Profit Sharing · DOL Form 5500 · 2023

J. Kleinhaus & Sons, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 4
Participants Small participant base: 32nd
Percentile by assets National rank: $555,431
Avg per participant High balance/head

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Official DOL plan name: J. Kleinhaus & Sons, Inc. Pension Trust · Sponsored by J. Kleinhaus & Sons, Inc. · New York · Wholesale Trade

$2M in assets, 4 participants

J. Kleinhaus & Sons, Inc.'s J. Kleinhaus & Sons, Inc. Pension Trust reported $2M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

#1,305 in Wholesale Trade (6,309 peers)

J. Kleinhaus & Sons, Inc. multi-year trail

J. Kleinhaus & Sons, Inc.'s plans moved -26.6% in assets from 2022 to 2024; this filing shows J. Kleinhaus & Sons, Inc. Pension Trust at $2M / 4 participants.

#1,305
in Wholesale Trade (6,309 peers): +1.3%
assets growth YoY

J. Kleinhaus & Sons, Inc. Pension Trust among the smaller filed plans by assets

J. Kleinhaus & Sons, Inc. Pension Trust vs every filed plan by assets

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

$2,221,723 32nd percentile higher than 32% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

J. Kleinhaus & Sons, Inc. Pension Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J. Kleinhaus & Sons, Inc. Pension Trust is a micro filing (4 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

J. Kleinhaus & Sons, Inc. Pension Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 132513761 · J. Kleinhaus & Sons, Inc. PY 2023 · Profit Sharing

J. Kleinhaus & Sons, Inc. Pension Trust · $2M · 4 · 32nd

RANK $2M
PHOTO 4
IND 32nd
EOY Profit Sharing
5500 near Hks Profit Sharing Plan
ASSETS ind #1305

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 Wholesale Trade retirement plans → · Plans in New York →

End-of-year total assets ($M) among J. Kleinhaus & Sons, Inc. Pension Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

J. Kleinhaus & Sons, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $3M 26.64022172419494% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	8	$4M
2023	2	8	$4M
2024	2	8	$3M

J. Kleinhaus & Sons, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	$29K
Employer EIN	132513761
Plan Effective Date	1977-12-27
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in New York

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

J. Kleinhaus & Sons, Inc. Pension Trust vs. nearby Profit Sharing plans in New York, assets vs. participants

Annuity Plan of the Electrical Industry $2.2B · 18,907
Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
The Research Foundation for Suny Retirement Plan $1.2B · 10,120
Mason Tenders District Council Annuity Fund $913M · 11,237

Compare J. Kleinhaus & Sons, Inc. Pension Trust side-by-side with 3 peers →

J. Kleinhaus & Sons, Inc. Pension Trust's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Hks Profit Sharing Plan in NJ ($2M); by covered participants it is Atraz Johnson Profit Sharing Plan in OR (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Hks Profit Sharing Plan (NJ) $2M · 3
Trigg County Hospital Retirement Plan (KY) $2M · 176
Sjk Enterprises, Inc. Profit Sharing Plan (MD) $2M · 3
Bashinski Fine Gems & Jewelry, Inc. Profit Sharing Plan (GA) $2M · 7

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

Atraz Johnson Profit Sharing Plan (OR) 4 · 0 off
Nomax Inc. Retirement Plan (LA) 4 · 0 off
Unit Design Inc Ps (LA) 4 · 0 off
Don Lucas, Fine Silver Jewelry, Inc. Profit Sharing Plan (CA) 4 · 0 off

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 J. Kleinhaus & Sons, Inc. Pension Trust assets move in 2023? ▼

J. Kleinhaus & Sons, Inc. Pension Trust edged up modestly - up 1.3% during 2023, from $2M to $2M. Reported net income was $29K.

How have J. Kleinhaus & Sons, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), J. Kleinhaus & Sons, Inc.'s sponsor-wide assets declined 26.6%, from $4M to $3M.

Which Profit Sharing plans are similar in size to J. Kleinhaus & Sons, Inc. Pension Trust? ▼

Among Profit Sharing plans in other states, the closest by assets is Hks Profit Sharing Plan in NJ ($2M, 3 participants).

Which Profit Sharing plans cover a similar participant headcount to J. Kleinhaus & Sons, Inc. Pension Trust? ▼

Among Profit Sharing plans in other states, the closest by covered participants is Atraz Johnson Profit Sharing Plan in OR (4 participants, $930K 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 132513761.