401(k) · DOL Form 5500 · 2024

Kliman Sales, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
28
Participants Small participant base
47th
Percentile by assets National rank
$232,050
Avg per participant Above avg balance/head
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Official DOL plan name: Kliman Sales, Inc. Employees Profit Sharing Plan · Sponsored by Kliman Sales, Inc. · California · Construction

$6M in assets, 28 participants

Kliman Sales, Inc.'s Kliman Sales, Inc. Employees Profit Sharing Plan reported $6M in total assets and 28 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #4,100 in Construction (9,039 peers)

Kliman Sales, Inc. multi-year trail

Kliman Sales, Inc.'s plans moved +36.4% in assets from 2022 to 2024; this filing shows Kliman Sales, Inc. Employees Profit Sharing Plan at $6M / 28 participants.

#4,100
in Construction (9,039 peers)
+18.5%
assets growth YoY

Kliman Sales, Inc. Employees Profit Sharing Plan's mid-pack asset rank among Construction and all filers

Kliman Sales, Inc. Employees Profit Sharing Plan vs every filed plan by assets

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

$6,497,410 47th percentile higher than 47% 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

Kliman Sales, Inc. Employees Profit Sharing 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. Kliman Sales, Inc. Employees Profit Sharing Plan is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kliman Sales, Inc. Employees Profit Sharing Plan reported net income rose from $707K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Kliman Sales, Inc. Employees Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Kliman Sales, Inc. Employees Profit Sharing Plan reported participants fell from 29 in the plan year 2023 filing to 28 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 942525327 · Kliman Sales, Inc. PY 2024 · 401(k)

Kliman Sales, Inc. Employees Profit Sharing Plan · $6M · 28 · 47th

  • PCT $6M
  • PCT 28
  • PCT 47th
  • PCT 401(k)
  • PCT near Carisk Partners, Inc. 401(k) Plan
  • PCT ind #4100

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 Construction retirement plans → · Plans in California →

Kliman Sales, Inc. Employees Profit Sharing Plan in the asset neighbourhood

Kliman Sales, Inc. Employees Profit Sharing PlanKliman Sales, Inc. Employees…$6MCarisk Partners, Inc. 401(k) PlanCarisk Partners, Inc. 401(k)…$6MDonald Hearon, D.D.S., P.S. 401(k) Profit Sharing PlanDonald Hearon, D.D.S., P.S. …$6MSemper Valens Solutions, Inc. 401(k) PlanSemper Valens Solutions, Inc…$6MResidential Opportunities, Incorporated Tax Sheltered 403(b) PlanResidential Opportunities, I…$6M
End-of-year total assets ($M) among Kliman Sales, Inc. Employees Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kliman Sales, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Kliman Sales, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 36.43047576732313% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.76M $6.5M ▲ +36.6%
Year Plans Participants Total Assets
2022 1 30 $5M
2023 1 29 $5M
2024 1 28 $6M

Kliman Sales, Inc. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN942525327
Plan Effective Date1979-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Kliman Sales, Inc. Employees Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Kliman Sales, Inc. Employees Profit Sharing Plan, Total assets ($B): 0.00649741 · Participants: 28Kliman Sales, Inc. Employees Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Kliman Sales, Inc. Employees Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Kliman Sales, Inc. Employees Profit Sharing Plan side-by-side with 3 peers →

Kliman Sales, Inc. Employees Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Carisk Partners, Inc. 401(k) Plan in FL ($6M); by covered participants it is Title Houston Holdings, Ltd 401(k) Plan in TX (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 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 Kliman Sales, Inc. Employees Profit Sharing Plan assets move in 2024? ▼
Kliman Sales, Inc. Employees Profit Sharing Plan grew sharply - up 18.5% during 2024, from $5M to $6M. Reported net income was $1M.
How have Kliman Sales, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kliman Sales, Inc.'s sponsor-wide assets grew 36.4%, from $5M to $6M.
Which 401(k) plans are similar in size to Kliman Sales, Inc. Employees Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carisk Partners, Inc. 401(k) Plan in FL ($6M, 164 participants).
Which 401(k) plans cover a similar participant headcount to Kliman Sales, Inc. Employees Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Title Houston Holdings, Ltd 401(k) Plan in TX (28 participants, $2M 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 942525327.

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.