401(k) · DOL Form 5500 · 2022
Klein Tools, Inc. 401(k) Plan
Data updated 2026-08-11
- $136M
- Total assets
- 1,498
- Participants
- 94th
- Percentile by assets
- $90,797
- Avg per participant
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.
- 94th percentile by assets (of 139,126 plans)
- #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.
- $136M
- total plan assets (2022 EOY)
- 1,498
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $90,797
- avg assets per participant
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.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Klein Tools Retirement Savings Plan reports 1,498 participants - 2.2x that state average ($136M EOY assets).
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.)
| 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.
Klein Tools Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Klein Tools Retirement Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Klein Tools Retirement Savings Plan assets move in 2022? ▼
How have Klein Tools, Inc. plan assets changed over time? ▼
Where does Klein Tools Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Klein Tools Retirement Savings Plan? ▼
Next read for Klein Tools Retirement Savings Plan
Filing takeaways
Ways to act on Klein Tools Retirement Savings Plan's numbers.
- By total assets, Klein Tools Retirement Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- Klein Tools, Inc.'s sponsor-wide assets have grown 32.2% since 2022 across 3 plan years on file. More Manufacturing plans