401(k) · DOL Form 5500 · 2023

Klein & Wilson 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
18
Participants Small participant base
49th
Percentile by assets National rank
$359,382
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Klein & Wilson 401(k) Profit Sharing Plan · Sponsored by Klein & Wilson · California · Professional & Technical Services

$6M in assets, 18 participants

Klein & Wilson's Klein & Wilson 401(k) Profit Sharing Plan reported $6M in total assets and 18 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,689 in Professional & Technical Services (20,321 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 / 18 participants.

#9,689
in Professional & Technical Services (20,321 peers)
+16.5%
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 2023 · DOL Form 5500

$6,468,883 49th percentile higher than 49% of 127,068 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 2023

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

Plan-year 2023 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 (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Klein & Wilson 401(k) Profit Sharing Plan reported net income rose from $65K in the plan year 2022 filing to $914K in the plan year 2023 filing.
  • Klein & Wilson 401(k) Profit Sharing Plan reported participants rose from 14 in the plan year 2022 filing to 18 in the plan year 2023 filing.
  • Klein & Wilson 401(k) Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 330669303 · Klein & Wilson PY 2023 · 401(k)

Klein & Wilson 401(k) Profit Sharing Plan · $6M · 18 · 49th

  • BOOK $6M
  • BOOK 18
  • BOOK 49th
  • BOOK 401(k)
  • BOOK near Estis Compression, LLC 401(k) Profit Sharing Plan and Trust
  • BOOK ind #9689

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…$6MEstis Compression, LLC 401(k) Profit Sharing Plan and TrustEstis Compression, LLC 401(k…$6MScott Electric Co. 401(k) & Profit Sharing PlanScott Electric Co. 401(k) & …$6MFour Rivers Land & Timber Company LLC Retirement PlanFour Rivers Land & Timber Co…$6MReadi Systems Retirement Savings PlanReadi Systems Retirement Sav…$6M
End-of-year total assets ($M) among Klein & Wilson 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$914K
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): 0.006468883 · Participants: 18Klein & Wilson 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) 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 Estis Compression, LLC 401(k) Profit Sharing Plan and Trust in TX ($6M); by covered participants it is Philotechnics, Ltd. 401(k) Plan in TN (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Klein & Wilson 401(k) Profit Sharing Plan grew sharply - up 16.5% during 2023, from $6M to $6M. Reported net income was $914K.
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 Estis Compression, LLC 401(k) Profit Sharing Plan and Trust in TX ($6M, 234 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 Philotechnics, Ltd. 401(k) Plan in TN (18 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.