Profit Sharing · DOL Form 5500 · 2023

Stephen J. Klein, Dds Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
7
Participants Small participant base
42nd
Percentile by assets National rank
$634,771
Avg per participant High balance/head
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Official DOL plan name: Stephen J. Klein, D.D.S. Defined Contribution Plan · Sponsored by Stephen J. Klein, Dds · New York · Healthcare & Social Assistance

$4M in assets, 7 participants

Stephen J. Klein, Dds's Stephen J. Klein, D.D.S. Defined Contribution Plan reported $4M in total assets and 7 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.

  • #8,054 in Healthcare & Social Assistance (17,684 peers)

Stephen J. Klein, Dds multi-year trail

Stephen J. Klein, Dds's plans moved +31.3% in assets from 2022 to 2024; this filing shows Stephen J. Klein, D.D.S. Defined Contribution Plan at $4M / 7 participants.

#8,054
in Healthcare & Social Assistance (17,684 peers)
+15.8%
assets growth YoY

Stephen J. Klein, D.D.S. Defined Contribution Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Stephen J. Klein, D.D.S. Defined Contribution Plan vs every filed plan by assets

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

$4,443,395 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

Stephen J. Klein, D.D.S. Defined Contribution 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. Stephen J. Klein, D.D.S. Defined Contribution Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stephen J. Klein, D.D.S. Defined Contribution Plan reported net income rose from -$405K in the plan year 2022 filing to $607K in the plan year 2023 filing.
  • Stephen J. Klein, D.D.S. Defined Contribution Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 113535551 · Stephen J. Klein, Dds PY 2023 · Profit Sharing

Stephen J. Klein, D.D.S. Defined Contribution Plan · $4M · 7 · 42nd

  • EBSA $4M
  • EBSA 7
  • EBSA 42nd
  • EBSA Profit Sharing
  • EBSA near Sterling Lacquer Mfg. Co. Profit Sharing Plan
  • EBSA ind #8054

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Stephen J. Klein, D.D.S. Defined Contribution Plan in the asset neighbourhood

Supreme Building Products, Inc. Profit Sharing PlanSupreme Building Products, I…$4MStephen J. Klein, D.D.S. Defined Contribution PlanStephen J. Klein, D.D.S. Def…$4MSterling Lacquer Mfg. Co. Profit Sharing PlanSterling Lacquer Mfg. Co. Pr…$4MRobert E. Ordal, PLLC Profit Sharing PlanRobert E. Ordal, PLLC Profit…$4MSouth Jersey Radiation Oncology PC Prof Shar PlanSouth Jersey Radiation Oncol…$4M
End-of-year total assets ($M) among Stephen J. Klein, D.D.S. Defined Contribution Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Stephen J. Klein, Dds multi-year asset trail

Sponsor-wide plan assets over time

All Stephen J. Klein, Dds plans reported in each filing year

Latest sponsor-wide plan assets
$5M 31.267355178343397% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.84M $5.04M ▲ +31.3%
Year Plans Participants Total Assets
2022 1 7 $4M
2023 1 7 $4M
2024 1 7 $5M

Stephen J. Klein, Dds filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$607K
Employer EIN113535551
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Stephen J. Klein, D.D.S. Defined Contribution Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Stephen J. Klein, D.D.S. Defined Contribution Plan, Total assets ($B): 0.004443395 · Participants: 7Stephen J. Klein, D.D.S. Defined Contribution PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
Stephen J. Klein, D.D.S. Defined Contribution Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Stephen J. Klein, D.D.S. Defined Contribution Plan side-by-side with 3 peers →

Stephen J. Klein, D.D.S. Defined Contribution Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Sterling Lacquer Mfg. Co. Profit Sharing Plan in MO ($4M); by covered participants it is Lawrence P. Zamzok Profit Sharing Plan in NM (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Stephen J. Klein, D.D.S. Defined Contribution Plan assets move in 2023? ▼
Stephen J. Klein, D.D.S. Defined Contribution Plan grew sharply - up 15.8% during 2023, from $4M to $4M. Reported net income was $607K.
How have Stephen J. Klein, Dds plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stephen J. Klein, Dds's sponsor-wide assets grew 31.3%, from $4M to $5M.
Which Profit Sharing plans are similar in size to Stephen J. Klein, D.D.S. Defined Contribution Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Sterling Lacquer Mfg. Co. Profit Sharing Plan in MO ($4M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Stephen J. Klein, D.D.S. Defined Contribution Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Lawrence P. Zamzok Profit Sharing Plan in NM (7 participants, N/A 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 113535551.

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.