401(k) · DOL Form 5500 · 2023

Kld Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets: 106
Participants Small participant base: 59th
Percentile by assets National rank: $98,103
Avg per participant Below avg balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Kld Associates Inc 401(k) Plan · Sponsored by Kld Associates, Inc. · New York · Professional & Technical Services

$10M in assets, 106 participants

Kld Associates, Inc.'s Kld Associates Inc 401(k) Plan reported $10M in total assets and 106 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

#11,829 in Professional & Technical Services (20,321 peers)

Coverage in New York

Kld Associates Inc 401(k) Plan covers 106 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $10M.

#11,829
in Professional & Technical Services (20,321 peers): +27.8%
assets growth YoY

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

Kld Associates Inc 401(k) Plan vs every filed plan by assets

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

$10,398,969 Top 41% higher than 59% 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

Kld Associates Inc 401(k) 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. Kld Associates Inc 401(k) Plan sits mid-pack in the medium band (106 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Kld Associates Inc 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Kld Associates Inc 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 112233459 · Kld Associates, Inc. PY 2023 · 401(k)

Kld Associates Inc 401(k) Plan · $10M · 106 · 59th

PHOTO $10M
PHOTO 106
PHOTO 59th
PHOTO 401(k)
PHOTO near Insight Service Group Inc 401(k) Plan
PHOTO ind #11829

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 New York →

End-of-year total assets ($M) among Kld Associates Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)	$8M
Net Assets (End of Year)	$10M
Net Income	$2M
Employer EIN	112233459
Plan Effective Date	1976-03-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Kld Associates, Inc.)

Latest sponsor-wide plan assets: $13M 61.52750835470966% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	106	$8M
2023	1	106	$10M
2024	1	139	$13M

Nearby 401(k) Plans in New York

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

Kld Associates Inc 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare Kld Associates Inc 401(k) Plan side-by-side with 3 peers →

Kld Associates Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Insight Service Group Inc 401(k) Plan in MA ($10M); by covered participants it is Interfolio 401(k) P/S Plan in DC (106 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Insight Service Group Inc 401(k) Plan (MA) $10M · 916
Utility Pipeline, Ltd 401(k) Profit Sharing Plan (OH) $10M · 150
Warren Properties, Inc. Profit Sharing & Savings Plan (CA) $10M · 95
Duit Holdings 401(k) Plan (OK) $10M · 561

Similar participant headcount

Nearest other-state filings by covered participants (106 participants); asset peers above are excluded.

Interfolio 401(k) P/S Plan (DC) 106 · 0 off
Austin Retina Associates 401(k) Profit Sharing Plan (TX) 106 · 0 off
Amerisci Group 401(k) Retirement Plan (VA) 106 · 0 off
Viacyte, Inc. 401(k) Plan (CA) 106 · 0 off

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 Kld Associates Inc 401(k) Plan assets move in 2023? ▼

Kld Associates Inc 401(k) Plan grew sharply - up 27.8% during 2023, from $8M to $10M. Reported net income was $2M.

How have Kld Associates, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Kld Associates, Inc.'s sponsor-wide assets grew 61.5%, from $8M to $13M.

Which 401(k) plans are similar in size to Kld Associates Inc 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Insight Service Group Inc 401(k) Plan in MA ($10M, 916 participants).

Which 401(k) plans cover a similar participant headcount to Kld Associates Inc 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Interfolio 401(k) P/S Plan in DC (106 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 112233459.