401(k) · DOL Form 5500 · 2023

Klingner & Associates, P.C. 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
134
Participants Small participant base
82nd
Percentile by assets National rank
$271,859
Avg per participant High balance/head
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Official DOL plan name: Klingner & Associates, P.C. Retirement Plan · Sponsored by Klingner & Associates, P.C. · Illinois · Professional & Technical Services

$36M in assets, 134 participants

Klingner & Associates, P.C.'s Klingner & Associates, P.C. Retirement Plan reported $36M in total assets and 134 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,792 in Professional & Technical Services (20,321 peers)

Coverage in Illinois

Klingner & Associates, P.C. Retirement Plan covers 134 participants in Illinois, about 17% of the average Illinois filer (state average ~779 per filing). Assets: $36M.

#16,792
in Professional & Technical Services (20,321 peers)
+22.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Klingner & Associates, P.C. Retirement Plan's outsized position by total assets

Klingner & Associates, P.C. Retirement Plan vs every filed plan by assets

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

$36,429,069 Top 18% higher than 82% 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

Klingner & Associates, P.C. Retirement Plan 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. Klingner & Associates, P.C. Retirement Plan sits mid-pack in the medium band (134 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Klingner & Associates, P.C. Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Klingner & Associates, P.C. Retirement Plan end-of-year assets rose from $30M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • Klingner & Associates, P.C. Retirement Plan reported participants rose from 120 in the plan year 2022 filing to 134 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 371179355 · Klingner & Associates, P.C. PY 2023 · 401(k)

Klingner & Associates, P.C. Retirement Plan · $36M · 134 · 82nd

  • PCT $36M
  • EIN 134
  • RANK 82nd
  • PHOTO 401(k)
  • IND near The Vermont Country Store, Inc. Profit Sharing Plan
  • EOY ind #16792

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 Illinois →

Klingner & Associates, P.C. Retirement Plan in the asset neighbourhood

California Insurance Guarantee Association 401(k) PlanCalifornia Insurance Guarant…$36MKlingner & Associates, P.C. Retirement PlanKlingner & Associates, P.C. …$36MThe Vermont Country Store, Inc. Profit Sharing PlanThe Vermont Country Store, I…$36MYounger Mfg. Co. 401(k) Plan$36MMonarch Casino & Resort, Inc. 401(k) PlanMonarch Casino & Resort, Inc…$36M
End-of-year total assets ($M) among Klingner & Associates, P.C. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$36M
Net Income$6M
Employer EIN371179355
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Klingner & Associates, P.C.)

Sponsor-wide plan assets over time

All Klingner & Associates, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$38M 25.63606571206834% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $30.6M $38.5M ▲ +25.6%
Year Plans Participants Total Assets
2022 3 317 $31M
2023 1 134 $36M
2024 1 142 $38M

Nearby 401(k) Plans in Illinois

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

Klingner & Associates, P.C. Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Klingner & Associates, P.C. Retirement Plan, Total assets ($B): 0.036429069 · Participants: 134Klingner & Associates, P.C. Retirement PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Klingner & Associates, P.C. Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Klingner & Associates, P.C. Retirement Plan side-by-side with 3 peers →

Klingner & Associates, P.C. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is The Vermont Country Store, Inc. Profit Sharing Plan in VT ($36M); by covered participants it is Reed Oil Company 401(k) Profit Sharing Plan in PA (134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (134 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 Klingner & Associates, P.C. Retirement Plan assets move in 2023? ▼
Klingner & Associates, P.C. Retirement Plan grew sharply - up 22.2% during 2023, from $30M to $36M. Reported net income was $6M.
How have Klingner & Associates, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Klingner & Associates, P.C.'s sponsor-wide assets grew 25.6%, from $31M to $38M.
Where does Klingner & Associates, P.C. Retirement Plan rank by assets among Form 5500 filers? ▼
Klingner & Associates, P.C. Retirement Plan ranks in the 82nd 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 Klingner & Associates, P.C. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Vermont Country Store, Inc. Profit Sharing Plan in VT ($36M, 445 participants).
Which 401(k) plans cover a similar participant headcount to Klingner & Associates, P.C. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Reed Oil Company 401(k) Profit Sharing Plan in PA (134 participants, $15M 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 371179355.

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.