401(k) · DOL Form 5500 · 2024

Kahler & Associates, PC Kathy L. Kahler, Cpa 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
28th
Percentile by assets National rank
$896,590
Avg per participant High balance/head
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Official DOL plan name: Kahler & Associates, PC 401(k) Plan · Sponsored by Kahler & Associates, PC Kathy L. Kahler, Cpa · Maryland · Professional & Technical Services

$2M in assets, 2 participants

Kahler & Associates, PC Kathy L. Kahler, Cpa's Kahler & Associates, PC 401(k) Plan reported $2M in total assets and 2 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.

  • #4,814 in Professional & Technical Services (20,173 peers)

Kahler & Associates, PC Kathy L. Kahler, Cpa multi-year trail

Kahler & Associates, PC Kathy L. Kahler, Cpa's plans moved +32.4% in assets from 2022 to 2024; this filing shows Kahler & Associates, PC 401(k) Plan at $2M / 2 participants.

#4,814
in Professional & Technical Services (20,173 peers)
+16.7%
assets growth YoY

Kahler & Associates, PC 401(k) Plan among the smaller filed plans by assets

Kahler & Associates, PC 401(k) Plan vs every filed plan by assets

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

$1,793,179 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

Kahler & Associates, PC 401(k) 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. Kahler & Associates, PC 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kahler & Associates, PC 401(k) Plan reported net income rose from $182K in the plan year 2023 filing to $256K in the plan year 2024 filing.
  • Kahler & Associates, PC 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 521961480 · Kahler & Associates, PC Kathy L. Kahler, Cpa PY 2024 · 401(k)

Kahler & Associates, PC 401(k) Plan · $2M · 2 · 28th

  • IND $2M
  • IND 2
  • IND 28th
  • IND 401(k)
  • IND near North American Packaging, LLC Dba Econo-Pak 401(k) Profit Sharing Plan and Trust
  • IND ind #4814

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 Maryland →

Kahler & Associates, PC 401(k) Plan in the asset neighbourhood

Kahler & Associates, PC 401(k) PlanKahler & Associates, PC 401(…$2MNorth American Packaging, LLC Dba Econo-Pak 401(k) Profit Sharing Plan and TrustNorth American Packaging, LL…$2MWashburns Home Furnishings Inc 401(k) PlanWashburns Home Furnishings I…$2MWildcatter Investments Inc 401(k) PlanWildcatter Investments Inc 4…$2MJri Hospitality Management Inc. 401(k) PlanJri Hospitality Management I…$2M
End-of-year total assets ($M) among Kahler & Associates, PC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kahler & Associates, PC Kathy L. Kahler, Cpa multi-year asset trail

Sponsor-wide plan assets over time

All Kahler & Associates, PC Kathy L. Kahler, Cpa plans reported in each filing year

Latest sponsor-wide plan assets
$2M 32.35512509373911% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.35M $1.79M ▲ +32.6%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $2M
2024 1 2 $2M

Kahler & Associates, PC Kathy L. Kahler, Cpa filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$256K
Employer EIN521961480
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maryland

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

Kahler & Associates, PC 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Kahler & Associates, PC 401(k) Plan, Total assets ($B): 0.001793179 · Participants: 2Kahler & Associates, PC 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Career Savings PlanLockheed Martin Corporation Performance Sharing Plan for Bargaining Employees, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
Kahler & Associates, PC 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Kahler & Associates, PC 401(k) Plan side-by-side with 3 peers →

Kahler & Associates, PC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is North American Packaging, LLC Dba Econo-Pak 401(k) Profit Sharing Plan and Trust in PA ($2M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Kahler & Associates, PC 401(k) Plan assets move in 2024? ▼
Kahler & Associates, PC 401(k) Plan grew sharply - up 16.7% during 2024, from $2M to $2M. Reported net income was $256K.
How have Kahler & Associates, PC Kathy L. Kahler, Cpa plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kahler & Associates, PC Kathy L. Kahler, Cpa's sponsor-wide assets grew 32.4%, from $1M to $2M.
Which 401(k) plans are similar in size to Kahler & Associates, PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is North American Packaging, LLC Dba Econo-Pak 401(k) Profit Sharing Plan and Trust in PA ($2M, 186 participants).
Which 401(k) plans cover a similar participant headcount to Kahler & Associates, PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 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 521961480.

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.