Money Purchase · DOL Form 5500 · 2024
Attorney Kenneth G. Calewarts Money Purchase Plan
Data updated 2026-08-11
- $1M
- Total assets
- 2
- Participants
- 24th
- Percentile by assets
- $558,560
- Avg per participant
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.
- 24th percentile by assets (of 123,622 plans)
- #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.
- $1M
- total plan assets (2024 EOY)
- 2
- covered participants
- 24th
- percentile by assets (of 123,622 plans)
- $558,560
- avg assets per participant
Where Kenneth G. Calewarts Money Purchase Pension Plan and Trust sits by total 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Money Purchase filing for Kenneth G. Calewarts Money Purchase Pension Plan and Trust
Money Purchase filing for plan year 2024: EIN 391427290 ; effective since 1994-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $302 |
| Employer EIN | 391427290 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Attorney Kenneth G. Calewarts)
| 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
- Employees Retirement Plan of Marshfield Clinic $1.3B · 8,328
- Telephone and Data Systems, Inc. Pension Plan $509M · 5,326
- North Central States Regional Council of Carpenters Supplemental Retirement Plan $378M · 10,854
- Aspirus, Inc. Frozen 401(a) Plan $133M · 2,145
- Wisconsin Glaziers & Glassworkers Money Purchase Fund $88M · 420
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Kenneth G. Calewarts Money Purchase Pension Plan and Trust by total assets, not by location.
Frequently Asked Questions
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Next read for Kenneth G. Calewarts Money Purchase Pens…
Filing takeaways
Ways to act on Kenneth G. Calewarts Money Purchase Pension Plan and Trust's numbers.
- By total assets, Kenneth G. Calewarts Money Purchase Pension Plan and Trust ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Wisconsin. Compare plans
- Attorney Kenneth G. Calewarts's sponsor-wide assets have grown 0.1% since 2022 across 3 plan years on file. More Professional & Technical Services plans