401(k) · DOL Form 5500 · 2023

Kldiscovery Holdings Inc. 401(k) Plan

Data updated 2026-08-25

$107M
Total assets Near avg plan size
2,013
Participants Near avg headcount
92nd
Percentile by assets National rank
$53,190
Avg per participant Low balance/head
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Official DOL plan name: Kldiscovery Ontrack, LLC 401(k) Plan · Sponsored by Kldiscovery Holdings Inc. · Minnesota · Professional & Technical Services

$107M in assets, 2,013 participants

Kldiscovery Holdings Inc.'s Kldiscovery Ontrack, LLC 401(k) Plan reported $107M in total assets and 2,013 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.

  • #18,867 in Professional & Technical Services (20,321 peers)

Where Kldiscovery Ontrack, LLC 401(k) Plan sits by assets

Kldiscovery Ontrack, LLC 401(k) Plan sits in the top 10% of all filed plans by assets, $107M for 2,013 participants (~$53,190/participant), up 26.0% in 2023.

#18,867
in Professional & Technical Services (20,321 peers)
+26.0%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Kldiscovery Ontrack, LLC 401(k) Plan's outsized position by total assets

Kldiscovery Ontrack, LLC 401(k) Plan vs every filed plan by assets

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

$107,071,097 Top 8% higher than 92% 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

Kldiscovery Ontrack, LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kldiscovery Ontrack, LLC 401(k) Plan lands in the large band (2,013 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kldiscovery Ontrack, LLC 401(k) Plan reported net income rose from -$11M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Kldiscovery Ontrack, LLC 401(k) Plan reported participants rose from 877 in the plan year 2022 filing to 2,013 in the plan year 2023 filing.
  • Kldiscovery Ontrack, LLC 401(k) Plan end-of-year assets rose from $85M in the plan year 2022 filing to $107M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 810787151 · Kldiscovery Holdings Inc. PY 2023 · 401(k)

Kldiscovery Ontrack, LLC 401(k) Plan · $107M · 2,013 · 92nd

  • EOY $107M
  • EOY 2,013
  • EOY 92nd
  • EOY 401(k)
  • EOY near Lansing Building Products, LLC 401(k) Plan
  • EOY ind #18867

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 Minnesota →

Kldiscovery Ontrack, LLC 401(k) Plan in the asset neighbourhood

Lansing Building Products, LLC 401(k) PlanLansing Building Products, L…$107MKldiscovery Ontrack, LLC 401(k) PlanKldiscovery Ontrack, LLC 401…$107MJeol USA Inc. Employees Retirement Plan and TrustJeol USA Inc. Employees Reti…$107MInformation Services Group, Inc. Profit Sharing PlanInformation Services Group, …$107MPlanview, Inc. 401(k) Retirement PlanPlanview, Inc. 401(k) Retire…$107M
End-of-year total assets ($M) among Kldiscovery Ontrack, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$107M
Net Income$22M
Employer EIN810787151
Plan Effective Date2009-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kldiscovery Holdings Inc.)

Sponsor-wide plan assets over time

All Kldiscovery Holdings Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$126M 48.154848249025775% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $85M $126M ▲ +48.2%
Year Plans Participants Total Assets
2022 1 877 $85M
2023 1 2,013 $107M
2024 1 2,069 $126M

Nearby 401(k) Plans in Minnesota

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

Kldiscovery Ontrack, LLC 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Kldiscovery Ontrack, LLC 401(k) Plan, Total assets ($B): 0.107071097 · Participants: 2013Kldiscovery Ontrack, LLC 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Kldiscovery Ontrack, LLC 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Kldiscovery Ontrack, LLC 401(k) Plan side-by-side with 3 peers →

Kldiscovery Ontrack, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Lansing Building Products, LLC 401(k) Plan in VA ($107M); by covered participants it is Framatome Inc. 401(k) Retirement Plan in VA (2,013 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,013 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 Kldiscovery Ontrack, LLC 401(k) Plan assets move in 2023? ▼
Kldiscovery Ontrack, LLC 401(k) Plan grew sharply - up 26.0% during 2023, from $85M to $107M. Reported net income was $22M.
How have Kldiscovery Holdings Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kldiscovery Holdings Inc.'s sponsor-wide assets grew 48.2%, from $85M to $126M.
Where does Kldiscovery Ontrack, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Kldiscovery Ontrack, LLC 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Kldiscovery Ontrack, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lansing Building Products, LLC 401(k) Plan in VA ($107M, 1,705 participants).
Which 401(k) plans cover a similar participant headcount to Kldiscovery Ontrack, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Framatome Inc. 401(k) Retirement Plan in VA (2,013 participants, $1.2B 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 810787151.

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.