401(k) · DOL Form 5500 · 2022

Klehr Harrison Harvey Branzburg LLP 401(k) Plan

Data updated 2026-08-25

$72M
Total assets Below avg plan size
104
Participants Small participant base
91st
Percentile by assets National rank
$696,679
Avg per participant High balance/head
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Official DOL plan name: Klehr Harrison Harvey Branzburg LLP 401(k) Profit Sharing Plan · Sponsored by Klehr Harrison Harvey Branzburg LLP · Pennsylvania · Professional & Technical Services

$72M in assets, 104 participants

Klehr Harrison Harvey Branzburg LLP's Klehr Harrison Harvey Branzburg LLP 401(k) Profit Sharing Plan reported $72M in total assets and 104 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #19,818 in Professional & Technical Services (21,562 peers)

Coverage in Pennsylvania

Klehr Harrison Harvey Branzburg LLP 401(k) Profit Sharing Plan covers 104 participants in Pennsylvania, about 13% of the average Pennsylvania filer (state average ~822 per filing). Assets: $72M.

#19,818
in Professional & Technical Services (21,562 peers)
-18.0%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Klehr Harrison Harvey Branzburg LLP 401(k) Profit Sharing Plan's outsized position by total assets

Klehr Harrison Harvey Branzburg LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$72,454,644 Top 9% higher than 91% 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

Klehr Harrison Harvey Branzburg LLP 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Klehr Harrison Harvey Branzburg LLP 401(k) Profit Sharing Plan sits mid-pack in the medium band (104 participants).

DOL schedule card

Filing strip 231973697 · Klehr Harrison Harvey Branzburg LLP PY 2022 · 401(k)

Klehr Harrison Harvey Branzburg LLP 401(k) Profit Sharing Plan · $72M · 104 · 91st

  • BOOK $72M
  • VS-ST 104
  • BOY 91st
  • SCH 401(k)
  • EBSA near Magellan USA Retirement Plan
  • PART ind #19818

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 Pennsylvania →

Klehr Harrison Harvey Branzburg LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Iteris, Inc 401(k) and Stock Ownership PlanIteris, Inc 401(k) and Stock…$72MMagellan USA Retirement Plan$72MKlehr Harrison Harvey Branzburg LLP 401(k) Profit Sharing PlanKlehr Harrison Harvey Branzb…$72MRimini Street Inc. 401(k) Profit Sharing Plan and TrustRimini Street Inc. 401(k) Pr…$72MMccoy 401(k) Retirement Savings PlanMccoy 401(k) Retirement Savi…$72M
End-of-year total assets ($M) among Klehr Harrison Harvey Branzburg LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$88M
Net Assets (End of Year)$72M
Net Income-$16M
Employer EIN231973697
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Klehr Harrison Harvey Branzburg LLP)

Sponsor-wide plan assets over time

All Klehr Harrison Harvey Branzburg LLP plans reported in each filing year

Latest sponsor-wide plan assets
$96M 31.902926746834886% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $72.5M $95.6M ▲ +31.9%
Year Plans Participants Total Assets
2022 1 104 $72M
2023 1 101 $80M
2024 2 144 $96M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Klehr Harrison Harvey Branzburg LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Klehr Harrison Harvey Branzburg LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.072454644 · Participants: 104Klehr Harrison Harvey Branzburg LLP 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Klehr Harrison Harvey Branzburg LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Klehr Harrison Harvey Branzburg LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Klehr Harrison Harvey Branzburg LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Magellan USA Retirement Plan in OH ($72M); by covered participants it is First City Credit Union 401(k) Plan in CA (104 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($72M here).

Similar participant headcount

Nearest other-state filings by covered participants (104 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 Klehr Harrison Harvey Branzburg LLP 401(k) Profit Sharing Plan assets move in 2022? ▼
Klehr Harrison Harvey Branzburg LLP 401(k) Profit Sharing Plan declined sharply - down 18.0% during 2022, from $88M to $72M. Reported net income was -$16M.
How have Klehr Harrison Harvey Branzburg LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Klehr Harrison Harvey Branzburg LLP's sponsor-wide assets grew 31.9%, from $72M to $96M.
Where does Klehr Harrison Harvey Branzburg LLP 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Klehr Harrison Harvey Branzburg LLP 401(k) Profit Sharing Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Klehr Harrison Harvey Branzburg LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Magellan USA Retirement Plan in OH ($72M, 653 participants).
Which 401(k) plans cover a similar participant headcount to Klehr Harrison Harvey Branzburg LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First City Credit Union 401(k) Plan in CA (104 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 231973697.

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.