401(k) · DOL Form 5500 · 2023

Klientboost Performance 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
94
Participants Small participant base
42nd
Percentile by assets National rank
$46,103
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Klientboost Performance 401(k) Plan · Sponsored by Klientboost Performance · California · Professional & Technical Services

$4M in assets, 94 participants

Klientboost Performance's Klientboost Performance 401(k) Plan reported $4M in total assets and 94 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #7,963 in Professional & Technical Services (20,321 peers)

Klientboost Performance multi-year trail

Klientboost Performance's plans moved +75.9% in assets from 2022 to 2024; this filing shows Klientboost Performance 401(k) Plan at $4M / 94 participants.

#7,963
in Professional & Technical Services (20,321 peers)
+50.2%
assets growth YoY

Klientboost Performance 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Klientboost Performance 401(k) Plan vs every filed plan by assets

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

$4,333,671 42nd percentile higher than 42% 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

Klientboost Performance 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Klientboost Performance 401(k) Plan is a small filing (94 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Klientboost Performance 401(k) Plan reported net income rose from $557K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Klientboost Performance 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Klientboost Performance 401(k) Plan reported participants fell from 110 in the plan year 2022 filing to 94 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 921384697 · Klientboost Performance PY 2023 · 401(k)

Klientboost Performance 401(k) Plan · $4M · 94 · 42nd

  • SCH $4M
  • EBSA 94
  • PART 42nd
  • TYPE 401(k)
  • NET near Link Auto and Rv, LLC 401(k) Retirement Plan
  • BOOK ind #7963

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 California →

Klientboost Performance 401(k) Plan in the asset neighbourhood

Klientboost Performance 401(k) PlanKlientboost Performance 401(…$4MLink Auto and Rv, LLC 401(k) Retirement PlanLink Auto and Rv, LLC 401(k)…$4MHelping Hands Center for Special Needs 401(k) Profit Sharing PlanHelping Hands Center for Spe…$4MHy-Pro Corporation 401(k) PlanHy-Pro Corporation 401(k) Pl…$4MNobel Automotive Retirement Savings PlanNobel Automotive Retirement …$4M
End-of-year total assets ($M) among Klientboost Performance 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Klientboost Performance multi-year asset trail

Sponsor-wide plan assets over time

All Klientboost Performance plans reported in each filing year

Latest sponsor-wide plan assets
$5M 75.86062174854953% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $2.89M $5.07M ▲ +75.4%
Year Plans Participants Total Assets
2022 1 110 $3M
2023 1 94 $4M
2024 1 75 $5M

Klientboost Performance filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN921384697
Plan Effective Date2018-11-25
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Klientboost Performance 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Klientboost Performance 401(k) Plan, Total assets ($B): 0.004333671 · Participants: 94Klientboost Performance 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Klientboost Performance 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Klientboost Performance 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Link Auto and Rv, LLC 401(k) Retirement Plan in WI ($4M); by covered participants it is Republic Companies 401(k) Retirement Plan in IA (94 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (94 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 Klientboost Performance 401(k) Plan assets move in 2023?
Klientboost Performance 401(k) Plan surged - up 50.2% during 2023, from $3M to $4M. Reported net income was $1M.
How have Klientboost Performance plan assets changed over time?
Across 3 plan years on file (2022-2024), Klientboost Performance's sponsor-wide assets grew 75.9%, from $3M to $5M.
Which 401(k) plans are similar in size to Klientboost Performance 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Link Auto and Rv, LLC 401(k) Retirement Plan in WI ($4M, 85 participants).
Which 401(k) plans cover a similar participant headcount to Klientboost Performance 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Republic Companies 401(k) Retirement Plan in IA (94 participants, $11M in assets).