401(k) · DOL Form 5500 · 2023

The Klein Company 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 81
Participants Small participant base: 54th
Percentile by assets National rank: $97,493
Avg per participant Below avg balance/head

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Official DOL plan name: The Klein Company 401(k) Plan · Sponsored by The Klein Company · Pennsylvania · Real Estate

$8M in assets, 81 participants

The Klein Company's The Klein Company 401(k) Plan reported $8M in total assets and 81 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

#3,403 in Real Estate (4,727 peers)

The Klein Company multi-year trail

The Klein Company's plans moved +17.9% in assets from 2022 to 2024; this filing shows The Klein Company 401(k) Plan at $8M / 81 participants.

#3,403
in Real Estate (4,727 peers): +17.0%
assets growth YoY

The Klein Company 401(k) Plan's mid-pack asset rank among Real Estate and all filers

The Klein Company 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$7,896,930 Top 46% higher than 54% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

The Klein Company 401(k) 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. The Klein Company 401(k) Plan is a small filing (81 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

The Klein Company 401(k) Plan reported net income rose from -$716K in the plan year 2022 filing to $1M in the plan year 2023 filing.
The Klein Company 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
The Klein Company 401(k) Plan reported participants rose from 80 in the plan year 2022 filing to 81 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 232516349 · The Klein Company PY 2023 · 401(k)

The Klein Company 401(k) Plan · $8M · 81 · 54th

BOY $8M
SCH 81
EBSA 54th
PART 401(k)
TYPE near Safework, Inc. 401(k) Profit Sharing Plan
NET ind #3403

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 Real Estate retirement plans → · Plans in Pennsylvania →

End-of-year total assets ($M) among The Klein Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Klein Company multi-year asset trail

Latest sponsor-wide plan assets: $8M 17.856785676345176% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	80	$7M
2023	1	81	$8M
2024	1	84	$8M

The Klein Company filing trail (2023)

Total Assets (Beginning of Year)	$7M
Net Assets (End of Year)	$8M
Net Income	$1M
Employer EIN	232516349
Plan Effective Date	1988-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

The Klein Company 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
Cigna 401(k) Plan $13.0B · 66,760
The Vanguard Retirement and Savings Plan $9.8B · 18,200
The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184

Compare The Klein Company 401(k) Plan side-by-side with 3 peers →

The Klein Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Safework, Inc. 401(k) Profit Sharing Plan in CA ($8M); by covered participants it is Vaughn Electric Company,Inc. 401(k) Plan in TN (81 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Safework, Inc. 401(k) Profit Sharing Plan (CA) $8M · 83
Neurosurgical Medical Clinic, Inc 401(k) Profit Sharing Plan (CA) $8M · 15
The Prestwick Group, Inc. 401(k) Savings Plan (WI) $8M · 156
Sampco Inc. 401(k) Profit Sharing Plan (MA) $8M · 219

Similar participant headcount

Nearest other-state filings by covered participants (81 participants); asset peers above are excluded.

Vaughn Electric Company,Inc. 401(k) Plan (TN) 81 · 0 off
Caribbean Marketing Reps Retirement Plan (PR) 81 · 0 off
Cc Properties Investments, LLC 401(k) Plan (AZ) 81 · 0 off
Filmtools Inc. (CA) 81 · 0 off

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 The Klein Company 401(k) Plan assets move in 2023? ▼

The Klein Company 401(k) Plan grew sharply - up 17.0% during 2023, from $7M to $8M. Reported net income was $1M.

How have The Klein Company plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), The Klein Company's sponsor-wide assets grew 17.9%, from $7M to $8M.

Which 401(k) plans are similar in size to The Klein Company 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Safework, Inc. 401(k) Profit Sharing Plan in CA ($8M, 83 participants).

Which 401(k) plans cover a similar participant headcount to The Klein Company 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Vaughn Electric Company,Inc. 401(k) Plan in TN (81 participants, $5M 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 232516349.