Profit Sharing · DOL Form 5500 · 2022

Klb3 Investments Inc. Profit Sharing Plan

Data updated 2026-08-25

$472K
Total assets Small plan by assets
1
Participants Small participant base
18th
Percentile by assets National rank
$472,483
Avg per participant High balance/head
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Official DOL plan name: Klb3 Investments Inc. Retirement Plan · Sponsored by Klb3 Investments Inc. · Kentucky · Real Estate

$472K in assets, 1 participants

Klb3 Investments Inc.'s Klb3 Investments Inc. Retirement Plan reported $472K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,501 in Real Estate (5,057 peers)

Klb3 Investments Inc. multi-year trail

Klb3 Investments Inc.'s plans moved +29.9% in assets from 2022 to 2024; this filing shows Klb3 Investments Inc. Retirement Plan at $472K / 1 participant.

#1,501
in Real Estate (5,057 peers)
-76.6%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Klb3 Investments Inc. Retirement Plan among the smaller filed plans by assets

Klb3 Investments Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$472,483 18th percentile higher than 18% of 139,123 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 2022

Klb3 Investments Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Klb3 Investments Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

Published 5500 schedule card

Filing strip 830799219 · Klb3 Investments Inc. PY 2022 · Profit Sharing

Klb3 Investments Inc. Retirement Plan · $472K · 1 · 18th

  • EBSA $472K
  • EBSA 1
  • EBSA 18th
  • EBSA Profit Sharing
  • EBSA near Your Pet Space, Inc. Retirement Plan
  • EBSA ind #1501

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 Real Estate retirement plans → · Plans in Kentucky →

Klb3 Investments Inc. Retirement Plan in the asset neighbourhood

Klb3 Investments Inc. Retirement PlanKlb3 Investments Inc. Retire…$472KYour Pet Space, Inc. Retirement PlanYour Pet Space, Inc. Retirem…$473KHeriberto Matos Ruiz Retirement PlanHeriberto Matos Ruiz Retirem…$473KOtten Haus, Inc. Retirement PlanOtten Haus, Inc. Retirement …$473KMorgan Legacy Ventures, Inc. Profit Sharing PlanMorgan Legacy Ventures, Inc.…$473K
End-of-year total assets ($M) among Klb3 Investments Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Klb3 Investments Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Klb3 Investments Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$614K 29.9481674472944% vs 2022
2024 filing year
$0.45M$0.5M$0.55M$0.6M$0.65M 202220232024 $0.47M $0.61M ▲ +29.8%
Year Plans Participants Total Assets
2022 1 1 $472K
2023 1 1 $531K
2024 1 1 $614K

Klb3 Investments Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$472K
Net Income-$2M
Employer EIN830799219
Plan Effective Date2018-06-05
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Kentucky

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

Klb3 Investments Inc. Retirement Plan vs. nearby Profit Sharing plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.522.5 Total assets ($B) Participants Klb3 Investments Inc. Retirement Plan, Total assets ($B): 0.000472483 · Participants: 1Klb3 Investments Inc. Retirement PlanCommonspirit Health ERISA 403(b) Plan, Total assets ($B): 2.024256798 · Participants: 31174Commonspirit Health ERISA 403(b) PlanMaterial Handling Systems, Inc. Savings and Investment Plan, Total assets ($B): 0.139762597 · Participants: 146Material Handling Systems, Inc. Savings and Investment PlanKing's Daughters' Medical Center Base Contribution Plan, Total assets ($B): 0.081517752 · Participants: 2971King's Daughters' Medical Center Base Contribution PlanCommonwealth Health Corporation Retirement Savings Plan, Total assets ($B): 0.067192763 · Participants: 2809Commonwealth Health Corporation Retirement Savings PlanDismas Charities, Inc. Retirement Plan, Total assets ($B): 0.037465388 · Participants: 478Dismas Charities, Inc. Retirement Plan
Klb3 Investments Inc. Retirement Plan vs. nearby Profit Sharing plans in Kentucky, assets vs. participants
Compare Klb3 Investments Inc. Retirement Plan side-by-side with 3 peers →

Klb3 Investments Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Kentucky, the nearest Profit Sharing by assets is Your Pet Space, Inc. Retirement Plan in NM ($473K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($472K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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.

Frequently Asked Questions

How did Klb3 Investments Inc. Retirement Plan assets move in 2022? ▼
Klb3 Investments Inc. Retirement Plan contracted severely - down 76.6% during 2022, from $2M to $472K. Reported net income was -$2M.
How have Klb3 Investments Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Klb3 Investments Inc.'s sponsor-wide assets grew 29.9%, from $472K to $614K.
Where does Klb3 Investments Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Klb3 Investments Inc. Retirement Plan ranks in the 18th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Klb3 Investments Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Your Pet Space, Inc. Retirement Plan in NM ($473K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Klb3 Investments Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $272K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 830799219.

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.