401(k) · DOL Form 5500 · 2023

Kls Martin L.P. 401(k) Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
578
Participants Below avg headcount
87th
Percentile by assets National rank
$99,323
Avg per participant Below avg balance/head
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Official DOL plan name: Kls Martin L.P. 401(k) Salary Reduction Plan & Trust · Sponsored by Kls Martin L.P. · Florida · Wholesale Trade

$57M in assets, 578 participants

Kls Martin L.P.'s Kls Martin L.P. 401(k) Salary Reduction Plan & Trust reported $57M in total assets and 578 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.

  • #5,577 in Wholesale Trade (6,309 peers)

Where Kls Martin L.P. 401(k) Salary Reduction Plan & Trust sits by assets

Kls Martin L.P. 401(k) Salary Reduction Plan & Trust sits in the top quartile of all filed plans by assets, $57M for 578 participants (~$99,323/participant), up 28.7% in 2023.

#5,577
in Wholesale Trade (6,309 peers)
+28.7%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Kls Martin L.P. 401(k) Salary Reduction Plan & Trust's outsized position by total assets

Kls Martin L.P. 401(k) Salary Reduction Plan & Trust vs every filed plan by assets

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

$57,408,717 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

Kls Martin L.P. 401(k) Salary Reduction Plan & 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. Kls Martin L.P. 401(k) Salary Reduction Plan & Trust sits mid-pack in the medium band (578 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kls Martin L.P. 401(k) Salary Reduction Plan & Trust reported net income rose from -$9M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Kls Martin L.P. 401(k) Salary Reduction Plan & Trust end-of-year assets rose from $45M in the plan year 2022 filing to $57M in the plan year 2023 filing.
  • Kls Martin L.P. 401(k) Salary Reduction Plan & Trust reported participants rose from 515 in the plan year 2022 filing to 578 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 593213685 · Kls Martin L.P. PY 2023 · 401(k)

Kls Martin L.P. 401(k) Salary Reduction Plan & Trust · $57M · 578 · 87th

  • RANK $57M
  • PHOTO 578
  • IND 87th
  • EOY 401(k)
  • 5500 near Medical Clinic of Houston, L.L.P. Salary Deferral Profit Sharing Plan and Trust
  • ASSETS ind #5577

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 Wholesale Trade retirement plans → · Plans in Florida →

Kls Martin L.P. 401(k) Salary Reduction Plan & Trust in the asset neighbourhood

Kls Martin L.P. 401(k) Salary Reduction Plan & TrustKls Martin L.P. 401(k) Salar…$57MMedical Clinic of Houston, L.L.P. Salary Deferral Profit Sharing Plan and TrustMedical Clinic of Houston, L…$57MCoursera 401(k) Plan$57MTerra-Gen, LLC 401(k) Plan$57MOmni Air International, LLC 401(k) Plan for Flight Deck Crew MembersOmni Air International, LLC …$57M
End-of-year total assets ($M) among Kls Martin L.P. 401(k) Salary Reduction Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$57M
Net Income$13M
Employer EIN593213685
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kls Martin L.P.)

Sponsor-wide plan assets over time

All Kls Martin L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$70M 57.32093038149664% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $44.6M $70.2M ▲ +57.3%
Year Plans Participants Total Assets
2022 1 515 $45M
2023 1 578 $57M
2024 1 658 $70M

Nearby 401(k) Plans in Florida

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

Kls Martin L.P. 401(k) Salary Reduction Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Kls Martin L.P. 401(k) Salary Reduction Plan & Trust, Total assets ($B): 0.057408717 · Participants: 578Kls Martin L.P. 401(k) Salary Reduction Plan & TrustL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Kls Martin L.P. 401(k) Salary Reduction Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants

Kls Martin L.P. 401(k) Salary Reduction Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Medical Clinic of Houston, L.L.P. Salary Deferral Profit Sharing Plan and Trust in TX ($57M); by covered participants it is Commissioning Agents Inc Employee Stock Ownership & 401(k) Plan in IN (578 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (578 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 Kls Martin L.P. 401(k) Salary Reduction Plan & Trust assets move in 2023?
Kls Martin L.P. 401(k) Salary Reduction Plan & Trust grew sharply - up 28.7% during 2023, from $45M to $57M. Reported net income was $13M.
How have Kls Martin L.P. plan assets changed over time?
Across 3 plan years on file (2022-2024), Kls Martin L.P.'s sponsor-wide assets grew 57.3%, from $45M to $70M.
Where does Kls Martin L.P. 401(k) Salary Reduction Plan & Trust rank by assets among Form 5500 filers?
Kls Martin L.P. 401(k) Salary Reduction Plan & 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 Kls Martin L.P. 401(k) Salary Reduction Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Medical Clinic of Houston, L.L.P. Salary Deferral Profit Sharing Plan and Trust in TX ($57M, 212 participants).
Which 401(k) plans cover a similar participant headcount to Kls Martin L.P. 401(k) Salary Reduction Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Commissioning Agents Inc Employee Stock Ownership & 401(k) Plan in IN (578 participants, $176M in assets).