401(k) · DOL Form 5500 · 2023

Klein Products, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
113
Participants Small participant base
38th
Percentile by assets National rank
$30,198
Avg per participant Low balance/head
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Official DOL plan name: Klein Products, Inc. 401(k) Profit Sharing Plan · Sponsored by Klein Products, Inc. · California · Manufacturing

$3M in assets, 113 participants

Klein Products, Inc.'s Klein Products, Inc. 401(k) Profit Sharing Plan reported $3M in total assets and 113 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #3,921 in Manufacturing (18,722 peers)

Coverage in California

Klein Products, Inc. 401(k) Profit Sharing Plan covers 113 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $3M.

#3,921
in Manufacturing (18,722 peers)
+22.4%
assets growth YoY

Klein Products, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

Klein Products, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,412,421 38th percentile higher than 38% 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 Products, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Klein Products, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Klein Products, Inc. 401(k) Profit Sharing Plan reported net income rose from -$739K in the plan year 2022 filing to $625K in the plan year 2023 filing.
  • Klein Products, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Klein Products, Inc. 401(k) Profit Sharing Plan reported participants rose from 106 in the plan year 2022 filing to 113 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 952105141 · Klein Products, Inc. PY 2023 · 401(k)

Klein Products, Inc. 401(k) Profit Sharing Plan · $3M · 113 · 38th

  • EBSA $3M
  • PART 113
  • TYPE 38th
  • NET 401(k)
  • BOOK near Carousel Development & Restoration, Inc. 401(k) Profit
  • VS-ST ind #3921

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 California →

Klein Products, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Klein Products, Inc. 401(k) Profit Sharing PlanKlein Products, Inc. 401(k) …$3MCarousel Development & Restoration, Inc. 401(k) ProfitCarousel Development & Resto…$3MAvds 401(k) Plan$3MThe Tobin Group 401(k) Plan$3MBurlington Capital Pm Group, Inc. 401(k) PlanBurlington Capital Pm Group,…$3M
End-of-year total assets ($M) among Klein Products, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$625K
Employer EIN952105141
Plan Effective Date2001-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Klein Products, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$4M 45.41022841244811% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.79M $4.05M ▲ +45.2%
Year Plans Participants Total Assets
2022 1 106 $3M
2023 1 113 $3M
2024 1 129 $4M

Nearby 401(k) Plans in California

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

Klein Products, Inc. 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 ($B) Participants Klein Products, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.003412421 · Participants: 113Klein Products, Inc. 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 Products, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Klein Products, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Klein Products, Inc. 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 Carousel Development & Restoration, Inc. 401(k) Profit in FL ($3M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (113 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Products, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Klein Products, Inc. 401(k) Profit Sharing Plan grew sharply - up 22.4% during 2023, from $3M to $3M. Reported net income was $625K.
How have Klein Products, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Klein Products, Inc.'s sponsor-wide assets grew 45.4%, from $3M to $4M.
Which 401(k) plans are similar in size to Klein Products, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carousel Development & Restoration, Inc. 401(k) Profit in FL ($3M, 91 participants).
Which 401(k) plans cover a similar participant headcount to Klein Products, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (113 participants, $475K 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 952105141.

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.