401(k) · DOL Form 5500 · 2024
Kleinschmidt Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $64M
- Total assets Below avg plan size
- 213
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $298,451
- Avg per participant High balance/head
Official DOL plan name: Kleinschmidt Associates Employees Profit Sharing Plan and Trust · Sponsored by Kleinschmidt Associates, Inc. · Maine · Professional & Technical Services
$64M in assets, 213 participants
Kleinschmidt Associates, Inc.'s Kleinschmidt Associates Employees Profit Sharing Plan and Trust reported $64M in total assets and 213 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #17,690 in Professional & Technical Services (20,173 peers)
Coverage in Maine
Kleinschmidt Associates Employees Profit Sharing Plan and Trust covers 213 participants in Maine, about 45% of the average Maine filer (state average ~472 per filing). Assets: $64M.
- #17,690
- in Professional & Technical Services (20,173 peers)
- +15.0%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Kleinschmidt Associates Employees Profit Sharing Plan and Trust's outsized position by total assets
Kleinschmidt Associates Employees Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$63,570,107 Top 13% higher than 87% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Kleinschmidt Associates Employees Profit Sharing Plan and Trust among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kleinschmidt Associates Employees Profit Sharing Plan and Trust sits mid-pack in the medium band (213 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kleinschmidt Associates Employees Profit Sharing Plan and Trust end-of-year assets rose from $55M in the plan year 2023 filing to $64M in the plan year 2024 filing.
- Kleinschmidt Associates Employees Profit Sharing Plan and Trust reported net income fell from $9M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Kleinschmidt Associates Employees Profit Sharing Plan and Trust reported participants rose from 205 in the plan year 2023 filing to 213 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 010371466 · Kleinschmidt Associates, Inc. PY 2024 · 401(k)
Kleinschmidt Associates Employees Profit Sharing Plan and Trust · $64M · 213 · 87th
- VS-ST $64M
- VS-ST 213
- VS-ST 87th
- VS-ST 401(k)
- VS-ST near Axis Communications, Inc. 401(k) Plan
- VS-ST ind #17690
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 Maine →
Kleinschmidt Associates Employees Profit Sharing Plan and Trust in the asset neighbourhood
Maine filing particulars
| Total Assets (Beginning of Year) | $55M |
|---|---|
| Net Assets (End of Year) | $64M |
| Net Income | $8M |
| Employer EIN | 010371466 |
| Plan Effective Date | 1980-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kleinschmidt Associates, Inc.)
Sponsor-wide plan assets over time
All Kleinschmidt Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $64M 38.03368320191747% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 194 | $46M |
| 2023 | 1 | 205 | $55M |
| 2024 | 1 | 213 | $64M |
Nearby 401(k) Plans in Maine
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Td 401(k) Retirement Plan $6.0B · 31,654
- Unum Group 401(k) Retirement Plan $2.5B · 9,451
- Idexx Retirement and Incentive Savings Plan $1.2B · 6,776
- Hannaford Bros. Co. 401(k) Plan $1.1B · 29,915
- Ahold Delhaize USA Services 401(k) Plan $1.0B · 3,012
Kleinschmidt Associates Employees Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Maine, the nearest 401(k) by assets is Axis Communications, Inc. 401(k) Plan in MA ($64M); by covered participants it is Thirdera, LLC in CO (213 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($64M here).
- Axis Communications, Inc. 401(k) Plan (MA) $64M · 565
- Mccombs Automotive Group Employee Capital Accmulation Plan (TX) $64M · 723
- San Francisco Newspapers Savings Plan (NC) $64M · 193
- Big River Steel 401(k) Plan (PA) $64M · 1,047
Similar participant headcount
Nearest other-state filings by covered participants (213 participants); asset peers above are excluded.
- Thirdera, LLC (CO) 213 · 0 off
- Charles Daher's Commonwealth Motors 401(k) Retirement Plan (MA) 213 · 0 off
- Blue Racer Midstream 401(k) Plan (OK) 213 · 0 off
- Ok4 Master Holdco, LLC 401(k) Plan (TX) 213 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.