Profit Sharing · DOL Form 5500 · 2022
Klein and Fortune, P.a. Profit Sharing Plan
Data updated 2026-08-25
- $804K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $268,042
- Avg per participant High balance/head
Official DOL plan name: Klein and Fortune, P.a. Profit Sharing Plan · Sponsored by Klein and Fortune, P.a. · Florida · Professional & Technical Services
$804K in assets, 3 participants
Klein and Fortune, P.a.'s Klein and Fortune, P.a. Profit Sharing Plan reported $804K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.
- #4,089 in Professional & Technical Services (21,562 peers)
What the 2022 filing shows
Klein and Fortune, P.a. Profit Sharing Plan holds $804K for 3 participants - about $268,042 per participant, among the smaller plans by assets on file.
- #4,089
- in Professional & Technical Services (21,562 peers)
- -2.0%
- assets change YoY
The plan reported a net loss of $17K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Klein and Fortune, P.a. Profit Sharing Plan among the smaller filed plans by assets
Klein and Fortune, P.a. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$804,125 23rd percentile higher than 23% 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 and Fortune, P.a. Profit Sharing 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. Klein and Fortune, P.a. Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 592812121 · Klein and Fortune, P.a. PY 2022 · Profit Sharing
Klein and Fortune, P.a. Profit Sharing Plan · $804K · 3 · 23rd
- ASSETS $804K
- PCT 3
- EIN 23rd
- RANK Profit Sharing
- PHOTO near Mary Case Inc Profit Sharing Plan
- IND ind #4089
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 Florida →
Klein and Fortune, P.a. Profit Sharing Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $821K |
|---|---|
| Net Assets (End of Year) | $804K |
| Net Income | -$17K |
| Employer EIN | 592812121 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Klein and Fortune, P.a.)
Sponsor-wide plan assets over time
All Klein and Fortune, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $806K 0.2273278408207679% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $804K |
| 2023 | 1 | 4 | $810K |
| 2024 | 1 | 3 | $806K |
Nearby Profit Sharing Plans in Florida
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Retirement Wealth Builder Plan of Pricewaterhousecoopers LLP $4.1B · 44,915
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $985M · 14,201
- Orlando Health, Inc. Retirement Savings Plan 401a $418M · 23,825
- Shands Health Care Matched Savings Account 401(a) $349M · 9,486
- American Maritime Officers Defined Contribution Plan $245M · 4,132
Klein and Fortune, P.a. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is Mary Case Inc Profit Sharing Plan in MO ($804K); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($804K 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.