401(k) · DOL Form 5500 · 2024
Dr. Eric Klein, Dds, P.C. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $421,428
- Avg per participant High balance/head
Official DOL plan name: Eric S. Klein, Dds, P.C. 401(k) Retirement Plan · Sponsored by Dr. Eric Klein, Dds, P.C. · Connecticut · Healthcare & Social Assistance
$2M in assets, 4 participants
Dr. Eric Klein, Dds, P.C.'s Eric S. Klein, Dds, P.C. 401(k) Retirement Plan reported $2M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.
- #4,237 in Healthcare & Social Assistance (16,916 peers)
2024 asset change
Eric S. Klein, Dds, P.C. 401(k) Retirement Plan grew at a solid clip 12.4% in 2024 ($1M → $2M) for 4 participants.
- #4,237
- in Healthcare & Social Assistance (16,916 peers)
- +12.4%
- assets growth YoY
Eric S. Klein, Dds, P.C. 401(k) Retirement Plan among the smaller filed plans by assets
Eric S. Klein, Dds, P.C. 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,685,711 28th percentile higher than 28% 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
Eric S. Klein, Dds, P.C. 401(k) Retirement 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. Eric S. Klein, Dds, P.C. 401(k) Retirement Plan is a micro filing (4 participants), the leftmost band.
DOL schedule card
Filing strip 060858227 · Dr. Eric Klein, Dds, P.C. PY 2024 · 401(k)
Eric S. Klein, Dds, P.C. 401(k) Retirement Plan · $2M · 4 · 28th
- PHOTO $2M
- IND 4
- EOY 28th
- 5500 401(k)
- ASSETS near Management Services 401(k) Retirement Benefit Plan
- PCT ind #4237
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 Healthcare & Social Assistance retirement plans → · Plans in Connecticut →
Eric S. Klein, Dds, P.C. 401(k) Retirement Plan in the asset neighbourhood
2024 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $187K |
| Employer EIN | 060858227 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Rtx Savings Plan $58.6B · 124,876
- Citi Retirement Savings Plan $23.2B · 78,741
- The Hartford Investment and Savings Plan $7.2B · 18,614
- Eversource 401(k) Plan $4.0B · 10,041
- Xerox Corporation Savings Plan $4.0B · 9,876
Eric S. Klein, Dds, P.C. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is Management Services 401(k) Retirement Benefit Plan in TX ($2M); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Jab Investments, Inc. 401(k) Plan (WI) 4 · 0 off
- Jlj Inc 401(k) Profit Sharing Plan (TX) 4 · 0 off
- Sc Baker Enterprises, Inc 401(k) Plan (ID) 4 · 0 off
- Arbuckle Dental 401(k) Plan (UT) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.