401(k) · DOL Form 5500 · 2023

Kreitler Financial LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
11
Participants Small participant base
51st
Percentile by assets National rank
$626,505
Avg per participant High balance/head
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Official DOL plan name: Kreitler Financial LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Kreitler Financial LLC · Connecticut · Finance & Insurance

$7M in assets, 11 participants

Kreitler Financial LLC's Kreitler Financial LLC 401(k) Profit Sharing Plan and Trust reported $7M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #3,219 in Finance & Insurance (8,869 peers)

Kreitler Financial LLC multi-year trail

Kreitler Financial LLC's plans moved +45.8% in assets from 2022 to 2024; this filing shows Kreitler Financial LLC 401(k) Profit Sharing Plan and Trust at $7M / 11 participants.

#3,219
in Finance & Insurance (8,869 peers)
+23.7%
assets growth YoY

Kreitler Financial LLC 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Kreitler Financial LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$6,891,559 Top 49% higher than 51% 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

Kreitler Financial LLC 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kreitler Financial LLC 401(k) Profit Sharing Plan and Trust is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kreitler Financial LLC 401(k) Profit Sharing Plan and Trust reported net income rose from -$624K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Kreitler Financial LLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Kreitler Financial LLC 401(k) Profit Sharing Plan and Trust reported participants rose from 10 in the plan year 2022 filing to 11 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 061340298 · Kreitler Financial LLC PY 2023 · 401(k)

Kreitler Financial LLC 401(k) Profit Sharing Plan and Trust · $7M · 11 · 51st

  • IND $7M
  • IND 11
  • IND 51st
  • IND 401(k)
  • IND near Therapynotes 401(k) Plan
  • IND ind #3219

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 Finance & Insurance retirement plans → · Plans in Connecticut →

Kreitler Financial LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Kreitler Financial LLC 401(k) Profit Sharing Plan and TrustKreitler Financial LLC 401(k…$7MTherapynotes 401(k) Plan$7MNational Products, Inc. 401(k) Plan and TrustNational Products, Inc. 401(…$7MPopmenu 401(k) Plan$7MNikken, Inc. 401(k) Profit Sharing PlanNikken, Inc. 401(k) Profit S…$7M
End-of-year total assets ($M) among Kreitler Financial LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kreitler Financial LLC multi-year asset trail

Sponsor-wide plan assets over time

All Kreitler Financial LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 45.77057504373603% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.57M $8.12M ▲ +45.8%
Year Plans Participants Total Assets
2022 1 10 $6M
2023 1 11 $7M
2024 1 11 $8M

Kreitler Financial LLC filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN061340298
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Kreitler Financial LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Kreitler Financial LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.006891559 · Participants: 11Kreitler Financial LLC 401(k) Profit Sharing Plan and TrustRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Kreitler Financial LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Kreitler Financial LLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Kreitler Financial LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Therapynotes 401(k) Plan in PA ($7M); by covered participants it is True Colors International, Inc. Retirement Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Kreitler Financial LLC 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Kreitler Financial LLC 401(k) Profit Sharing Plan and Trust grew sharply - up 23.7% during 2023, from $6M to $7M. Reported net income was $1M.
How have Kreitler Financial LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kreitler Financial LLC's sponsor-wide assets grew 45.8%, from $6M to $8M.
Which 401(k) plans are similar in size to Kreitler Financial LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Therapynotes 401(k) Plan in PA ($7M, 195 participants).
Which 401(k) plans cover a similar participant headcount to Kreitler Financial LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is True Colors International, Inc. Retirement Plan in CA (11 participants, $863K 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 061340298.

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.