401(k) · DOL Form 5500 · 2022

Kldiscovery Holdings Inc. 401(k) Plan

Data updated 2026-08-25

$85M
Total assets Below avg plan size
877
Participants Near avg headcount
92nd
Percentile by assets National rank
$96,868
Avg per participant Below avg balance/head
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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.

  • #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.

#20,044
in Professional & Technical Services (21,562 peers)
-11.1%
assets change YoY
0.9×
vs typical plan assets (national mean)

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.

Kldiscovery Ontrack, LLC 401(k) Plan's outsized position 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

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

Kldiscovery Ontrack, LLC 401(k) 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. Kldiscovery Ontrack, LLC 401(k) Plan sits mid-pack in the medium band (877 participants).

DOL schedule card

Filing strip 810787151 · Kldiscovery Holdings Inc. PY 2022 · 401(k)

Kldiscovery Ontrack, LLC 401(k) Plan · $85M · 877 · 92nd

  • PART $85M
  • TYPE 877
  • NET 92nd
  • BOOK 401(k)
  • VS-ST near Hall, Estill Profit Sharing and 401(k) Plan
  • BOY ind #20044

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 Minnesota →

Kldiscovery Ontrack, LLC 401(k) Plan in the asset neighbourhood

M3 Retirement Savings Plan$85MAllen Institute 401(k) Plan$85MKldiscovery Ontrack, LLC 401(k) PlanKldiscovery Ontrack, LLC 401…$85MHall, Estill Profit Sharing and 401(k) PlanHall, Estill Profit Sharing …$85MSouthern Veterinary Partners, LLC 401(k) PlanSouthern Veterinary Partners…$85M
End-of-year total assets ($M) among Kldiscovery Ontrack, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$96M
Net Assets (End of Year)$85M
Net Income-$11M
Employer EIN810787151
Plan Effective Date2009-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kldiscovery Holdings Inc.)

Sponsor-wide plan assets over time

All Kldiscovery Holdings Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$126M 48.154848249025775% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $85M $126M ▲ +48.2%
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 Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Kldiscovery Ontrack, LLC 401(k) Plan, Total assets ($B): 0.084953392 · Participants: 877Kldiscovery Ontrack, LLC 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Kldiscovery Ontrack, LLC 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Kldiscovery Ontrack, LLC 401(k) Plan side-by-side with 3 peers →

Kldiscovery Ontrack, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Hall, Estill Profit Sharing and 401(k) Plan in OK ($85M); by covered participants it is Bissell Inc. 401(k) Plan in MI (877 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($85M here).

Similar participant headcount

Nearest other-state filings by covered participants (877 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 Kldiscovery Ontrack, LLC 401(k) Plan assets move in 2022? ▼
Kldiscovery Ontrack, LLC 401(k) Plan pulled back noticeably - down 11.1% during 2022, from $96M to $85M. Reported net income was -$11M.
How have Kldiscovery Holdings Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kldiscovery Holdings Inc.'s sponsor-wide assets grew 48.2%, from $85M to $126M.
Where does Kldiscovery Ontrack, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Kldiscovery Ontrack, LLC 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Kldiscovery Ontrack, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hall, Estill Profit Sharing and 401(k) Plan in OK ($85M, 160 participants).
Which 401(k) plans cover a similar participant headcount to Kldiscovery Ontrack, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bissell Inc. 401(k) Plan in MI (877 participants, $108M 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 810787151.

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.