Profit Sharing · DOL Form 5500 · 2024
Klcm Advisors, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 10
- Participants Small participant base
- 56th
- Percentile by assets National rank
- $1.0M
- Avg per participant High balance/head
Official DOL plan name: Klcm Savings & Retirement Plan · Sponsored by Klcm Advisors, Inc. · Wisconsin · Finance & Insurance
$10M in assets, 10 participants
Klcm Advisors, Inc.'s Klcm Savings & Retirement Plan reported $10M in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.
- #3,409 in Finance & Insurance (8,549 peers)
Klcm Advisors, Inc. multi-year trail
Klcm Advisors, Inc.'s plans moved +59.8% in assets from 2022 to 2024; this filing shows Klcm Savings & Retirement Plan at $10M / 10 participants.
- #3,409
- in Finance & Insurance (8,549 peers)
- +26.6%
- assets growth YoY
Klcm Savings & Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers
Klcm Savings & Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,159,619 Top 44% higher than 56% 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
Klcm Savings & 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. Klcm Savings & Retirement Plan is a micro filing (10 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Klcm Savings & Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Klcm Savings & Retirement Plan end-of-year assets rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
DOL schedule card
Filing strip 391752579 · Klcm Advisors, Inc. PY 2024 · Profit Sharing
Klcm Savings & Retirement Plan · $10M · 10 · 56th
- PART $10M
- PART 10
- PART 56th
- PART Profit Sharing
- PART near Z & M Sheet Metal, Inc. Profit Sharing Plan
- PART ind #3409
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 Finance & Insurance retirement plans → · Plans in Wisconsin →
Klcm Savings & Retirement Plan in the asset neighbourhood
Klcm Advisors, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Klcm Advisors, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 59.79826599796344% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $6M |
| 2023 | 1 | 10 | $8M |
| 2024 | 1 | 10 | $10M |
Klcm Advisors, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $2M |
| Employer EIN | 391752579 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.4B · 5,999
- Aspirus, Inc. Retirement Plan $893M · 10,194
- Thedacare Retirement and 403(b) Savings Plan $838M · 6,180
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $374M · 1,894
- Clarios Retirement Savings and Investment Plan $334M · 5,088
Klcm Savings & Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Wisconsin, the nearest Profit Sharing by assets is Z & M Sheet Metal, Inc. Profit Sharing Plan in VA ($10M); by covered participants it is Ts Cafe Incorporated Retirement Plan in PA (10 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.
- Ts Cafe Incorporated Retirement Plan (PA) 10 · 0 off
- Dt Wright Holdings Inc. Retirement Plan (OH) 10 · 0 off
- Nstar Sport, Inc. Retirement Plan (WA) 10 · 0 off
- Dione Schwartz Inc. Retirement Plan (AZ) 10 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.