401(k) · DOL Form 5500 · 2022
Kldiscovery Holdings Inc. 401(k) Plan
Data updated 2026-08-11
- $85M
- Total assets
- 877
- Participants
- 92nd
- Percentile by assets
- $96,868
- Avg per participant
Official DOL plan name: Kldiscovery Ontrack, LLC 401(k) Plan · Sponsored by Kldiscovery Holdings Inc. · Minnesota · Professional & Technical Services
$85M in assets, 877 participants
Kldiscovery Holdings Inc.'s Kldiscovery Ontrack, LLC 401(k) Plan reported $85M in total assets and 877 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 139,126 plans)
- #20,044 in Professional & Technical Services (21,562 peers)
Where Kldiscovery Ontrack, LLC 401(k) Plan sits by assets
Kldiscovery Ontrack, LLC 401(k) Plan sits in the top 10% of all filed plans by assets, $85M for 877 participants (~$96,868/participant), down 11.1% in 2022.
- $85M
- total plan assets (2022 EOY)
- 877
- covered participants
- 92nd
- percentile by assets (of 139,126 plans)
- $96,868
- avg assets per participant
The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Kldiscovery Ontrack, LLC 401(k) Plan sits by total assets
Kldiscovery Ontrack, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$84,953,392 Top 8% higher than 92% 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
Kldiscovery Ontrack, LLC 401(k) Plan vs the 2022 asset distribution
By assets, Kldiscovery Ontrack, LLC 401(k) Plan outranks 92% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $96M |
|---|---|
| Net Assets (End of Year) | $85M |
| Net Income | -$11M |
| Employer EIN | 810787151 |
| Plan Effective Date | 2009-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kldiscovery Holdings Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 877 | $85M |
| 2023 | 1 | 2,013 | $107M |
| 2024 | 1 | 2,069 | $126M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Kldiscovery Ontrack, LLC 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
- Unitedhealth Group 401(k) Savings Plan $18.6B · 176,886
- Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan) $12.2B · 38,825
- Target Corporation 401(k) Plan $11.2B · 400,422
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $11.1B · 37,159
- U.S. Bank 401(k) Savings Plan $8.3B · 67,646
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Kldiscovery Ontrack, LLC 401(k) Plan by total assets, not by location.
- Hall, Estill Profit Sharing and 401(k) Plan (OK) $85M · 160
- Southern Veterinary Partners, LLC 401(k) Plan (AL) $85M · 6,312
- Allen Institute 401(k) Plan (WA) $85M · 543
- M3 Retirement Savings Plan (WI) $85M · 321
Frequently Asked Questions
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How have Kldiscovery Holdings Inc. plan assets changed over time? ▼
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Next read for Kldiscovery Ontrack, LLC 401(k) Plan
Scale reading
Ways to act on Kldiscovery Ontrack, LLC 401(k) Plan's numbers.
- By total assets, Kldiscovery Ontrack, LLC 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Minnesota. Compare plans
- Kldiscovery Holdings Inc.'s sponsor-wide assets have grown 48.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans