401(k) · DOL Form 5500 · 2024
Kleinberg, Kaplan, Wolff & Cohen, P.C. 401(k) Plan
Data updated 2026-08-25
- $122M
- Total assets Near avg plan size
- 101
- Participants Small participant base
- 92nd
- Percentile by assets National rank
- $1.2M
- Avg per participant High balance/head
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.
- #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.
- #18,737
- in Professional & Technical Services (20,173 peers)
- +7.0%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Kleinberg, Kaplan, Wolff & Cohen, P.C. 401(k) Profit Sharing Plan's outsized position 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 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. Kleinberg, Kaplan, Wolff & Cohen, P.C. 401(k) Profit Sharing Plan sits mid-pack in the medium band (101 participants).
What changed between DOL Form 5500 filings
plan year 2023 → 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.
Plan-year Form 5500 strip
Filing strip 132832785 · Kleinberg, Kaplan, Wolff & Cohen, P.C. PY 2024 · 401(k)
Kleinberg, Kaplan, Wolff & Cohen, P.C. 401(k) Profit Sharing Plan · $122M · 101 · 92nd
- BOY $122M
- SCH 101
- EBSA 92nd
- PART 401(k)
- TYPE near Chord Energy Retirement Savings Plan
- NET ind #18737
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 New York →
Kleinberg, Kaplan, Wolff & Cohen, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Kleinberg, Kaplan, Wolff & Cohen, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $122M 18.96486720869878% vs 2022
- 2024 filing year
| 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.
- 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
Kleinberg, Kaplan, Wolff & Cohen, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Chord Energy Retirement Savings Plan in TX ($122M); by covered participants it is Phh 401(k) Plan in TX (101 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($122M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (101 participants); asset peers above are excluded.
- Phh 401(k) Plan (TX) 101 · 0 off
- Mnl 401(k) Plan (MN) 101 · 0 off
- Sunshine Acres Retirement Plan (AZ) 101 · 0 off
- Earthcore Industries, LLC 401(k) Plan (FL) 101 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.