401(k) · DOL Form 5500 · 2023
Klein Tools, Inc. 401(k) Plan
Data updated 2026-08-11
- $162M
- Total assets
- 1,501
- Participants
- 94th
- Percentile by assets
- $107,599
- Avg per participant
Official DOL plan name: Klein Tools Retirement Savings Plan · Sponsored by Klein Tools, Inc. · Texas · Manufacturing
$162M in assets, 1,501 participants
Klein Tools, Inc.'s Klein Tools Retirement Savings Plan reported $162M in total assets and 1,501 participants in its 2023 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 127,072 plans)
- #16,969 in Manufacturing (18,722 peers)
Coverage in Texas
Klein Tools Retirement Savings Plan covers 1,501 participants in Texas, 2.2x the typical Texas plan (state average ~688 per filing). Assets: $162M.
- $162M
- total plan assets (2023 EOY)
- 1,501
- covered participants
- 94th
- percentile by assets (of 127,072 plans)
- $107,599
- avg assets per participant
Where Klein Tools Retirement Savings Plan sits by total assets
Klein Tools Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$161,505,518 Top 6% higher than 94% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Klein Tools Retirement Savings Plan reported net income rose from -$24M in the plan year 2022 filing to $25M in the plan year 2023 filing.
- Klein Tools Retirement Savings Plan end-of-year assets rose from $136M in the plan year 2022 filing to $162M in the plan year 2023 filing.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Klein Tools Retirement Savings Plan reports 1,501 participants - 2.2x that state average ($162M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $136M |
|---|---|
| Net Assets (End of Year) | $162M |
| Net Income | $25M |
| 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 $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
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.
- The Profit Sharing and 401(k) Plan (OH) $161M · 3,873
- Chemtrade 401(k) Plan () $162M · 736
- Ballard Spahr LLP 401(k) Plan for Associates (PA) $162M · 377
- Central Florida Investments, Inc. 401(k) Savings and Retirement Plan (FL) $162M · 5,499
Frequently Asked Questions
How did Klein Tools Retirement Savings Plan assets move in 2023? ▼
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