401(k) · DOL Form 5500 · 2024

Kaufman Dolowich,LLP 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
322
Participants Below avg headcount
83rd
Percentile by assets National rank
$136,977
Avg per participant Near avg balance/head
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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.

  • #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.

#16,808
in Professional & Technical Services (20,173 peers)
+15.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Kaufman Dolowich,LLP Retirement Plan's outsized position by total assets

Kaufman Dolowich,LLP Retirement Plan vs every filed plan by assets

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

$44,106,727 Top 17% higher than 83% 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

Kaufman Dolowich,LLP Retirement 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. Kaufman Dolowich,LLP Retirement Plan sits mid-pack in the medium band (322 participants).

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 →

Plan-year Form 5500 strip

Filing strip 113391604 · Kaufman Dolowich,LLP PY 2024 · 401(k)

Kaufman Dolowich,LLP Retirement Plan · $44M · 322 · 83rd

  • EOY $44M
  • EOY 322
  • EOY 83rd
  • EOY 401(k)
  • EOY near Brannan Sand and Gravel Company Savings Plan
  • EOY ind #16808

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 →

Kaufman Dolowich,LLP Retirement Plan in the asset neighbourhood

Kaufman Dolowich,LLP Retirement PlanKaufman Dolowich,LLP Retirem…$44MCollegis LLC 401(k) Plan$44MBrannan Sand and Gravel Company Savings PlanBrannan Sand and Gravel Comp…$44MRed Hawk Casino 401(k) Plan$44MBackroads, Inc. 401(k) Profit Sharing PlanBackroads, Inc. 401(k) Profi…$44M
End-of-year total assets ($M) among Kaufman Dolowich,LLP Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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)

Sponsor-wide plan assets over time

All Kaufman Dolowich,LLP plans reported in each filing year

Latest sponsor-wide plan assets
$44M 41.42430713059376% vs 2022
2024 filing year
$25M$30M$35M$40M$45M$50M 202220232024 $31.2M $44.1M ▲ +41.4%
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 Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Kaufman Dolowich,LLP Retirement Plan, Total assets ($B): 0.044106727 · Participants: 322Kaufman Dolowich,LLP Retirement PlanIBM 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
Kaufman Dolowich,LLP Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Kaufman Dolowich,LLP Retirement Plan side-by-side with 3 peers →

Kaufman Dolowich,LLP Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Brannan Sand and Gravel Company Savings Plan in CO ($44M); by covered participants it is Superior Brokerage Services, Inc. 401(k) Plan in MN (322 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($44M here).

Similar participant headcount

Nearest other-state filings by covered participants (322 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 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).
Which 401(k) plans cover a similar participant headcount to Kaufman Dolowich,LLP Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Superior Brokerage Services, Inc. 401(k) Plan in MN (322 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 113391604.

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.