401(k) · DOL Form 5500 · 2024
Klientboost Performance 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 75
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $67,658
- Avg per participant Below avg balance/head
Official DOL plan name: Klientboost Performance 401(k) Plan · Sponsored by Klientboost Performance · California · Professional & Technical Services
$5M in assets, 75 participants
Klientboost Performance's Klientboost Performance 401(k) Plan reported $5M in total assets and 75 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.
- #8,027 in Professional & Technical Services (20,173 peers)
Klientboost Performance multi-year trail
Klientboost Performance's plans moved +75.9% in assets from 2022 to 2024; this filing shows Klientboost Performance 401(k) Plan at $5M / 75 participants.
- #8,027
- in Professional & Technical Services (20,173 peers)
- +17.1%
- assets growth YoY
Klientboost Performance 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Klientboost Performance 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,074,358 42nd percentile higher than 42% 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
Klientboost Performance 401(k) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Klientboost Performance 401(k) Plan is a small filing (75 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Klientboost Performance 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $741K in the plan year 2024 filing.
- Klientboost Performance 401(k) Plan reported participants fell from 94 in the plan year 2023 filing to 75 in the plan year 2024 filing.
- Klientboost Performance 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
DOL schedule card
Filing strip 921384697 · Klientboost Performance PY 2024 · 401(k)
Klientboost Performance 401(k) Plan · $5M · 75 · 42nd
- RANK $5M
- PHOTO 75
- IND 42nd
- EOY 401(k)
- 5500 near Brennan & Wasden, LLC Profit Sharing Plan
- ASSETS ind #8027
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 California →
Klientboost Performance 401(k) Plan in the asset neighbourhood
Klientboost Performance multi-year asset trail
Sponsor-wide plan assets over time
All Klientboost Performance plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 75.86062174854953% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 110 | $3M |
| 2023 | 1 | 94 | $4M |
| 2024 | 1 | 75 | $5M |
Klientboost Performance filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $741K |
| Employer EIN | 921384697 |
| Plan Effective Date | 2018-11-25 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Klientboost Performance 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Brennan & Wasden, LLC Profit Sharing Plan in GA ($5M); by covered participants it is Peppers Automotive Group 401(k) Plan in TN (75 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (75 participants); asset peers above are excluded.
- Peppers Automotive Group 401(k) Plan (TN) 75 · 0 off
- Aisle Rocket Retirement Plan (IL) 75 · 0 off
- Bese Holding Inc 401(k) Profit Sharing Plan & Trust (MO) 75 · 0 off
- Alliant Systems, LLC 401(k) Retirement Plan (OR) 75 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.