401(k) · DOL Form 5500 · 2024

Kpmg LLP 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
90
Participants Small participant base
74th
Percentile by assets National rank
$270,010
Avg per participant High balance/head
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Official DOL plan name: Kpmg Puerto Rico Capital Accumulation Plan · Sponsored by Kpmg LLP · New Jersey · Professional & Technical Services

$24M in assets, 90 participants

Kpmg LLP's Kpmg Puerto Rico Capital Accumulation Plan reported $24M in total assets and 90 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #14,830 in Professional & Technical Services (20,173 peers)

Kpmg LLP multi-year trail

Kpmg LLP's plans moved +27.5% in assets from 2022 to 2024; this filing shows Kpmg Puerto Rico Capital Accumulation Plan at $24M / 90 participants.

#14,830
in Professional & Technical Services (20,173 peers)
+20.7%
assets growth YoY

Kpmg Puerto Rico Capital Accumulation Plan's outsized position by total assets

Kpmg Puerto Rico Capital Accumulation Plan vs every filed plan by assets

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

$24,300,863 Top 26% higher than 74% 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

Kpmg Puerto Rico Capital Accumulation 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. Kpmg Puerto Rico Capital Accumulation Plan is a small filing (90 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kpmg Puerto Rico Capital Accumulation Plan end-of-year assets rose from $20M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • Kpmg Puerto Rico Capital Accumulation Plan reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Kpmg Puerto Rico Capital Accumulation Plan reported participants rose from 88 in the plan year 2023 filing to 90 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 135565207 · Kpmg LLP PY 2024 · 401(k)

Kpmg Puerto Rico Capital Accumulation Plan · $24M · 90 · 74th

  • IND $24M
  • EOY 90
  • 5500 74th
  • ASSETS 401(k)
  • PCT near Sacred Heart Schools, Inc. 401(k) Plan
  • EIN ind #14830

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 New Jersey →

Kpmg Puerto Rico Capital Accumulation Plan in the asset neighbourhood

Kpmg Puerto Rico Capital Accumulation PlanKpmg Puerto Rico Capital Acc…$24MSacred Heart Schools, Inc. 401(k) PlanSacred Heart Schools, Inc. 4…$24MRbc Employee Retirement Plan$24MPiramal Critical Care, Inc. 401(k) PlanPiramal Critical Care, Inc. …$24MDigiflight, Inc. 401(k) Plan$24M
End-of-year total assets ($M) among Kpmg Puerto Rico Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kpmg LLP multi-year asset trail

Sponsor-wide plan assets over time

All Kpmg LLP plans reported in each filing year

Latest sponsor-wide plan assets
$16.3B 27.455091238779865% vs 2022
2024 filing year
$12B$14B$16B$18B 202220232024 $12.8B $16.3B ▲ +27.5%
Year Plans Participants Total Assets
2022 6 68,394 $12.8B
2023 6 68,069 $14.8B
2024 6 62,299 $16.3B

Kpmg LLP filing trail (2024)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$24M
Net Income$4M
Employer EIN135565207
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Kpmg Puerto Rico Capital Accumulation Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Kpmg Puerto Rico Capital Accumulation Plan, Total assets ($B): 0.024300863 · Participants: 90Kpmg Puerto Rico Capital Accumulation PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Kpmg Puerto Rico Capital Accumulation Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

Kpmg Puerto Rico Capital Accumulation Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Sacred Heart Schools, Inc. 401(k) Plan in KY ($24M); by covered participants it is 501st Transport Inc 401(k) Profit Sharing Plan & Trust in NY (90 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (90 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 Kpmg Puerto Rico Capital Accumulation Plan assets move in 2024?
Kpmg Puerto Rico Capital Accumulation Plan grew sharply - up 20.7% during 2024, from $20M to $24M. Reported net income was $4M.
How have Kpmg LLP plan assets changed over time?
Across 3 plan years on file (2022-2024), Kpmg LLP's sponsor-wide assets grew 27.5%, from $12.8B to $16.3B.
Which 401(k) plans are similar in size to Kpmg Puerto Rico Capital Accumulation Plan?
Among 401(k) plans in other states, the closest by assets is Sacred Heart Schools, Inc. 401(k) Plan in KY ($24M, 285 participants).
Which 401(k) plans cover a similar participant headcount to Kpmg Puerto Rico Capital Accumulation Plan?
Among 401(k) plans in other states, the closest by covered participants is 501st Transport Inc 401(k) Profit Sharing Plan & Trust in NY (90 participants, $299K in assets).