Profit Sharing · DOL Form 5500 · 2023

Gregory G Kluthe Cpa Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
24th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Gregory G. Kluthe Cpa Profit Sharing Plan · Sponsored by Gregory G Kluthe Cpa · Oregon · Professional & Technical Services

$1M in assets, 1 participants

Gregory G Kluthe Cpa's Gregory G. Kluthe Cpa Profit Sharing Plan reported $1M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #4,011 in Professional & Technical Services (20,321 peers)

Gregory G Kluthe Cpa multi-year trail

Gregory G Kluthe Cpa's plans moved +24.9% in assets from 2022 to 2024; this filing shows Gregory G. Kluthe Cpa Profit Sharing Plan at $1M / 1 participant.

#4,011
in Professional & Technical Services (20,321 peers)
+11.8%
assets growth YoY

Gregory G. Kluthe Cpa Profit Sharing Plan among the smaller filed plans by assets

Gregory G. Kluthe Cpa Profit Sharing Plan vs every filed plan by assets

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

$1,099,901 24th percentile higher than 24% 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

Gregory G. Kluthe Cpa Profit Sharing 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. Gregory G. Kluthe Cpa Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gregory G. Kluthe Cpa Profit Sharing Plan reported net income rose from -$57K in the plan year 2022 filing to $116K in the plan year 2023 filing.
  • Gregory G. Kluthe Cpa Profit Sharing Plan end-of-year assets rose from $984K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 270031599 · Gregory G Kluthe Cpa PY 2023 · Profit Sharing

Gregory G. Kluthe Cpa Profit Sharing Plan · $1M · 1 · 24th

  • EBSA $1M
  • EBSA 1
  • EBSA 24th
  • EBSA Profit Sharing
  • EBSA near Make Inc. Retirement Plan
  • EBSA ind #4011

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 Oregon →

Gregory G. Kluthe Cpa Profit Sharing Plan in the asset neighbourhood

Gregory G. Kluthe Cpa Profit Sharing PlanGregory G. Kluthe Cpa Profit…$1MMake Inc. Retirement Plan$1MWarnock Realty and Development Corporation Profit Sharing PlanWarnock Realty and Developme…$1MEllecante, Inc. Profit Sharing PlanEllecante, Inc. Profit Shari…$1MIatesta Business Holdings Inc. Retirement PlanIatesta Business Holdings In…$1M
End-of-year total assets ($M) among Gregory G. Kluthe Cpa Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Gregory G Kluthe Cpa multi-year asset trail

Sponsor-wide plan assets over time

All Gregory G Kluthe Cpa plans reported in each filing year

Latest sponsor-wide plan assets
$1M 24.908906429823386% vs 2022
2024 filing year
$0.9M$1M$1.1M$1.2M$1.3M 202220232024 $0.98M $1.23M ▲ +25.5%
Year Plans Participants Total Assets
2022 1 1 $984K
2023 1 1 $1M
2024 1 1 $1M

Gregory G Kluthe Cpa filing trail (2023)

Total Assets (Beginning of Year)$984K
Net Assets (End of Year)$1M
Net Income$116K
Employer EIN270031599
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Oregon

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

Gregory G. Kluthe Cpa Profit Sharing Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Gregory G. Kluthe Cpa Profit Sharing Plan, Total assets ($M): 1.099901 · Participants: 1Gregory G. Kluthe Cpa Profit Sharing PlanLes Schwab Profit Sharing Retirement Plan, Total assets ($M): 805.482585 · Participants: 5463Les Schwab Profit Sharing Retirement PlanLes Schwab Profit Sharing Retirement Plan, Total assets ($M): 770.320628 · Participants: 5474Les Schwab Profit Sharing Retirement PlanLegacy Health Defined Contribution Retirement Plan, Total assets ($M): 696.604461 · Participants: 11313Legacy Health Defined Contribution Retirement PlanWillamette University Defined Contribution Retirement Plan, Total assets ($M): 194.758742 · Participants: 766Willamette University Defined Contribution Retirement PlanThe Hoffman Employee Retirement Income Plan, Total assets ($M): 172.19814 · Participants: 485The Hoffman Employee Retirement Income Plan
Gregory G. Kluthe Cpa Profit Sharing Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants
Compare Gregory G. Kluthe Cpa Profit Sharing Plan side-by-side with 3 peers →

Gregory G. Kluthe Cpa Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Oregon, the nearest Profit Sharing by assets is Make Inc. Retirement Plan in TN ($1M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Gregory G. Kluthe Cpa Profit Sharing Plan assets move in 2023? ▼
Gregory G. Kluthe Cpa Profit Sharing Plan grew at a solid clip - up 11.8% during 2023, from $984K to $1M. Reported net income was $116K.
How have Gregory G Kluthe Cpa plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gregory G Kluthe Cpa's sponsor-wide assets grew 24.9%, from $984K to $1M.
Where does Gregory G. Kluthe Cpa Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Gregory G. Kluthe Cpa Profit Sharing Plan ranks in the 24th 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 Profit Sharing plans are similar in size to Gregory G. Kluthe Cpa Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Make Inc. Retirement Plan in TN ($1M, 9 participants).
Which Profit Sharing plans cover a similar participant headcount to Gregory G. Kluthe Cpa Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K 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 270031599.

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.