401(k) · DOL Form 5500 · 2023

Kleinschmidt Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
205
Participants Below avg headcount
87th
Percentile by assets National rank
$269,684
Avg per participant High balance/head
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Official DOL plan name: Kleinschmidt Associates Employees Profit Sharing Plan and Trust · Sponsored by Kleinschmidt Associates, Inc. · Maine · Professional & Technical Services

$55M in assets, 205 participants

Kleinschmidt Associates, Inc.'s Kleinschmidt Associates Employees Profit Sharing Plan and Trust reported $55M in total assets and 205 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #17,811 in Professional & Technical Services (20,321 peers)

Coverage in Maine

Kleinschmidt Associates Employees Profit Sharing Plan and Trust covers 205 participants in Maine, about 43% of the average Maine filer (state average ~472 per filing). Assets: $55M.

#17,811
in Professional & Technical Services (20,321 peers)
+20.0%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Kleinschmidt Associates Employees Profit Sharing Plan and Trust's outsized position by total assets

Kleinschmidt Associates Employees Profit Sharing Plan and Trust vs every filed plan by assets

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

$55,285,259 Top 13% higher than 87% 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

Kleinschmidt Associates Employees Profit Sharing Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kleinschmidt Associates Employees Profit Sharing Plan and Trust sits mid-pack in the medium band (205 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kleinschmidt Associates Employees Profit Sharing Plan and Trust reported net income rose from -$8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Kleinschmidt Associates Employees Profit Sharing Plan and Trust end-of-year assets rose from $46M in the plan year 2022 filing to $55M in the plan year 2023 filing.
  • Kleinschmidt Associates Employees Profit Sharing Plan and Trust reported participants rose from 194 in the plan year 2022 filing to 205 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 010371466 · Kleinschmidt Associates, Inc. PY 2023 · 401(k)

Kleinschmidt Associates Employees Profit Sharing Plan and Trust · $55M · 205 · 87th

  • ASSETS $55M
  • PCT 205
  • EIN 87th
  • RANK 401(k)
  • PHOTO near The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan
  • IND ind #17811

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 Maine →

Kleinschmidt Associates Employees Profit Sharing Plan and Trust in the asset neighbourhood

The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing PlanThe Willamette Valley Compan…$55MCommercehub 401(k) Plan$55MKleinschmidt Associates Employees Profit Sharing Plan and TrustKleinschmidt Associates Empl…$55MShoe Carnival, Inc. Retirement Savings PlanShoe Carnival, Inc. Retireme…$55MSangamo Therapeutics Inc. 401(k) Profit Sharing Plan and TrustSangamo Therapeutics Inc. 40…$55M
End-of-year total assets ($M) among Kleinschmidt Associates Employees Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maine filing particulars

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$55M
Net Income$9M
Employer EIN010371466
Plan Effective Date1980-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kleinschmidt Associates, Inc.)

Sponsor-wide plan assets over time

All Kleinschmidt Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$64M 38.03368320191747% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $46.1M $63.6M ▲ +38.0%
Year Plans Participants Total Assets
2022 1 194 $46M
2023 1 205 $55M
2024 1 213 $64M

Nearby 401(k) Plans in Maine

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

Kleinschmidt Associates Employees Profit Sharing Plan and Trust vs. nearby 401(k) plans in Maine, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Kleinschmidt Associates Employees Profit Sharing Plan and Trust, Total assets ($B): 0.055285259 · Participants: 205Kleinschmidt Associates Employees Profit Sharing Plan and TrustTd 401(k) Retirement Plan, Total assets ($B): 4.942173822 · Participants: 30094Td 401(k) Retirement PlanUnum Group 401(k) Retirement Plan, Total assets ($B): 2.163858906 · Participants: 9604Unum Group 401(k) Retirement PlanIdexx Retirement and Incentive Savings Plan, Total assets ($B): 1.048053529 · Participants: 6594Idexx Retirement and Incentive Savings PlanHannaford Bros. Co. 401(k) Plan, Total assets ($B): 0.986043827 · Participants: 29370Hannaford Bros. Co. 401(k) PlanL.L. Bean 401(k) Retirement Savings Plan, Total assets ($B): 0.721305706 · Participants: 7173L.L. Bean 401(k) Retirement Savings Plan
Kleinschmidt Associates Employees Profit Sharing Plan and Trust vs. nearby 401(k) plans in Maine, assets vs. participants
Compare Kleinschmidt Associates Employees Profit Sharing Plan and Trust side-by-side with 3 peers →

Kleinschmidt Associates Employees Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Maine, the nearest 401(k) by assets is The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan in OR ($55M); by covered participants it is Healthstar Physicians 401(k) & Profit Sharing Plan in AR (205 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (205 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 Kleinschmidt Associates Employees Profit Sharing Plan and Trust assets move in 2023? ▼
Kleinschmidt Associates Employees Profit Sharing Plan and Trust grew sharply - up 20.0% during 2023, from $46M to $55M. Reported net income was $9M.
How have Kleinschmidt Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kleinschmidt Associates, Inc.'s sponsor-wide assets grew 38.0%, from $46M to $64M.
Where does Kleinschmidt Associates Employees Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Kleinschmidt Associates Employees Profit Sharing Plan and Trust ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Kleinschmidt Associates Employees Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan in OR ($55M, 410 participants).
Which 401(k) plans cover a similar participant headcount to Kleinschmidt Associates Employees Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Healthstar Physicians 401(k) & Profit Sharing Plan in AR (205 participants, $1M 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 010371466.

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.