Profit Sharing · DOL Form 5500 · 2022

Kleinman, Guerra & Co. P.C. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
33rd
Percentile by assets National rank
$623,217
Avg per participant High balance/head
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Official DOL plan name: Kleinman, Guerra & Co P.C. Profit Sharing Plan · Sponsored by Kleinman, Guerra & Co. P.C. · Colorado · Professional & Technical Services

$2M in assets, 3 participants

Kleinman, Guerra & Co. P.C.'s Kleinman, Guerra & Co P.C. Profit Sharing Plan reported $2M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.

  • #6,325 in Professional & Technical Services (21,562 peers)

Kleinman, Guerra & Co. P.C. multi-year trail

Kleinman, Guerra & Co. P.C.'s plans moved +38.9% in assets from 2022 to 2024; this filing shows Kleinman, Guerra & Co P.C. Profit Sharing Plan at $2M / 3 participants.

#6,325
in Professional & Technical Services (21,562 peers)
+6.9%
assets growth YoY

Kleinman, Guerra & Co P.C. Profit Sharing Plan among the smaller filed plans by assets

Kleinman, Guerra & Co P.C. Profit Sharing Plan vs every filed plan by assets

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

$1,869,651 33rd percentile higher than 33% 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

Kleinman, Guerra & Co P.C. 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. Kleinman, Guerra & Co P.C. Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 841109847 · Kleinman, Guerra & Co. P.C. PY 2022 · Profit Sharing

Kleinman, Guerra & Co P.C. Profit Sharing Plan · $2M · 3 · 33rd

  • EOY $2M
  • 5500 3
  • ASSETS 33rd
  • PCT Profit Sharing
  • EIN near Brand Equity Builders, Inc. Profit Sharing Plan
  • RANK ind #6325

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 Colorado →

Kleinman, Guerra & Co P.C. Profit Sharing Plan in the asset neighbourhood

Kleinman, Guerra & Co P.C. Profit Sharing PlanKleinman, Guerra & Co P.C. P…$2MBrand Equity Builders, Inc. Profit Sharing PlanBrand Equity Builders, Inc. …$2MPotters & Della Pietra LLP Profit Sharing PlanPotters & Della Pietra LLP P…$2MApplied Construction Solutions, Inc. 401(k) PlanApplied Construction Solutio…$2MIsodyne, Inc. Profit Sharing PlanIsodyne, Inc. Profit Sharing…$2M
End-of-year total assets ($M) among Kleinman, Guerra & Co P.C. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Kleinman, Guerra & Co. P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Kleinman, Guerra & Co. P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 38.94694785283457% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.87M $2.6M ▲ +39.0%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 3 $2M
2024 1 8 $3M

Kleinman, Guerra & Co. P.C. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$121K
Employer EIN841109847
Plan Effective Date2008-11-07
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Colorado

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Kleinman, Guerra & Co P.C. Profit Sharing Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 01020304050 Total assets ($M) Participants Kleinman, Guerra & Co P.C. Profit Sharing Plan, Total assets ($M): 1.869651 · Participants: 3Kleinman, Guerra & Co P.C. Profit Sharing PlanHensel Phelps Hourly Retirement Plan, Total assets ($M): 38.311724 · Participants: 642Hensel Phelps Hourly Retirement PlanAmended & Restated Profit Sharing Plan of Midwest Pms, Total assets ($M): 31.655642 · Participants: 125Amended & Restated Profit Sharing Plan of Midwest PmsLiberty Pr Mobility 401(k) Savings Plans, Total assets ($M): 29.136775 · Participants: 1208Liberty Pr Mobility 401(k) Savings PlansRetirement Plan of Public Broadcasting of Colorado, Inc., Total assets ($M): 15.311581 · Participants: 177Retirement Plan of Public Broadcasting of Colorado, Inc.Peterson Company Profit-Sharing Plan, Total assets ($M): 11.848341 · Participants: 31Peterson Company Profit-Sharing Plan
Kleinman, Guerra & Co P.C. Profit Sharing Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants
Compare Kleinman, Guerra & Co P.C. Profit Sharing Plan side-by-side with 3 peers →

Kleinman, Guerra & Co P.C. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Colorado, the nearest Profit Sharing by assets is Brand Equity Builders, Inc. Profit Sharing Plan in CT ($2M); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Kleinman, Guerra & Co P.C. Profit Sharing Plan assets move in 2022? ▼
Kleinman, Guerra & Co P.C. Profit Sharing Plan grew at a solid clip - up 6.9% during 2022, from $2M to $2M. Reported net income was $121K.
How have Kleinman, Guerra & Co. P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kleinman, Guerra & Co. P.C.'s sponsor-wide assets grew 38.9%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Kleinman, Guerra & Co P.C. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Brand Equity Builders, Inc. Profit Sharing Plan in CT ($2M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Kleinman, Guerra & Co P.C. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Crosmac Corp. Retirement Plan in NJ (3 participants, N/A 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 841109847.

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.