Profit Sharing · DOL Form 5500 · 2022
J. Kleinhaus & Sons, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $540,438
- Avg per participant High balance/head
Official DOL plan name: J. Kleinhaus & Sons, Inc. Pension Profit Sharing Plan · Sponsored by J. Kleinhaus & Sons, Inc. · New York · Wholesale Trade
$2M in assets, 4 participants
J. Kleinhaus & Sons, Inc.'s J. Kleinhaus & Sons, Inc. Pension Profit Sharing Plan reported $2M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.
- #1,547 in Wholesale Trade (6,843 peers)
J. Kleinhaus & Sons, Inc. multi-year trail
J. Kleinhaus & Sons, Inc.'s plans moved -26.6% in assets from 2022 to 2024; this filing shows J. Kleinhaus & Sons, Inc. Pension Profit Sharing Plan at $2M / 4 participants.
- #1,547
- in Wholesale Trade (6,843 peers)
- +0.0%
- assets growth YoY
J. Kleinhaus & Sons, Inc. Pension Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers
J. Kleinhaus & Sons, Inc. Pension Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,161,752 35th percentile higher than 35% 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
J. Kleinhaus & Sons, Inc. Pension 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. J. Kleinhaus & Sons, Inc. Pension Profit Sharing Plan is a micro filing (4 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 132513761 · J. Kleinhaus & Sons, Inc. PY 2022 · Profit Sharing
J. Kleinhaus & Sons, Inc. Pension Profit Sharing Plan · $2M · 4 · 35th
- SCH $2M
- EBSA 4
- PART 35th
- TYPE Profit Sharing
- NET near Henry M. Sweeny Company Profit Sharing Plan
- BOOK ind #1547
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 Wholesale Trade retirement plans → · Plans in New York →
J. Kleinhaus & Sons, Inc. Pension Profit Sharing Plan in the asset neighbourhood
J. Kleinhaus & Sons, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All J. Kleinhaus & Sons, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 26.64022172419494% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 8 | $4M |
| 2023 | 2 | 8 | $4M |
| 2024 | 2 | 8 | $3M |
J. Kleinhaus & Sons, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Employer EIN | 132513761 |
| Plan Effective Date | 1969-12-16 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.0B · 19,997
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.6B · 3,494
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.5B · 5,696
- The Research Foundation for Suny Retirement Plan $1.1B · 11,139
- Mason Tenders District Council Annuity Fund $837M · 11,072
J. Kleinhaus & Sons, Inc. Pension Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Henry M. Sweeny Company Profit Sharing Plan in MD ($2M); by covered participants it is Arz Education Retirement Plan in CA (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Arz Education Retirement Plan (CA) 4 · 0 off
- Precision Signs, Inc. Retirement Plan (NC) 4 · 0 off
- Herms Lumber Sales, Inc. Profit Sharing Plan (CA) 4 · 0 off
- Reed & Reed Profit Sharing Plan (TX) 4 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.