401(k) · DOL Form 5500 · 2023
Klein Paull Holleb & Jacobs Ltd 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $687,591
- Avg per participant High 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
$2M in assets, 3 participants
Klein Paull Holleb & Jacobs Ltd's Klein Dub & Holleb, Ltd., Profit Sharing Plan & Tr reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.
- #5,463 in Professional & Technical Services (20,321 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 $2M / 3 participants.
- #5,463
- in Professional & Technical Services (20,321 peers)
- +39.6%
- assets growth YoY
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 2023 · DOL Form 5500
$2,062,773 31st percentile higher than 31% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Klein Dub & Holleb, Ltd., Profit Sharing Plan & Tr among micro filed plans by headcount
Plan-year 2023 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 2022 → plan year 2023
- Klein Dub & Holleb, Ltd., Profit Sharing Plan & Tr reported net income rose from -$540K in the plan year 2022 filing to $585K in the plan year 2023 filing.
- Klein Dub & Holleb, Ltd., Profit Sharing Plan & Tr end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Klein Dub & Holleb, Ltd., Profit Sharing Plan & Tr reported participants fell from 4 in the plan year 2022 filing to 3 in the plan year 2023 filing.
DOL schedule card
Filing strip 364103701 · Klein Paull Holleb & Jacobs Ltd PY 2023 · 401(k)
Klein Dub & Holleb, Ltd., Profit Sharing Plan & Tr · $2M · 3 · 31st
- ASSETS $2M
- PCT 3
- EIN 31st
- RANK 401(k)
- PHOTO near Purple Platypus 401(k) Retirement Savings Plan
- IND ind #5463
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 (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $585K |
| 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 Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
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 Purple Platypus 401(k) Retirement Savings Plan in CA ($2M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Cookeville Urology PLC 401(k) Profit Sharing Plan (TN) 3 · 0 off
- Md4m, Inc. 401(k) Plan (CO) 3 · 0 off
- Bee Hive Holdings, Inc. 401(k) Plan (AZ) 3 · 0 off
- J K B Solutions Retirement Plan (TX) 3 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.