401(k) · DOL Form 5500 · 2024

Kaplin, Stewart, Meloff, Reiter & Stein 401(k) Plan

Data updated 2026-08-11

$49M
Total assets: 70
Participants: 84th
Percentile by assets: $704,564
Avg per participant

Official DOL plan name: Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan · Sponsored by Kaplin, Stewart, Meloff, Reiter & Stein · Pennsylvania · Professional & Technical Services

$49M in assets, 70 participants

Kaplin, Stewart, Meloff, Reiter & Stein's Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan reported $49M in total assets and 70 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

84th percentile by assets (of 123,622 plans)
#17,106 in Professional & Technical Services (20,173 peers)

Where Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan sits by assets

Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $49M for 70 participants (~$704,564/participant), up 11.9% in 2024.

$49M
total plan assets (2024 EOY): 70
covered participants: 84th
percentile by assets (of 123,622 plans): $704,564
avg assets per participant

Where Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan sits by total assets

Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$49,319,513 Top 16% higher than 84% 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

Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $44M in the plan year 2023 filing to $49M in the plan year 2024 filing.
Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan reported participants fell from 73 in the plan year 2023 filing to 70 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Pennsylvania

Industry

Professional & Technical Services

Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan vs the 2024 asset distribution

By assets, Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan outranks 84% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$44M
Net Assets (End of Year)	$49M
Net Income	$5M
Employer EIN	232866254
Plan Effective Date	1997-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Kaplin, Stewart, Meloff, Reiter & Stein)

Total plan assets by year, all Kaplin, Stewart, Meloff, Reiter & Stein plans on file

Year	Plans	Participants	Total Assets
2022	1	72	$38M
2023	1	73	$44M
2024	1	70	$49M

Nearby 401(k) Plans in Pennsylvania

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

Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
The Cigna Group 401(k) Plan $14.2B · 63,634
The Vanguard Retirement and Savings Plan $11.1B · 18,066
Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604

Compare Kaplin, Stewart, Meloff, Reiter & Stein,… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan by total assets, not by location.

American Forest Management, Inc. 401(k) Plan (NC) $49M · 279
Northwinds Holding, Inc. 401(k) Plan (NY) $49M · 799
The Dupps Company 401(k) Plan (OH) $49M · 273
Wehco 401(k) Retirement Savings Plan (AR) $49M · 1,037

Frequently Asked Questions

How did Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan assets move in 2024? ▼

Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan grew at a solid clip - up 11.9% during 2024, from $44M to $49M. Reported net income was $5M.

How have Kaplin, Stewart, Meloff, Reiter & Stein plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Kaplin, Stewart, Meloff, Reiter & Stein's sponsor-wide assets grew 29.0%, from $38M to $49M.

Where does Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is American Forest Management, Inc. 401(k) Plan in NC ($49M, 279 participants).

Next read for Kaplin, Stewart, Meloff, Reiter & Stein,…

Scale reading

Ways to act on Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan's numbers.

By total assets, Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
Kaplin, Stewart, Meloff, Reiter & Stein's sponsor-wide assets have grown 29.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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 232866254.