Money Purchase · DOL Form 5500 · 2024

Attorney Kenneth G. Calewarts Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
24th
Percentile by assets National rank
$558,560
Avg per participant High balance/head
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Official DOL plan name: Kenneth G. Calewarts Money Purchase Pension Plan and Trust · Sponsored by Attorney Kenneth G. Calewarts · Wisconsin · Professional & Technical Services

$1M in assets, 2 participants

Attorney Kenneth G. Calewarts's Kenneth G. Calewarts Money Purchase Pension Plan and Trust reported $1M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,856 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Kenneth G. Calewarts Money Purchase Pension Plan and Trust holds $1M for 2 participants - about $558,560 per participant, among the smaller plans by assets on file.

#3,856
in Professional & Technical Services (20,173 peers)
+0.0%
assets growth YoY

Kenneth G. Calewarts Money Purchase Pension Plan and Trust among the smaller filed plans by assets

Kenneth G. Calewarts Money Purchase Pension Plan and Trust vs every filed plan by assets

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

$1,117,120 24th percentile higher than 24% 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

Kenneth G. Calewarts Money Purchase Pension Plan and Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kenneth G. Calewarts Money Purchase Pension Plan and Trust is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 391427290 · Attorney Kenneth G. Calewarts PY 2024 · Money Purchase

Kenneth G. Calewarts Money Purchase Pension Plan and Trust · $1M · 2 · 24th

  • BOOK $1M
  • BOOK 2
  • BOOK 24th
  • BOOK Money Purchase
  • BOOK near Orlando Gonzalez Vazquez, M.D. Retirement Plan
  • BOOK ind #3856

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 Wisconsin →

Kenneth G. Calewarts Money Purchase Pension Plan and Trust in the asset neighbourhood

Kenneth G. Calewarts Money Purchase Pension Plan and TrustKenneth G. Calewarts Money P…$1MOrlando Gonzalez Vazquez, M.D. Retirement PlanOrlando Gonzalez Vazquez, M.…$1MHeliarc Welding Service Profit Sharing Plan TrustHeliarc Welding Service Prof…$1MHolly Hill Academy Money Purchase PlanHolly Hill Academy Money Pur…$1MRunnymede Capital Management, Inc. Money Purchase Pension PlanRunnymede Capital Management…$1M
End-of-year total assets ($M) among Kenneth G. Calewarts Money Purchase Pension Plan and Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$302
Employer EIN391427290
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Attorney Kenneth G. Calewarts)

Sponsor-wide plan assets over time

All Attorney Kenneth G. Calewarts plans reported in each filing year

Latest sponsor-wide plan assets
$1M 0.05391762604812462% vs 2022
2024 filing year
$1.12M 202220232024 $1.12M $1.12M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M
2024 1 2 $1M

Nearby Money Purchase Plans in Wisconsin

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Kenneth G. Calewarts Money Purchase Pension Plan and Trust vs. nearby Money Purchase plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Kenneth G. Calewarts Money Purchase Pension Plan and Trust, Total assets ($B): 0.00111712 · Participants: 2Kenneth G. Calewarts Money Purchase Pension Plan and TrustEmployees Retirement Plan of Marshfield Clinic, Total assets ($B): 1.265549143 · Participants: 8328Employees Retirement Plan of Marshfield ClinicTelephone and Data Systems, Inc. Pension Plan, Total assets ($B): 0.509492798 · Participants: 5326Telephone and Data Systems, Inc. Pension PlanNorth Central States Regional Council of Carpenters Supplemental Retirement Plan, Total assets ($B): 0.378003202 · Participants: 10854North Central States Regional Council of Carpenters Supplemental Retirement PlanAspirus, Inc. Frozen 401(a) Plan, Total assets ($B): 0.132502999 · Participants: 2145Aspirus, Inc. Frozen 401(a) PlanWisconsin Glaziers & Glassworkers Money Purchase Fund, Total assets ($B): 0.08840844 · Participants: 420Wisconsin Glaziers & Glassworkers Money Purchase Fund
Kenneth G. Calewarts Money Purchase Pension Plan and Trust vs. nearby Money Purchase plans in Wisconsin, assets vs. participants
Compare Kenneth G. Calewarts Money Purchase Pension Plan and Trust side-by-side with 3 peers →

Kenneth G. Calewarts Money Purchase Pension Plan and Trust's out-of-state Money Purchase peers by assets and headcount

Outside Wisconsin, the nearest Money Purchase by assets is Orlando Gonzalez Vazquez, M.D. Retirement Plan in PR ($1M); by covered participants it is Virginia Aquaklear Inc 401(k) Profit Sharing Plan in VA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Kenneth G. Calewarts Money Purchase Pension Plan and Trust assets move in 2024? ▼
Kenneth G. Calewarts Money Purchase Pension Plan and Trust held essentially flat - up 0.0% during 2024, from $1M to $1M. Reported net income was $302.
How have Attorney Kenneth G. Calewarts plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Attorney Kenneth G. Calewarts's sponsor-wide assets grew 0.1%, from $1M to $1M.
Where does Kenneth G. Calewarts Money Purchase Pension Plan and Trust rank by assets among Form 5500 filers? ▼
Kenneth G. Calewarts Money Purchase Pension Plan and Trust ranks in the 24th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Kenneth G. Calewarts Money Purchase Pension Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Orlando Gonzalez Vazquez, M.D. Retirement Plan in PR ($1M, 8 participants).
Which Money Purchase plans cover a similar participant headcount to Kenneth G. Calewarts Money Purchase Pension Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Virginia Aquaklear Inc 401(k) Profit Sharing Plan in VA (2 participants, N/A 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 391427290.

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.