401(k) · DOL Form 5500 · 2024

Kldiscovery Holdings Inc. 401(k) Plan

Data updated 2026-08-11

$126M
Total assets
2,069
Participants
92nd
Percentile by assets
$60,833
Avg per participant
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Official DOL plan name: Kldiscovery Ontrack, LLC 401(k) Plan · Sponsored by Kldiscovery Holdings Inc. · Minnesota · Professional & Technical Services

$126M in assets, 2,069 participants

Kldiscovery Holdings Inc.'s Kldiscovery Ontrack, LLC 401(k) Plan reported $126M in total assets and 2,069 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • 92nd percentile by assets (of 123,622 plans)
  • #18,775 in Professional & Technical Services (20,173 peers)

Where Kldiscovery Ontrack, LLC 401(k) Plan sits by assets

Kldiscovery Ontrack, LLC 401(k) Plan sits in the top 10% of all filed plans by assets, $126M for 2,069 participants (~$60,833/participant), up 17.6% in 2024.

$126M
total plan assets (2024 EOY)
2,069
covered participants
92nd
percentile by assets (of 123,622 plans)
$60,833
avg assets per participant

Where Kldiscovery Ontrack, LLC 401(k) Plan sits by total assets

Kldiscovery Ontrack, LLC 401(k) Plan vs every filed plan by assets

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

$125,862,569 Top 8% higher than 92% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kldiscovery Ontrack, LLC 401(k) Plan end-of-year assets rose from $107M in the plan year 2023 filing to $126M in the plan year 2024 filing.
  • Kldiscovery Ontrack, LLC 401(k) Plan reported net income fell from $22M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Kldiscovery Ontrack, LLC 401(k) Plan reported participants rose from 2,013 in the plan year 2023 filing to 2,069 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Minnesota
Industry
Professional & Technical Services

Kldiscovery Ontrack, LLC 401(k) Plan vs the 2024 asset distribution

By assets, Kldiscovery Ontrack, LLC 401(k) Plan outranks 92% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$107M
Net Assets (End of Year)$126M
Net Income$19M
Employer EIN810787151
Plan Effective Date2009-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kldiscovery Holdings Inc.)

$80M$100M$120M$140M 202220232024 $85M $126M ▲ +48.2%
Total plan assets by year, all Kldiscovery Holdings Inc. plans on file
Year Plans Participants Total Assets
2022 1 877 $85M
2023 1 2,013 $107M
2024 1 2,069 $126M

Nearby 401(k) Plans in Minnesota

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

Kldiscovery Ontrack, LLC 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

Kldiscovery Ontrack, LLC 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Kldiscovery Ontrack,…Wells Fargo & Compan…Unitedhealth Group 4…Target Corporation 4…Medtronic Savings an…U.S. Bank 401(k) Sav…
Kldiscovery Ontrack, LLC 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Kldiscovery Ontrack, LLC 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Kldiscovery Ontrack, LLC 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Kldiscovery Ontrack, LLC 401(k) Plan assets move in 2024? ▼
Kldiscovery Ontrack, LLC 401(k) Plan grew sharply - up 17.6% during 2024, from $107M to $126M. Reported net income was $19M.
How have Kldiscovery Holdings Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kldiscovery Holdings Inc.'s sponsor-wide assets grew 48.2%, from $85M to $126M.
Where does Kldiscovery Ontrack, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Kldiscovery Ontrack, LLC 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Kldiscovery Ontrack, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rms Easyplan in TX ($126M, 3,059 participants).

Next read for Kldiscovery Ontrack, LLC 401(k) Plan

Scale reading

Ways to act on Kldiscovery Ontrack, LLC 401(k) Plan's numbers.

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 810787151.

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.