401(k) · DOL Form 5500 · 2024

Gross Klein PC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 6
Participants Small participant base: 32nd
Percentile by assets National rank: $411,957
Avg per participant High balance/head

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Official DOL plan name: Gross & Klein PC 401(k) Plan · Sponsored by Gross Klein PC · California · Professional & Technical Services

$2M in assets, 6 participants

Gross Klein PC's Gross & Klein PC 401(k) Plan reported $2M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

#5,628 in Professional & Technical Services (20,173 peers)

Gross Klein PC multi-year trail

Gross Klein PC's plans moved +24.7% in assets from 2023 to 2024; this filing shows Gross & Klein PC 401(k) Plan at $2M / 6 participants.

#5,628
in Professional & Technical Services (20,173 peers): +24.7%
assets growth YoY

Gross & Klein PC 401(k) Plan among the smaller filed plans by assets

Gross & Klein PC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,471,744 32nd percentile higher than 32% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Gross & Klein PC 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gross & Klein PC 401(k) Plan is a micro filing (6 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Gross & Klein PC 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Gross & Klein PC 401(k) Plan reported participants rose from 5 in the plan year 2023 filing to 6 in the plan year 2024 filing.
Gross & Klein PC 401(k) Plan reported net income fell from $565K in the plan year 2023 filing to $490K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 471305554 · Gross Klein PC PY 2024 · 401(k)

Gross & Klein PC 401(k) Plan · $2M · 6 · 32nd

IND $2M
EOY 6
5500 32nd
ASSETS 401(k)
PCT near El Paso Gastroenterology Consultants, PA 401(k) Plan
EIN ind #5628

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 Professional & Technical Services retirement plans → · Plans in California →

End-of-year total assets ($M) among Gross & Klein PC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Gross Klein PC multi-year asset trail

Latest sponsor-wide plan assets: $2M 24.704741541322562% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	5	$2M
2024	1	6	$2M

Gross Klein PC filing trail (2024)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	$490K
Employer EIN	471305554
Plan Effective Date	2013-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Gross & Klein PC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Google LLC 401(k) Savings Plan $48.7B · 116,712
Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
Intel 401(k) Savings Plan $24.9B · 55,298
Apple 401(k) Plan $24.7B · 101,450
Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452

Compare Gross & Klein PC 401(k) Plan side-by-side with 3 peers →

Gross & Klein PC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is El Paso Gastroenterology Consultants, PA 401(k) Plan in TX ($2M); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

Caliche, Ltd 401(k) (TX) 6 · 0 off
Pat Nguyen Safe Harbor 401(k) Plan (GA) 6 · 0 off
Toyota Lift Northwest 401(k) Plan (OR) 6 · 0 off
Johnston Tobey Baruch P.C. 401(k) Profit Sharing Plan and Trust (TX) 6 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Gross & Klein PC 401(k) Plan assets move in 2024? ▼

Gross & Klein PC 401(k) Plan grew sharply - up 24.7% during 2024, from $2M to $2M. Reported net income was $490K.

How have Gross Klein PC plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Gross Klein PC's sponsor-wide assets grew 24.7%, from $2M to $2M.

Which 401(k) plans are similar in size to Gross & Klein PC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is El Paso Gastroenterology Consultants, PA 401(k) Plan in TX ($2M, 15 participants).

Which 401(k) plans cover a similar participant headcount to Gross & Klein PC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Caliche, Ltd 401(k) in TX (6 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 471305554.