401(k) · DOL Form 5500 · 2022

Kline & Specter, P.C. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
120
Participants Small participant base
80th
Percentile by assets National rank
$201,919
Avg per participant Above avg balance/head
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Official DOL plan name: Kline & Specter, P.C. 401(k) Profit Sharing Plan · Sponsored by Kline & Specter, P.C. · Pennsylvania · Professional & Technical Services

$24M in assets, 120 participants

Kline & Specter, P.C.'s Kline & Specter, P.C. 401(k) Profit Sharing Plan reported $24M in total assets and 120 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #17,348 in Professional & Technical Services (21,562 peers)

Coverage in Pennsylvania

Kline & Specter, P.C. 401(k) Profit Sharing Plan covers 120 participants in Pennsylvania, about 15% of the average Pennsylvania filer (state average ~822 per filing). Assets: $24M.

#17,348
in Professional & Technical Services (21,562 peers)
-16.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kline & Specter, P.C. 401(k) Profit Sharing Plan's outsized position by total assets

Kline & Specter, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$24,230,337 Top 20% higher than 80% 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

Kline & Specter, P.C. 401(k) 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. Kline & Specter, P.C. 401(k) Profit Sharing Plan sits mid-pack in the medium band (120 participants).

EBSA filing schedule strip

Filing strip 232830302 · Kline & Specter, P.C. PY 2022 · 401(k)

Kline & Specter, P.C. 401(k) Profit Sharing Plan · $24M · 120 · 80th

  • RANK $24M
  • RANK 120
  • RANK 80th
  • RANK 401(k)
  • RANK near Trintech Inc. 401(k) Plan
  • RANK ind #17348

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 Pennsylvania →

Kline & Specter, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Kline & Specter, P.C. 401(k) Profit Sharing PlanKline & Specter, P.C. 401(k)…$24MTrintech Inc. 401(k) Plan$24MSun Federal Credit Union 401(k) Plan and TrustSun Federal Credit Union 401…$24MMccollister's Transportation Systems, Inc. 401(k) Savings PlanMccollister's Transportation…$24MSalud Family Health Employee Contribution 403(b) PlanSalud Family Health Employee…$24M
End-of-year total assets ($M) among Kline & Specter, P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$24M
Net Income-$5M
Employer EIN232830302
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kline & Specter, P.C.)

Sponsor-wide plan assets over time

All Kline & Specter, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 33.32545065303879% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.2M $32.3M ▲ +33.3%
Year Plans Participants Total Assets
2022 1 120 $24M
2023 1 179 $27M
2024 1 192 $32M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Kline & Specter, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Kline & Specter, P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.024230337 · Participants: 120Kline & Specter, P.C. 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Kline & Specter, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Kline & Specter, P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Kline & Specter, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Trintech Inc. 401(k) Plan in TX ($24M); by covered participants it is Newco Distributors, Inc. Retirement Plan in CA (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 Kline & Specter, P.C. 401(k) Profit Sharing Plan assets move in 2022? ▼
Kline & Specter, P.C. 401(k) Profit Sharing Plan declined sharply - down 16.3% during 2022, from $29M to $24M. Reported net income was -$5M.
How have Kline & Specter, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kline & Specter, P.C.'s sponsor-wide assets grew 33.3%, from $24M to $32M.
Where does Kline & Specter, P.C. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Kline & Specter, P.C. 401(k) Profit Sharing Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Kline & Specter, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Trintech Inc. 401(k) Plan in TX ($24M, 362 participants).
Which 401(k) plans cover a similar participant headcount to Kline & Specter, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Newco Distributors, Inc. Retirement Plan in CA (120 participants, $4M 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 232830302.

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.