Defined Benefit (Pension) · DOL Form 5500 · 2023
Klein, Paull, Holleb & Jacobs, Ltd. Pension Plan
Data updated 2026-08-25
- $222K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 11th
- Percentile by assets National rank
- $110,997
- Avg per participant Below avg balance/head
Official DOL plan name: Klein, Paull, Holleb & Jacobs, Ltd. Cash Balance Pension Plan & Trust · Sponsored by Klein, Paull, Holleb & Jacobs, Ltd. · Illinois · Professional & Technical Services
$222K in assets, 2 participants
Klein, Paull, Holleb & Jacobs, Ltd.'s Klein, Paull, Holleb & Jacobs, Ltd. Cash Balance Pension Plan & Trust reported $222K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 11th 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.
- #1,802 in Professional & Technical Services (20,321 peers)
Klein, Paull, Holleb & Jacobs, Ltd. multi-year trail
Klein, Paull, Holleb & Jacobs, Ltd.'s plans moved -66.8% in assets from 2022 to 2024; this filing shows Klein, Paull, Holleb & Jacobs, Ltd. Cash Balance Pension Plan & Trust at $222K / 2 participants.
- #1,802
- in Professional & Technical Services (20,321 peers)
- -75.0%
- assets change YoY
The plan reported a net loss of $665K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Klein, Paull, Holleb & Jacobs, Ltd. Cash Balance Pension Plan & Trust among the smaller filed plans by assets
Klein, Paull, Holleb & Jacobs, Ltd. Cash Balance Pension Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$221,993 11th percentile higher than 11% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Klein, Paull, Holleb & Jacobs, Ltd. Cash Balance Pension Plan & Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Klein, Paull, Holleb & Jacobs, Ltd. Cash Balance Pension Plan & Trust is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Klein, Paull, Holleb & Jacobs, Ltd. Cash Balance Pension Plan & Trust reported net income fell from $111K in the plan year 2022 filing to -$665K in the plan year 2023 filing.
- Klein, Paull, Holleb & Jacobs, Ltd. Cash Balance Pension Plan & Trust end-of-year assets fell from $887K in the plan year 2022 filing to $222K in the plan year 2023 filing.
- Klein, Paull, Holleb & Jacobs, Ltd. Cash Balance Pension Plan & Trust reported participants fell from 3 in the plan year 2022 filing to 2 in the plan year 2023 filing.
DOL schedule card
Filing strip 364103701 · Klein, Paull, Holleb & Jacobs, Ltd. PY 2023 · Defined Benefit (Pension)
Klein, Paull, Holleb & Jacobs, Ltd. Cash Balance Pension Plan & Trust · $222K · 2 · 11th
- ASSETS $222K
- ASSETS 2
- ASSETS 11th
- ASSETS Defined Benefit (Pension)
- ASSETS near T.D. Williamson, Inc. Pension Plan
- ASSETS ind #1802
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 Illinois →
Klein, Paull, Holleb & Jacobs, Ltd. Cash Balance Pension Plan & Trust in the asset neighbourhood
Klein, Paull, Holleb & Jacobs, Ltd. multi-year asset trail
Sponsor-wide plan assets over time
All Klein, Paull, Holleb & Jacobs, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $786K 66.7717384085861% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 7 | $2M |
| 2023 | 2 | 5 | $2M |
| 2024 | 2 | 5 | $786K |
Klein, Paull, Holleb & Jacobs, Ltd. filing trail (2023)
| Total Assets (Beginning of Year) | $887K |
|---|---|
| Net Assets (End of Year) | $222K |
| Net Income | -$665K |
| Employer EIN | 364103701 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $49.7B · 48,538
- State Farm Insurance Companies Retirement Plan for United States Employees $35.2B · 45,001
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.0B · 20,680
- John Deere Pension Plan for Salaried Employees $8.0B · 16,346
- Abbott Laboratories Annuity Retirement Plan $7.8B · 17,382
Klein, Paull, Holleb & Jacobs, Ltd. Cash Balance Pension Plan & Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is T.D. Williamson, Inc. Pension Plan in OK ($222K); by covered participants it is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($222K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.