Profit Sharing · DOL Form 5500 · 2024

Kelsch Associates, Inc. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
127
Participants Small participant base
37th
Percentile by assets National rank
$30,057
Avg per participant Low balance/head
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Official DOL plan name: Kelsch Associates, Inc. (PA) Retirement Plan · Sponsored by Kelsch Associates, Inc. · Pennsylvania · Healthcare & Social Assistance

$4M in assets, 127 participants

Kelsch Associates, Inc.'s Kelsch Associates, Inc. (PA) Retirement Plan reported $4M in total assets and 127 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,585 in Healthcare & Social Assistance (16,916 peers)

Coverage in Pennsylvania

Kelsch Associates, Inc. (PA) Retirement Plan covers 127 participants in Pennsylvania, about 15% of the average Pennsylvania filer (state average ~822 per filing). Assets: $4M.

#6,585
in Healthcare & Social Assistance (16,916 peers)
+18.4%
assets growth YoY

Kelsch Associates, Inc. (PA) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Kelsch Associates, Inc. (PA) Retirement Plan vs every filed plan by assets

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

$3,817,210 37th percentile higher than 37% 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

Kelsch Associates, Inc. (PA) Retirement Plan 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. Kelsch Associates, Inc. (PA) Retirement Plan sits mid-pack in the medium band (127 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kelsch Associates, Inc. (PA) Retirement Plan reported net income rose from $443K in the plan year 2023 filing to $592K in the plan year 2024 filing.
  • Kelsch Associates, Inc. (PA) Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 232038439 · Kelsch Associates, Inc. PY 2024 · Profit Sharing

Kelsch Associates, Inc. (PA) Retirement Plan · $4M · 127 · 37th

  • EBSA $4M
  • EBSA 127
  • EBSA 37th
  • EBSA Profit Sharing
  • EBSA near Rocker Solenoid 401(k) and Profit Sharing Plan
  • EBSA ind #6585

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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →

Kelsch Associates, Inc. (PA) Retirement Plan in the asset neighbourhood

Kelsch Associates, Inc. (PA) Retirement PlanKelsch Associates, Inc. (PA)…$4MRocker Solenoid 401(k) and Profit Sharing PlanRocker Solenoid 401(k) and P…$4M403(b) Thrift Plan of Southeastern Council on Alcoholism & Drug Dependence, Inc.403(b) Thrift Plan of Southe…$4MHargrove Electric Co., Inc. Profit Sharing PlanHargrove Electric Co., Inc. …$4MNexgen Financial Retirement PlanNexgen Financial Retirement …$4M
End-of-year total assets ($M) among Kelsch Associates, Inc. (PA) Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$592K
Employer EIN232038439
Plan Effective Date1978-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kelsch Associates, Inc.)

Sponsor-wide plan assets over time

All Kelsch Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 37.208681233638394% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.78M $3.82M ▲ +37.4%
Year Plans Participants Total Assets
2022 1 146 $3M
2023 1 128 $3M
2024 1 127 $4M

Nearby Profit Sharing Plans in Pennsylvania

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

Kelsch Associates, Inc. (PA) Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Kelsch Associates, Inc. (PA) Retirement Plan, Total assets ($B): 0.00381721 · Participants: 127Kelsch Associates, Inc. (PA) Retirement PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.245462462 · Participants: 14807Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.995663035 · Participants: 21954University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.259021509 · Participants: 3927International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.876135705 · Participants: 10394Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.781454632 · Participants: 2477Morgan, Lewis & Bockius LLP Defined Contribution Plan
Kelsch Associates, Inc. (PA) Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Kelsch Associates, Inc. (PA) Retirement Plan side-by-side with 3 peers →

Kelsch Associates, Inc. (PA) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Rocker Solenoid 401(k) and Profit Sharing Plan in CA ($4M); by covered participants it is Nassau Suffolk Services for the Autistic Inc. 403(b) Plan in NY (127 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (127 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 Kelsch Associates, Inc. (PA) Retirement Plan assets move in 2024? ▼
Kelsch Associates, Inc. (PA) Retirement Plan grew sharply - up 18.4% during 2024, from $3M to $4M. Reported net income was $592K.
How have Kelsch Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kelsch Associates, Inc.'s sponsor-wide assets grew 37.2%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Kelsch Associates, Inc. (PA) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Rocker Solenoid 401(k) and Profit Sharing Plan in CA ($4M, 58 participants).
Which Profit Sharing plans cover a similar participant headcount to Kelsch Associates, Inc. (PA) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Nassau Suffolk Services for the Autistic Inc. 403(b) Plan in NY (127 participants, $7M 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 232038439.

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.