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
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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

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

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

Klingner Employee Profit Sharing PlanKlingner Employee Profit Sha…$799KS. Lopez Martin Retirement PlanS. Lopez Martin Retirement P…$799KUdelicious Ice, Inc. Retirement PlanUdelicious Ice, Inc. Retirem…$799KEducation Village, Inc. Retirement PlanEducation Village, Inc. Reti…$799KGresham & Beggs Architects, PA 401(k) PlanGresham & Beggs Architects, …$799K
End-of-year total assets ($M) among Klingner Employee Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$906K
Net Assets (End of Year)$799K
Net Income-$107K
Employer EIN371179355
Plan Effective Date2019-01-01
Filing StatusFILING 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
$25M$30M$35M$40M 202220232024 $30.6M $38.5M ▲ +25.6%
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.

Klingner Employee Profit Sharing Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -101234 Total assets ($B) Participants Klingner Employee Profit Sharing Plan, Total assets ($B): 0.000799217 · Participants: 103Klingner Employee Profit Sharing PlanW. W. Grainger, Inc. Retirement Savings Plan, Total assets ($B): 2.979108031 · Participants: 17181W. W. Grainger, Inc. Retirement Savings PlanElectrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5, Total assets ($B): 2.855707618 · Participants: 21985Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5Mcmaster-Carr Supply Company Profit Sharing Trust, Total assets ($B): 2.451303819 · Participants: 4327Mcmaster-Carr Supply Company Profit Sharing TrustMid-America Carpenters Regional Council Supplemental Retirement Plan, Total assets ($B): 1.415984134 · Participants: 16140Mid-America Carpenters Regional Council Supplemental Retirement PlanAccenture United States Discretionary Profit Sharing Plan, Total assets ($B): 0.893156479 · Participants: 10992Accenture United States Discretionary Profit Sharing Plan
Klingner Employee Profit Sharing Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants

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).

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.

Frequently Asked Questions

How did Klingner Employee Profit Sharing Plan assets move in 2022?
Klingner Employee Profit Sharing Plan pulled back noticeably - down 11.8% during 2022, from $906K to $799K. Reported net income was -$107K.
How have Klingner & Associates, P.C. plan assets changed over time?
Across 3 plan years on file (2022-2024), Klingner & Associates, P.C.'s sponsor-wide assets grew 25.6%, from $31M to $38M.
Where does Klingner Employee Profit Sharing Plan rank by assets among Form 5500 filers?
Klingner Employee Profit Sharing Plan ranks in the 23rd 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 Klingner Employee Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is S. Lopez Martin Retirement Plan in PR ($799K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Klingner Employee Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Expressions Profit Sharing Plan in RI (103 participants, $3M in assets).