Profit Sharing · DOL Form 5500 · 2024

Klamath 43 Profit Sharing Plan

Data updated 2026-08-25

$969K
Total assets Small plan by assets
2
Participants Small participant base
23rd
Percentile by assets National rank
$484,683
Avg per participant High balance/head
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Official DOL plan name: Klamath 43 Profit Sharing Plan · Sponsored by Klamath 43 · California · Agriculture, Forestry & Fishing

$969K in assets, 2 participants

Klamath 43's Klamath 43 Profit Sharing Plan reported $969K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #250 in Agriculture, Forestry & Fishing (1,217 peers)

What the 2024 filing shows

Klamath 43 Profit Sharing Plan holds $969K for 2 participants - about $484,683 per participant, among the smaller plans by assets on file.

#250
in Agriculture, Forestry & Fishing (1,217 peers)
+4.4%
assets growth YoY

Klamath 43 Profit Sharing Plan among the smaller filed plans by assets

Klamath 43 Profit Sharing Plan vs every filed plan by assets

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

$969,365 23rd percentile higher than 23% 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

Klamath 43 Profit Sharing 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. Klamath 43 Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Klamath 43 Profit Sharing Plan reported net income fell from $113K in the plan year 2023 filing to $41K in the plan year 2024 filing.
  • Klamath 43 Profit Sharing Plan end-of-year assets rose from $928K in the plan year 2023 filing to $969K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 264660469 · Klamath 43 PY 2024 · Profit Sharing

Klamath 43 Profit Sharing Plan · $969K · 2 · 23rd

  • BOOK $969K
  • BOOK 2
  • BOOK 23rd
  • BOOK Profit Sharing
  • BOOK near Christensen James & Martin, Chtd. Profit Sharing Plan & Trust
  • BOOK ind #250

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 Agriculture, Forestry & Fishing retirement plans → · Plans in California →

Klamath 43 Profit Sharing Plan in the asset neighbourhood

Klamath 43 Profit Sharing PlanKlamath 43 Profit Sharing Pl…$969KChristensen James & Martin, Chtd. Profit Sharing Plan & TrustChristensen James & Martin, …$969KAdolf & Roy Koester Farms Inc Amen & Res Profit Sh Pl & Tr AgrAdolf & Roy Koester Farms In…$970KMatthew S. Dulberg Profit Sharing PlanMatthew S. Dulberg Profit Sh…$969KStonemor Gp LLC 1165e Retirement PlanStonemor Gp LLC 1165e Retire…$970K
End-of-year total assets ($M) among Klamath 43 Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$928K
Net Assets (End of Year)$969K
Net Income$41K
Employer EIN264660469
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Klamath 43)

Sponsor-wide plan assets over time

All Klamath 43 plans reported in each filing year

Latest sponsor-wide plan assets
$2M 9.135259154338755% vs 2022
2024 filing year
$1.8M$1.9M$2M$2.1M 202220232024 $1.87M $2.04M ▲ +9.1%
Year Plans Participants Total Assets
2022 2 4 $2M
2023 2 4 $2M
2024 2 4 $2M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Klamath 43 Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Klamath 43 Profit Sharing Plan, Total assets ($B): 0.000969365 · Participants: 2Klamath 43 Profit Sharing PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Klamath 43 Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Klamath 43 Profit Sharing Plan side-by-side with 3 peers →

Klamath 43 Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Christensen James & Martin, Chtd. Profit Sharing Plan & Trust in NV ($969K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Klamath 43 Profit Sharing Plan assets move in 2024? ▼
Klamath 43 Profit Sharing Plan edged up modestly - up 4.4% during 2024, from $928K to $969K. Reported net income was $41K.
How have Klamath 43 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Klamath 43's sponsor-wide assets grew 9.1%, from $2M to $2M.
Where does Klamath 43 Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Klamath 43 Profit Sharing Plan ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Klamath 43 Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Christensen James & Martin, Chtd. Profit Sharing Plan & Trust in NV ($969K, 10 participants).
Which Profit Sharing plans cover a similar participant headcount to Klamath 43 Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 264660469.

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.