401(k) · DOL Form 5500 · 2023

Klein and Hoffman Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
58
Participants Small participant base
69th
Percentile by assets National rank
$280,792
Avg per participant High balance/head
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Official DOL plan name: Klein and Hoffman, Inc. Employees' Profit Sharing and 401(k) Savings Plan · Sponsored by Klein and Hoffman Inc. · Illinois · Professional & Technical Services

$16M in assets, 58 participants

Klein and Hoffman Inc.'s Klein and Hoffman, Inc. Employees' Profit Sharing and 401(k) Savings Plan reported $16M in total assets and 58 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #13,863 in Professional & Technical Services (20,321 peers)

Klein and Hoffman Inc. multi-year trail

Klein and Hoffman Inc.'s plans moved +17.5% in assets from 2022 to 2024; this filing shows Klein and Hoffman, Inc. Employees' Profit Sharing and 401(k) Savings Plan at $16M / 58 participants.

#13,863
in Professional & Technical Services (20,321 peers)
+11.9%
assets growth YoY

Klein and Hoffman, Inc. Employees' Profit Sharing and 401(k) Savings Plan's outsized position by total assets

Klein and Hoffman, Inc. Employees' Profit Sharing and 401(k) Savings Plan vs every filed plan by assets

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

$16,285,910 Top 31% higher than 69% 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

Klein and Hoffman, Inc. Employees' Profit Sharing and 401(k) Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Klein and Hoffman, Inc. Employees' Profit Sharing and 401(k) Savings Plan is a small filing (58 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Klein and Hoffman, Inc. Employees' Profit Sharing and 401(k) Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Klein and Hoffman, Inc. Employees' Profit Sharing and 401(k) Savings Plan end-of-year assets rose from $15M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Klein and Hoffman, Inc. Employees' Profit Sharing and 401(k) Savings Plan reported participants rose from 56 in the plan year 2022 filing to 58 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 363095071 · Klein and Hoffman Inc. PY 2023 · 401(k)

Klein and Hoffman, Inc. Employees' Profit Sharing and 401(k) Savings Plan · $16M · 58 · 69th

  • EIN $16M
  • RANK 58
  • PHOTO 69th
  • IND 401(k)
  • EOY near Mark Miller Subaru, Inc. 401(k) Plan
  • 5500 ind #13863

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 Illinois →

Klein and Hoffman, Inc. Employees' Profit Sharing and 401(k) Savings Plan in the asset neighbourhood

Klein and Hoffman, Inc. Employees' Profit Sharing and 401(k) Savings PlanKlein and Hoffman, Inc. Empl…$16MMark Miller Subaru, Inc. 401(k) PlanMark Miller Subaru, Inc. 401…$16MAlan D. Kunsman Roofing & Siding, Inc. , Employee Stock Ownership PlanAlan D. Kunsman Roofing & Si…$16MIndiana Harbor Belt Railroad Company Savings PlanIndiana Harbor Belt Railroad…$16MEssense of Australia, Inc.$16M
End-of-year total assets ($M) among Klein and Hoffman, Inc. Employees' Profit Sharing and 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Klein and Hoffman Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Klein and Hoffman Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 17.528924948108266% vs 2022
2024 filing year
$14M$15M$16M$17M$18M 202220232024 $14.6M $17.1M ▲ +17.6%
Year Plans Participants Total Assets
2022 1 56 $15M
2023 1 58 $16M
2024 1 70 $17M

Klein and Hoffman Inc. filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN363095071
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Klein and Hoffman, Inc. Employees' Profit Sharing and 401(k) Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Klein and Hoffman, Inc. Employees' Profit Sharing and 401(k) Savings Plan, Total assets ($B): 0.01628591 · Participants: 58Klein and Hoffman, Inc. Employees' Profit Sharing and 401(k) Savings PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Klein and Hoffman, Inc. Employees' Profit Sharing and 401(k) Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Klein and Hoffman, Inc. Employees' Profit Sharing and 401(k) Savings Plan side-by-side with 3 peers →

Klein and Hoffman, Inc. Employees' Profit Sharing and 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Mark Miller Subaru, Inc. 401(k) Plan in UT ($16M); by covered participants it is Group M Puerto Rico, Inc. Retirement Savings Plan in PR (58 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (58 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 Klein and Hoffman, Inc. Employees' Profit Sharing and 401(k) Savings Plan assets move in 2023? ▼
Klein and Hoffman, Inc. Employees' Profit Sharing and 401(k) Savings Plan grew at a solid clip - up 11.9% during 2023, from $15M to $16M. Reported net income was $2M.
How have Klein and Hoffman Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Klein and Hoffman Inc.'s sponsor-wide assets grew 17.5%, from $15M to $17M.
Which 401(k) plans are similar in size to Klein and Hoffman, Inc. Employees' Profit Sharing and 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mark Miller Subaru, Inc. 401(k) Plan in UT ($16M, 210 participants).
Which 401(k) plans cover a similar participant headcount to Klein and Hoffman, Inc. Employees' Profit Sharing and 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Group M Puerto Rico, Inc. Retirement Savings Plan in PR (58 participants, $3M 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 363095071.

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.