401(k) · DOL Form 5500 · 2023

Kl&a, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
105
Participants Small participant base
65th
Percentile by assets National rank
$128,682
Avg per participant Near avg balance/head
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Official DOL plan name: Kl&a, Inc. 401(k) Plan and Trust · Sponsored by Kl&a, Inc. · Colorado · Professional & Technical Services

$14M in assets, 105 participants

Kl&a, Inc.'s Kl&a, Inc. 401(k) Plan and Trust reported $14M in total assets and 105 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #13,062 in Professional & Technical Services (20,321 peers)

Coverage in Colorado

Kl&a, Inc. 401(k) Plan and Trust covers 105 participants in Colorado, about 28% of the average Colorado filer (state average ~376 per filing). Assets: $14M.

#13,062
in Professional & Technical Services (20,321 peers)
+27.8%
assets growth YoY

Kl&a, Inc. 401(k) Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Kl&a, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$13,511,629 Top 35% higher than 65% 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

Kl&a, Inc. 401(k) Plan and 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. Kl&a, Inc. 401(k) Plan and Trust sits mid-pack in the medium band (105 participants).

Published 5500 schedule card

Filing strip 943216913 · Kl&a, Inc. PY 2023 · 401(k)

Kl&a, Inc. 401(k) Plan and Trust · $14M · 105 · 65th

  • RANK $14M
  • PHOTO 105
  • IND 65th
  • EOY 401(k)
  • 5500 near Carl Black Chevrolet Buick Gmc Inc. 401(k) Plan
  • ASSETS ind #13062

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 Colorado →

Kl&a, Inc. 401(k) Plan and Trust in the asset neighbourhood

Kl&a, Inc. 401(k) Plan and TrustKl&a, Inc. 401(k) Plan and T…$14MCarl Black Chevrolet Buick Gmc Inc. 401(k) PlanCarl Black Chevrolet Buick G…$14MAccess Systems 401(k) Plan$14MNortheast Sales Distributing, Inc. 401(k) PlanNortheast Sales Distributing…$14MMemphis Dermatology Clinic, P.a. 401(k) PlanMemphis Dermatology Clinic, …$14M
End-of-year total assets ($M) among Kl&a, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN943216913
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kl&a, Inc.)

Sponsor-wide plan assets over time

All Kl&a, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 27.887769861058203% vs 2023
2024 filing year
$12M$14M$16M$18M 20232024 $13.5M $17.3M ▲ +27.9%
Year Plans Participants Total Assets
2023 1 105 $14M
2024 1 109 $17M

Nearby 401(k) Plans in Colorado

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

Kl&a, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Kl&a, Inc. 401(k) Plan and Trust, Total assets ($B): 0.013511629 · Participants: 105Kl&a, Inc. 401(k) Plan and TrustDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Kl&a, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Kl&a, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

Kl&a, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Carl Black Chevrolet Buick Gmc Inc. 401(k) Plan in GA ($14M); by covered participants it is Associated Retina Consultants 401(k) Profit Sharing Plan & Trust in AZ (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 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 Kl&a, Inc. 401(k) Plan and Trust assets move in 2023? ▼
Kl&a, Inc. 401(k) Plan and Trust grew sharply - up 27.8% during 2023, from $11M to $14M. Reported net income was $3M.
How have Kl&a, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Kl&a, Inc.'s sponsor-wide assets grew 27.9%, from $14M to $17M.
Which 401(k) plans are similar in size to Kl&a, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Carl Black Chevrolet Buick Gmc Inc. 401(k) Plan in GA ($14M, 394 participants).
Which 401(k) plans cover a similar participant headcount to Kl&a, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Associated Retina Consultants 401(k) Profit Sharing Plan & Trust in AZ (105 participants, $6M 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 943216913.

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.