Profit Sharing · DOL Form 5500 · 2023
Klingsick Inc. Profit Sharing Plan
Data updated 2026-08-25
- $268K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 13th
- Percentile by assets National rank
- $89,333
- Avg per participant Below avg balance/head
Official DOL plan name: Klingsick Inc. Retirement Plan · Sponsored by Klingsick Inc. · Missouri · Other Services
$268K in assets, 3 participants
Klingsick Inc.'s Klingsick Inc. Retirement Plan reported $268K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 13th 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.
- #2,181 in Other Services (7,857 peers)
What the 2023 filing shows
Klingsick Inc. Retirement Plan holds $268K for 3 participants - about $89,333 per participant, among the smaller plans by assets on file.
- #2,181
- in Other Services (7,857 peers)
- +5.4%
- assets growth YoY
Klingsick Inc. Retirement Plan among the smaller filed plans by assets
Klingsick Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$267,998 13th percentile higher than 13% 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
Klingsick Inc. Retirement 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. Klingsick Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Klingsick Inc. Retirement Plan reported participants rose from 2 in the plan year 2022 filing to 3 in the plan year 2023 filing.
- Klingsick Inc. Retirement Plan end-of-year assets rose from $254K in the plan year 2022 filing to $268K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 862576442 · Klingsick Inc. PY 2023 · Profit Sharing
Klingsick Inc. Retirement Plan · $268K · 3 · 13th
- BOOK $268K
- VS-ST 3
- BOY 13th
- SCH Profit Sharing
- EBSA near Perkins & Perkins Enterprises Inc. Retirement Plan
- PART ind #2181
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 Other Services retirement plans → · Plans in Missouri →
Klingsick Inc. Retirement Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $254K |
|---|---|
| Net Assets (End of Year) | $268K |
| Net Income | $14K |
| Employer EIN | 862576442 |
| Plan Effective Date | 2021-03-22 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Klingsick Inc.)
Sponsor-wide plan assets over time
All Klingsick Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $268K 5.382407298179388% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $254K |
| 2023 | 1 | 3 | $268K |
Nearby Profit Sharing Plans in Missouri
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Boilermakers National Annuity Trust $1.3B · 18,088
- Profit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co. $585M · 3,940
- Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust $397M · 3,749
- I. B. E. W. Local Union No. 124 Annuity Plan $394M · 3,338
- Iron Workers St. Louis District Council Annuity Trust Fund $363M · 4,927
Klingsick Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Missouri, the nearest Profit Sharing by assets is Perkins & Perkins Enterprises Inc. Retirement Plan in AZ ($268K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($268K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.