401(k) · DOL Form 5500 · 2024

Offit Kurman, P.a. 401(k) Plan

Data updated 2026-08-25

$87M
Total assets Below avg plan size
577
Participants Below avg headcount
89th
Percentile by assets National rank
$150,541
Avg per participant Above avg balance/head
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Official DOL plan name: Offit Kurman, P.a. 401(k) Profit Sharing Plan · Sponsored by Offit Kurman, P.a. · Maryland · Professional & Technical Services

$87M in assets, 577 participants

Offit Kurman, P.a.'s Offit Kurman, P.a. 401(k) Profit Sharing Plan reported $87M in total assets and 577 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,249 in Professional & Technical Services (20,173 peers)

Where Offit Kurman, P.a. 401(k) Profit Sharing Plan sits by assets

Offit Kurman, P.a. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $87M for 577 participants (~$150,541/participant), up 8.4% in 2024.

#18,249
in Professional & Technical Services (20,173 peers)
+8.4%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Offit Kurman, P.a. 401(k) Profit Sharing Plan's outsized position by total assets

Offit Kurman, P.a. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$86,862,213 Top 11% higher than 89% 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

Offit Kurman, P.a. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Offit Kurman, P.a. 401(k) Profit Sharing Plan sits mid-pack in the medium band (577 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Offit Kurman, P.a. 401(k) Profit Sharing Plan reported net income fell from $11M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Offit Kurman, P.a. 401(k) Profit Sharing Plan reported participants rose from 502 in the plan year 2023 filing to 577 in the plan year 2024 filing.
  • Offit Kurman, P.a. 401(k) Profit Sharing Plan end-of-year assets rose from $80M in the plan year 2023 filing to $87M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 521518021 · Offit Kurman, P.a. PY 2024 · 401(k)

Offit Kurman, P.a. 401(k) Profit Sharing Plan · $87M · 577 · 89th

  • PART $87M
  • PART 577
  • PART 89th
  • PART 401(k)
  • PART near West Valley Savings Plan
  • PART ind #18249

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 →

Offit Kurman, P.a. 401(k) Profit Sharing Plan in the asset neighbourhood

Aaa Washington 401(k) Savings PlanAaa Washington 401(k) Saving…$87MCurtis, Mallet-Prevost, Colt & Mosle LLP 401(k) Plan for Associates, Staff and PartnersCurtis, Mallet-Prevost, Colt…$87MOffit Kurman, P.a. 401(k) Profit Sharing PlanOffit Kurman, P.a. 401(k) Pr…$87MWest Valley Savings Plan$87MShelly & Sands, Inc. Employees 401(k) PlanShelly & Sands, Inc. Employe…$87M
End-of-year total assets ($M) among Offit Kurman, P.a. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$87M
Net Income$7M
Employer EIN521518021
Plan Effective Date1994-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Offit Kurman, P.a.)

Sponsor-wide plan assets over time

All Offit Kurman, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$87M 26.288355203250813% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $68.8M $86.9M ▲ +26.3%
Year Plans Participants Total Assets
2022 1 480 $69M
2023 1 502 $80M
2024 1 577 $87M

Nearby 401(k) Plans in Maryland

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

Offit Kurman, P.a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Offit Kurman, P.a. 401(k) Profit Sharing Plan, Total assets ($B): 0.086862213 · Participants: 577Offit Kurman, P.a. 401(k) Profit Sharing 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
Offit Kurman, P.a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Offit Kurman, P.a. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Offit Kurman, P.a. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is West Valley Savings Plan in NY ($87M); by covered participants it is Azelis Americas, LLC 401(k) Retirement Plan in MA (577 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (577 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 Offit Kurman, P.a. 401(k) Profit Sharing Plan assets move in 2024? ▼
Offit Kurman, P.a. 401(k) Profit Sharing Plan grew at a solid clip - up 8.4% during 2024, from $80M to $87M. Reported net income was $7M.
How have Offit Kurman, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Offit Kurman, P.a.'s sponsor-wide assets grew 26.3%, from $69M to $87M.
Where does Offit Kurman, P.a. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Offit Kurman, P.a. 401(k) Profit Sharing Plan ranks in the 89th 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 Offit Kurman, P.a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is West Valley Savings Plan in NY ($87M, 308 participants).
Which 401(k) plans cover a similar participant headcount to Offit Kurman, P.a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Azelis Americas, LLC 401(k) Retirement Plan in MA (577 participants, $92M 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 521518021.

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.