401(k) · DOL Form 5500 · 2024

Kaufman Engineered Systems, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
132
Participants Small participant base
73rd
Percentile by assets National rank
$176,682
Avg per participant Above avg balance/head
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Official DOL plan name: Kaufman Engineered Systems, Inc. Profit Sharing and 401(k) Plan and Trust · Sponsored by Kaufman Engineered Systems, Inc. · Ohio · Manufacturing

$23M in assets, 132 participants

Kaufman Engineered Systems, Inc.'s Kaufman Engineered Systems, Inc. Profit Sharing and 401(k) Plan and Trust reported $23M in total assets and 132 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #11,239 in Manufacturing (17,777 peers)

Coverage in Ohio

Kaufman Engineered Systems, Inc. Profit Sharing and 401(k) Plan and Trust covers 132 participants in Ohio, about 17% of the average Ohio filer (state average ~765 per filing). Assets: $23M.

#11,239
in Manufacturing (17,777 peers)
+12.7%
assets growth YoY

Kaufman Engineered Systems, Inc. Profit Sharing and 401(k) Plan and Trust's outsized position by total assets

Kaufman Engineered Systems, Inc. Profit Sharing and 401(k) Plan and Trust vs every filed plan by assets

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

$23,322,057 Top 27% higher than 73% 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 Engineered Systems, Inc. Profit Sharing and 401(k) Plan and Trust 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 Engineered Systems, Inc. Profit Sharing and 401(k) Plan and Trust sits mid-pack in the medium band (132 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kaufman Engineered Systems, Inc. Profit Sharing and 401(k) Plan and Trust reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Kaufman Engineered Systems, Inc. Profit Sharing and 401(k) Plan and Trust end-of-year assets rose from $21M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Kaufman Engineered Systems, Inc. Profit Sharing and 401(k) Plan and Trust reported participants rose from 123 in the plan year 2023 filing to 132 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 344476817 · Kaufman Engineered Systems, Inc. PY 2024 · 401(k)

Kaufman Engineered Systems, Inc. Profit Sharing and 401(k) Plan and Trust · $23M · 132 · 73rd

  • VS-ST $23M
  • BOY 132
  • SCH 73rd
  • EBSA 401(k)
  • PART near The Conco 401(k) and Profit Sharing Plan
  • TYPE ind #11239

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 Manufacturing retirement plans → · Plans in Ohio →

Kaufman Engineered Systems, Inc. Profit Sharing and 401(k) Plan and Trust in the asset neighbourhood

Kaufman Engineered Systems, Inc. Profit Sharing and 401(k) Plan and TrustKaufman Engineered Systems, …$23MThe Conco 401(k) and Profit Sharing PlanThe Conco 401(k) and Profit …$23MLegacy Infrastructure Group 401(k) PlanLegacy Infrastructure Group …$23MThe Morgan Group, Inc. Employees' 401(k) PlanThe Morgan Group, Inc. Emplo…$23MThe Marken 401(k) Plan$23M
End-of-year total assets ($M) among Kaufman Engineered Systems, Inc. Profit Sharing and 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$23M
Net Income$3M
Employer EIN344476817
Plan Effective Date1995-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kaufman Engineered Systems, Inc.)

Sponsor-wide plan assets over time

All Kaufman Engineered Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 37.56616543597491% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17M $23.3M ▲ +37.6%
Year Plans Participants Total Assets
2022 1 116 $17M
2023 1 123 $21M
2024 1 132 $23M

Nearby 401(k) Plans in Ohio

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

Kaufman Engineered Systems, Inc. Profit Sharing and 401(k) Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Kaufman Engineered Systems, Inc. Profit Sharing and 401(k) Plan and Trust, Total assets ($B): 0.023322057 · Participants: 132Kaufman Engineered Systems, Inc. Profit Sharing and 401(k) Plan and TrustGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Kaufman Engineered Systems, Inc. Profit Sharing and 401(k) Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Kaufman Engineered Systems, Inc. Profit Sharing and 401(k) Plan and Trust side-by-side with 3 peers →

Kaufman Engineered Systems, Inc. Profit Sharing and 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is The Conco 401(k) and Profit Sharing Plan in PA ($23M); by covered participants it is Oiwk 401(k) Profit Sharing Plan in KY (132 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (132 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 Engineered Systems, Inc. Profit Sharing and 401(k) Plan and Trust assets move in 2024? ▼
Kaufman Engineered Systems, Inc. Profit Sharing and 401(k) Plan and Trust grew at a solid clip - up 12.7% during 2024, from $21M to $23M. Reported net income was $3M.
How have Kaufman Engineered Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kaufman Engineered Systems, Inc.'s sponsor-wide assets grew 37.6%, from $17M to $23M.
Which 401(k) plans are similar in size to Kaufman Engineered Systems, Inc. Profit Sharing and 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Conco 401(k) and Profit Sharing Plan in PA ($23M, 315 participants).
Which 401(k) plans cover a similar participant headcount to Kaufman Engineered Systems, Inc. Profit Sharing and 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Oiwk 401(k) Profit Sharing Plan in KY (132 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 344476817.

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.