401(k) · DOL Form 5500 · 2024

Kaufman Borgeest & Ryan LLP 401(k) Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
132
Participants Small participant base
86th
Percentile by assets National rank
$461,468
Avg per participant High balance/head
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Official DOL plan name: Kb&r 401(k) Profit Sharing Plan and Trust · Sponsored by Kaufman Borgeest & Ryan LLP · New York · Professional & Technical Services

$61M in assets, 132 participants

Kaufman Borgeest & Ryan LLP's Kb&r 401(k) Profit Sharing Plan and Trust reported $61M in total assets and 132 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,581 in Professional & Technical Services (20,173 peers)

Coverage in New York

Kb&r 401(k) Profit Sharing Plan and Trust covers 132 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $61M.

#17,581
in Professional & Technical Services (20,173 peers)
+11.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Kb&r 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Kb&r 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$60,913,763 Top 14% higher than 86% 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

Kb&r 401(k) Profit Sharing Plan and 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. Kb&r 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (132 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kb&r 401(k) Profit Sharing Plan and Trust reported net income rose from $5M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Kb&r 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $55M in the plan year 2023 filing to $61M in the plan year 2024 filing.
  • Kb&r 401(k) Profit Sharing Plan and Trust reported participants rose from 120 in the plan year 2023 filing to 132 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 133951065 · Kaufman Borgeest & Ryan LLP PY 2024 · 401(k)

Kb&r 401(k) Profit Sharing Plan and Trust · $61M · 132 · 86th

  • NET $61M
  • BOOK 132
  • VS-ST 86th
  • BOY 401(k)
  • SCH near Utah Valley Pediatrics, L.C. 401(k) Profit Sharing Plan
  • EBSA ind #17581

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 York →

Kb&r 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Jeff Wyler Automotive Family, Inc. Retirement Savings Plan and TrustJeff Wyler Automotive Family…$61MThe Cleveland Guardians 401(k) PlanThe Cleveland Guardians 401(…$61MUtah Valley Pediatrics, L.C. 401(k) Profit Sharing PlanUtah Valley Pediatrics, L.C.…$61MKb&r 401(k) Profit Sharing Plan and TrustKb&r 401(k) Profit Sharing P…$61MGrumman/Butkus Associates, Ltd. Employee 401(k) PlanGrumman/Butkus Associates, L…$61M
End-of-year total assets ($M) among Kb&r 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$61M
Net Income$10M
Employer EIN133951065
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kaufman Borgeest & Ryan LLP)

Sponsor-wide plan assets over time

All Kaufman Borgeest & Ryan LLP plans reported in each filing year

Latest sponsor-wide plan assets
$61M 22.295740132928522% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $49.8M $60.9M ▲ +22.3%
Year Plans Participants Total Assets
2022 1 135 $50M
2023 1 120 $55M
2024 1 132 $61M

Nearby 401(k) Plans in New York

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

Kb&r 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Kb&r 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.060913763 · Participants: 132Kb&r 401(k) Profit Sharing Plan and 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
Kb&r 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Kb&r 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Kb&r 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Utah Valley Pediatrics, L.C. 401(k) Profit Sharing Plan in UT ($61M); by covered participants it is Oiwk 401(k) Profit Sharing Plan in KY (132 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (132 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 Kb&r 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Kb&r 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 11.4% during 2024, from $55M to $61M. Reported net income was $10M.
How have Kaufman Borgeest & Ryan LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kaufman Borgeest & Ryan LLP's sponsor-wide assets grew 22.3%, from $50M to $61M.
Where does Kb&r 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Kb&r 401(k) Profit Sharing Plan and Trust ranks in the 86th 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 Kb&r 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Utah Valley Pediatrics, L.C. 401(k) Profit Sharing Plan in UT ($61M, 231 participants).
Which 401(k) plans cover a similar participant headcount to Kb&r 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Oiwk 401(k) Profit Sharing Plan in KY (132 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 133951065.

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.