Kalogeris Physical Therapy Cen 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Kalogeris Physical Therapy Cen 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,743,422 28th percentile higher than 28% 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

Kalogeris Physical Therapy Cen 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kalogeris Physical Therapy Cen 401(k) Profit Sharing Plan & Trust is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kalogeris Physical Therapy Cen 401(k) Profit Sharing Plan & Trust reported participants rose from 4 in the plan year 2023 filing to 5 in the plan year 2024 filing.
  • Kalogeris Physical Therapy Cen 401(k) Profit Sharing Plan & Trust reported net income rose from $243K in the plan year 2023 filing to $295K in the plan year 2024 filing.
  • Kalogeris Physical Therapy Cen 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 043175443 · Kalogeris Physical Therapy Cen PY 2024 · 401(k)

Kalogeris Physical Therapy Cen 401(k) Profit Sharing Plan & Trust · $2M · 5 · 28th

  • SCH $2M
  • EBSA 5
  • PART 28th
  • TYPE 401(k)
  • NET near Seattle Neuropsychiatric Treat 401(k) Profit Sharing Plan & Trust
  • BOOK ind #4328

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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

Kalogeris Physical Therapy Cen 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Kalogeris Physical Therapy Cen 401(k) Profit Sharing Plan & TrustKalogeris Physical Therapy C…$2MSeattle Neuropsychiatric Treat 401(k) Profit Sharing Plan & TrustSeattle Neuropsychiatric Tre…$2MSchumann Steier Inc 401(k) Profit Sharing Plan & TrustSchumann Steier Inc 401(k) P…$2MBethesda Health and Wellness Inc. Retirement PlanBethesda Health and Wellness…$2MCentral Professional Services 401(k) PlanCentral Professional Service…$2M
End-of-year total assets ($M) among Kalogeris Physical Therapy Cen 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kalogeris Physical Therapy Cen multi-year asset trail

Sponsor-wide plan assets over time

All Kalogeris Physical Therapy Cen plans reported in each filing year

Latest sponsor-wide plan assets
$2M 44.74694926033366% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.2M $1.74M ▲ +45.0%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 4 $1M
2024 1 5 $2M

Kalogeris Physical Therapy Cen filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$295K
Employer EIN043175443
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Kalogeris Physical Therapy Cen 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Kalogeris Physical Therapy Cen 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001743422 · Participants: 5Kalogeris Physical Therapy Cen 401(k) Profit Sharing Plan & TrustFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Kalogeris Physical Therapy Cen 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Kalogeris Physical Therapy Cen 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Kalogeris Physical Therapy Cen 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Seattle Neuropsychiatric Treat 401(k) Profit Sharing Plan & Trust in WA ($2M); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Kalogeris Physical Therapy Cen 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Kalogeris Physical Therapy Cen 401(k) Profit Sharing Plan & Trust grew sharply - up 20.4% during 2024, from $1M to $2M. Reported net income was $295K.
How have Kalogeris Physical Therapy Cen plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kalogeris Physical Therapy Cen's sponsor-wide assets grew 44.7%, from $1M to $2M.
Which 401(k) plans are similar in size to Kalogeris Physical Therapy Cen 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Seattle Neuropsychiatric Treat 401(k) Profit Sharing Plan & Trust in WA ($2M, 41 participants).
Which 401(k) plans cover a similar participant headcount to Kalogeris Physical Therapy Cen 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Nasr Psychiatric Services 401(k) Plan in IN (5 participants, N/A 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 043175443.

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.