401(k) · DOL Form 5500 · 2022
Klein Tools, Inc. 401(k) Plan
Data updated 2026-08-25
- $136M
- Total assets Near avg plan size
- 1,498
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $90,797
- Avg per participant Below avg balance/head
Official DOL plan name: Klein Tools Retirement Savings Plan · Sponsored by Klein Tools, Inc. · Texas · Manufacturing
$136M in assets, 1,498 participants
Klein Tools, Inc.'s Klein Tools Retirement Savings Plan reported $136M in total assets and 1,498 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- #18,759 in Manufacturing (20,602 peers)
Coverage in Texas
Klein Tools Retirement Savings Plan covers 1,498 participants in Texas, 2.2x the typical Texas plan (state average ~688 per filing). Assets: $136M.
- #18,759
- in Manufacturing (20,602 peers)
- -14.9%
- assets change YoY
- 1.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $24M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Klein Tools Retirement Savings Plan's outsized position by total assets
Klein Tools Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$136,013,730 Top 6% higher than 94% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Klein Tools Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Klein Tools Retirement Savings Plan lands in the large band (1,498 participants).
Published 5500 schedule card
Filing strip 263795226 · Klein Tools, Inc. PY 2022 · 401(k)
Klein Tools Retirement Savings Plan · $136M · 1,498 · 94th
- 5500 $136M
- 5500 1,498
- 5500 94th
- 5500 401(k)
- 5500 near Beazer Homes USA, Inc. 401(k) Plan
- 5500 ind #18759
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 Manufacturing retirement plans → · Plans in Texas →
Klein Tools Retirement Savings Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $160M |
|---|---|
| Net Assets (End of Year) | $136M |
| Net Income | -$24M |
| Employer EIN | 263795226 |
| Plan Effective Date | 1960-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Klein Tools, Inc.)
Sponsor-wide plan assets over time
All Klein Tools, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $180M 32.21432350983978% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,498 | $136M |
| 2023 | 1 | 1,501 | $162M |
| 2024 | 1 | 1,526 | $180M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Klein Tools Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Beazer Homes USA, Inc. 401(k) Plan in GA ($136M); by covered participants it is Alixpartners 401(k) Savings and Firm Contribution Plan in MI (1,498 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($136M here).
- Beazer Homes USA, Inc. 401(k) Plan (GA) $136M · 1,066
- Amundi US, Inc. Savings and Investment Plan (MA) $136M · 463
- Greystone 401(k) Savings Plan (NY) $136M · 1,299
- Gibraltar 401(k) Plan (NY) $136M · 1,705
Similar participant headcount
Nearest other-state filings by covered participants (1,498 participants); asset peers above are excluded.
- Alixpartners 401(k) Savings and Firm Contribution Plan (MI) 1,498 · 0 off
- American Specialty Health Incorporated 401(k) Savings Plan (CA) 1,498 · 0 off
- Atlas Roofing Corporation 401(k) Profit Sharing Plan (MS) 1,499 · 1 off
- Upstart Network, Inc. 401(k) Plan (CA) 1,499 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.