401(k) · DOL Form 5500 · 2023
Kleinberg, Kaplan, Wolff & Cohen, P.C. 401(k) Plan
Data updated 2026-08-25
- $114M
- Total assets Near avg plan size
- 99
- Participants Small participant base
- 92nd
- Percentile by assets National rank
- $1.2M
- Avg per participant High balance/head
Official DOL plan name: Kleinberg, Kaplan, Wolff & Cohen, P.C. 401(k) Profit Sharing Plan · Sponsored by Kleinberg, Kaplan, Wolff & Cohen, P.C. · New York · Professional & Technical Services
$114M in assets, 99 participants
Kleinberg, Kaplan, Wolff & Cohen, P.C.'s Kleinberg, Kaplan, Wolff & Cohen, P.C. 401(k) Profit Sharing Plan reported $114M in total assets and 99 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #18,959 in Professional & Technical Services (20,321 peers)
Where Kleinberg, Kaplan, Wolff & Cohen, P.C. 401(k) Profit Sharing Plan sits by assets
Kleinberg, Kaplan, Wolff & Cohen, P.C. 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $114M for 99 participants (~$1.2M/participant), up 11.1% in 2023.
- #18,959
- in Professional & Technical Services (20,321 peers)
- +11.1%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Kleinberg, Kaplan, Wolff & Cohen, P.C. 401(k) Profit Sharing Plan's outsized position by total assets
Kleinberg, Kaplan, Wolff & Cohen, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$114,164,991 Top 8% higher than 92% 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
Kleinberg, Kaplan, Wolff & Cohen, P.C. 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kleinberg, Kaplan, Wolff & Cohen, P.C. 401(k) Profit Sharing Plan is a small filing (99 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kleinberg, Kaplan, Wolff & Cohen, P.C. 401(k) Profit Sharing Plan reported net income rose from -$6M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Kleinberg, Kaplan, Wolff & Cohen, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $103M in the plan year 2022 filing to $114M in the plan year 2023 filing.
- Kleinberg, Kaplan, Wolff & Cohen, P.C. 401(k) Profit Sharing Plan reported participants fell from 102 in the plan year 2022 filing to 99 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 132832785 · Kleinberg, Kaplan, Wolff & Cohen, P.C. PY 2023 · 401(k)
Kleinberg, Kaplan, Wolff & Cohen, P.C. 401(k) Profit Sharing Plan · $114M · 99 · 92nd
- EBSA $114M
- PART 99
- TYPE 92nd
- NET 401(k)
- BOOK near Electrical Consultants Inc Profit Sharing Plan
- VS-ST ind #18959
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 New York →
Kleinberg, Kaplan, Wolff & Cohen, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $103M |
|---|---|
| Net Assets (End of Year) | $114M |
| Net Income | $11M |
| Employer EIN | 132832785 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kleinberg, Kaplan, Wolff & Cohen, P.C.)
Sponsor-wide plan assets over time
All Kleinberg, Kaplan, Wolff & Cohen, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $122M 18.96486720869878% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 102 | $103M |
| 2023 | 1 | 99 | $114M |
| 2024 | 1 | 101 | $122M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Kleinberg, Kaplan, Wolff & Cohen, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Electrical Consultants Inc Profit Sharing Plan in MT ($114M); by covered participants it is Arj Infusion Services, Inc. Employees Savings Trust in KS (99 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($114M here).
- Electrical Consultants Inc Profit Sharing Plan (MT) $114M · 816
- Alliant Credit Union 401(k) Plan (IL) $114M · 827
- Enstar (US) Inc. 401(k) Plan (NJ) $114M · 320
- Lectra USA 401(k) Plan (CT) $114M · 368
Similar participant headcount
Nearest other-state filings by covered participants (99 participants); asset peers above are excluded.
- Arj Infusion Services, Inc. Employees Savings Trust (KS) 99 · 0 off
- Burns Pest Elimination, Inc. 401(k) Plan (AZ) 99 · 0 off
- Develey USA 401(k) Plan (TN) 99 · 0 off
- U.S. Paint Employees Retirement Plan (MO) 99 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.