401(k) · DOL Form 5500 · 2024
Klein Paull Holleb & Jacobs Ltd 401(k) Plan
Data updated 2026-08-25
- $528K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $176,007
- Avg per participant Above avg balance/head
Official DOL plan name: Klein Dub & Holleb, Ltd., Profit Sharing Plan & Tr · Sponsored by Klein Paull Holleb & Jacobs Ltd · Illinois · Professional & Technical Services
$528K in assets, 3 participants
Klein Paull Holleb & Jacobs Ltd's Klein Dub & Holleb, Ltd., Profit Sharing Plan & Tr reported $528K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 18th 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.
- #2,775 in Professional & Technical Services (20,173 peers)
Klein Paull Holleb & Jacobs Ltd multi-year trail
Klein Paull Holleb & Jacobs Ltd's plans moved -66.8% in assets from 2022 to 2024; this filing shows Klein Dub & Holleb, Ltd., Profit Sharing Plan & Tr at $528K / 3 participants.
- #2,775
- in Professional & Technical Services (20,173 peers)
- -74.4%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Klein Dub & Holleb, Ltd., Profit Sharing Plan & Tr among the smaller filed plans by assets
Klein Dub & Holleb, Ltd., Profit Sharing Plan & Tr vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$528,020 18th percentile higher than 18% 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
Klein Dub & Holleb, Ltd., Profit Sharing Plan & Tr among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Klein Dub & Holleb, Ltd., Profit Sharing Plan & Tr is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Klein Dub & Holleb, Ltd., Profit Sharing Plan & Tr reported net income fell from $585K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Klein Dub & Holleb, Ltd., Profit Sharing Plan & Tr end-of-year assets fell from $2M in the plan year 2023 filing to $528K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 364103701 · Klein Paull Holleb & Jacobs Ltd PY 2024 · 401(k)
Klein Dub & Holleb, Ltd., Profit Sharing Plan & Tr · $528K · 3 · 18th
- EIN $528K
- EIN 3
- EIN 18th
- EIN 401(k)
- EIN near Nolan Rose Enterprises Inc. Retirement Plan
- EIN ind #2775
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 Illinois →
Klein Dub & Holleb, Ltd., Profit Sharing Plan & Tr in the asset neighbourhood
Klein Paull Holleb & Jacobs Ltd multi-year asset trail
Sponsor-wide plan assets over time
All Klein Paull Holleb & Jacobs Ltd plans reported in each filing year
- Latest sponsor-wide plan assets
- $786K 66.7717384085861% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 7 | $2M |
| 2023 | 2 | 5 | $2M |
| 2024 | 2 | 5 | $786K |
Klein Paull Holleb & Jacobs Ltd filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $528K |
| Net Income | -$2M |
| Employer EIN | 364103701 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Klein Dub & Holleb, Ltd., Profit Sharing Plan & Tr's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Nolan Rose Enterprises Inc. Retirement Plan in NC ($528K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($528K here).
- Nolan Rose Enterprises Inc. Retirement Plan (NC) $528K · 1
- Melodie Phillips, Md, LLC 401(k) Plan (OH) $528K · 1
- True Care Ventures Retirement Savings Plan (NY) $528K · 11,885
- Ec Aeronautics 401(k) (NH) $528K · 1
Similar participant headcount
Nearest other-state filings by covered participants (3 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.