Profit Sharing · DOL Form 5500 · 2022
Klcm Advisors, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 56th
- Percentile by assets National rank
- $794,722
- Avg per participant High balance/head
Official DOL plan name: Klcm Savings & Retirement Plan · Sponsored by Klcm Advisors, Inc. · Wisconsin · Finance & Insurance
$6M in assets, 8 participants
Klcm Advisors, Inc.'s Klcm Savings & Retirement Plan reported $6M in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.
- #3,634 in Finance & Insurance (9,261 peers)
Klcm Advisors, Inc. multi-year trail
Klcm Advisors, Inc.'s plans moved +59.8% in assets from 2022 to 2024; this filing shows Klcm Savings & Retirement Plan at $6M / 8 participants.
- #3,634
- in Finance & Insurance (9,261 peers)
- +20.4%
- assets growth YoY
Klcm Savings & Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers
Klcm Savings & Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,357,778 Top 44% higher than 56% 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
Klcm Savings & Retirement Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Klcm Savings & Retirement Plan is a micro filing (8 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 391752579 · Klcm Advisors, Inc. PY 2022 · Profit Sharing
Klcm Savings & Retirement Plan · $6M · 8 · 56th
- PCT $6M
- PCT 8
- PCT 56th
- PCT Profit Sharing
- PCT near Edesia Inc. Retirement Savings Plan
- PCT ind #3634
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 Finance & Insurance retirement plans → · Plans in Wisconsin →
Klcm Savings & Retirement Plan in the asset neighbourhood
Klcm Advisors, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Klcm Advisors, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 59.79826599796344% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $6M |
| 2023 | 1 | 10 | $8M |
| 2024 | 1 | 10 | $10M |
Klcm Advisors, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $1M |
| Employer EIN | 391752579 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.2B · 5,909
- Electrical Workers Local Union 159 Retirement Plan $310M · 1,344
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $279M · 1,579
- Union Individual Account Retirement Fund $249M · 2,646
- Western Wisconsin Electrical Workers Retirement Plan $239M · 1,142
Klcm Savings & Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Wisconsin, the nearest Profit Sharing by assets is Edesia Inc. Retirement Savings Plan in RI ($6M); by covered participants it is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (8 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.