401(k) · DOL Form 5500 · 2024

Kld Associates Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
139
Participants Small participant base
62nd
Percentile by assets National rank
$94,554
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kld Associates Inc. 401(k) Plan · Sponsored by Kld Associates Inc. · New York · Professional & Technical Services

$13M in assets, 139 participants

Kld Associates Inc.'s Kld Associates Inc. 401(k) Plan reported $13M in total assets and 139 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #12,206 in Professional & Technical Services (20,173 peers)

Coverage in New York

Kld Associates Inc. 401(k) Plan covers 139 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $13M.

#12,206
in Professional & Technical Services (20,173 peers)
+26.4%
assets growth YoY

Kld Associates Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Kld Associates Inc. 401(k) Plan vs every filed plan by assets

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

$13,143,054 Top 38% higher than 62% 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

Kld Associates Inc. 401(k) 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. Kld Associates Inc. 401(k) Plan sits mid-pack in the medium band (139 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kld Associates Inc. 401(k) Plan reported participants rose from 106 in the plan year 2023 filing to 139 in the plan year 2024 filing.
  • Kld Associates Inc. 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Kld Associates Inc. 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 112233459 · Kld Associates Inc. PY 2024 · 401(k)

Kld Associates Inc. 401(k) Plan · $13M · 139 · 62nd

  • 5500 $13M
  • ASSETS 139
  • PCT 62nd
  • EIN 401(k)
  • RANK near Lakeside Software 401(k) Plan
  • PHOTO ind #12206

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 →

Kld Associates Inc. 401(k) Plan in the asset neighbourhood

Kld Associates Inc. 401(k) PlanKld Associates Inc. 401(k) P…$13MLakeside Software 401(k) Plan$13MSimon Greenstone Panatier, PC 401(k) PlanSimon Greenstone Panatier, P…$13MWestern Refinery Services, Inc. 401(k) PlanWestern Refinery Services, I…$13MSarat Ford Sales, Inc. 401(k) Saving PlanSarat Ford Sales, Inc. 401(k…$13M
End-of-year total assets ($M) among Kld Associates Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN112233459
Plan Effective Date1976-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kld Associates Inc.)

Sponsor-wide plan assets over time

All Kld Associates Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 61.52750835470966% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.14M $13.1M ▲ +61.4%
Year Plans Participants Total Assets
2022 1 106 $8M
2023 1 106 $10M
2024 1 139 $13M

Nearby 401(k) Plans in New York

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

Kld Associates Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Kld Associates Inc. 401(k) Plan, Total assets ($B): 0.013143054 · Participants: 139Kld Associates Inc. 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Kld Associates Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

Kld Associates Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Lakeside Software 401(k) Plan in MA ($13M); by covered participants it is Minamyer Residential 401(k) Plan in OH (139 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (139 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 Kld Associates Inc. 401(k) Plan assets move in 2024?
Kld Associates Inc. 401(k) Plan grew sharply - up 26.4% during 2024, from $10M to $13M. Reported net income was $3M.
How have Kld Associates Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Kld Associates Inc.'s sponsor-wide assets grew 61.5%, from $8M to $13M.
Which 401(k) plans are similar in size to Kld Associates Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Lakeside Software 401(k) Plan in MA ($13M, 165 participants).
Which 401(k) plans cover a similar participant headcount to Kld Associates Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Minamyer Residential 401(k) Plan in OH (139 participants, $2M in assets).