Defined Benefit (Pension) · DOL Form 5500 · 2023

Kleen-Rite Corporation Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
144
Participants Small participant base
46th
Percentile by assets National rank
$37,095
Avg per participant Low balance/head
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Official DOL plan name: Kleen-Rite Corporation Cash Balance Plan · Sponsored by Kleen-Rite Corporation · Pennsylvania · Wholesale Trade

$5M in assets, 144 participants

Kleen-Rite Corporation's Kleen-Rite Corporation Cash Balance Plan reported $5M in total assets and 144 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,208 in Wholesale Trade (6,309 peers)

Coverage in Pennsylvania

Kleen-Rite Corporation Cash Balance Plan covers 144 participants in Pennsylvania, about 18% of the average Pennsylvania filer (state average ~822 per filing). Assets: $5M.

#2,208
in Wholesale Trade (6,309 peers)
+17.4%
assets growth YoY

Kleen-Rite Corporation Cash Balance Plan's mid-pack asset rank among Wholesale Trade and all filers

Kleen-Rite Corporation Cash Balance Plan vs every filed plan by assets

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

$5,341,729 46th percentile higher than 46% 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

Kleen-Rite Corporation Cash Balance Plan 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. Kleen-Rite Corporation Cash Balance Plan sits mid-pack in the medium band (144 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kleen-Rite Corporation Cash Balance Plan reported net income rose from $162K in the plan year 2022 filing to $790K in the plan year 2023 filing.
  • Kleen-Rite Corporation Cash Balance Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Kleen-Rite Corporation Cash Balance Plan reported participants rose from 135 in the plan year 2022 filing to 144 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 231712065 · Kleen-Rite Corporation PY 2023 · Defined Benefit (Pension)

Kleen-Rite Corporation Cash Balance Plan · $5M · 144 · 46th

  • BOY $5M
  • SCH 144
  • EBSA 46th
  • PART Defined Benefit (Pension)
  • TYPE near Air Express International USA, Inc. Chicago Clerical Employees
  • NET ind #2208

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 Wholesale Trade retirement plans → · Plans in Pennsylvania →

Kleen-Rite Corporation Cash Balance Plan in the asset neighbourhood

Metropolitan Family Services Employees' PensionMetropolitan Family Services…$5MKleen-Rite Corporation Cash Balance PlanKleen-Rite Corporation Cash …$5MAir Express International USA, Inc. Chicago Clerical EmployeesAir Express International US…$5MRobert F. Vaage Defined Benefit Pension PlanRobert F. Vaage Defined Bene…$5MHavas Worldwide Puerto Rico, Inc. Pension PlanHavas Worldwide Puerto Rico,…$5M
End-of-year total assets ($M) among Kleen-Rite Corporation Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$790K
Employer EIN231712065
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kleen-Rite Corporation)

Sponsor-wide plan assets over time

All Kleen-Rite Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$19M 36.75447191589697% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14.1M $19.2M ▲ +36.7%
Year Plans Participants Total Assets
2022 2 275 $14M
2023 2 295 $17M
2024 2 315 $19M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Kleen-Rite Corporation Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Kleen-Rite Corporation Cash Balance Plan, Total assets ($B): 0.005341729 · Participants: 144Kleen-Rite Corporation Cash Balance PlanNational Elevator Industry Pension Plan, Total assets ($B): 11.224377797 · Participants: 27434National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 6.602912146 · Participants: 47052Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.63715 · Participants: 63680The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.323012123 · Participants: 5080Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.257223708 · Participants: 7374The Bank of New York Mellon Corporation Pension Plan
Kleen-Rite Corporation Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Kleen-Rite Corporation Cash Balance Plan side-by-side with 3 peers →

Kleen-Rite Corporation Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Air Express International USA, Inc. Chicago Clerical Employees in FL ($5M); by covered participants it is Tempel Employees Pension Plan in IL (144 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (144 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 Kleen-Rite Corporation Cash Balance Plan assets move in 2023? ▼
Kleen-Rite Corporation Cash Balance Plan grew sharply - up 17.4% during 2023, from $5M to $5M. Reported net income was $790K.
How have Kleen-Rite Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kleen-Rite Corporation's sponsor-wide assets grew 36.8%, from $14M to $19M.
Which Defined Benefit (Pension) plans are similar in size to Kleen-Rite Corporation Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Air Express International USA, Inc. Chicago Clerical Employees in FL ($5M, 7 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Kleen-Rite Corporation Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Tempel Employees Pension Plan in IL (144 participants, $56M 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 231712065.

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.