401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$23M
Total assets Small plan by assets
217
Participants Below avg headcount
73rd
Percentile by assets National rank
$107,135
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

$23M in assets, 217 participants

Klein Foods, Inc. Dba Rodney Strong Wine Estates's Klein Foods, Inc. 401(k) Plan reported $23M in total assets and 217 participants in its 2024 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.

  • #11,231 in Manufacturing (17,777 peers)

Coverage in California

Klein Foods, Inc. 401(k) Plan covers 217 participants in California, about 34% of the average California filer (state average ~630 per filing). Assets: $23M.

#11,231
in Manufacturing (17,777 peers)
+15.4%
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 2024 · DOL Form 5500

$23,248,271 Top 27% higher than 73% of 123,620 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 2024

Klein Foods, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 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 (217 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Klein Foods, Inc. 401(k) Plan end-of-year assets rose from $20M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Klein Foods, Inc. 401(k) Plan reported participants rose from 193 in the plan year 2023 filing to 217 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 680171812 · Klein Foods, Inc. Dba Rodney Strong Wine Estates PY 2024 · 401(k)

Klein Foods, Inc. 401(k) Plan · $23M · 217 · 73rd

  • EIN $23M
  • RANK 217
  • PHOTO 73rd
  • IND 401(k)
  • EOY near Vie De France Yamazaki Inc 401(k) Profit Sharing Plan & Trust
  • 5500 ind #11231

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$23MVie De France Yamazaki Inc 401(k) Profit Sharing Plan & TrustVie De France Yamazaki Inc 4…$23MLcb Senior Living LLC 401(k) Profit Sharing PlanLcb Senior Living LLC 401(k)…$23MQuality Dining, Inc. Retirement Plan & TrustQuality Dining, Inc. Retirem…$23MCooney, Scully & Dowling Profit Sharing PlanCooney, Scully & Dowling Pro…$23M
End-of-year total assets ($M) among Klein Foods, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$23M
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. -50000050000100000150000 -200204060 Total assets ($B) Participants Klein Foods, Inc. 401(k) Plan, Total assets ($B): 0.023248271 · Participants: 217Klein Foods, Inc. 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 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 Vie De France Yamazaki Inc 401(k) Profit Sharing Plan & Trust in NY ($23M); by covered participants it is Bell Pump Service Company, Inc. 401(k) Profit Sharing Plan in CT (217 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (217 participants); asset peers above are excluded.

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 Klein Foods, Inc. 401(k) Plan assets move in 2024? ▼
Klein Foods, Inc. 401(k) Plan grew sharply - up 15.4% during 2024, from $20M to $23M. 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 Vie De France Yamazaki Inc 401(k) Profit Sharing Plan & Trust in NY ($23M, 726 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 Bell Pump Service Company, Inc. 401(k) Profit Sharing Plan in CT (217 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 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.