Profit Sharing · DOL Form 5500 · 2022
Klingner & Associates, P.C. Profit Sharing Plan
Data updated 2026-08-25
- $799K
- Total assets Small plan by assets
- 103
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $7,759
- Avg per participant Low balance/head
Official DOL plan name: Klingner Employee Profit Sharing Plan · Sponsored by Klingner & Associates, P.C. · Illinois · Professional & Technical Services
$799K in assets, 103 participants
Klingner & Associates, P.C.'s Klingner Employee Profit Sharing Plan reported $799K in total assets and 103 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.
- #4,075 in Professional & Technical Services (21,562 peers)
Coverage in Illinois
Klingner Employee Profit Sharing Plan covers 103 participants in Illinois, about 13% of the average Illinois filer (state average ~779 per filing). Assets: $799K.
- #4,075
- in Professional & Technical Services (21,562 peers)
- -11.8%
- assets change YoY
The plan reported a net loss of $107K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Klingner Employee Profit Sharing Plan among the smaller filed plans by assets
Klingner Employee Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$799,217 23rd percentile higher than 23% 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
Klingner Employee Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Klingner Employee Profit Sharing Plan sits mid-pack in the medium band (103 participants).
DOL schedule card
Filing strip 371179355 · Klingner & Associates, P.C. PY 2022 · Profit Sharing
Klingner Employee Profit Sharing Plan · $799K · 103 · 23rd
- BOY $799K
- SCH 103
- EBSA 23rd
- PART Profit Sharing
- TYPE near S. Lopez Martin Retirement Plan
- NET ind #4075
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 Illinois →
Klingner Employee Profit Sharing Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $906K |
|---|---|
| Net Assets (End of Year) | $799K |
| Net Income | -$107K |
| Employer EIN | 371179355 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Klingner & Associates, P.C.)
Sponsor-wide plan assets over time
All Klingner & Associates, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $38M 25.63606571206834% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 317 | $31M |
| 2023 | 1 | 134 | $36M |
| 2024 | 1 | 142 | $38M |
Nearby Profit Sharing Plans in Illinois
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- W. W. Grainger, Inc. Retirement Savings Plan $3.0B · 17,181
- Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 $2.9B · 21,985
- Mcmaster-Carr Supply Company Profit Sharing Trust $2.5B · 4,327
- Mid-America Carpenters Regional Council Supplemental Retirement Plan $1.4B · 16,140
- Accenture United States Discretionary Profit Sharing Plan $893M · 10,992
Klingner Employee Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Illinois, the nearest Profit Sharing by assets is S. Lopez Martin Retirement Plan in PR ($799K); by covered participants it is Expressions Profit Sharing Plan in RI (103 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($799K here).
- S. Lopez Martin Retirement Plan (PR) $799K · 1
- Udelicious Ice, Inc. Retirement Plan (PA) $799K · 2
- Education Village, Inc. Retirement Plan (GA) $799K · 8
- Gresham & Beggs Architects, PA 401(k) Plan (AR) $799K · 2
Similar participant headcount
Nearest other-state filings by covered participants (103 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.