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
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
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.
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, 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
| 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 EIN | 232872012 |
| Plan Effective Date | 1975-08-31 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.2B · 14,807
- University of Pennsylvania Basic Plan $2.0B · 21,954
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.3B · 3,927
- Temple University Health System, Inc. Defined Contribution Retirement Plan $876M · 10,394
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $781M · 2,477
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Thrive Holdings Inc. Retirement Plan (OH) 4 · 0 off
- Apg Enterprises Inc. Retirement Plan (NC) 4 · 0 off
- Megesh, Inc. Retirement Plan (NJ) 4 · 0 off
- Doug's Filter Service, Inc. Profit Sharing Plan (CA) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.