Money Purchase · DOL Form 5500 · 2024

Kallman Associates Inc Money Purchase Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
6
Participants Small participant base
33rd
Percentile by assets National rank
$443,864
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kallman Associates Profit Sharing Retirement Plan · Sponsored by Kallman Associates Inc · New Jersey · Professional & Technical Services

$3M in assets, 6 participants

Kallman Associates Inc's Kallman Associates Profit Sharing Retirement Plan reported $3M in total assets and 6 participants in its 2024 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.

  • #5,834 in Professional & Technical Services (20,173 peers)

Kallman Associates Inc multi-year trail

Kallman Associates Inc's plans moved +26.0% in assets from 2022 to 2024; this filing shows Kallman Associates Profit Sharing Retirement Plan at $3M / 6 participants.

#5,834
in Professional & Technical Services (20,173 peers)
+10.4%
assets growth YoY

Kallman Associates Profit Sharing Retirement Plan among the smaller filed plans by assets

Kallman Associates Profit Sharing Retirement Plan vs every filed plan by assets

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

$2,663,185 33rd percentile higher than 33% 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

Kallman Associates Profit Sharing Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kallman Associates Profit Sharing Retirement Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kallman Associates Profit Sharing Retirement Plan reported net income fell from $298K in the plan year 2023 filing to $251K in the plan year 2024 filing.
  • Kallman Associates Profit Sharing Retirement Plan reported participants fell from 7 in the plan year 2023 filing to 6 in the plan year 2024 filing.
  • Kallman Associates Profit Sharing Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 223192192 · Kallman Associates Inc PY 2024 · Money Purchase

Kallman Associates Profit Sharing Retirement Plan · $3M · 6 · 33rd

  • EBSA $3M
  • PART 6
  • TYPE 33rd
  • NET Money Purchase
  • BOOK near The Contractors Retirement Plan
  • VS-ST ind #5834

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 →

Kallman Associates Profit Sharing Retirement Plan in the asset neighbourhood

Kallman Associates Profit Sharing Retirement PlanKallman Associates Profit Sh…$3MThe Contractors Retirement PlanThe Contractors Retirement P…$3MEvans & Son, Inc. Frozen Money Purchase Pension PlanEvans & Son, Inc. Frozen Mon…$3MHawaii Teamsters Meat Cutters Annuity PlanHawaii Teamsters Meat Cutter…$3MRoseland Community Hospital Employees' Pension PlanRoseland Community Hospital …$3M
End-of-year total assets ($M) among Kallman Associates Profit Sharing Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Kallman Associates Inc multi-year asset trail

Sponsor-wide plan assets over time

All Kallman Associates Inc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 25.95285727122676% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $2.11M $2.66M ▲ +26.1%
Year Plans Participants Total Assets
2022 1 7 $2M
2023 1 7 $2M
2024 1 6 $3M

Kallman Associates Inc filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$251K
Employer EIN223192192
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New Jersey

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Kallman Associates Profit Sharing Retirement Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -10123 Total assets ($B) Participants Kallman Associates Profit Sharing Retirement Plan, Total assets ($B): 0.002663185 · Participants: 6Kallman Associates Profit Sharing Retirement PlanPrinceton University Retirement Plan, Total assets ($B): 2.402818313 · Participants: 8833Princeton University Retirement PlanLocal 68 Engineers Union Annuity Plan, Total assets ($B): 0.97127775 · Participants: 5385Local 68 Engineers Union Annuity PlanNysa-Ila Money Purchase Pension Fund and Plan, Total assets ($B): 0.936178353 · Participants: 4689Nysa-Ila Money Purchase Pension Fund and PlanEducational Testing Service 401(a) Retirement Plan, Total assets ($B): 0.593062355 · Participants: 3097Educational Testing Service 401(a) Retirement PlanIronworkers Local 11 Annuity Fund, Total assets ($B): 0.394941492 · Participants: 1148Ironworkers Local 11 Annuity Fund
Kallman Associates Profit Sharing Retirement Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants
Compare Kallman Associates Profit Sharing Retirement Plan side-by-side with 3 peers →

Kallman Associates Profit Sharing Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside New Jersey, the nearest Money Purchase by assets is The Contractors Retirement Plan in TX ($3M); by covered participants it is Nirupama P Patel in TX (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Kallman Associates Profit Sharing Retirement Plan assets move in 2024? ▼
Kallman Associates Profit Sharing Retirement Plan grew at a solid clip - up 10.4% during 2024, from $2M to $3M. Reported net income was $251K.
How have Kallman Associates Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kallman Associates Inc's sponsor-wide assets grew 26.0%, from $2M to $3M.
Which Money Purchase plans are similar in size to Kallman Associates Profit Sharing Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is The Contractors Retirement Plan in TX ($3M, 558 participants).
Which Money Purchase plans cover a similar participant headcount to Kallman Associates Profit Sharing Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Nirupama P Patel in TX (6 participants, $1M 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 223192192.

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.