401(k) · DOL Form 5500 · 2024

Kleinberg, Kaplan, Wolff & Cohen, P.C. 401(k) Plan

Data updated 2026-08-11

$122M
Total assets: 101
Participants: 92nd
Percentile by assets: $1.2M
Avg per participant

Official DOL plan name: Kleinberg, Kaplan, Wolff & Cohen, P.C. 401(k) Profit Sharing Plan · Sponsored by Kleinberg, Kaplan, Wolff & Cohen, P.C. · New York · Professional & Technical Services

$122M in assets, 101 participants

Kleinberg, Kaplan, Wolff & Cohen, P.C.'s Kleinberg, Kaplan, Wolff & Cohen, P.C. 401(k) Profit Sharing Plan reported $122M in total assets and 101 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

92nd percentile by assets (of 123,622 plans)
#18,737 in Professional & Technical Services (20,173 peers)

Coverage in New York

Kleinberg, Kaplan, Wolff & Cohen, P.C. 401(k) Profit Sharing Plan covers 101 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $122M.

$122M
total plan assets (2024 EOY): 101
covered participants: 92nd
percentile by assets (of 123,622 plans): $1.2M
avg assets per participant

Where Kleinberg, Kaplan, Wolff & Cohen, P.C. 401(k) Profit Sharing Plan sits by total assets

Kleinberg, Kaplan, Wolff & Cohen, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$122,212,112 Top 8% higher than 92% 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

Kleinberg, Kaplan, Wolff & Cohen, P.C. 401(k) Profit Sharing Plan reported net income fell from $11M in the plan year 2023 filing to $8M in the plan year 2024 filing.
Kleinberg, Kaplan, Wolff & Cohen, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $114M in the plan year 2023 filing to $122M in the plan year 2024 filing.
Kleinberg, Kaplan, Wolff & Cohen, P.C. 401(k) Profit Sharing Plan reported participants rose from 99 in the plan year 2023 filing to 101 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

New York

Industry

Professional & Technical Services

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Kleinberg, Kaplan, Wolff & Cohen, P.C. 401(k) Profit Sharing Plan reports 101 participants - about 13% of that state average ($122M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$114M
Net Assets (End of Year)	$122M
Net Income	$8M
Employer EIN	132832785
Plan Effective Date	1991-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Kleinberg, Kaplan, Wolff & Cohen, P.C.)

Total plan assets by year, all Kleinberg, Kaplan, Wolff & Cohen, P.C. plans on file

Year	Plans	Participants	Total Assets
2022	1	102	$103M
2023	1	99	$114M
2024	1	101	$122M

Nearby 401(k) Plans in New York

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

Kleinberg, Kaplan, Wolff & Cohen, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare Kleinberg, Kaplan, Wolff & Cohen, P.C. 4… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Kleinberg, Kaplan, Wolff & Cohen, P.C. 401(k) Profit Sharing Plan by total assets, not by location.

Chord Energy Retirement Savings Plan (TX) $122M · 505
Wood Technologies International 401(k) Plan (WA) $122M · 945
Anesthesiology Consultants Exchange, P.C. Profit Sharing Plan (TN) $122M · 166
Fiskars Group 401(k) Retirement Savings Plan (WI) $122M · 450

Frequently Asked Questions

How did Kleinberg, Kaplan, Wolff & Cohen, P.C. 401(k) Profit Sharing Plan assets move in 2024? ▼

Kleinberg, Kaplan, Wolff & Cohen, P.C. 401(k) Profit Sharing Plan grew at a solid clip - up 7.0% during 2024, from $114M to $122M. Reported net income was $8M.

How have Kleinberg, Kaplan, Wolff & Cohen, P.C. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Kleinberg, Kaplan, Wolff & Cohen, P.C.'s sponsor-wide assets grew 19.0%, from $103M to $122M.

Where does Kleinberg, Kaplan, Wolff & Cohen, P.C. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Kleinberg, Kaplan, Wolff & Cohen, P.C. 401(k) Profit Sharing Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Kleinberg, Kaplan, Wolff & Cohen, P.C. 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Chord Energy Retirement Savings Plan in TX ($122M, 505 participants).

Next read for Kleinberg, Kaplan, Wolff & Cohen, P.C. 4…

Filing takeaways

Ways to act on Kleinberg, Kaplan, Wolff & Cohen, P.C. 401(k) Profit Sharing Plan's numbers.

By total assets, Kleinberg, Kaplan, Wolff & Cohen, P.C. 401(k) Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
Kleinberg, Kaplan, Wolff & Cohen, P.C.'s sponsor-wide assets have grown 19.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 132832785.