401(k) · DOL Form 5500 · 2024

P. Kaufmann, Inc. 401(k) Plan

Data updated 2026-08-25

$76M
Total assets Below avg plan size
142
Participants Small participant base
88th
Percentile by assets National rank
$535,949
Avg per participant High balance/head
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Official DOL plan name: P. Kaufmann Employees' 401(k) Profit-Sharing Trust · Sponsored by P. Kaufmann, Inc. · New York · Wholesale Trade

$76M in assets, 142 participants

P. Kaufmann, Inc.'s P. Kaufmann Employees' 401(k) Profit-Sharing Trust reported $76M in total assets and 142 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #5,471 in Wholesale Trade (6,080 peers)

Coverage in New York

P. Kaufmann Employees' 401(k) Profit-Sharing Trust covers 142 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $76M.

#5,471
in Wholesale Trade (6,080 peers)
+12.2%
assets growth YoY
0.8×
vs typical plan assets (national mean)

P. Kaufmann Employees' 401(k) Profit-Sharing Trust's outsized position by total assets

P. Kaufmann Employees' 401(k) Profit-Sharing Trust vs every filed plan by assets

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

$76,104,729 Top 12% higher than 88% 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

P. Kaufmann Employees' 401(k) Profit-Sharing Trust 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. P. Kaufmann Employees' 401(k) Profit-Sharing Trust sits mid-pack in the medium band (142 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • P. Kaufmann Employees' 401(k) Profit-Sharing Trust reported net income rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • P. Kaufmann Employees' 401(k) Profit-Sharing Trust end-of-year assets rose from $68M in the plan year 2023 filing to $76M in the plan year 2024 filing.
  • P. Kaufmann Employees' 401(k) Profit-Sharing Trust reported participants fell from 148 in the plan year 2023 filing to 142 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 135669968 · P. Kaufmann, Inc. PY 2024 · 401(k)

P. Kaufmann Employees' 401(k) Profit-Sharing Trust · $76M · 142 · 88th

  • 5500 $76M
  • ASSETS 142
  • PCT 88th
  • EIN 401(k)
  • RANK near Shoe Carnival, Inc. Retirement Savings Plan
  • PHOTO ind #5471

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 Wholesale Trade retirement plans → · Plans in New York →

P. Kaufmann Employees' 401(k) Profit-Sharing Trust in the asset neighbourhood

Cohen & Company, Ltd. Profit Sharing/401(k) PlanCohen & Company, Ltd. Profit…$76MShoe Carnival, Inc. Retirement Savings PlanShoe Carnival, Inc. Retireme…$76MP. Kaufmann Employees' 401(k) Profit-Sharing TrustP. Kaufmann Employees' 401(k…$76MAlk 401(k) Plan$76MLeerink Partners 401(k) Plan$76M
End-of-year total assets ($M) among P. Kaufmann Employees' 401(k) Profit-Sharing Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$76M
Net Income$8M
Employer EIN135669968
Plan Effective Date1965-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (P. Kaufmann, Inc.)

Sponsor-wide plan assets over time

All P. Kaufmann, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$76M 25.856174382358688% vs 2022
2024 filing year
$55M$60M$65M$70M$75M$80M 202220232024 $60.5M $76.1M ▲ +25.8%
Year Plans Participants Total Assets
2022 1 150 $60M
2023 1 148 $68M
2024 1 142 $76M

Nearby 401(k) Plans in New York

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

P. Kaufmann Employees' 401(k) Profit-Sharing Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants P. Kaufmann Employees' 401(k) Profit-Sharing Trust, Total assets ($B): 0.076104729 · Participants: 142P. Kaufmann Employees' 401(k) Profit-Sharing TrustIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
P. Kaufmann Employees' 401(k) Profit-Sharing Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare P. Kaufmann Employees' 401(k) Profit-Sharing Trust side-by-side with 3 peers →

P. Kaufmann Employees' 401(k) Profit-Sharing Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Shoe Carnival, Inc. Retirement Savings Plan in IN ($76M); by covered participants it is Slickdeals, LLC 401(k) Profit Sharing Plan in NV (142 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($76M here).

Similar participant headcount

Nearest other-state filings by covered participants (142 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 P. Kaufmann Employees' 401(k) Profit-Sharing Trust assets move in 2024? ▼
P. Kaufmann Employees' 401(k) Profit-Sharing Trust grew at a solid clip - up 12.2% during 2024, from $68M to $76M. Reported net income was $8M.
How have P. Kaufmann, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), P. Kaufmann, Inc.'s sponsor-wide assets grew 25.9%, from $60M to $76M.
Where does P. Kaufmann Employees' 401(k) Profit-Sharing Trust rank by assets among Form 5500 filers? ▼
P. Kaufmann Employees' 401(k) Profit-Sharing Trust ranks in the 88th 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 P. Kaufmann Employees' 401(k) Profit-Sharing Trust? ▼
Among 401(k) plans in other states, the closest by assets is Shoe Carnival, Inc. Retirement Savings Plan in IN ($76M, 3,150 participants).
Which 401(k) plans cover a similar participant headcount to P. Kaufmann Employees' 401(k) Profit-Sharing Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Slickdeals, LLC 401(k) Profit Sharing Plan in NV (142 participants, $19M 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 135669968.

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.