Profit Sharing · DOL Form 5500 · 2024

Kartsonas Agency, Inc. Profit Sharing Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
3
Participants Small participant base
62nd
Percentile by assets National rank
$4.4M
Avg per participant High balance/head
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Official DOL plan name: Kartsonas Agency, Inc. Profit Sharing Plan · Sponsored by Kartsonas Agency, Inc. · Pennsylvania · Finance & Insurance

$13M in assets, 3 participants

Kartsonas Agency, Inc.'s Kartsonas Agency, Inc. Profit Sharing Plan reported $13M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #3,910 in Finance & Insurance (8,549 peers)

Kartsonas Agency, Inc. multi-year trail

Kartsonas Agency, Inc.'s plans moved +34.3% in assets from 2022 to 2024; this filing shows Kartsonas Agency, Inc. Profit Sharing Plan at $13M / 3 participants.

#3,910
in Finance & Insurance (8,549 peers)
+4.3%
assets growth YoY

Kartsonas Agency, Inc. Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Kartsonas Agency, Inc. Profit Sharing Plan vs every filed plan by assets

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

$13,283,256 Top 38% higher than 62% 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

Kartsonas Agency, Inc. 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. Kartsonas Agency, Inc. Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kartsonas Agency, Inc. Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $561K in the plan year 2024 filing.
  • Kartsonas Agency, Inc. Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 251256263 · Kartsonas Agency, Inc. PY 2024 · Profit Sharing

Kartsonas Agency, Inc. Profit Sharing Plan · $13M · 3 · 62nd

  • BOOK $13M
  • BOOK 3
  • BOOK 62nd
  • BOOK Profit Sharing
  • BOOK near Bernstein Litowitz Berger & Grossmann LLP Profit Sharing Plan
  • BOOK ind #3910

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

Kartsonas Agency, Inc. Profit Sharing Plan in the asset neighbourhood

Cooperativa De Ahorro Y Credito De Arecibo Salary Deferral Retirement Plan 1081.01(D)Cooperativa De Ahorro Y Cred…$13MJ.R. Wauford & Company Consulting Engineers, Inc. Profit Sharing PlanJ.R. Wauford & Company Consu…$13MKartsonas Agency, Inc. Profit Sharing PlanKartsonas Agency, Inc. Profi…$13MBernstein Litowitz Berger & Grossmann LLP Profit Sharing PlanBernstein Litowitz Berger & …$13MWorcester Art Museum Retirement PlanWorcester Art Museum Retirem…$13M
End-of-year total assets ($M) among Kartsonas Agency, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Kartsonas Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Kartsonas Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 34.33056068048449% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.89M $13.3M ▲ +34.3%
Year Plans Participants Total Assets
2022 1 3 $10M
2023 1 3 $13M
2024 1 3 $13M

Kartsonas Agency, Inc. filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$13M
Net Income$561K
Employer EIN251256263
Plan Effective Date1974-05-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

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

Kartsonas Agency, Inc. 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 ($B) Participants Kartsonas Agency, Inc. Profit Sharing Plan, Total assets ($B): 0.013283256 · Participants: 3Kartsonas Agency, Inc. 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
Kartsonas Agency, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Kartsonas Agency, Inc. Profit Sharing Plan side-by-side with 3 peers →

Kartsonas Agency, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Bernstein Litowitz Berger & Grossmann LLP Profit Sharing Plan in NY ($13M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Kartsonas Agency, Inc. Profit Sharing Plan assets move in 2024? ▼
Kartsonas Agency, Inc. Profit Sharing Plan edged up modestly - up 4.3% during 2024, from $13M to $13M. Reported net income was $561K.
How have Kartsonas Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kartsonas Agency, Inc.'s sponsor-wide assets grew 34.3%, from $10M to $13M.
Which Profit Sharing plans are similar in size to Kartsonas Agency, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Bernstein Litowitz Berger & Grossmann LLP Profit Sharing Plan in NY ($13M, 105 participants).
Which Profit Sharing plans cover a similar participant headcount to Kartsonas Agency, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $796K 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 251256263.

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.