Profit Sharing · DOL Form 5500 · 2024

Kaufman Mcandrew, LLP Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
6
Participants Small participant base
36th
Percentile by assets National rank
$594,835
Avg per participant High balance/head
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Official DOL plan name: Kaufman Mcandrew, LLP · Sponsored by Kaufman Mcandrew, LLP · California · Professional & Technical Services

$4M in assets, 6 participants

Kaufman Mcandrew, LLP's Kaufman Mcandrew, LLP reported $4M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,717 in Professional & Technical Services (20,173 peers)

Kaufman Mcandrew, LLP multi-year trail

Kaufman Mcandrew, LLP's plans moved +10.1% in assets from 2022 to 2024; this filing shows Kaufman Mcandrew, LLP at $4M / 6 participants.

#6,717
in Professional & Technical Services (20,173 peers)
+5.9%
assets growth YoY

Kaufman Mcandrew, LLP's mid-pack asset rank among Professional & Technical Services and all filers

Kaufman Mcandrew, LLP vs every filed plan by assets

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

$3,569,011 36th percentile higher than 36% 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

Kaufman Mcandrew, LLP among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kaufman Mcandrew, LLP is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kaufman Mcandrew, LLP reported net income rose from $127K in the plan year 2023 filing to $200K in the plan year 2024 filing.
  • Kaufman Mcandrew, LLP reported participants fell from 8 in the plan year 2023 filing to 6 in the plan year 2024 filing.
  • Kaufman Mcandrew, LLP end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 522436588 · Kaufman Mcandrew, LLP PY 2024 · Profit Sharing

Kaufman Mcandrew, LLP · $4M · 6 · 36th

  • BOOK $4M
  • BOOK 6
  • BOOK 36th
  • BOOK Profit Sharing
  • BOOK near Money Group Retirement Plan Plan
  • BOOK ind #6717

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 California →

Kaufman Mcandrew, LLP in the asset neighbourhood

Kaufman Mcandrew, LLP$4MMoney Group Retirement Plan PlanMoney Group Retirement Plan …$4MAlejandro Acosta Profit Sharing Retirement PlanAlejandro Acosta Profit Shar…$4MPark, Nelson, Caywood & Jones Profit Sharing PlanPark, Nelson, Caywood & Jone…$4MIntermodal Collectively Bargained Pension PlanIntermodal Collectively Barg…$4M
End-of-year total assets ($M) among Kaufman Mcandrew, LLP and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Kaufman Mcandrew, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Kaufman Mcandrew, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$4M 10.089014822025879% vs 2022
2024 filing year
$3.2M$3.3M$3.4M$3.5M$3.6M$3.7M 202220232024 $3.24M $3.57M ▲ +10.2%
Year Plans Participants Total Assets
2022 1 8 $3M
2023 1 8 $3M
2024 1 6 $4M

Kaufman Mcandrew, LLP filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$200K
Employer EIN522436588
Plan Effective Date1971-11-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Kaufman Mcandrew, LLP vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Kaufman Mcandrew, LLP, Total assets ($B): 0.003569011 · Participants: 6Kaufman Mcandrew, LLPScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Kaufman Mcandrew, LLP vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Kaufman Mcandrew, LLP side-by-side with 3 peers →

Kaufman Mcandrew, LLP's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Money Group Retirement Plan Plan in PR ($4M); by covered participants it is Genesis Five Inc. Profit Sharing Plan in NC (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 Kaufman Mcandrew, LLP assets move in 2024? ▼
Kaufman Mcandrew, LLP grew at a solid clip - up 5.9% during 2024, from $3M to $4M. Reported net income was $200K.
How have Kaufman Mcandrew, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kaufman Mcandrew, LLP's sponsor-wide assets grew 10.1%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Kaufman Mcandrew, LLP? ▼
Among Profit Sharing plans in other states, the closest by assets is Money Group Retirement Plan Plan in PR ($4M, 106 participants).
Which Profit Sharing plans cover a similar participant headcount to Kaufman Mcandrew, LLP? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Genesis Five Inc. Profit Sharing Plan in NC (6 participants, $238K 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 522436588.

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.