401(k) · DOL Form 5500 · 2024

Knaub & Company, P.C. 401(k) Plan

Data updated 2026-08-25

$209K
Total assets Small plan by assets
3
Participants Small participant base
11th
Percentile by assets National rank
$69,578
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Knaub & Company 401(k) Plan · Sponsored by Knaub & Company, P.C. · Montana · Professional & Technical Services

$209K in assets, 3 participants

Knaub & Company, P.C.'s Knaub & Company 401(k) Plan reported $209K in total assets and 3 participants in its 2024 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.

  • #1,737 in Professional & Technical Services (20,173 peers)

Knaub & Company, P.C. multi-year trail

Knaub & Company, P.C.'s plans moved +46.3% in assets from 2022 to 2024; this filing shows Knaub & Company 401(k) Plan at $209K / 3 participants.

#1,737
in Professional & Technical Services (20,173 peers)
+15.3%
assets growth YoY

Knaub & Company 401(k) Plan among the smaller filed plans by assets

Knaub & Company 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$208,733 11th percentile higher than 11% of 123,620 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 2024

Knaub & Company 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Knaub & Company 401(k) Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Knaub & Company 401(k) Plan reported net income fell from $38K in the plan year 2023 filing to $28K in the plan year 2024 filing.
  • Knaub & Company 401(k) Plan end-of-year assets rose from $181K in the plan year 2023 filing to $209K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 810494965 · Knaub & Company, P.C. PY 2024 · 401(k)

Knaub & Company 401(k) Plan · $209K · 3 · 11th

  • SCH $209K
  • SCH 3
  • SCH 11th
  • SCH 401(k)
  • SCH near Collective Holdings, Inc 401(k) Plan
  • SCH ind #1737

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 Montana →

Knaub & Company 401(k) Plan in the asset neighbourhood

Knaub & Company 401(k) Plan$209KCollective Holdings, Inc 401(k) PlanCollective Holdings, Inc 401…$209KJelkoe Inc. 401(k) Plan$209KMlw Fitness Co. 401(k) Plan$209KMitra Enterprise Corp. 401(k) PlanMitra Enterprise Corp. 401(k…$209K
End-of-year total assets ($M) among Knaub & Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Knaub & Company, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Knaub & Company, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$209K 46.301682869218425% vs 2022
2024 filing year
$0.1M$0.15M$0.2M$0.25M 202220232024 $0.14M $0.21M ▲ +50.0%
Year Plans Participants Total Assets
2022 1 3 $143K
2023 1 3 $181K
2024 1 3 $209K

Knaub & Company, P.C. filing trail (2024)

Total Assets (Beginning of Year)$181K
Net Assets (End of Year)$209K
Net Income$28K
Employer EIN810494965
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Montana

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

Knaub & Company 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600800 Total assets ($M) Participants Knaub & Company 401(k) Plan, Total assets ($M): 0.208733 · Participants: 3Knaub & Company 401(k) PlanD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 622.672637 · Participants: 1619D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 537.940129 · Participants: 3215Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 512.769387 · Participants: 1571Northwestern Energy 401(k) Retirement Savings PlanLogan Health Retirement Savings Plan, Total assets ($M): 500.352847 · Participants: 4288Logan Health Retirement Savings PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 481.734557 · Participants: 3530First Interstate Bancsystem, Inc. 401(k) Plan
Knaub & Company 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants

Knaub & Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Collective Holdings, Inc 401(k) Plan in GA ($209K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($209K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Knaub & Company 401(k) Plan assets move in 2024?
Knaub & Company 401(k) Plan grew sharply - up 15.3% during 2024, from $181K to $209K. Reported net income was $28K.
How have Knaub & Company, P.C. plan assets changed over time?
Across 3 plan years on file (2022-2024), Knaub & Company, P.C.'s sponsor-wide assets grew 46.3%, from $143K to $209K.
Where does Knaub & Company 401(k) Plan rank by assets among Form 5500 filers?
Knaub & Company 401(k) Plan ranks in the 11th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Knaub & Company 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Collective Holdings, Inc 401(k) Plan in GA ($209K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Knaub & Company 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants, N/A in assets).