401(k) · DOL Form 5500 · 2023

Klein Foods, Inc. Dba Rodney Strong Wine Estates 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
193
Participants Below avg headcount
73rd
Percentile by assets National rank
$104,415
Avg per participant Below avg balance/head
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Official DOL plan name: Klein Foods, Inc. 401(k) Plan · Sponsored by Klein Foods, Inc. Dba Rodney Strong Wine Estates · California · Manufacturing

$20M in assets, 193 participants

Klein Foods, Inc. Dba Rodney Strong Wine Estates's Klein Foods, Inc. 401(k) Plan reported $20M in total assets and 193 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #11,747 in Manufacturing (18,722 peers)

Coverage in California

Klein Foods, Inc. 401(k) Plan covers 193 participants in California, about 31% of the average California filer (state average ~630 per filing). Assets: $20M.

#11,747
in Manufacturing (18,722 peers)
+18.2%
assets growth YoY

Klein Foods, Inc. 401(k) Plan's outsized position by total assets

Klein Foods, Inc. 401(k) Plan vs every filed plan by assets

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

$20,152,073 Top 27% higher than 73% 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 Foods, Inc. 401(k) 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 Foods, Inc. 401(k) Plan sits mid-pack in the medium band (193 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Klein Foods, Inc. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Klein Foods, Inc. 401(k) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Klein Foods, Inc. 401(k) Plan reported participants rose from 185 in the plan year 2022 filing to 193 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 680171812 · Klein Foods, Inc. Dba Rodney Strong Wine Estates PY 2023 · 401(k)

Klein Foods, Inc. 401(k) Plan · $20M · 193 · 73rd

  • BOOK $20M
  • BOOK 193
  • BOOK 73rd
  • BOOK 401(k)
  • BOOK near Allen Dyer Doppelt Gilchrist P 401(k) Profit Sharing Plan & Trust
  • BOOK ind #11747

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 Foods, Inc. 401(k) Plan in the asset neighbourhood

Klein Foods, Inc. 401(k) Plan$20MAllen Dyer Doppelt Gilchrist P 401(k) Profit Sharing Plan & TrustAllen Dyer Doppelt Gilchrist…$20MNovolex Ae 401(k) Plan$20MSfcs Retirement Savings Plan$20MUnity Bank Employees Saving and Profit Sharing Plan and TrustUnity Bank Employees Saving …$20M
End-of-year total assets ($M) among Klein Foods, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN680171812
Plan Effective Date1990-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Klein Foods, Inc. Dba Rodney Strong Wine Estates)

Sponsor-wide plan assets over time

All Klein Foods, Inc. Dba Rodney Strong Wine Estates plans reported in each filing year

Latest sponsor-wide plan assets
$23M 36.396462486804495% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17M $23.3M ▲ +36.4%
Year Plans Participants Total Assets
2022 1 185 $17M
2023 1 193 $20M
2024 1 217 $23M

Nearby 401(k) Plans in California

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

Klein Foods, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Klein Foods, Inc. 401(k) Plan, Total assets ($B): 0.020152073 · Participants: 193Klein Foods, Inc. 401(k) 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 Foods, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Klein Foods, Inc. 401(k) Plan side-by-side with 3 peers →

Klein Foods, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Allen Dyer Doppelt Gilchrist P 401(k) Profit Sharing Plan & Trust in FL ($20M); by covered participants it is Kevin, Inc. Profit Sharing Plan in ME (193 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (193 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 Foods, Inc. 401(k) Plan assets move in 2023? ▼
Klein Foods, Inc. 401(k) Plan grew sharply - up 18.2% during 2023, from $17M to $20M. Reported net income was $3M.
How have Klein Foods, Inc. Dba Rodney Strong Wine Estates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Klein Foods, Inc. Dba Rodney Strong Wine Estates's sponsor-wide assets grew 36.4%, from $17M to $23M.
Which 401(k) plans are similar in size to Klein Foods, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Allen Dyer Doppelt Gilchrist P 401(k) Profit Sharing Plan & Trust in FL ($20M, 38 participants).
Which 401(k) plans cover a similar participant headcount to Klein Foods, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kevin, Inc. Profit Sharing Plan in ME (193 participants, $22M 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 680171812.

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.