401(k) · DOL Form 5500 · 2022

Klein & Wilson 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
14
Participants Small participant base
53rd
Percentile by assets National rank
$396,790
Avg per participant High balance/head
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Official DOL plan name: Klein & Wilson 401(k) Profit Sharing Plan · Sponsored by Klein & Wilson · California · Professional & Technical Services

$6M in assets, 14 participants

Klein & Wilson's Klein & Wilson 401(k) Profit Sharing Plan reported $6M in total assets and 14 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.

  • #10,919 in Professional & Technical Services (21,562 peers)

Klein & Wilson multi-year trail

Klein & Wilson's plans moved +38.6% in assets from 2022 to 2024; this filing shows Klein & Wilson 401(k) Profit Sharing Plan at $6M / 14 participants.

#10,919
in Professional & Technical Services (21,562 peers)
+1.2%
assets growth YoY

Klein & Wilson 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Klein & Wilson 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$5,555,055 Top 47% higher than 53% of 139,123 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 2022

Klein & Wilson 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Klein & Wilson 401(k) Profit Sharing Plan is a small filing (14 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 330669303 · Klein & Wilson PY 2022 · 401(k)

Klein & Wilson 401(k) Profit Sharing Plan · $6M · 14 · 53rd

  • EOY $6M
  • 5500 14
  • ASSETS 53rd
  • PCT 401(k)
  • EIN near Heritage Schools, Inc. 401(k) Plan
  • RANK ind #10919

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 California →

Klein & Wilson 401(k) Profit Sharing Plan in the asset neighbourhood

Klein & Wilson 401(k) Profit Sharing PlanKlein & Wilson 401(k) Profit…$6MHeritage Schools, Inc. 401(k) PlanHeritage Schools, Inc. 401(k…$6MD & M Carriers, LLC Dba Freymiller 401(k) Profit Sharing PlanD & M Carriers, LLC Dba Frey…$6MThe Urban Electric Company 401(k) PlanThe Urban Electric Company 4…$6MThe Wesley Communities 403(b) PlanThe Wesley Communities 403(b…$6M
End-of-year total assets ($M) among Klein & Wilson 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Klein & Wilson multi-year asset trail

Sponsor-wide plan assets over time

All Klein & Wilson plans reported in each filing year

Latest sponsor-wide plan assets
$8M 38.59319124653131% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.56M $7.7M ▲ +38.5%
Year Plans Participants Total Assets
2022 1 14 $6M
2023 1 18 $6M
2024 1 18 $8M

Klein & Wilson filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$65K
Employer EIN330669303
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Klein & Wilson 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Klein & Wilson 401(k) Profit Sharing Plan, Total assets ($B): 0.005555055 · Participants: 14Klein & Wilson 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Klein & Wilson 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Klein & Wilson 401(k) Profit Sharing Plan side-by-side with 3 peers →

Klein & Wilson 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Heritage Schools, Inc. 401(k) Plan in UT ($6M); by covered participants it is The Stock Exchange Bank 401(k) Plan Tr. in KS (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Klein & Wilson 401(k) Profit Sharing Plan assets move in 2022? ▼
Klein & Wilson 401(k) Profit Sharing Plan edged up modestly - up 1.2% during 2022, from $5M to $6M. Reported net income was $65K.
How have Klein & Wilson plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Klein & Wilson's sponsor-wide assets grew 38.6%, from $6M to $8M.
Which 401(k) plans are similar in size to Klein & Wilson 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Heritage Schools, Inc. 401(k) Plan in UT ($6M, 204 participants).
Which 401(k) plans cover a similar participant headcount to Klein & Wilson 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Stock Exchange Bank 401(k) Plan Tr. in KS (14 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330669303.

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.