401(k) · DOL Form 5500 · 2024

Klein Denatale Goldner Cooper 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
69
Participants Small participant base
63rd
Percentile by assets National rank
$205,544
Avg per participant Above avg balance/head
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Official DOL plan name: Klein Denatale Goldner Cooper Rosenlieb & Kimball LLP 401(k) P · Sponsored by Klein Denatale Goldner Cooper · California · Professional & Technical Services

$14M in assets, 69 participants

Klein Denatale Goldner Cooper's Klein Denatale Goldner Cooper Rosenlieb & Kimball LLP 401(k) P reported $14M in total assets and 69 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,562 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Klein Denatale Goldner Cooper Rosenlieb & Kimball LLP 401(k) P holds $14M for 69 participants - about $205,544 per participant, above the median plan by assets.

#12,562
in Professional & Technical Services (20,173 peers)
+2.6%
assets growth YoY

Klein Denatale Goldner Cooper Rosenlieb & Kimball LLP 401(k) P's mid-pack asset rank among Professional & Technical Services and all filers

Klein Denatale Goldner Cooper Rosenlieb & Kimball LLP 401(k) P vs every filed plan by assets

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

$14,182,537 Top 37% higher than 63% 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 Denatale Goldner Cooper Rosenlieb & Kimball LLP 401(k) P among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Klein Denatale Goldner Cooper Rosenlieb & Kimball LLP 401(k) P is a small filing (69 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Klein Denatale Goldner Cooper Rosenlieb & Kimball LLP 401(k) P reported net income fell from $475K in the plan year 2023 filing to $362K in the plan year 2024 filing.
  • Klein Denatale Goldner Cooper Rosenlieb & Kimball LLP 401(k) P reported participants rose from 65 in the plan year 2023 filing to 69 in the plan year 2024 filing.
  • Klein Denatale Goldner Cooper Rosenlieb & Kimball LLP 401(k) P end-of-year assets rose from $14M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 952298220 · Klein Denatale Goldner Cooper PY 2024 · 401(k)

Klein Denatale Goldner Cooper Rosenlieb & Kimball LLP 401(k) P · $14M · 69 · 63rd

  • SCH $14M
  • SCH 69
  • SCH 63rd
  • SCH 401(k)
  • SCH near Vsmpo-Tirus US 401(k) Profit Sharing Plan
  • SCH ind #12562

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 →

Klein Denatale Goldner Cooper Rosenlieb & Kimball LLP 401(k) P in the asset neighbourhood

Klein Denatale Goldner Cooper Rosenlieb & Kimball LLP 401(k) PKlein Denatale Goldner Coope…$14MVsmpo-Tirus US 401(k) Profit Sharing PlanVsmpo-Tirus US 401(k) Profit…$14MHasc Center 401(k) Savings PlanHasc Center 401(k) Savings P…$14MIntercos 401(k) Plan$14MMac Property Management 401(k) Savings PlanMac Property Management 401(…$14M
End-of-year total assets ($M) among Klein Denatale Goldner Cooper Rosenlieb & Kimball LLP 401(k) P and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$14M
Net Income$362K
Employer EIN952298220
Plan Effective Date1987-03-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Klein Denatale Goldner Cooper)

Sponsor-wide plan assets over time

All Klein Denatale Goldner Cooper plans reported in each filing year

Latest sponsor-wide plan assets
$14M 2.618562750553792% vs 2023
2024 filing year
$13.6M$13.8M$14M$14.2M$14.4M 20232024 $13.8M $14.2M ▲ +2.6%
Year Plans Participants Total Assets
2023 1 65 $14M
2024 1 69 $14M

Nearby 401(k) Plans in California

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

Klein Denatale Goldner Cooper Rosenlieb & Kimball LLP 401(k) P vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Klein Denatale Goldner Cooper Rosenlieb & Kimball LLP 401(k) P, Total assets ($B): 0.014182537 · Participants: 69Klein Denatale Goldner Cooper Rosenlieb & Kimball LLP 401(k) PGoogle 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 Denatale Goldner Cooper Rosenlieb & Kimball LLP 401(k) P vs. nearby 401(k) plans in California, assets vs. participants
Compare Klein Denatale Goldner Cooper Rosenlieb & Kimball LLP 401(k) P side-by-side with 3 peers →

Klein Denatale Goldner Cooper Rosenlieb & Kimball LLP 401(k) P's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Vsmpo-Tirus US 401(k) Profit Sharing Plan in PA ($14M); by covered participants it is Brinton Woods 401(k) Profit Sharing Plan in MD (69 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (69 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 Denatale Goldner Cooper Rosenlieb & Kimball LLP 401(k) P assets move in 2024? ▼
Klein Denatale Goldner Cooper Rosenlieb & Kimball LLP 401(k) P edged up modestly - up 2.6% during 2024, from $14M to $14M. Reported net income was $362K.
How have Klein Denatale Goldner Cooper plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Klein Denatale Goldner Cooper's sponsor-wide assets grew 2.6%, from $14M to $14M.
Which 401(k) plans are similar in size to Klein Denatale Goldner Cooper Rosenlieb & Kimball LLP 401(k) P? ▼
Among 401(k) plans in other states, the closest by assets is Vsmpo-Tirus US 401(k) Profit Sharing Plan in PA ($14M, 87 participants).
Which 401(k) plans cover a similar participant headcount to Klein Denatale Goldner Cooper Rosenlieb & Kimball LLP 401(k) P? ▼
Among 401(k) plans in other states, the closest by covered participants is Brinton Woods 401(k) Profit Sharing Plan in MD (69 participants, $2M 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 952298220.

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.