Profit Sharing · DOL Form 5500 · 2024

Kluempke Enterprises Inc. Profit Sharing Plan

Data updated 2026-08-25

$146K
Total assets Small plan by assets
2
Participants Small participant base
8th
Percentile by assets National rank
$73,000
Avg per participant Below avg balance/head
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Official DOL plan name: Kluempke Enterprises Inc. Retirement Plan · Sponsored by Kluempke Enterprises Inc. · Florida · Other Services

$146K in assets, 2 participants

Kluempke Enterprises Inc.'s Kluempke Enterprises Inc. Retirement Plan reported $146K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 8th 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.

  • #1,368 in Other Services (7,719 peers)

Kluempke Enterprises Inc. multi-year trail

Kluempke Enterprises Inc.'s plans moved +16.9% in assets from 2022 to 2024; this filing shows Kluempke Enterprises Inc. Retirement Plan at $146K / 2 participants.

#1,368
in Other Services (7,719 peers)
+1.4%
assets growth YoY

Kluempke Enterprises Inc. Retirement Plan among the smaller filed plans by assets

Kluempke Enterprises Inc. Retirement Plan vs every filed plan by assets

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

$146,000 8th percentile higher than 8% 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

Kluempke Enterprises 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. Kluempke Enterprises Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kluempke Enterprises Inc. Retirement Plan reported participants rose from 1 in the plan year 2023 filing to 2 in the plan year 2024 filing.
  • Kluempke Enterprises Inc. Retirement Plan reported net income fell from $19K in the plan year 2023 filing to $2K in the plan year 2024 filing.
  • Kluempke Enterprises Inc. Retirement Plan end-of-year assets rose from $144K in the plan year 2023 filing to $146K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 823325948 · Kluempke Enterprises Inc. PY 2024 · Profit Sharing

Kluempke Enterprises Inc. Retirement Plan · $146K · 2 · 8th

  • ASSETS $146K
  • ASSETS 2
  • ASSETS 8th
  • ASSETS Profit Sharing
  • ASSETS near Gmp Family Matters, Inc. Retirement Plan
  • ASSETS ind #1368

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 Other Services retirement plans → · Plans in Florida →

Kluempke Enterprises Inc. Retirement Plan in the asset neighbourhood

Kluempke Enterprises Inc. Retirement PlanKluempke Enterprises Inc. Re…$146KGmp Family Matters, Inc. Retirement PlanGmp Family Matters, Inc. Ret…$146KWb Health Inc. Retirement PlanWb Health Inc. Retirement Pl…$146KThe Hague Winery, Inc. Profit Sharing PlanThe Hague Winery, Inc. Profi…$146KBj Incorporated, Dba Affordable Lawns and Landscaping Retirement PlanBj Incorporated, Dba Afforda…$146K
End-of-year total assets ($M) among Kluempke Enterprises Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Kluempke Enterprises Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Kluempke Enterprises Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$146K 16.864509209083415% vs 2022
2024 filing year
$0.11M$0.12M$0.13M$0.14M$0.15M$0.16M 202220232024 $0.12M $0.15M ▲ +25.0%
Year Plans Participants Total Assets
2022 1 3 $125K
2023 1 1 $144K
2024 1 2 $146K

Kluempke Enterprises Inc. filing trail (2024)

Total Assets (Beginning of Year)$144K
Net Assets (End of Year)$146K
Net Income$2K
Employer EIN823325948
Plan Effective Date2017-11-06
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Kluempke Enterprises Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Kluempke Enterprises Inc. Retirement Plan, Total assets ($B): 0.000146 · Participants: 2Kluempke Enterprises Inc. Retirement PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 5.704422812 · Participants: 45185Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.346943817 · Participants: 16046Raymond James Financial, Inc. & Affiliates Profit Sharing PlanShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.486868039 · Participants: 10470Shands Health Care Matched Savings Account 401(a)Orlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.458034121 · Participants: 27976Orlando Health, Inc. Retirement Savings Plan 401aAmerican Maritime Officers Defined Contribution Plan, Total assets ($B): 0.357314038 · Participants: 4201American Maritime Officers Defined Contribution Plan
Kluempke Enterprises Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Kluempke Enterprises Inc. Retirement Plan side-by-side with 3 peers →

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

Outside Florida, the nearest Profit Sharing by assets is Gmp Family Matters, Inc. Retirement Plan in NJ ($146K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); 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 Kluempke Enterprises Inc. Retirement Plan assets move in 2024? ▼
Kluempke Enterprises Inc. Retirement Plan edged up modestly - up 1.4% during 2024, from $144K to $146K. Reported net income was $2K.
How have Kluempke Enterprises Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kluempke Enterprises Inc.'s sponsor-wide assets grew 16.9%, from $125K to $146K.
Where does Kluempke Enterprises Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Kluempke Enterprises Inc. Retirement Plan ranks in the 8th 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 Kluempke Enterprises Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Gmp Family Matters, Inc. Retirement Plan in NJ ($146K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Kluempke Enterprises Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 823325948.

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.