401(k) · DOL Form 5500 · 2022
Knowledge Leaders Capital LLC 401(k) Plan
Data updated 2026-08-25
- $2K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 1st
- Percentile by assets National rank
- $469
- Avg per participant Low balance/head
Official DOL plan name: Knowledge Leaders Capital LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Knowledge Leaders Capital LLC · Colorado · Finance & Insurance
$2K in assets, 5 participants
Knowledge Leaders Capital LLC's Knowledge Leaders Capital LLC 401(k) Profit Sharing Plan & Trust reported $2K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 1st 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.
- #37 in Finance & Insurance (9,261 peers)
2022 asset change
Knowledge Leaders Capital LLC 401(k) Profit Sharing Plan & Trust contracted severely 99.3% in 2022 ($325K → $2K) for 5 participants.
- #37
- in Finance & Insurance (9,261 peers)
- -99.3%
- assets change YoY
The plan reported a net loss of $322K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Knowledge Leaders Capital LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Knowledge Leaders Capital LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,343 1st percentile higher than 1% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Knowledge Leaders Capital LLC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Knowledge Leaders Capital LLC 401(k) Profit Sharing Plan & Trust is a micro filing (5 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 204078102 · Knowledge Leaders Capital LLC PY 2022 · 401(k)
Knowledge Leaders Capital LLC 401(k) Profit Sharing Plan & Trust · $2K · 5 · 1st
- PART $2K
- PART 5
- PART 1st
- PART 401(k)
- PART near Slept Life Retirement Plan
- PART ind #37
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 Finance & Insurance retirement plans → · Plans in Colorado →
Knowledge Leaders Capital LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $325K |
|---|---|
| Net Assets (End of Year) | $2K |
| Net Income | -$322K |
| Employer EIN | 204078102 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $2.8B · 57,172
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.5B · 10,671
- Scl Health 401(k) Retirement Savings Plan $1.5B · 12,642
- Woodward Retirement Savings Plan $1.5B · 5,046
- Empower Retirement, LLC 401(k) Savings Plan $1.5B · 7,741
Knowledge Leaders Capital LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Slept Life Retirement Plan in CA ($2K); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2K here).
- Slept Life Retirement Plan (CA) $2K · 1
- Crossover Multiple Employer 401(k) Plan (TX) $2K · 75
- Fitch Group, Inc. 401(k) Plan and Trust (NY) $2K · 1,640
- Voltage Electric LLC (CA) $2K · 119
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.