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
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
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.
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
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $45M |
|---|---|
| Net Assets (End of Year) | $57M |
| Net Income | $13M |
| Employer EIN | 593213685 |
| Plan Effective Date | 1994-07-01 |
| Filing Status | FILING 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
| 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.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($57M here).
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.