Profit Sharing · DOL Form 5500 · 2024

Kaiser & Associates, LLC Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
30th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Kaiser & Associates, LLC Profit Sharing Plan · Sponsored by Kaiser & Associates, LLC · California · Real Estate

$2M in assets, 2 participants

Kaiser & Associates, LLC's Kaiser & Associates, LLC Profit Sharing Plan reported $2M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #2,278 in Real Estate (4,605 peers)

Kaiser & Associates, LLC multi-year trail

Kaiser & Associates, LLC's plans moved +19.9% in assets from 2022 to 2024; this filing shows Kaiser & Associates, LLC Profit Sharing Plan at $2M / 2 participants.

#2,278
in Real Estate (4,605 peers)
+3.4%
assets growth YoY

Kaiser & Associates, LLC Profit Sharing Plan among the smaller filed plans by assets

Kaiser & Associates, LLC Profit Sharing Plan vs every filed plan by assets

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

$2,142,591 30th percentile higher than 30% 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

Kaiser & Associates, LLC Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kaiser & Associates, LLC Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kaiser & Associates, LLC Profit Sharing Plan reported net income fell from $285K in the plan year 2023 filing to $70K in the plan year 2024 filing.
  • Kaiser & Associates, LLC Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 953111068 · Kaiser & Associates, LLC PY 2024 · Profit Sharing

Kaiser & Associates, LLC Profit Sharing Plan · $2M · 2 · 30th

  • VS-ST $2M
  • VS-ST 2
  • VS-ST 30th
  • VS-ST Profit Sharing
  • VS-ST near Chicago Strategy Associates, Inc.-Profit Sharing Plan
  • VS-ST ind #2278

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 Real Estate retirement plans → · Plans in California →

Kaiser & Associates, LLC Profit Sharing Plan in the asset neighbourhood

Kaiser & Associates, LLC Profit Sharing PlanKaiser & Associates, LLC Pro…$2MChicago Strategy Associates, Inc.-Profit Sharing PlanChicago Strategy Associates,…$2MKennedy Associates Inc Restated Profit Sharing Retirment PlanKennedy Associates Inc Resta…$2MGoodwill Industries of Southwestern Michigan, Inc. Savings PlanGoodwill Industries of South…$2MEladio Perez Cruz Profit Sharing Retirement PlanEladio Perez Cruz Profit Sha…$2M
End-of-year total assets ($M) among Kaiser & Associates, LLC Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Kaiser & Associates, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Kaiser & Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 19.864426084971736% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M 202220232024 $1.79M $2.14M ▲ +19.6%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 2 $2M
2024 1 2 $2M

Kaiser & Associates, LLC filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$70K
Employer EIN953111068
Plan Effective Date1990-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Kaiser & Associates, LLC Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Kaiser & Associates, LLC Profit Sharing Plan, Total assets ($B): 0.002142591 · Participants: 2Kaiser & Associates, LLC Profit Sharing PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Kaiser & Associates, LLC Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Kaiser & Associates, LLC Profit Sharing Plan side-by-side with 3 peers →

Kaiser & Associates, LLC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Chicago Strategy Associates, Inc.-Profit Sharing Plan in TX ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Kaiser & Associates, LLC Profit Sharing Plan assets move in 2024? ▼
Kaiser & Associates, LLC Profit Sharing Plan edged up modestly - up 3.4% during 2024, from $2M to $2M. Reported net income was $70K.
How have Kaiser & Associates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kaiser & Associates, LLC's sponsor-wide assets grew 19.9%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Kaiser & Associates, LLC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Chicago Strategy Associates, Inc.-Profit Sharing Plan in TX ($2M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Kaiser & Associates, LLC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 953111068.

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.