401(k) · DOL Form 5500 · 2024
Allergy Associates Stephen J. Klemawesch, Md, PA 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $385,847
- Avg per participant High balance/head
Official DOL plan name: Allergy Assoc. Stephen J. Klemawesch Md, PA Profit Sharing Plan & Trust · Sponsored by Allergy Associates Stephen J. Klemawesch, Md, PA · Florida · Healthcare & Social Assistance
$5M in assets, 12 participants
Allergy Associates Stephen J. Klemawesch, Md, PA's Allergy Assoc. Stephen J. Klemawesch Md, PA Profit Sharing Plan & Trust reported $5M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.
- #7,305 in Healthcare & Social Assistance (16,916 peers)
Allergy Associates Stephen J. Klemawesch, Md, PA multi-year trail
Allergy Associates Stephen J. Klemawesch, Md, PA's plans moved +40.6% in assets from 2022 to 2024; this filing shows Allergy Assoc. Stephen J. Klemawesch Md, PA Profit Sharing Plan & Trust at $5M / 12 participants.
- #7,305
- in Healthcare & Social Assistance (16,916 peers)
- +14.0%
- assets growth YoY
Allergy Assoc. Stephen J. Klemawesch Md, PA Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Allergy Assoc. Stephen J. Klemawesch Md, PA Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,630,167 41st percentile higher than 41% 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
Allergy Assoc. Stephen J. Klemawesch Md, PA Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Allergy Assoc. Stephen J. Klemawesch Md, PA Profit Sharing Plan & Trust is a small filing (12 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Allergy Assoc. Stephen J. Klemawesch Md, PA Profit Sharing Plan & Trust reported net income fell from $769K in the plan year 2023 filing to $566K in the plan year 2024 filing.
- Allergy Assoc. Stephen J. Klemawesch Md, PA Profit Sharing Plan & Trust end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Allergy Assoc. Stephen J. Klemawesch Md, PA Profit Sharing Plan & Trust reported participants fell from 13 in the plan year 2023 filing to 12 in the plan year 2024 filing.
DOL schedule card
Filing strip 592643611 · Allergy Associates Stephen J. Klemawesch, Md, PA PY 2024 · 401(k)
Allergy Assoc. Stephen J. Klemawesch Md, PA Profit Sharing Plan & Trust · $5M · 12 · 41st
- EBSA $5M
- EBSA 12
- EBSA 41st
- EBSA 401(k)
- EBSA near Premier Forge Group Retirement Plan
- EBSA ind #7305
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 Healthcare & Social Assistance retirement plans → · Plans in Florida →
Allergy Assoc. Stephen J. Klemawesch Md, PA Profit Sharing Plan & Trust in the asset neighbourhood
Allergy Associates Stephen J. Klemawesch, Md, PA multi-year asset trail
Sponsor-wide plan assets over time
All Allergy Associates Stephen J. Klemawesch, Md, PA plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 40.56950759639973% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13 | $3M |
| 2023 | 1 | 13 | $4M |
| 2024 | 1 | 12 | $5M |
Allergy Associates Stephen J. Klemawesch, Md, PA filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $566K |
| Employer EIN | 592643611 |
| Plan Effective Date | 1985-11-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Allergy Assoc. Stephen J. Klemawesch Md, PA Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Premier Forge Group Retirement Plan in IN ($5M); by covered participants it is Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan in TN (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Premier Forge Group Retirement Plan (IN) $5M · 181
- Akshaya Inc 401(k) Plan (CA) $5M · 113
- Eveden, Inc. Employee Retirement Plan (MA) $5M · 81
- Thurmond Eye Associates 401(k) Retirement Plan (TX) $5M · 214
Similar participant headcount
Nearest other-state filings by covered participants (12 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.