401(k) · DOL Form 5500 · 2024
Klein Tools, Inc. 401(k) Plan
Data updated 2026-08-11
- $180M
- Total assets
- 1,526
- Participants
- 94th
- Percentile by assets
- $117,844
- Avg per participant
Official DOL plan name: Klein Tools Retirement Savings Plan · Sponsored by Klein Tools, Inc. · Texas · Manufacturing
$180M in assets, 1,526 participants
Klein Tools, Inc.'s Klein Tools Retirement Savings Plan reported $180M in total assets and 1,526 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 123,622 plans)
- #16,117 in Manufacturing (17,777 peers)
Coverage in Texas
Klein Tools Retirement Savings Plan covers 1,526 participants in Texas, 2.2x the typical Texas plan (state average ~688 per filing). Assets: $180M.
- $180M
- total plan assets (2024 EOY)
- 1,526
- covered participants
- 94th
- percentile by assets (of 123,622 plans)
- $117,844
- avg assets per participant
Where Klein Tools Retirement Savings Plan sits by total assets
Klein Tools Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$179,829,633 Top 6% higher than 94% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Klein Tools Retirement Savings Plan reported net income fell from $25M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- Klein Tools Retirement Savings Plan end-of-year assets rose from $162M in the plan year 2023 filing to $180M in the plan year 2024 filing.
- Klein Tools Retirement Savings Plan reported participants rose from 1,501 in the plan year 2023 filing to 1,526 in the plan year 2024 filing.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Klein Tools Retirement Savings Plan reports 1,526 participants - 2.2x that state average ($180M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $162M |
|---|---|
| Net Assets (End of Year) | $180M |
| Net Income | $18M |
| Employer EIN | 263795226 |
| Plan Effective Date | 1960-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Klein Tools, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,498 | $136M |
| 2023 | 1 | 1,501 | $162M |
| 2024 | 1 | 1,526 | $180M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Klein Tools Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Klein Tools Retirement Savings Plan by total assets, not by location.
- Davis Graham & Stubbs LLP Retirement Plan (CO) $180M · 241
- Tekni-Plex, Inc. 401(k) Plan (PA) $180M · 2,599
- Maxcess International Corporation 401(k) Savings Plan (OK) $180M · 1,119
- Knauf Insulation Retirement Plan (IN) $180M · 1,163
Frequently Asked Questions
How did Klein Tools Retirement Savings Plan assets move in 2024? ▼
How have Klein Tools, Inc. plan assets changed over time? ▼
Where does Klein Tools Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Klein Tools Retirement Savings Plan? ▼
Next read for Klein Tools Retirement Savings Plan
Filing takeaways
Ways to act on Klein Tools Retirement Savings Plan's numbers.
- By total assets, Klein Tools Retirement Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- Klein Tools, Inc.'s sponsor-wide assets have grown 32.2% since 2022 across 3 plan years on file. More Manufacturing plans