401(k) · DOL Form 5500 · 2023

Klein Tools, Inc. 401(k) Plan

Data updated 2026-08-25

$162M
Total assets Near avg plan size
1,501
Participants Near avg headcount
94th
Percentile by assets National rank
$107,599
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#16,969
in Manufacturing (18,722 peers)
+18.7%
assets growth YoY
1.6×
vs typical plan assets (national mean)

Klein Tools Retirement Savings Plan's outsized position 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

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 Tools Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Klein Tools Retirement Savings Plan lands in the large band (1,501 participants).

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 263795226 · Klein Tools, Inc. PY 2023 · 401(k)

Klein Tools Retirement Savings Plan · $162M · 1,501 · 94th

  • BOY $162M
  • SCH 1,501
  • EBSA 94th
  • PART 401(k)
  • TYPE near The Profit Sharing and 401(k) Plan
  • NET ind #16969

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 Manufacturing retirement plans → · Plans in Texas →

Klein Tools Retirement Savings Plan in the asset neighbourhood

Chemtrade 401(k) Plan$162MBallard Spahr LLP 401(k) Plan for AssociatesBallard Spahr LLP 401(k) Pla…$162MCentral Florida Investments, Inc. 401(k) Savings and Retirement PlanCentral Florida Investments,…$162MKlein Tools Retirement Savings PlanKlein Tools Retirement Savin…$162MThe Profit Sharing and 401(k) PlanThe Profit Sharing and 401(k…$161M
End-of-year total assets ($M) among Klein Tools Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$136M
Net Assets (End of Year)$162M
Net Income$25M
Employer EIN263795226
Plan Effective Date1960-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Klein Tools, Inc.)

Sponsor-wide plan assets over time

All Klein Tools, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$180M 32.21432350983978% vs 2022
2024 filing year
$120M$140M$160M$180M$200M 202220232024 $136M $180M ▲ +32.2%
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 Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Klein Tools Retirement Savings Plan, Total assets ($B): 0.161505518 · Participants: 1501Klein Tools Retirement Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Klein Tools Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Klein Tools Retirement Savings Plan side-by-side with 3 peers →

Klein Tools Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is The Profit Sharing and 401(k) Plan in OH ($161M); by covered participants it is Avison Young (US) 401(k) Plan in IL (1,501 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($162M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,501 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 Tools Retirement Savings Plan assets move in 2023? ▼
Klein Tools Retirement Savings Plan grew sharply - up 18.7% during 2023, from $136M to $162M. Reported net income was $25M.
How have Klein Tools, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Klein Tools, Inc.'s sponsor-wide assets grew 32.2%, from $136M to $180M.
Where does Klein Tools Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Klein Tools Retirement Savings Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Klein Tools Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Profit Sharing and 401(k) Plan in OH ($161M, 3,873 participants).
Which 401(k) plans cover a similar participant headcount to Klein Tools Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Avison Young (US) 401(k) Plan in IL (1,501 participants, $117M 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 263795226.

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.