Profit Sharing · DOL Form 5500 · 2024

Klb3 Investments Inc. Profit Sharing Plan

Data updated 2026-08-25

$614K
Total assets Small plan by assets
1
Participants Small participant base
19th
Percentile by assets National rank
$613,983
Avg per participant High balance/head
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Official DOL plan name: Klb3 Investments Inc. Retirement Plan · Sponsored by Klb3 Investments Inc. · Kentucky · Real Estate

$614K in assets, 1 participants

Klb3 Investments Inc.'s Klb3 Investments Inc. Retirement Plan reported $614K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 19th 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.

  • #1,531 in Real Estate (4,605 peers)

Klb3 Investments Inc. multi-year trail

Klb3 Investments Inc.'s plans moved +29.9% in assets from 2022 to 2024; this filing shows Klb3 Investments Inc. Retirement Plan at $614K / 1 participant.

#1,531
in Real Estate (4,605 peers)
+15.5%
assets growth YoY

Klb3 Investments Inc. Retirement Plan among the smaller filed plans by assets

Klb3 Investments Inc. Retirement Plan vs every filed plan by assets

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

$613,983 19th percentile higher than 19% of 123,620 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 2024

Klb3 Investments Inc. 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. Klb3 Investments Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Klb3 Investments Inc. Retirement Plan reported net income rose from $59K in the plan year 2023 filing to $82K in the plan year 2024 filing.
  • Klb3 Investments Inc. Retirement Plan end-of-year assets rose from $531K in the plan year 2023 filing to $614K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 830799219 · Klb3 Investments Inc. PY 2024 · Profit Sharing

Klb3 Investments Inc. Retirement Plan · $614K · 1 · 19th

  • BOY $614K
  • SCH 1
  • EBSA 19th
  • PART Profit Sharing
  • TYPE near Diva Deb Productions Retirement Plan
  • NET ind #1531

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 Real Estate retirement plans → · Plans in Kentucky →

Klb3 Investments Inc. Retirement Plan in the asset neighbourhood

Klb3 Investments Inc. Retirement PlanKlb3 Investments Inc. Retire…$614KDiva Deb Productions Retirement PlanDiva Deb Productions Retirem…$614KQuarxum Inc. Profit Sharing PlanQuarxum Inc. Profit Sharing …$614KYour Pet Space, Inc. Retirement PlanYour Pet Space, Inc. Retirem…$614KTakin Logistics Inc. Retirement PlanTakin Logistics Inc. Retirem…$614K
End-of-year total assets ($M) among Klb3 Investments Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Klb3 Investments Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Klb3 Investments Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$614K 29.9481674472944% vs 2022
2024 filing year
$0.45M$0.5M$0.55M$0.6M$0.65M 202220232024 $0.47M $0.61M ▲ +29.8%
Year Plans Participants Total Assets
2022 1 1 $472K
2023 1 1 $531K
2024 1 1 $614K

Klb3 Investments Inc. filing trail (2024)

Total Assets (Beginning of Year)$531K
Net Assets (End of Year)$614K
Net Income$82K
Employer EIN830799219
Plan Effective Date2018-06-05
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Kentucky

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Klb3 Investments Inc. Retirement Plan vs. nearby Profit Sharing plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Klb3 Investments Inc. Retirement Plan, Total assets ($B): 0.000613983 · Participants: 1Klb3 Investments Inc. Retirement PlanCommonspirit Health ERISA 403(b) Plan, Total assets ($B): 2.941175586 · Participants: 29259Commonspirit Health ERISA 403(b) PlanIBEW Local 150 Supplemental Pension Fund, Total assets ($B): 0.310607828 · Participants: 1368IBEW Local 150 Supplemental Pension FundMed Center Health Retirement Savings Plan, Total assets ($B): 0.098723351 · Participants: 3155Med Center Health Retirement Savings PlanDismas Charities, Inc. Retirement Plan, Total assets ($B): 0.038855365 · Participants: 594Dismas Charities, Inc. Retirement PlanBall Homes, LLC Retirement Plan, Total assets ($B): 0.038566019 · Participants: 220Ball Homes, LLC Retirement Plan
Klb3 Investments Inc. Retirement Plan vs. nearby Profit Sharing plans in Kentucky, assets vs. participants
Compare Klb3 Investments Inc. Retirement Plan side-by-side with 3 peers →

Klb3 Investments Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Kentucky, the nearest Profit Sharing by assets is Diva Deb Productions Retirement Plan in CA ($614K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($614K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Klb3 Investments Inc. Retirement Plan assets move in 2024? ▼
Klb3 Investments Inc. Retirement Plan grew sharply - up 15.5% during 2024, from $531K to $614K. Reported net income was $82K.
How have Klb3 Investments Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Klb3 Investments Inc.'s sponsor-wide assets grew 29.9%, from $472K to $614K.
Where does Klb3 Investments Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Klb3 Investments Inc. Retirement Plan ranks in the 19th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Klb3 Investments Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Diva Deb Productions Retirement Plan in CA ($614K, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to Klb3 Investments Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, N/A in assets).

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 830799219.

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.