Defined Benefit (Pension) · DOL Form 5500 · 2024

Kleen-Rite Corporation Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
155
Participants Small participant base
44th
Percentile by assets National rank
$36,644
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kleen-Rite Corporation Cash Balance Plan · Sponsored by Kleen-Rite Corporation · Pennsylvania · Wholesale Trade

$6M in assets, 155 participants

Kleen-Rite Corporation's Kleen-Rite Corporation Cash Balance Plan reported $6M in total assets and 155 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,067 in Wholesale Trade (6,080 peers)

Coverage in Pennsylvania

Kleen-Rite Corporation Cash Balance Plan covers 155 participants in Pennsylvania, about 19% of the average Pennsylvania filer (state average ~822 per filing). Assets: $6M.

#2,067
in Wholesale Trade (6,080 peers)
+6.3%
assets growth YoY

Kleen-Rite Corporation Cash Balance Plan's mid-pack asset rank among Wholesale Trade and all filers

Kleen-Rite Corporation Cash Balance Plan vs every filed plan by assets

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

$5,679,833 44th percentile higher than 44% 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

Kleen-Rite Corporation Cash Balance 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. Kleen-Rite Corporation Cash Balance Plan sits mid-pack in the medium band (155 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kleen-Rite Corporation Cash Balance Plan reported net income fell from $790K in the plan year 2023 filing to $338K in the plan year 2024 filing.
  • Kleen-Rite Corporation Cash Balance Plan reported participants rose from 144 in the plan year 2023 filing to 155 in the plan year 2024 filing.
  • Kleen-Rite Corporation Cash Balance Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 231712065 · Kleen-Rite Corporation PY 2024 · Defined Benefit (Pension)

Kleen-Rite Corporation Cash Balance Plan · $6M · 155 · 44th

  • BOOK $6M
  • BOOK 155
  • BOOK 44th
  • BOOK Defined Benefit (Pension)
  • BOOK near The Harry Fox Agency LLC Pension Plan
  • BOOK ind #2067

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 Wholesale Trade retirement plans → · Plans in Pennsylvania →

Kleen-Rite Corporation Cash Balance Plan in the asset neighbourhood

Kleen-Rite Corporation Cash Balance PlanKleen-Rite Corporation Cash …$6MThe Harry Fox Agency LLC Pension PlanThe Harry Fox Agency LLC Pen…$6MLocust Street Company, Inc. Retirement PlanLocust Street Company, Inc. …$6MHulman & Company Retirement PlanHulman & Company Retirement …$6MKns Building Restoration Inc. Retirement Plan and TrustKns Building Restoration Inc…$6M
End-of-year total assets ($M) among Kleen-Rite Corporation Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$338K
Employer EIN231712065
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kleen-Rite Corporation)

Sponsor-wide plan assets over time

All Kleen-Rite Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$19M 36.75447191589697% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14.1M $19.2M ▲ +36.7%
Year Plans Participants Total Assets
2022 2 275 $14M
2023 2 295 $17M
2024 2 315 $19M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Kleen-Rite Corporation Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Kleen-Rite Corporation Cash Balance Plan, Total assets ($B): 0.005679833 · Participants: 155Kleen-Rite Corporation Cash Balance PlanNational Elevator Industry Pension Plan, Total assets ($B): 12.213235301 · Participants: 28308National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 7.234971663 · Participants: 46110Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.528998 · Participants: 58779The PNC Financial Services Group, Inc. Pension PlanThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.178651926 · Participants: 6387The Bank of New York Mellon Corporation Pension PlanConstellation Retirement Program, Total assets ($B): 5.003720253 · Participants: 4809Constellation Retirement Program
Kleen-Rite Corporation Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Kleen-Rite Corporation Cash Balance Plan side-by-side with 3 peers →

Kleen-Rite Corporation Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is The Harry Fox Agency LLC Pension Plan in NY ($6M); by covered participants it is Afton Chemical Corporation Pension Plan for Employees Represented by United Food & Commercial Workers International Union/Icwu Loc871c in VA (155 participants). Same-state nearby plans are listed separately above.

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 Kleen-Rite Corporation Cash Balance Plan assets move in 2024? ▼
Kleen-Rite Corporation Cash Balance Plan grew at a solid clip - up 6.3% during 2024, from $5M to $6M. Reported net income was $338K.
How have Kleen-Rite Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kleen-Rite Corporation's sponsor-wide assets grew 36.8%, from $14M to $19M.
Which Defined Benefit (Pension) plans are similar in size to Kleen-Rite Corporation Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Harry Fox Agency LLC Pension Plan in NY ($6M, 11 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Kleen-Rite Corporation Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Afton Chemical Corporation Pension Plan for Employees Represented by United Food & Commercial Workers International Union/Icwu Loc871c in VA (155 participants, $74M 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 231712065.

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.