Profit Sharing · DOL Form 5500 · 2023

Klamath 43 Profit Sharing Plan

Data updated 2026-08-25

$928K
Total assets Small plan by assets
2
Participants Small participant base
23rd
Percentile by assets National rank
$464,067
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Klamath 43 Profit Sharing Plan · Sponsored by Klamath 43 · California · Agriculture, Forestry & Fishing

$928K in assets, 2 participants

Klamath 43's Klamath 43 Profit Sharing Plan reported $928K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #267 in Agriculture, Forestry & Fishing (1,288 peers)

2023 asset change

Klamath 43 Profit Sharing Plan grew at a solid clip 13.8% in 2023 ($815K → $928K) for 2 participants.

#267
in Agriculture, Forestry & Fishing (1,288 peers)
+13.8%
assets growth YoY

Klamath 43 Profit Sharing Plan among the smaller filed plans by assets

Klamath 43 Profit Sharing Plan vs every filed plan by assets

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

$928,133 23rd percentile higher than 23% 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

Klamath 43 Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Klamath 43 Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Klamath 43 Profit Sharing Plan reported net income rose from $31K in the plan year 2022 filing to $113K in the plan year 2023 filing.
  • Klamath 43 Profit Sharing Plan end-of-year assets rose from $815K in the plan year 2022 filing to $928K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 264660469 · Klamath 43 PY 2023 · Profit Sharing

Klamath 43 Profit Sharing Plan · $928K · 2 · 23rd

  • PART $928K
  • PART 2
  • PART 23rd
  • PART Profit Sharing
  • PART near Jose R. Miranda Rivera Profit Sharing Retirement Plan
  • PART ind #267

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 Agriculture, Forestry & Fishing retirement plans → · Plans in California →

Klamath 43 Profit Sharing Plan in the asset neighbourhood

Klamath 43 Profit Sharing PlanKlamath 43 Profit Sharing Pl…$928KJose R. Miranda Rivera Profit Sharing Retirement PlanJose R. Miranda Rivera Profi…$928KHodges Hanei Corporation Retirement PlanHodges Hanei Corporation Ret…$929KDbpsm Inc. Retirement Plan$929KRobert R. Serpe, PC Profit Sharng PlanRobert R. Serpe, PC Profit S…$929K
End-of-year total assets ($M) among Klamath 43 Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Klamath 43 years around the 2023 move

Sponsor-wide plan assets over time

All Klamath 43 plans reported in each filing year

Latest sponsor-wide plan assets
$2M 9.135259154338755% vs 2022
2024 filing year
$1.8M$1.9M$2M$2.1M 202220232024 $1.87M $2.04M ▲ +9.1%
Year Plans Participants Total Assets
2022 2 4 $2M
2023 2 4 $2M
2024 2 4 $2M

2023 asset-move particulars

Total Assets (Beginning of Year)$815K
Net Assets (End of Year)$928K
Net Income$113K
Employer EIN264660469
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Klamath 43 Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Klamath 43 Profit Sharing Plan, Total assets ($B): 0.000928133 · Participants: 2Klamath 43 Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Klamath 43 Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Klamath 43 Profit Sharing Plan side-by-side with 3 peers →

Klamath 43 Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Jose R. Miranda Rivera Profit Sharing Retirement Plan in PR ($928K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($928K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Klamath 43 Profit Sharing Plan assets move in 2023? ▼
Klamath 43 Profit Sharing Plan grew at a solid clip - up 13.8% during 2023, from $815K to $928K. Reported net income was $113K.
How have Klamath 43 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Klamath 43's sponsor-wide assets grew 9.1%, from $2M to $2M.
Where does Klamath 43 Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Klamath 43 Profit Sharing Plan ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Klamath 43 Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jose R. Miranda Rivera Profit Sharing Retirement Plan in PR ($928K, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Klamath 43 Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 264660469.

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.