401(k) · DOL Form 5500 · 2022

Klingbeil Capital Management, Ltd. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
214
Participants Below avg headcount
75th
Percentile by assets National rank
$81,761
Avg per participant Below avg balance/head
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Official DOL plan name: Klingbeil Capital Management, Ltd. 401(k) Profit Sharing Plan · Sponsored by Klingbeil Capital Management, Ltd. · Virginia · Real Estate

$17M in assets, 214 participants

Klingbeil Capital Management, Ltd.'s Klingbeil Capital Management, Ltd. 401(k) Profit Sharing Plan reported $17M in total assets and 214 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #4,445 in Real Estate (5,057 peers)

Coverage in Virginia

Klingbeil Capital Management, Ltd. 401(k) Profit Sharing Plan covers 214 participants in Virginia, about 27% of the average Virginia filer (state average ~782 per filing). Assets: $17M.

#4,445
in Real Estate (5,057 peers)
-8.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Klingbeil Capital Management, Ltd. 401(k) Profit Sharing Plan's outsized position by total assets

Klingbeil Capital Management, Ltd. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$17,496,751 Top 25% higher than 75% 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

Klingbeil Capital Management, Ltd. 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. Klingbeil Capital Management, Ltd. 401(k) Profit Sharing Plan sits mid-pack in the medium band (214 participants).

DOL schedule card

Filing strip 943397989 · Klingbeil Capital Management, Ltd. PY 2022 · 401(k)

Klingbeil Capital Management, Ltd. 401(k) Profit Sharing Plan · $17M · 214 · 75th

  • BOOK $17M
  • BOOK 214
  • BOOK 75th
  • BOOK 401(k)
  • BOOK near Avant, LLC. 401(k) Plan
  • BOOK ind #4445

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 Real Estate retirement plans → · Plans in Virginia →

Klingbeil Capital Management, Ltd. 401(k) Profit Sharing Plan in the asset neighbourhood

Klingbeil Capital Management, Ltd. 401(k) Profit Sharing PlanKlingbeil Capital Management…$17MAvant, LLC. 401(k) Plan$17MOverhead Door Corporation Retirement Plan for Hourly EmployeesOverhead Door Corporation Re…$17MDatavox Inc. 401(k) Profit Sharing Plan & TrustDatavox Inc. 401(k) Profit S…$17MHayward Tyler Inc. 401(k) PlanHayward Tyler Inc. 401(k) Pl…$17M
End-of-year total assets ($M) among Klingbeil Capital Management, Ltd. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$17M
Net Income-$2M
Employer EIN943397989
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Klingbeil Capital Management, Ltd.)

Sponsor-wide plan assets over time

All Klingbeil Capital Management, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 20.016064696811426% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $17.5M $21M ▲ +20.0%
Year Plans Participants Total Assets
2022 1 214 $17M
2023 1 197 $20M
2024 1 205 $21M

Nearby 401(k) Plans in Virginia

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

Klingbeil Capital Management, Ltd. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -10010203040 Total assets ($B) Participants Klingbeil Capital Management, Ltd. 401(k) Profit Sharing Plan, Total assets ($B): 0.017496751 · Participants: 214Klingbeil Capital Management, Ltd. 401(k) Profit Sharing PlanNorthrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
Klingbeil Capital Management, Ltd. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Klingbeil Capital Management, Ltd. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Klingbeil Capital Management, Ltd. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Avant, LLC. 401(k) Plan in IL ($17M); by covered participants it is Phoenix Processor Retirement Savings Plan in WA (214 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (214 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 Klingbeil Capital Management, Ltd. 401(k) Profit Sharing Plan assets move in 2022? ▼
Klingbeil Capital Management, Ltd. 401(k) Profit Sharing Plan pulled back noticeably - down 8.3% during 2022, from $19M to $17M. Reported net income was -$2M.
How have Klingbeil Capital Management, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Klingbeil Capital Management, Ltd.'s sponsor-wide assets grew 20.0%, from $17M to $21M.
Where does Klingbeil Capital Management, Ltd. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Klingbeil Capital Management, Ltd. 401(k) Profit Sharing Plan ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Klingbeil Capital Management, Ltd. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Avant, LLC. 401(k) Plan in IL ($17M, 475 participants).
Which 401(k) plans cover a similar participant headcount to Klingbeil Capital Management, Ltd. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Phoenix Processor Retirement Savings Plan in WA (214 participants, $9M 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 943397989.

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.