Profit Sharing · DOL Form 5500 · 2024

J. Kleinhaus & Sons, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
27th
Percentile by assets National rank
$406,044
Avg per participant High balance/head
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Official DOL plan name: J. Kleinhaus & Sons, Inc. Pension Trust · Sponsored by J. Kleinhaus & Sons, Inc. · New York · Wholesale Trade

$2M in assets, 4 participants

J. Kleinhaus & Sons, Inc.'s J. Kleinhaus & Sons, Inc. Pension Trust reported $2M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #997 in Wholesale Trade (6,080 peers)

J. Kleinhaus & Sons, Inc. multi-year trail

J. Kleinhaus & Sons, Inc.'s plans moved -26.6% in assets from 2022 to 2024; this filing shows J. Kleinhaus & Sons, Inc. Pension Trust at $2M / 4 participants.

#997
in Wholesale Trade (6,080 peers)
-26.9%
assets change YoY

The plan reported a net loss of $598K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

J. Kleinhaus & Sons, Inc. Pension Trust among the smaller filed plans by assets

J. Kleinhaus & Sons, Inc. Pension Trust vs every filed plan by assets

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

$1,624,174 27th percentile higher than 27% 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

J. Kleinhaus & Sons, Inc. Pension Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J. Kleinhaus & Sons, Inc. Pension Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • J. Kleinhaus & Sons, Inc. Pension Trust reported net income fell from $29K in the plan year 2023 filing to -$598K in the plan year 2024 filing.
  • J. Kleinhaus & Sons, Inc. Pension Trust end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 132513761 · J. Kleinhaus & Sons, Inc. PY 2024 · Profit Sharing

J. Kleinhaus & Sons, Inc. Pension Trust · $2M · 4 · 27th

  • BOOK $2M
  • VS-ST 4
  • BOY 27th
  • SCH Profit Sharing
  • EBSA near Edt Industrial Resources Inc. Profit Sharing Plan
  • PART ind #997

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 Wholesale Trade retirement plans → · Plans in New York →

J. Kleinhaus & Sons, Inc. Pension Trust in the asset neighbourhood

Justino Betancourt Collazo Retirement PlanJustino Betancourt Collazo R…$2MBonnyville Construction Co. Pension Plan Fka Money Purchase Pension Plan and Trust of the Bonnyville Construction Co.Bonnyville Construction Co. …$2MJ. Kleinhaus & Sons, Inc. Pension TrustJ. Kleinhaus & Sons, Inc. Pe…$2MEdt Industrial Resources Inc. Profit Sharing PlanEdt Industrial Resources Inc…$2MPollution Control Products Co$2M
End-of-year total assets ($M) among J. Kleinhaus & Sons, Inc. Pension Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

J. Kleinhaus & Sons, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All J. Kleinhaus & Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 26.64022172419494% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $4.35M $3.19M ▼ -26.7%
Year Plans Participants Total Assets
2022 2 8 $4M
2023 2 8 $4M
2024 2 8 $3M

J. Kleinhaus & Sons, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$598K
Employer EIN132513761
Plan Effective Date1977-12-27
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

J. Kleinhaus & Sons, Inc. Pension Trust vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants J. Kleinhaus & Sons, Inc. Pension Trust, Total assets ($B): 0.001624174 · Participants: 4J. Kleinhaus & Sons, Inc. Pension TrustAnnuity Plan of the Electrical Industry, Total assets ($B): 2.296401236 · Participants: 18200Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 2.056246349 · Participants: 3278Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.821807482 · Participants: 5817Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for the State University of New York Retirement Plan, Total assets ($B): 1.269293939 · Participants: 9758The Research Foundation for the State University of New York Retirement PlanRochester Regional Health 403(b) Defined Contribution Plan, Total assets ($B): 0.987006461 · Participants: 15432Rochester Regional Health 403(b) Defined Contribution Plan
J. Kleinhaus & Sons, Inc. Pension Trust vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare J. Kleinhaus & Sons, Inc. Pension Trust side-by-side with 3 peers →

J. Kleinhaus & Sons, Inc. Pension Trust's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Edt Industrial Resources Inc. Profit Sharing Plan in WI ($2M); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 J. Kleinhaus & Sons, Inc. Pension Trust assets move in 2024? ▼
J. Kleinhaus & Sons, Inc. Pension Trust declined sharply - down 26.9% during 2024, from $2M to $2M. Reported net income was -$598K.
How have J. Kleinhaus & Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J. Kleinhaus & Sons, Inc.'s sponsor-wide assets declined 26.6%, from $4M to $3M.
Which Profit Sharing plans are similar in size to J. Kleinhaus & Sons, Inc. Pension Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Edt Industrial Resources Inc. Profit Sharing Plan in WI ($2M, 10 participants).
Which Profit Sharing plans cover a similar participant headcount to J. Kleinhaus & Sons, Inc. Pension Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Thrive Holdings Inc. Retirement Plan in OH (4 participants, $533K 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 132513761.

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.