401(k) · DOL Form 5500 · 2024

Albert Kemperle, Inc. 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
537
Participants Below avg headcount
82nd
Percentile by assets National rank
$77,076
Avg per participant Below avg balance/head
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Official DOL plan name: Albert Kemperle, Inc. Retirement Trust · Sponsored by Albert Kemperle, Inc. · New York · Wholesale Trade

$41M in assets, 537 participants

Albert Kemperle, Inc.'s Albert Kemperle, Inc. Retirement Trust reported $41M in total assets and 537 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #4,994 in Wholesale Trade (6,080 peers)

Where Albert Kemperle, Inc. Retirement Trust sits by assets

Albert Kemperle, Inc. Retirement Trust sits in the top quartile of all filed plans by assets, $41M for 537 participants (~$77,076/participant), up 13.9% in 2024.

#4,994
in Wholesale Trade (6,080 peers)
+13.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Albert Kemperle, Inc. Retirement Trust's outsized position by total assets

Albert Kemperle, Inc. Retirement Trust vs every filed plan by assets

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

$41,389,829 Top 18% higher than 82% 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

Albert Kemperle, Inc. Retirement 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. Albert Kemperle, Inc. Retirement Trust sits mid-pack in the medium band (537 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Albert Kemperle, Inc. Retirement Trust reported participants rose from 461 in the plan year 2023 filing to 537 in the plan year 2024 filing.
  • Albert Kemperle, Inc. Retirement Trust end-of-year assets rose from $36M in the plan year 2023 filing to $41M in the plan year 2024 filing.
  • Albert Kemperle, Inc. Retirement Trust reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 112293976 · Albert Kemperle, Inc. PY 2024 · 401(k)

Albert Kemperle, Inc. Retirement Trust · $41M · 537 · 82nd

  • RANK $41M
  • PHOTO 537
  • IND 82nd
  • EOY 401(k)
  • 5500 near Orthopaedic Center 401(k) Profit Sharing Plan and Trust
  • ASSETS ind #4994

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 →

Albert Kemperle, Inc. Retirement Trust in the asset neighbourhood

Pmgm Savings Plan$41MAlbert Kemperle, Inc. Retirement TrustAlbert Kemperle, Inc. Retire…$41MOrthopaedic Center 401(k) Profit Sharing Plan and TrustOrthopaedic Center 401(k) Pr…$41MCondon-Johnson & Associates, Inc. 401(k) Profit Sharing PlanCondon-Johnson & Associates,…$41MMonroe Capital LLC 401(k) Profit Sharing Plan and TrustMonroe Capital LLC 401(k) Pr…$41M
End-of-year total assets ($M) among Albert Kemperle, Inc. Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$41M
Net Income$5M
Employer EIN112293976
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Albert Kemperle, Inc.)

Sponsor-wide plan assets over time

All Albert Kemperle, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$41M 34.72677547691735% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $30.7M $41.4M ▲ +34.7%
Year Plans Participants Total Assets
2022 1 457 $31M
2023 1 461 $36M
2024 1 537 $41M

Nearby 401(k) Plans in New York

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

Albert Kemperle, Inc. Retirement Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Albert Kemperle, Inc. Retirement Trust, Total assets ($B): 0.041389829 · Participants: 537Albert Kemperle, Inc. Retirement 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
Albert Kemperle, Inc. Retirement Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Albert Kemperle, Inc. Retirement Trust side-by-side with 3 peers →

Albert Kemperle, Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Orthopaedic Center 401(k) Profit Sharing Plan and Trust in IL ($41M); by covered participants it is Dowl LLC Retirement Savings and Investment Plan in AK (537 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (537 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 Albert Kemperle, Inc. Retirement Trust assets move in 2024? ▼
Albert Kemperle, Inc. Retirement Trust grew at a solid clip - up 13.9% during 2024, from $36M to $41M. Reported net income was $5M.
How have Albert Kemperle, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Albert Kemperle, Inc.'s sponsor-wide assets grew 34.7%, from $31M to $41M.
Where does Albert Kemperle, Inc. Retirement Trust rank by assets among Form 5500 filers? ▼
Albert Kemperle, Inc. Retirement Trust ranks in the 82nd 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 Albert Kemperle, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Orthopaedic Center 401(k) Profit Sharing Plan and Trust in IL ($41M, 90 participants).
Which 401(k) plans cover a similar participant headcount to Albert Kemperle, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Dowl LLC Retirement Savings and Investment Plan in AK (537 participants, $134M 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 112293976.

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.