401(k) · DOL Form 5500 · 2023
Gross Klein PC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $396,415
- Avg per participant High balance/head
Official DOL plan name: Gross & Klein PC 401(k) Plan · Sponsored by Gross Klein PC · California · Professional & Technical Services
$2M in assets, 5 participants
Gross Klein PC's Gross & Klein PC 401(k) Plan reported $2M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.
- #5,340 in Professional & Technical Services (20,321 peers)
Gross Klein PC multi-year trail
Gross Klein PC's plans moved +24.7% in assets from 2023 to 2024; this filing shows Gross & Klein PC 401(k) Plan at $2M / 5 participants.
- #5,340
- in Professional & Technical Services (20,321 peers)
- +39.9%
- assets growth YoY
Gross & Klein PC 401(k) Plan among the smaller filed plans by assets
Gross & Klein PC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,982,077 30th percentile higher than 30% 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
Gross & Klein PC 401(k) Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gross & Klein PC 401(k) Plan is a micro filing (5 participants), the leftmost band.
DOL schedule card
Filing strip 471305554 · Gross Klein PC PY 2023 · 401(k)
Gross & Klein PC 401(k) Plan · $2M · 5 · 30th
- RANK $2M
- RANK 5
- RANK 30th
- RANK 401(k)
- RANK near Lillie & Co LLC 401(k) Profit Sharing Plan and Trust
- RANK ind #5340
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 →
Gross & Klein PC 401(k) Plan in the asset neighbourhood
Gross Klein PC multi-year asset trail
Sponsor-wide plan assets over time
All Gross Klein PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 24.704741541322562% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 5 | $2M |
| 2024 | 1 | 6 | $2M |
Gross Klein PC filing trail (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $565K |
| Employer EIN | 471305554 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Gross & Klein PC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Lillie & Co LLC 401(k) Profit Sharing Plan and Trust in OH ($2M); by covered participants it is Larrann, Inc. 401(k) Plan in FL (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
- Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
- Br3 Enterprises, Inc. 401(k) Plan (MO) 5 · 0 off
- Designworks Creative 401(k) Plan (ID) 5 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.