401(k) · DOL Form 5500 · 2023

Klingbeil Capital Management, Ltd. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
197
Participants Below avg headcount
72nd
Percentile by assets National rank
$99,661
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Klingbeil Capital Management, Ltd. 401(k) Profit Sharing Plan · Sponsored by Klingbeil Capital Management, Ltd. · Virginia · Real Estate

$20M in assets, 197 participants

Klingbeil Capital Management, Ltd.'s Klingbeil Capital Management, Ltd. 401(k) Profit Sharing Plan reported $20M in total assets and 197 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,095 in Real Estate (4,727 peers)

Coverage in Virginia

Klingbeil Capital Management, Ltd. 401(k) Profit Sharing Plan covers 197 participants in Virginia, about 25% of the average Virginia filer (state average ~782 per filing). Assets: $20M.

#4,095
in Real Estate (4,727 peers)
+12.2%
assets growth YoY

Klingbeil Capital Management, Ltd. 401(k) Profit Sharing Plan's outsized position by total assets

Klingbeil Capital Management, Ltd. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$19,633,162 Top 28% higher than 72% 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

Klingbeil Capital Management, Ltd. 401(k) Profit Sharing 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. Klingbeil Capital Management, Ltd. 401(k) Profit Sharing Plan sits mid-pack in the medium band (197 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Klingbeil Capital Management, Ltd. 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Klingbeil Capital Management, Ltd. 401(k) Profit Sharing Plan end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Klingbeil Capital Management, Ltd. 401(k) Profit Sharing Plan reported participants fell from 214 in the plan year 2022 filing to 197 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 943397989 · Klingbeil Capital Management, Ltd. PY 2023 · 401(k)

Klingbeil Capital Management, Ltd. 401(k) Profit Sharing Plan · $20M · 197 · 72nd

  • BOOK $20M
  • VS-ST 197
  • BOY 72nd
  • SCH 401(k)
  • EBSA near Tencate Grass Retirement Plan
  • PART ind #4095

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 Real Estate retirement plans → · Plans in Virginia →

Klingbeil Capital Management, Ltd. 401(k) Profit Sharing Plan in the asset neighbourhood

Panasonic Energy Corporation of America Employee's 401(k) Savings PlanPanasonic Energy Corporation…$20MKlingbeil Capital Management, Ltd. 401(k) Profit Sharing PlanKlingbeil Capital Management…$20MTencate Grass Retirement Plan$20MKoam Engineering Systems, Inc. Retirement Savings PlanKoam Engineering Systems, In…$20MPlexus Worldwide 401(k) Retirement PlanPlexus Worldwide 401(k) Reti…$20M
End-of-year total assets ($M) among Klingbeil Capital Management, Ltd. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$2M
Employer EIN943397989
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Klingbeil Capital Management, Ltd.)

Sponsor-wide plan assets over time

All Klingbeil Capital Management, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 20.016064696811426% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $17.5M $21M ▲ +20.0%
Year Plans Participants Total Assets
2022 1 214 $17M
2023 1 197 $20M
2024 1 205 $21M

Nearby 401(k) Plans in Virginia

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

Klingbeil Capital Management, Ltd. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Klingbeil Capital Management, Ltd. 401(k) Profit Sharing Plan, Total assets ($B): 0.019633162 · Participants: 197Klingbeil Capital Management, Ltd. 401(k) Profit Sharing PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Klingbeil Capital Management, Ltd. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Klingbeil Capital Management, Ltd. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Klingbeil Capital Management, Ltd. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Tencate Grass Retirement Plan in TN ($20M); by covered participants it is Rave 401(k) Plan in MA (197 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (197 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 Klingbeil Capital Management, Ltd. 401(k) Profit Sharing Plan assets move in 2023? ▼
Klingbeil Capital Management, Ltd. 401(k) Profit Sharing Plan grew at a solid clip - up 12.2% during 2023, from $17M to $20M. Reported net income was $2M.
How have Klingbeil Capital Management, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Klingbeil Capital Management, Ltd.'s sponsor-wide assets grew 20.0%, from $17M to $21M.
Which 401(k) plans are similar in size to Klingbeil Capital Management, Ltd. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tencate Grass Retirement Plan in TN ($20M, 443 participants).
Which 401(k) plans cover a similar participant headcount to Klingbeil Capital Management, Ltd. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rave 401(k) Plan in MA (197 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 943397989.

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.