401(k) · DOL Form 5500 · 2024

The Kreisman Group PC 401(k) Plan

Data updated 2026-08-25

$564K
Total assets Small plan by assets
2
Participants Small participant base
19th
Percentile by assets National rank
$282,185
Avg per participant High balance/head
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Official DOL plan name: The Kreisman Group PC 401(k) Profit Sharing Plan · Sponsored by The Kreisman Group PC · Colorado · Professional & Technical Services

$564K in assets, 2 participants

The Kreisman Group PC's The Kreisman Group PC 401(k) Profit Sharing Plan reported $564K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.

  • #2,853 in Professional & Technical Services (20,173 peers)

The Kreisman Group PC multi-year trail

The Kreisman Group PC's plans moved +18.7% in assets from 2022 to 2024; this filing shows The Kreisman Group PC 401(k) Profit Sharing Plan at $564K / 2 participants.

#2,853
in Professional & Technical Services (20,173 peers)
+6.1%
assets growth YoY

The Kreisman Group PC 401(k) Profit Sharing Plan among the smaller filed plans by assets

The Kreisman Group PC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$564,370 19th percentile higher than 19% 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

The Kreisman Group PC 401(k) 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. The Kreisman Group PC 401(k) 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

  • The Kreisman Group PC 401(k) Profit Sharing Plan reported net income fell from $56K in the plan year 2023 filing to $32K in the plan year 2024 filing.
  • The Kreisman Group PC 401(k) Profit Sharing Plan end-of-year assets rose from $532K in the plan year 2023 filing to $564K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 841001946 · The Kreisman Group PC PY 2024 · 401(k)

The Kreisman Group PC 401(k) Profit Sharing Plan · $564K · 2 · 19th

  • PCT $564K
  • EIN 2
  • RANK 19th
  • PHOTO 401(k)
  • IND near Iicl 401(k)
  • EOY ind #2853

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 Colorado →

The Kreisman Group PC 401(k) Profit Sharing Plan in the asset neighbourhood

The Kreisman Group PC 401(k) Profit Sharing PlanThe Kreisman Group PC 401(k)…$564KIicl 401(k)$564K1derful Korean Bbq Inc. 401(k) Plan1derful Korean Bbq Inc. 401(…$564KRabtown Inc. Retirement Plan$564KFuture Stars College Counselin 401(k) Profit Sharing Plan & TrustFuture Stars College Counsel…$564K
End-of-year total assets ($M) among The Kreisman Group PC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

The Kreisman Group PC multi-year asset trail

Sponsor-wide plan assets over time

All The Kreisman Group PC plans reported in each filing year

Latest sponsor-wide plan assets
$564K 18.68231236725338% vs 2022
2024 filing year
$0.45M$0.5M$0.55M$0.6M 202220232024 $0.48M $0.56M ▲ +16.7%
Year Plans Participants Total Assets
2022 1 2 $476K
2023 1 2 $532K
2024 1 2 $564K

The Kreisman Group PC filing trail (2024)

Total Assets (Beginning of Year)$532K
Net Assets (End of Year)$564K
Net Income$32K
Employer EIN841001946
Plan Effective Date1985-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

The Kreisman Group PC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants The Kreisman Group PC 401(k) Profit Sharing Plan, Total assets ($B): 0.00056437 · Participants: 2The Kreisman Group PC 401(k) Profit Sharing PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
The Kreisman Group PC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare The Kreisman Group PC 401(k) Profit Sharing Plan side-by-side with 3 peers →

The Kreisman Group PC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Iicl 401(k) in DC ($564K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($564K here).

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 The Kreisman Group PC 401(k) Profit Sharing Plan assets move in 2024? ▼
The Kreisman Group PC 401(k) Profit Sharing Plan grew at a solid clip - up 6.1% during 2024, from $532K to $564K. Reported net income was $32K.
How have The Kreisman Group PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Kreisman Group PC's sponsor-wide assets grew 18.7%, from $476K to $564K.
Where does The Kreisman Group PC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
The Kreisman Group PC 401(k) Profit Sharing Plan ranks in the 19th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to The Kreisman Group PC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Iicl 401(k) in DC ($564K, 4 participants).
Which 401(k) plans cover a similar participant headcount to The Kreisman Group PC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 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 841001946.

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.