Profit Sharing · DOL Form 5500 · 2022
Klcm Advisors, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $6M
- Total assets
- 8
- Participants
- 56th
- Percentile by assets
- $794,722
- Avg per participant
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.
- 56th percentile by assets (of 139,126 plans)
- #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.
- $6M
- total plan assets (2022 EOY)
- 8
- covered participants
- 56th
- percentile by assets (of 139,126 plans)
- $794,722
- avg assets per participant
Where Klcm Savings & Retirement Plan sits by total assets
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 Advisors, Inc. across 3 plan years on file
Across the 3 plan years Klcm Advisors, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $6M to $10M, a gain of 59.8%, while reported participants moved from 8 to 10 (+25.0%). Peak year by sponsor assets: 2024 ($10M); trough: 2022 ($6M).
Klcm Advisors, Inc. multi-year asset trail
| 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.
Klcm Savings & Retirement Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Klcm Savings & Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Klcm Savings & Retirement Plan assets move in 2022? ▼
How have Klcm Advisors, Inc. plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Klcm Savings & Retirement Plan? ▼
Next read for Klcm Savings & Retirement Plan
Multi-year trail
Ways to act on Klcm Savings & Retirement Plan's numbers.
- By total assets, Klcm Savings & Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Wisconsin. Compare plans
- Klcm Advisors, Inc.'s sponsor-wide assets have grown 59.8% since 2022 across 3 plan years on file. More Finance & Insurance plans