401(k) · DOL Form 5500 · 2023

Henry E. Kloch & Co., Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
1
Participants Small participant base
40th
Percentile by assets National rank
$3.9M
Avg per participant High balance/head
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Official DOL plan name: Henry E. Kloch & Co., Inc. Employees' 401(k) Profit Sharing Plan · Sponsored by Henry E. Kloch & Co., Inc. · California · Transportation & Warehousing

$4M in assets, 1 participants

Henry E. Kloch & Co., Inc.'s Henry E. Kloch & Co., Inc. Employees' 401(k) Profit Sharing Plan reported $4M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #1,343 in Transportation & Warehousing (3,362 peers)

Henry E. Kloch & Co., Inc. multi-year trail

Henry E. Kloch & Co., Inc.'s plans moved +13.0% in assets from 2022 to 2024; this filing shows Henry E. Kloch & Co., Inc. Employees' 401(k) Profit Sharing Plan at $4M / 1 participant.

#1,343
in Transportation & Warehousing (3,362 peers)
+13.7%
assets growth YoY

Henry E. Kloch & Co., Inc. Employees' 401(k) Profit Sharing Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Henry E. Kloch & Co., Inc. Employees' 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,946,509 40th percentile higher than 40% 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

Henry E. Kloch & Co., Inc. Employees' 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Henry E. Kloch & Co., Inc. Employees' 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Henry E. Kloch & Co., Inc. Employees' 401(k) Profit Sharing Plan reported net income rose from $187K in the plan year 2022 filing to $475K in the plan year 2023 filing.
  • Henry E. Kloch & Co., Inc. Employees' 401(k) Profit Sharing Plan reported participants fell from 4 in the plan year 2022 filing to 1 in the plan year 2023 filing.
  • Henry E. Kloch & Co., Inc. Employees' 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 362764206 · Henry E. Kloch & Co., Inc. PY 2023 · 401(k)

Henry E. Kloch & Co., Inc. Employees' 401(k) Profit Sharing Plan · $4M · 1 · 40th

  • 5500 $4M
  • 5500 1
  • 5500 40th
  • 5500 401(k)
  • 5500 near Caretti, Inc. Profit Sharing Plan and Trust
  • 5500 ind #1343

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 Transportation & Warehousing retirement plans → · Plans in California →

Henry E. Kloch & Co., Inc. Employees' 401(k) Profit Sharing Plan in the asset neighbourhood

Henry E. Kloch & Co., Inc. Employees' 401(k) Profit Sharing PlanHenry E. Kloch & Co., Inc. E…$4MCaretti, Inc. Profit Sharing Plan and TrustCaretti, Inc. Profit Sharing…$4MDirection's 403(b) Plan$4MMeuth Construction Supply, Inc. 401(k) PlanMeuth Construction Supply, I…$4MLegend Financial 401(k) Pooled Employer PlanLegend Financial 401(k) Pool…$4M
End-of-year total assets ($M) among Henry E. Kloch & Co., Inc. Employees' 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Henry E. Kloch & Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Henry E. Kloch & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 13.018400920910263% vs 2022
2024 filing year
$3.4M$3.6M$3.8M$4M 202220232024 $3.47M $3.92M ▲ +13.0%
Year Plans Participants Total Assets
2022 1 4 $3M
2023 1 1 $4M
2024 1 1 $4M

Henry E. Kloch & Co., Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$475K
Employer EIN362764206
Plan Effective Date1974-07-25
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Henry E. Kloch & Co., Inc. Employees' 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 ($B) Participants Henry E. Kloch & Co., Inc. Employees' 401(k) Profit Sharing Plan, Total assets ($B): 0.003946509 · Participants: 1Henry E. Kloch & Co., Inc. Employees' 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
Henry E. Kloch & Co., Inc. Employees' 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Henry E. Kloch & Co., Inc. Employees' 401(k) Profit Sharing Plan side-by-side with 3 peers →

Henry E. Kloch & Co., Inc. Employees' 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 Caretti, Inc. Profit Sharing Plan and Trust in PA ($4M); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Henry E. Kloch & Co., Inc. Employees' 401(k) Profit Sharing Plan assets move in 2023? ▼
Henry E. Kloch & Co., Inc. Employees' 401(k) Profit Sharing Plan grew at a solid clip - up 13.7% during 2023, from $3M to $4M. Reported net income was $475K.
How have Henry E. Kloch & Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Henry E. Kloch & Co., Inc.'s sponsor-wide assets grew 13.0%, from $3M to $4M.
Which 401(k) plans are similar in size to Henry E. Kloch & Co., Inc. Employees' 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Caretti, Inc. Profit Sharing Plan and Trust in PA ($4M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Henry E. Kloch & Co., Inc. Employees' 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 362764206.

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.