Profit Sharing · DOL Form 5500 · 2023

Klcm Advisors, Inc. Profit Sharing Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
10
Participants Small participant base
54th
Percentile by assets National rank
$802,532
Avg per participant High balance/head
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Official DOL plan name: Klcm Savings & Retirement Plan · Sponsored by Klcm Advisors, Inc. · Wisconsin · Finance & Insurance

$8M in assets, 10 participants

Klcm Advisors, Inc.'s Klcm Savings & Retirement Plan reported $8M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #3,452 in Finance & Insurance (8,869 peers)

Klcm Advisors, Inc. multi-year trail

Klcm Advisors, Inc.'s plans moved +59.8% in assets from 2022 to 2024; this filing shows Klcm Savings & Retirement Plan at $8M / 10 participants.

#3,452
in Finance & Insurance (8,869 peers)
+26.2%
assets growth YoY

Klcm Savings & Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Klcm Savings & Retirement Plan vs every filed plan by assets

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

$8,025,315 Top 46% higher than 54% 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

Klcm Savings & Retirement 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. Klcm Savings & Retirement Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Klcm Savings & Retirement Plan reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Klcm Savings & Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Klcm Savings & Retirement Plan reported participants rose from 8 in the plan year 2022 filing to 10 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 391752579 · Klcm Advisors, Inc. PY 2023 · Profit Sharing

Klcm Savings & Retirement Plan · $8M · 10 · 54th

  • TYPE $8M
  • NET 10
  • BOOK 54th
  • VS-ST Profit Sharing
  • BOY near Holden Forests & Gardens 403(b) Retirement Plan
  • SCH ind #3452

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 Finance & Insurance retirement plans → · Plans in Wisconsin →

Klcm Savings & Retirement Plan in the asset neighbourhood

Klcm Savings & Retirement PlanKlcm Savings & Retirement Pl…$8MHolden Forests & Gardens 403(b) Retirement PlanHolden Forests & Gardens 403…$8M401(a) Plan of Tasks Unlimited Building Services401(a) Plan of Tasks Unlimit…$8MEcho Community Health Care 403(b) PlanEcho Community Health Care 4…$8MEdison Tubular Products LLC Profit Sharing PlanEdison Tubular Products LLC …$8M
End-of-year total assets ($M) among Klcm Savings & Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Klcm Advisors, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Klcm Advisors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 59.79826599796344% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $6.36M $10.2M ▲ +59.7%
Year Plans Participants Total Assets
2022 1 8 $6M
2023 1 10 $8M
2024 1 10 $10M

Klcm Advisors, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN391752579
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Wisconsin

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

Klcm Savings & Retirement Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Klcm Savings & Retirement Plan, Total assets ($B): 0.008025315 · Participants: 10Klcm Savings & Retirement PlanThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.307660616 · Participants: 5914The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundAspirus, Inc. Retirement Plan, Total assets ($B): 0.795181764 · Participants: 10161Aspirus, Inc. Retirement PlanElectrical Workers Local Union 159 Retirement Plan, Total assets ($B): 0.374446593 · Participants: 1358Electrical Workers Local Union 159 Retirement PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.334293046 · Participants: 1762Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Western Wisconsin Electrical Workers Retirement Plan, Total assets ($B): 0.293497704 · Participants: 1217Western Wisconsin Electrical Workers Retirement Plan
Klcm Savings & Retirement Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare Klcm Savings & Retirement Plan side-by-side with 3 peers →

Klcm Savings & Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is Holden Forests & Gardens 403(b) Retirement Plan in OH ($8M); by covered participants it is Dibs Co. Retirement Plan in MA (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Klcm Savings & Retirement Plan assets move in 2023? ▼
Klcm Savings & Retirement Plan grew sharply - up 26.2% during 2023, from $6M to $8M. Reported net income was $2M.
How have Klcm Advisors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Klcm Advisors, Inc.'s sponsor-wide assets grew 59.8%, from $6M to $10M.
Which Profit Sharing plans are similar in size to Klcm Savings & Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Holden Forests & Gardens 403(b) Retirement Plan in OH ($8M, 146 participants).
Which Profit Sharing plans cover a similar participant headcount to Klcm Savings & Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dibs Co. Retirement Plan in MA (10 participants, $348K 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 391752579.

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.