Other · DOL Form 5500 · 2024

Kelberman Center, Inc. Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
291
Participants Below avg headcount
45th
Percentile by assets National rank
$20,311
Avg per participant Low balance/head
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Official DOL plan name: Kelberman Center, Inc. 403(b) Plan · Sponsored by Kelberman Center, Inc. · New York · Healthcare & Social Assistance

$6M in assets, 291 participants

Kelberman Center, Inc.'s Kelberman Center, Inc. 403(b) Plan reported $6M in total assets and 291 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,248 in Healthcare & Social Assistance (16,916 peers)

Coverage in New York

Kelberman Center, Inc. 403(b) Plan covers 291 participants in New York, about 36% of the average New York filer (state average ~798 per filing). Assets: $6M.

#8,248
in Healthcare & Social Assistance (16,916 peers)
+15.2%
assets growth YoY

Kelberman Center, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Kelberman Center, Inc. 403(b) Plan vs every filed plan by assets

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

$5,910,392 45th percentile higher than 45% 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

Kelberman Center, Inc. 403(b) Plan 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. Kelberman Center, Inc. 403(b) Plan sits mid-pack in the medium band (291 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kelberman Center, Inc. 403(b) Plan reported net income rose from $169K in the plan year 2023 filing to $781K in the plan year 2024 filing.
  • Kelberman Center, Inc. 403(b) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Kelberman Center, Inc. 403(b) Plan reported participants rose from 285 in the plan year 2023 filing to 291 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 550901293 · Kelberman Center, Inc. PY 2024 · Other

Kelberman Center, Inc. 403(b) Plan · $6M · 291 · 45th

  • IND $6M
  • IND 291
  • IND 45th
  • IND Other
  • IND near Leo, Inc. 403(b) Plan
  • IND ind #8248

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 New York →

Kelberman Center, Inc. 403(b) Plan in the asset neighbourhood

Kelberman Center, Inc. 403(b) PlanKelberman Center, Inc. 403(b…$6MLeo, Inc. 403(b) Plan$6MYouth and Family Alternatives, Inc. Defined Contribution Retirement PlanYouth and Family Alternative…$6M403(b) Thrift Plan for Employees of James L. Maher Center403(b) Thrift Plan for Emplo…$6MAlternative Services, Inc. 403(b) PlanAlternative Services, Inc. 4…$6M
End-of-year total assets ($M) among Kelberman Center, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$781K
Employer EIN550901293
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kelberman Center, Inc.)

Sponsor-wide plan assets over time

All Kelberman Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 38.87933455128619% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.26M $5.91M ▲ +38.7%
Year Plans Participants Total Assets
2022 1 316 $4M
2023 1 285 $5M
2024 1 291 $6M

Nearby Other Plans in New York

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

Kelberman Center, Inc. 403(b) Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Kelberman Center, Inc. 403(b) Plan, Total assets ($B): 0.005910392 · Participants: 291Kelberman Center, Inc. 403(b) PlanNorthwell Health 403(b) Plan, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 8.002376506 · Participants: 30335University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 6.449166101 · Participants: 22606Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.643469898 · Participants: 14399Retirement Plan for Officers of Columbia University
Kelberman Center, Inc. 403(b) Plan vs. nearby Other plans in New York, assets vs. participants
Compare Kelberman Center, Inc. 403(b) Plan side-by-side with 3 peers →

Kelberman Center, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Leo, Inc. 403(b) Plan in MA ($6M); by covered participants it is 403b Thrift Plan for Employees of Haven for Hope of Bexar County in TX (291 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (291 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 Kelberman Center, Inc. 403(b) Plan assets move in 2024? ▼
Kelberman Center, Inc. 403(b) Plan grew sharply - up 15.2% during 2024, from $5M to $6M. Reported net income was $781K.
How have Kelberman Center, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kelberman Center, Inc.'s sponsor-wide assets grew 38.9%, from $4M to $6M.
Which Other plans are similar in size to Kelberman Center, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Leo, Inc. 403(b) Plan in MA ($6M, 111 participants).
Which Other plans cover a similar participant headcount to Kelberman Center, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is 403b Thrift Plan for Employees of Haven for Hope of Bexar County in TX (291 participants, $9M 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 550901293.

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.