Profit Sharing · DOL Form 5500 · 2024

Kosmerl & Company, PC Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
26th
Percentile by assets National rank
$337,865
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kosmerl & Company Employees Profit Sharing Plan · Sponsored by Kosmerl & Company, PC · Pennsylvania · Professional & Technical Services

$1M in assets, 4 participants

Kosmerl & Company, PC's Kosmerl & Company Employees Profit Sharing Plan reported $1M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,211 in Professional & Technical Services (20,173 peers)

Kosmerl & Company, PC multi-year trail

Kosmerl & Company, PC's plans moved +26.7% in assets from 2022 to 2024; this filing shows Kosmerl & Company Employees Profit Sharing Plan at $1M / 4 participants.

#4,211
in Professional & Technical Services (20,173 peers)
+11.9%
assets growth YoY

Kosmerl & Company Employees Profit Sharing Plan among the smaller filed plans by assets

Kosmerl & Company Employees Profit Sharing Plan vs every filed plan by assets

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

$1,351,461 26th percentile higher than 26% 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

Kosmerl & Company Employees Profit Sharing 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. Kosmerl & Company Employees Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kosmerl & Company Employees Profit Sharing Plan reported participants fell from 6 in the plan year 2023 filing to 4 in the plan year 2024 filing.
  • Kosmerl & Company Employees Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 232872012 · Kosmerl & Company, PC PY 2024 · Profit Sharing

Kosmerl & Company Employees Profit Sharing Plan · $1M · 4 · 26th

  • RANK $1M
  • RANK 4
  • RANK 26th
  • RANK Profit Sharing
  • RANK near Valley Pathology LLC Money Purchase Pension & Trust
  • RANK ind #4211

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 Pennsylvania →

Kosmerl & Company Employees Profit Sharing Plan in the asset neighbourhood

Kosmerl & Company Employees Profit Sharing PlanKosmerl & Company Employees …$1MValley Pathology LLC Money Purchase Pension & TrustValley Pathology LLC Money P…$1MIngersoll and Bloch Corp Bloch Profit-Sharing Plan and TrustIngersoll and Bloch Corp Blo…$1MHodges Hanei Corporation Retirement PlanHodges Hanei Corporation Ret…$1MKoenig Holdings, Inc. Retirement PlanKoenig Holdings, Inc. Retire…$1M
End-of-year total assets ($M) among Kosmerl & Company Employees Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Kosmerl & Company, PC multi-year asset trail

Sponsor-wide plan assets over time

All Kosmerl & Company, PC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 26.726279278459845% vs 2022
2024 filing year
$1M$1.1M$1.2M$1.3M$1.4M 202220232024 $1.07M $1.35M ▲ +26.2%
Year Plans Participants Total Assets
2022 1 5 $1M
2023 1 6 $1M
2024 1 4 $1M

Kosmerl & Company, PC filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$144K
Employer EIN232872012
Plan Effective Date1975-08-31
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

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

Kosmerl & Company Employees Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Kosmerl & Company Employees Profit Sharing Plan, Total assets ($B): 0.001351461 · Participants: 4Kosmerl & Company Employees Profit Sharing PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.245462462 · Participants: 14807Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.995663035 · Participants: 21954University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.259021509 · Participants: 3927International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.876135705 · Participants: 10394Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.781454632 · Participants: 2477Morgan, Lewis & Bockius LLP Defined Contribution Plan
Kosmerl & Company Employees Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants

Kosmerl & Company Employees Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Valley Pathology LLC Money Purchase Pension & Trust in AL ($1M); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Kosmerl & Company Employees Profit Sharing Plan assets move in 2024?
Kosmerl & Company Employees Profit Sharing Plan grew at a solid clip - up 11.9% during 2024, from $1M to $1M. Reported net income was $144K.
How have Kosmerl & Company, PC plan assets changed over time?
Across 3 plan years on file (2022-2024), Kosmerl & Company, PC's sponsor-wide assets grew 26.7%, from $1M to $1M.
Which Profit Sharing plans are similar in size to Kosmerl & Company Employees Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Valley Pathology LLC Money Purchase Pension & Trust in AL ($1M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Kosmerl & Company Employees Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Thrive Holdings Inc. Retirement Plan in OH (4 participants, $533K in assets).