401(k) · DOL Form 5500 · 2024
Kaplin, Stewart, Meloff, Reiter & Stein 401(k) Plan
Data updated 2026-08-25
- $49M
- Total assets Below avg plan size
- 70
- Participants Small participant base
- 84th
- Percentile by assets National rank
- $704,564
- Avg per participant High balance/head
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.
- #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.
- #17,106
- in Professional & Technical Services (20,173 peers)
- +11.9%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan's outsized position 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 among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan is a small filing (70 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → 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.
DOL schedule card
Filing strip 232866254 · Kaplin, Stewart, Meloff, Reiter & Stein PY 2024 · 401(k)
Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan · $49M · 70 · 84th
- BOOK $49M
- BOOK 70
- BOOK 84th
- BOOK 401(k)
- BOOK near American Forest Management, Inc. 401(k) Plan
- BOOK ind #17106
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 →
Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Kaplin, Stewart, Meloff, Reiter & Stein plans reported in each filing year
- Latest sponsor-wide plan assets
- $49M 29.011930713212564% vs 2022
- 2024 filing year
| 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.
- 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
Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is American Forest Management, Inc. 401(k) Plan in NC ($49M); by covered participants it is Revenir Energy Services LLC 401(k) Plan in CO (70 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($49M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (70 participants); asset peers above are excluded.
- Revenir Energy Services LLC 401(k) Plan (CO) 70 · 0 off
- Bogota Savings Bank 401(k) Savings Plan (NJ) 70 · 0 off
- Quebedeaux Pontiac Gmc 401(k) Plan (AZ) 70 · 0 off
- Chairish, Inc. 401(k) Plan (CA) 70 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.