401(k) · DOL Form 5500 · 2023

Klein's Shoprite of Maryland 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
708
Participants Below avg headcount
79th
Percentile by assets National rank
$41,772
Avg per participant Low balance/head
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Official DOL plan name: Klein's Shoprite of Maryland 401(k) Profit Sharing Plan · Sponsored by Klein's Shoprite of Maryland · Maryland · Retail Trade

$30M in assets, 708 participants

Klein's Shoprite of Maryland's Klein's Shoprite of Maryland 401(k) Profit Sharing Plan reported $30M in total assets and 708 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #7,361 in Retail Trade (8,414 peers)

Where Klein's Shoprite of Maryland 401(k) Profit Sharing Plan sits by assets

Klein's Shoprite of Maryland 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $30M for 708 participants (~$41,772/participant), up 11.8% in 2023.

#7,361
in Retail Trade (8,414 peers)
+11.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Klein's Shoprite of Maryland 401(k) Profit Sharing Plan's outsized position by total assets

Klein's Shoprite of Maryland 401(k) Profit Sharing Plan vs every filed plan by assets

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

$29,574,297 Top 21% higher than 79% 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's Shoprite of Maryland 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's Shoprite of Maryland 401(k) Profit Sharing Plan sits mid-pack in the medium band (708 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Klein's Shoprite of Maryland 401(k) Profit Sharing Plan reported net income rose from -$7M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Klein's Shoprite of Maryland 401(k) Profit Sharing Plan end-of-year assets rose from $26M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Klein's Shoprite of Maryland 401(k) Profit Sharing Plan reported participants fell from 719 in the plan year 2022 filing to 708 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 521148138 · Klein's Shoprite of Maryland PY 2023 · 401(k)

Klein's Shoprite of Maryland 401(k) Profit Sharing Plan · $30M · 708 · 79th

  • VS-ST $30M
  • VS-ST 708
  • VS-ST 79th
  • VS-ST 401(k)
  • VS-ST near Cs Disco, Inc. Retirement Trust
  • VS-ST ind #7361

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 Retail Trade retirement plans → · Plans in Maryland →

Klein's Shoprite of Maryland 401(k) Profit Sharing Plan in the asset neighbourhood

Cs Disco, Inc. Retirement TrustCs Disco, Inc. Retirement Tr…$30MHall's Retirement Plan$30MKlein's Shoprite of Maryland 401(k) Profit Sharing PlanKlein's Shoprite of Maryland…$30MQmc-Emi Holding Corporation Profit Sharing & 401(k) PlanQmc-Emi Holding Corporation …$30MEmploy, Inc. 401(k) Plan$30M
End-of-year total assets ($M) among Klein's Shoprite of Maryland 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$30M
Net Income$3M
Employer EIN521148138
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Klein's Shoprite of Maryland)

Sponsor-wide plan assets over time

All Klein's Shoprite of Maryland plans reported in each filing year

Latest sponsor-wide plan assets
$32M 21.776987159329764% vs 2022
2024 filing year
$24M$26M$28M$30M$32M$34M 202220232024 $26.5M $32.2M ▲ +21.8%
Year Plans Participants Total Assets
2022 1 719 $26M
2023 1 708 $30M
2024 1 750 $32M

Nearby 401(k) Plans in Maryland

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

Klein's Shoprite of Maryland 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Klein's Shoprite of Maryland 401(k) Profit Sharing Plan, Total assets ($B): 0.029574297 · Participants: 708Klein's Shoprite of Maryland 401(k) Profit Sharing PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Klein's Shoprite of Maryland 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Klein's Shoprite of Maryland 401(k) Profit Sharing Plan side-by-side with 3 peers →

Klein's Shoprite of Maryland 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Cs Disco, Inc. Retirement Trust in TX ($30M); by covered participants it is Lereta, LLC 401(k) Plan in CA (708 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Similar participant headcount

Nearest other-state filings by covered participants (708 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's Shoprite of Maryland 401(k) Profit Sharing Plan assets move in 2023? ▼
Klein's Shoprite of Maryland 401(k) Profit Sharing Plan grew at a solid clip - up 11.8% during 2023, from $26M to $30M. Reported net income was $3M.
How have Klein's Shoprite of Maryland plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Klein's Shoprite of Maryland's sponsor-wide assets grew 21.8%, from $26M to $32M.
Where does Klein's Shoprite of Maryland 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Klein's Shoprite of Maryland 401(k) Profit Sharing Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Klein's Shoprite of Maryland 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cs Disco, Inc. Retirement Trust in TX ($30M, 613 participants).
Which 401(k) plans cover a similar participant headcount to Klein's Shoprite of Maryland 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lereta, LLC 401(k) Plan in CA (708 participants, $32M 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 521148138.

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.