Defined Benefit (Pension) · DOL Form 5500 · 2022
Klein, Paull, Holleb & Jacobs, Ltd. Pension Plan
Data updated 2026-08-25
- $887K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $295,567
- Avg per participant High balance/head
Official DOL plan name: Klein, Paull, Holleb & Jacobs, Ltd. Cash Balance Pension Plan & Trust · Sponsored by Klein, Paull, Holleb & Jacobs, Ltd. · Illinois · Professional & Technical Services
$887K in assets, 3 participants
Klein, Paull, Holleb & Jacobs, Ltd.'s Klein, Paull, Holleb & Jacobs, Ltd. Cash Balance Pension Plan & Trust reported $887K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.
- #4,303 in Professional & Technical Services (21,562 peers)
Klein, Paull, Holleb & Jacobs, Ltd. multi-year trail
Klein, Paull, Holleb & Jacobs, Ltd.'s plans moved -66.8% in assets from 2022 to 2024; this filing shows Klein, Paull, Holleb & Jacobs, Ltd. Cash Balance Pension Plan & Trust at $887K / 3 participants.
- #4,303
- in Professional & Technical Services (21,562 peers)
- +14.3%
- assets growth YoY
Klein, Paull, Holleb & Jacobs, Ltd. Cash Balance Pension Plan & Trust among the smaller filed plans by assets
Klein, Paull, Holleb & Jacobs, Ltd. Cash Balance Pension Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$886,701 24th percentile higher than 24% 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
Klein, Paull, Holleb & Jacobs, Ltd. Cash Balance Pension Plan & Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Klein, Paull, Holleb & Jacobs, Ltd. Cash Balance Pension Plan & Trust is a micro filing (3 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 364103701 · Klein, Paull, Holleb & Jacobs, Ltd. PY 2022 · Defined Benefit (Pension)
Klein, Paull, Holleb & Jacobs, Ltd. Cash Balance Pension Plan & Trust · $887K · 3 · 24th
- SCH $887K
- SCH 3
- SCH 24th
- SCH Defined Benefit (Pension)
- SCH near Communication Investment Partners, LLC Cash Balance Plan
- SCH ind #4303
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 →
Klein, Paull, Holleb & Jacobs, Ltd. Cash Balance Pension Plan & Trust in the asset neighbourhood
Klein, Paull, Holleb & Jacobs, Ltd. multi-year asset trail
Sponsor-wide plan assets over time
All Klein, Paull, Holleb & Jacobs, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $786K 66.7717384085861% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 7 | $2M |
| 2023 | 2 | 5 | $2M |
| 2024 | 2 | 5 | $786K |
Klein, Paull, Holleb & Jacobs, Ltd. filing trail (2022)
| Total Assets (Beginning of Year) | $776K |
|---|---|
| Net Assets (End of Year) | $887K |
| Net Income | $111K |
| Employer EIN | 364103701 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $42.6B · 50,096
- State Farm Insurance Companies Retirement Plan for United States Employees $32.1B · 49,052
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.0B · 20,170
- John Deere Pension Plan for Salaried Employees $7.3B · N/A
- Abbott Laboratories Annuity Retirement Plan $6.8B · 16,809
Klein, Paull, Holleb & Jacobs, Ltd. Cash Balance Pension Plan & Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Communication Investment Partners, LLC Cash Balance Plan in NY ($882K); by covered participants it is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($887K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.