401(k) · DOL Form 5500 · 2024

Kaufman Dolowich,LLP 401(k) Plan

Data updated 2026-08-11

$44M
Total assets
322
Participants
83rd
Percentile by assets
$136,977
Avg per participant
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Official DOL plan name: Kaufman Dolowich,LLP Retirement Plan · Sponsored by Kaufman Dolowich,LLP · New York · Professional & Technical Services

$44M in assets, 322 participants

Kaufman Dolowich,LLP's Kaufman Dolowich,LLP Retirement Plan reported $44M in total assets and 322 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • 83rd percentile by assets (of 123,622 plans)
  • #16,808 in Professional & Technical Services (20,173 peers)

Coverage in New York

Kaufman Dolowich,LLP Retirement Plan covers 322 participants in New York, about 40% of the average New York filer (state average ~798 per filing). Assets: $44M.

$44M
total plan assets (2024 EOY)
322
covered participants
83rd
percentile by assets (of 123,622 plans)
$136,977
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kaufman Dolowich,LLP Retirement Plan reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Kaufman Dolowich,LLP Retirement Plan end-of-year assets rose from $38M in the plan year 2023 filing to $44M in the plan year 2024 filing.
  • Kaufman Dolowich,LLP Retirement Plan reported participants fell from 335 in the plan year 2023 filing to 322 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Kaufman Dolowich,LLP Retirement Plan reports 322 participants - about 40% of that state average ($44M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$44M
Net Income$6M
Employer EIN113391604
Plan Effective Date1986-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kaufman Dolowich,LLP)

$25M$30M$35M$40M$45M$50M 202220232024 $31.2M $44.1M ▲ +41.4%
Total plan assets by year, all Kaufman Dolowich,LLP plans on file
Year Plans Participants Total Assets
2022 1 300 $31M
2023 1 335 $38M
2024 1 322 $44M

Nearby 401(k) Plans in New York

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

Kaufman Dolowich,LLP Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants

Kaufman Dolowich,LLP Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Kaufman Dolowich,LLP…IBM 401(k) PlanMorgan Stanley 401(k…Pfizer Savings PlanThe Pepsico Savings …The Goldman Sachs 40…
Kaufman Dolowich,LLP Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Kaufman Dolowich,LLP Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Kaufman Dolowich,LLP Retirement Plan assets move in 2024?
Kaufman Dolowich,LLP Retirement Plan grew sharply - up 15.5% during 2024, from $38M to $44M. Reported net income was $6M.
How have Kaufman Dolowich,LLP plan assets changed over time?
Across 3 plan years on file (2022-2024), Kaufman Dolowich,LLP's sponsor-wide assets grew 41.4%, from $31M to $44M.
Where does Kaufman Dolowich,LLP Retirement Plan rank by assets among Form 5500 filers?
Kaufman Dolowich,LLP Retirement Plan ranks in the 83rd 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 Kaufman Dolowich,LLP Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Brannan Sand and Gravel Company Savings Plan in CO ($44M, 555 participants).

Filing takeaways

Ways to act on Kaufman Dolowich,LLP Retirement Plan's numbers.