401(k) · DOL Form 5500 · 2023
Kaufman, Rosenberg, Cohen & Gilbert 401(k) Plan
Data updated 2026-08-25
- $660K
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $54,987
- Avg per participant Low balance/head
Official DOL plan name: Kaufman, Rosenberg & Cohen 401(k) Profit Sharing Plan · Sponsored by Kaufman, Rosenberg, Cohen & Gilbert · California · Professional & Technical Services
$660K in assets, 12 participants
Kaufman, Rosenberg, Cohen & Gilbert's Kaufman, Rosenberg & Cohen 401(k) Profit Sharing Plan reported $660K in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.
- #3,087 in Professional & Technical Services (20,321 peers)
Kaufman, Rosenberg, Cohen & Gilbert multi-year trail
Kaufman, Rosenberg, Cohen & Gilbert's plans moved -100.0% in assets from 2022 to 2024; this filing shows Kaufman, Rosenberg & Cohen 401(k) Profit Sharing Plan at $660K / 12 participants.
- #3,087
- in Professional & Technical Services (20,321 peers)
- -81.1%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kaufman, Rosenberg & Cohen 401(k) Profit Sharing Plan among the smaller filed plans by assets
Kaufman, Rosenberg & Cohen 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$659,849 20th percentile higher than 20% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Kaufman, Rosenberg & Cohen 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kaufman, Rosenberg & Cohen 401(k) Profit Sharing Plan is a small filing (12 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kaufman, Rosenberg & Cohen 401(k) Profit Sharing Plan end-of-year assets fell from $3M in the plan year 2022 filing to $660K in the plan year 2023 filing.
- Kaufman, Rosenberg & Cohen 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
- Kaufman, Rosenberg & Cohen 401(k) Profit Sharing Plan reported participants rose from 11 in the plan year 2022 filing to 12 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 953172334 · Kaufman, Rosenberg, Cohen & Gilbert PY 2023 · 401(k)
Kaufman, Rosenberg & Cohen 401(k) Profit Sharing Plan · $660K · 12 · 20th
- 5500 $660K
- ASSETS 12
- PCT 20th
- EIN 401(k)
- RANK near Sgrs 401(k) Trust
- PHOTO ind #3087
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 California →
Kaufman, Rosenberg & Cohen 401(k) Profit Sharing Plan in the asset neighbourhood
Kaufman, Rosenberg, Cohen & Gilbert multi-year asset trail
Sponsor-wide plan assets over time
All Kaufman, Rosenberg, Cohen & Gilbert plans reported in each filing year
- Latest sponsor-wide plan assets
- $2K 99.95289692491563% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11 | $3M |
| 2023 | 1 | 12 | $660K |
| 2024 | 1 | 12 | $2K |
Kaufman, Rosenberg, Cohen & Gilbert filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $660K |
| Net Income | -$3M |
| Employer EIN | 953172334 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Kaufman, Rosenberg & Cohen 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Sgrs 401(k) Trust in PA ($660K); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($660K here).
- Sgrs 401(k) Trust (PA) $660K · 5
- El Camaron Pelao, Inc. 401(k) Plan (NM) $660K · 8
- Prent Puerto Rico Employees' Retirement Plan (PR) $660K · 53
- Zimman's, Inc. 401(k) Plan (MA) $660K · 19
Similar participant headcount
Nearest other-state filings by covered participants (12 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.