401(k) · DOL Form 5500 · 2024
Kline & Specter, P.C. 401(k) Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 192
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $168,256
- Avg per participant Above avg balance/head
Official DOL plan name: Kline & Specter, P.C. 401(k) Profit Sharing Plan · Sponsored by Kline & Specter, P.C. · Pennsylvania · Professional & Technical Services
$32M in assets, 192 participants
Kline & Specter, P.C.'s Kline & Specter, P.C. 401(k) Profit Sharing Plan reported $32M in total assets and 192 participants in its 2024 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.
- #15,861 in Professional & Technical Services (20,173 peers)
Coverage in Pennsylvania
Kline & Specter, P.C. 401(k) Profit Sharing Plan covers 192 participants in Pennsylvania, about 23% of the average Pennsylvania filer (state average ~822 per filing). Assets: $32M.
- #15,861
- in Professional & Technical Services (20,173 peers)
- +20.2%
- 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 2024 · DOL Form 5500
$32,305,206 Top 22% higher than 78% 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
Kline & Specter, P.C. 401(k) Profit Sharing Plan 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. Kline & Specter, P.C. 401(k) Profit Sharing Plan sits mid-pack in the medium band (192 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kline & Specter, P.C. 401(k) Profit Sharing Plan reported net income rose from $3M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Kline & Specter, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $27M in the plan year 2023 filing to $32M in the plan year 2024 filing.
- Kline & Specter, P.C. 401(k) Profit Sharing Plan reported participants rose from 179 in the plan year 2023 filing to 192 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 232830302 · Kline & Specter, P.C. PY 2024 · 401(k)
Kline & Specter, P.C. 401(k) Profit Sharing Plan · $32M · 192 · 78th
- PHOTO $32M
- PHOTO 192
- PHOTO 78th
- PHOTO 401(k)
- PHOTO near Steel King Industries Inc. Employees Savings Plan
- PHOTO ind #15861
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
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | $5M |
| Employer EIN | 232830302 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING 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
| 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.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
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 Steel King Industries Inc. Employees Savings Plan in WI ($32M); by covered participants it is Lawley Motors, LLC 401(k) Plan in AZ (192 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
Similar participant headcount
Nearest other-state filings by covered participants (192 participants); asset peers above are excluded.
- Lawley Motors, LLC 401(k) Plan (AZ) 192 · 0 off
- Rumis Kitchen LLC 401(k) Profit Sharing Plan & Trust (GA) 192 · 0 off
- Vertos Medical, Inc. 401(k) Plan (CA) 192 · 0 off
- Gridpoint, Inc. 401(k) Plan (VA) 192 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.