401(k) · DOL Form 5500 · 2023

Kline & Specter, P.C. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
179
Participants Small participant base
78th
Percentile by assets National rank
$150,132
Avg per participant Above avg balance/head
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Official DOL plan name: Kline & Specter, P.C. 401(k) Profit Sharing Plan · Sponsored by Kline & Specter, P.C. · Pennsylvania · Professional & Technical Services

$27M in assets, 179 participants

Kline & Specter, P.C.'s Kline & Specter, P.C. 401(k) Profit Sharing Plan reported $27M in total assets and 179 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #15,842 in Professional & Technical Services (20,321 peers)

Coverage in Pennsylvania

Kline & Specter, P.C. 401(k) Profit Sharing Plan covers 179 participants in Pennsylvania, about 22% of the average Pennsylvania filer (state average ~822 per filing). Assets: $27M.

#15,842
in Professional & Technical Services (20,321 peers)
+10.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Kline & Specter, P.C. 401(k) Profit Sharing Plan's outsized position by total assets

Kline & Specter, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$26,873,581 Top 22% higher than 78% 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

Kline & Specter, P.C. 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. Kline & Specter, P.C. 401(k) Profit Sharing Plan sits mid-pack in the medium band (179 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kline & Specter, P.C. 401(k) Profit Sharing Plan reported net income rose from -$5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Kline & Specter, P.C. 401(k) Profit Sharing Plan reported participants rose from 120 in the plan year 2022 filing to 179 in the plan year 2023 filing.
  • Kline & Specter, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $24M in the plan year 2022 filing to $27M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 232830302 · Kline & Specter, P.C. PY 2023 · 401(k)

Kline & Specter, P.C. 401(k) Profit Sharing Plan · $27M · 179 · 78th

  • PCT $27M
  • PCT 179
  • PCT 78th
  • PCT 401(k)
  • PCT near Dobbs Employee's 401(k) Profit Sharing & Savings Plan
  • PCT ind #15842

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 Pennsylvania →

Kline & Specter, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Kline & Specter, P.C. 401(k) Profit Sharing PlanKline & Specter, P.C. 401(k)…$27MDobbs Employee's 401(k) Profit Sharing & Savings PlanDobbs Employee's 401(k) Prof…$27MOrthopedic Partners 401(k) Profit Sharing PlanOrthopedic Partners 401(k) P…$27MLaramar Consolidated Group 401(k) PlanLaramar Consolidated Group 4…$27MAmerican Association of Nurse Anesthetists 401(k) Plan & TrustAmerican Association of Nurs…$27M
End-of-year total assets ($M) among Kline & Specter, P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$27M
Net Income$3M
Employer EIN232830302
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kline & Specter, P.C.)

Sponsor-wide plan assets over time

All Kline & Specter, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 33.32545065303879% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.2M $32.3M ▲ +33.3%
Year Plans Participants Total Assets
2022 1 120 $24M
2023 1 179 $27M
2024 1 192 $32M

Nearby 401(k) Plans in Pennsylvania

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

Kline & Specter, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Kline & Specter, P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.026873581 · Participants: 179Kline & Specter, P.C. 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Kline & Specter, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Kline & Specter, P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Kline & Specter, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Dobbs Employee's 401(k) Profit Sharing & Savings Plan in MO ($27M); by covered participants it is Progress Unlimited Inc. 401(k) Profit Sharing Plan and Trust in MD (179 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (179 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 Kline & Specter, P.C. 401(k) Profit Sharing Plan assets move in 2023? ▼
Kline & Specter, P.C. 401(k) Profit Sharing Plan grew at a solid clip - up 10.9% during 2023, from $24M to $27M. Reported net income was $3M.
How have Kline & Specter, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kline & Specter, P.C.'s sponsor-wide assets grew 33.3%, from $24M to $32M.
Where does Kline & Specter, P.C. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Kline & Specter, P.C. 401(k) Profit Sharing Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Kline & Specter, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dobbs Employee's 401(k) Profit Sharing & Savings Plan in MO ($27M, 441 participants).
Which 401(k) plans cover a similar participant headcount to Kline & Specter, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Progress Unlimited Inc. 401(k) Profit Sharing Plan and Trust in MD (179 participants, $4M 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 232830302.

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.