Money Purchase · DOL Form 5500 · 2024
Dr. Paul C. Kaiser, Ltd. Money Purchase Plan
Data updated 2026-08-25
- $395K
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 16th
- Percentile by assets National rank
- $32,925
- Avg per participant Low balance/head
Official DOL plan name: Dr Paul C Kaiser Employees Profit Sharing Plan & T · Sponsored by Dr. Paul C. Kaiser, Ltd. · Virginia · Healthcare & Social Assistance
$395K in assets, 12 participants
Dr. Paul C. Kaiser, Ltd.'s Dr Paul C Kaiser Employees Profit Sharing Plan & T reported $395K in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 16th 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.
- #1,911 in Healthcare & Social Assistance (16,916 peers)
Dr. Paul C. Kaiser, Ltd. multi-year trail
Dr. Paul C. Kaiser, Ltd.'s plans moved +44.9% in assets from 2022 to 2024; this filing shows Dr Paul C Kaiser Employees Profit Sharing Plan & T at $395K / 12 participants.
- #1,911
- in Healthcare & Social Assistance (16,916 peers)
- +17.1%
- assets growth YoY
Dr Paul C Kaiser Employees Profit Sharing Plan & T among the smaller filed plans by assets
Dr Paul C Kaiser Employees Profit Sharing Plan & T vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$395,097 16th percentile higher than 16% 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
Dr Paul C Kaiser Employees Profit Sharing Plan & T among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dr Paul C Kaiser Employees Profit Sharing Plan & T is a small filing (12 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Dr Paul C Kaiser Employees Profit Sharing Plan & T end-of-year assets rose from $337K in the plan year 2023 filing to $395K in the plan year 2024 filing.
- Dr Paul C Kaiser Employees Profit Sharing Plan & T reported net income fell from $65K in the plan year 2023 filing to $58K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 541872785 · Dr. Paul C. Kaiser, Ltd. PY 2024 · Money Purchase
Dr Paul C Kaiser Employees Profit Sharing Plan & T · $395K · 12 · 16th
- SCH $395K
- EBSA 12
- PART 16th
- TYPE Money Purchase
- NET near Budd J. Mildenberg, Md Keough Money Purchase Pension Plan
- BOOK ind #1911
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 Healthcare & Social Assistance retirement plans → · Plans in Virginia →
Dr Paul C Kaiser Employees Profit Sharing Plan & T in the asset neighbourhood
Dr. Paul C. Kaiser, Ltd. multi-year asset trail
Sponsor-wide plan assets over time
All Dr. Paul C. Kaiser, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $395K 44.90783190417159% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11 | $273K |
| 2023 | 1 | 12 | $337K |
| 2024 | 1 | 12 | $395K |
Dr. Paul C. Kaiser, Ltd. filing trail (2024)
| Total Assets (Beginning of Year) | $337K |
|---|---|
| Net Assets (End of Year) | $395K |
| Net Income | $58K |
| Employer EIN | 541872785 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Virginia
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Qualified Retirement Plan $2.8B · 12,228
- The George Washington University Retirement Plan for Faculty and Staff $1.4B · 3,862
- Noblis, Inc. Qualified Retirement Plan $246M · 2,434
- Mid-Atlantic States District Council Participating Locals Annuity Fund $149M · 6,604
- American College of Radiology Employees' Pension Plan and Trust $108M · 560
Dr Paul C Kaiser Employees Profit Sharing Plan & T's out-of-state Money Purchase peers by assets and headcount
Outside Virginia, the nearest Money Purchase by assets is Budd J. Mildenberg, Md Keough Money Purchase Pension Plan in PA ($395K); by covered participants it is Sam Berman and Sons Retirement Trust in IA (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($395K here).
Similar participant headcount
Nearest other-state filings by covered participants (12 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.