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Employer · plans filed under one EIN

Kleen-Rite Corporation

Columbia, PA · Wholesale trade

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$19.2Mnet assets across plans
416participant records312 active
$602Kemployer contributions, latest plan years$1,930 per active record
$50KSchedule C compensation to organisations$121.17 per participant record

Kleen-Rite Corporation, based in Columbia, Pennsylvania, sponsors 2 retirement plans with 100 or more participants: 1 defined contribution and 1 defined benefit. Together they reported 416 participant records and $19.2M in net assets.

The largest is Kleen-Rite Corporation 401(k) Plan, a 401(k) plan with 247 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $602K and participant contributions $438K in the latest plan years; benefits paid were $840K. Schedule C compensation reported to service provider organisations totalled $50K.

Combined net assets moved from $5.4M in 2017 to $19.2M in 2024 (up 254%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Kleen-Rite Corporation 401(k) Plan401(k) plan2024247$13.6M$54,909$3,811$22K
Kleen-Rite Corporation Cash Balance Plancash balance pension plan2024169$5.7M$33,608$0$29K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2017: $5.4M2018: $7.8M2019: $9.8M2020: $12.5M2021: $15.2M2022: $14.1M2023: $17.0M2024: $19.2M$5.4M$19.2M20172018202020222024
Combined net assets
2017: 1462018: 2802019: 2892020: 3142021: 3562022: 3792023: 4072024: 41614641620172018202020222024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242416$19.2M$602K$438K
20232407$17.0M$1.1M$390K
20222379$14.1M$1.3M$351K
20212356$15.2M$1.2M$339K
20202314$12.5M$962K$275K
20192289$9.8M$893K$265K
20182280$7.8M$893K$245K
20171146$5.4M$451K$246K

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
American PortfoliosInvestment advisory (plan)1$28,673
Kleen-Rite Corporation—1$10,300
Capital Group Retirement Plan Servi—1$7,203
The Retirement Advantage Inc.Contract Administrator1$4,231

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

American Portfolios$29K
Kleen-Rite Corporation$10K
Capital Group Retirement Plan Servi$7,203
The Retirement Advantage Inc.$4,231

Questions and answers

How many retirement plans does Kleen-Rite Corporation have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Kleen-Rite Corporation 401(k) Plan and Kleen-Rite Corporation Cash Balance Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Kleen-Rite Corporation contribute to its plans?

$602,094 in employer contributions across these plans in their latest plan years, about $1,930 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name American Portfolios, Kleen-Rite Corporation, Capital Group Retirement Plan Servi and The Retirement Advantage Inc.. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.