401(k) · DOL Form 5500 · 2023

Michele Klein, PLLC 401(k) Plan

Data updated 2026-08-25

$118K
Total assets Small plan by assets
2
Participants Small participant base
7th
Percentile by assets National rank
$59,079
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Michele Klein, PLLC 401(k) Plan · Sponsored by Michele Klein, PLLC · Arizona · Real Estate

$118K in assets, 2 participants

Michele Klein, PLLC's Michele Klein, PLLC 401(k) Plan reported $118K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 7th 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.

  • #485 in Real Estate (4,727 peers)

Michele Klein, PLLC multi-year trail

Michele Klein, PLLC's plans moved +130.3% in assets from 2022 to 2023; this filing shows Michele Klein, PLLC 401(k) Plan at $118K / 2 participants.

#485
in Real Estate (4,727 peers)
+37.3%
assets growth YoY

Michele Klein, PLLC 401(k) Plan among the smaller filed plans by assets

Michele Klein, PLLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$118,158 7th percentile higher than 7% of 127,068 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 2023

Michele Klein, PLLC 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Michele Klein, PLLC 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Michele Klein, PLLC 401(k) Plan reported participants rose from 1 in the plan year 2022 filing to 2 in the plan year 2023 filing.
  • Michele Klein, PLLC 401(k) Plan end-of-year assets fell from $215K in the plan year 2022 filing to $118K in the plan year 2023 filing.
  • Michele Klein, PLLC 401(k) Plan reported net income fell from $43K in the plan year 2022 filing to $32K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 811470175 · Michele Klein, PLLC PY 2023 · 401(k)

Michele Klein, PLLC 401(k) Plan · $118K · 2 · 7th

  • SCH $118K
  • EBSA 2
  • PART 7th
  • TYPE 401(k)
  • NET near B2c 401(k)
  • BOOK ind #485

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 Arizona →

Michele Klein, PLLC 401(k) Plan in the asset neighbourhood

Michele Klein, PLLC 401(k) PlanMichele Klein, PLLC 401(k) P…$118KB2c 401(k)$118KIt Fitz Tools, Inc 401(k) PlanIt Fitz Tools, Inc 401(k) Pl…$118KKaia Strength, Inc. 401(k) Profit Sharing PlanKaia Strength, Inc. 401(k) P…$118KPaul USA 401(k) Plan$118K
End-of-year total assets ($M) among Michele Klein, PLLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michele Klein, PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Michele Klein, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$495K 130.3216225903909% vs 2022
2023 filing year
$0.1M$0.2M$0.3M$0.4M$0.5M$0.6M 20222023 $0.21M $0.49M ▲ +133.3%
Year Plans Participants Total Assets
2022 1 1 $215K
2023 4 7 $495K

Michele Klein, PLLC filing trail (2023)

Total Assets (Beginning of Year)$86K
Net Assets (End of Year)$118K
Net Income$32K
Employer EIN811470175
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Michele Klein, PLLC 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Michele Klein, PLLC 401(k) Plan, Total assets ($B): 0.000118158 · Participants: 2Michele Klein, PLLC 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Michele Klein, PLLC 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Michele Klein, PLLC 401(k) Plan side-by-side with 3 peers →

Michele Klein, PLLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is B2c 401(k) in MT ($118K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($118K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Michele Klein, PLLC 401(k) Plan assets move in 2023? ▼
Michele Klein, PLLC 401(k) Plan surged - up 37.3% during 2023, from $86K to $118K. Reported net income was $32K.
How have Michele Klein, PLLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Michele Klein, PLLC's sponsor-wide assets grew 130.3%, from $215K to $495K.
Where does Michele Klein, PLLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Michele Klein, PLLC 401(k) Plan ranks in the 7th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Michele Klein, PLLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is B2c 401(k) in MT ($118K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Michele Klein, PLLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 811470175.

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.