Money Purchase · DOL Form 5500 · 2024
Kpmg LLP C/O Total Rewards Dept Money Purchase Plan
Data updated 2026-08-25
- $272M
- Total assets Near avg plan size
- 455
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $598,111
- Avg per participant High balance/head
Official DOL plan name: Kpmg Personal Account for Retirement · Sponsored by Kpmg LLP C/O Total Rewards Dept · New Jersey · Professional & Technical Services
$272M in assets, 455 participants
Kpmg LLP C/O Total Rewards Dept's Kpmg Personal Account for Retirement reported $272M in total assets and 455 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #19,469 in Professional & Technical Services (20,173 peers)
Where Kpmg Personal Account for Retirement sits by assets
Kpmg Personal Account for Retirement sits in the top 5% of all filed plans by assets, $272M for 455 participants (~$598,111/participant), down 2.6% in 2024.
- #19,469
- in Professional & Technical Services (20,173 peers)
- -2.6%
- assets change YoY
- 2.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kpmg Personal Account for Retirement's outsized position by total assets
Kpmg Personal Account for Retirement vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$272,140,487 Top 5% higher than 95% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Kpmg Personal Account for Retirement 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. Kpmg Personal Account for Retirement sits mid-pack in the medium band (455 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kpmg Personal Account for Retirement reported net income rose from -$9M in the plan year 2023 filing to -$7M in the plan year 2024 filing.
- Kpmg Personal Account for Retirement reported participants fell from 550 in the plan year 2023 filing to 455 in the plan year 2024 filing.
- Kpmg Personal Account for Retirement end-of-year assets fell from $279M in the plan year 2023 filing to $272M in the plan year 2024 filing.
DOL schedule card
Filing strip 135565207 · Kpmg LLP C/O Total Rewards Dept PY 2024 · Money Purchase
Kpmg Personal Account for Retirement · $272M · 455 · 95th
- VS-ST $272M
- VS-ST 455
- VS-ST 95th
- VS-ST Money Purchase
- VS-ST near Construction Laborers Annuity Plan for Southern California
- VS-ST ind #19469
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 Jersey →
Kpmg Personal Account for Retirement in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $279M |
|---|---|
| Net Assets (End of Year) | $272M |
| Net Income | -$7M |
| Employer EIN | 135565207 |
| Plan Effective Date | 1988-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kpmg LLP C/O Total Rewards Dept)
Sponsor-wide plan assets over time
All Kpmg LLP C/O Total Rewards Dept plans reported in each filing year
- Latest sponsor-wide plan assets
- $16.3B 27.455091238779865% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 6 | 68,394 | $12.8B |
| 2023 | 6 | 68,069 | $14.8B |
| 2024 | 6 | 62,299 | $16.3B |
Nearby Money Purchase Plans in New Jersey
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Princeton University Retirement Plan $2.4B · 8,833
- Local 68 Engineers Union Annuity Plan $971M · 5,385
- Nysa-Ila Money Purchase Pension Fund and Plan $936M · 4,689
- Educational Testing Service 401(a) Retirement Plan $593M · 3,097
- Ironworkers Local 11 Annuity Fund $395M · 1,148
Kpmg Personal Account for Retirement's out-of-state Money Purchase peers by assets and headcount
Outside New Jersey, the nearest Money Purchase by assets is Construction Laborers Annuity Plan for Southern California in CA ($273M); by covered participants it is Laborers Local 754 Annuity Plan in NY (455 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($272M here).
- Construction Laborers Annuity Plan for Southern California (CA) $273M · 50,993
- Apache Corporation Money Purchase Retirement Plan (TX) $271M · 1,492
- Massachusetts Bricklayers & Masons Annuity Fund (MA) $273M · 2,114
- National Hockey League Players Pension Plan () $275M · 9
Similar participant headcount
Nearest other-state filings by covered participants (455 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.