401(k) · DOL Form 5500 · 2022
Kalio, Inc. 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 25
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $180,436
- Avg per participant Above avg balance/head
Official DOL plan name: Kalio, Inc 401(k) Plan · Sponsored by Kalio, Inc. · California · Professional & Technical Services
$5M in assets, 25 participants
Kalio, Inc.'s Kalio, Inc 401(k) Plan reported $5M in total assets and 25 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.
- #9,958 in Professional & Technical Services (21,562 peers)
Kalio, Inc. multi-year trail
Kalio, Inc.'s plans moved +22.0% in assets from 2022 to 2024; this filing shows Kalio, Inc 401(k) Plan at $5M / 25 participants.
- #9,958
- in Professional & Technical Services (21,562 peers)
- -15.4%
- assets change YoY
The plan reported a net loss of $819K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kalio, Inc 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Kalio, Inc 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,510,901 48th percentile higher than 48% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Kalio, Inc 401(k) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kalio, Inc 401(k) Plan is a small filing (25 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 311582517 · Kalio, Inc. PY 2022 · 401(k)
Kalio, Inc 401(k) Plan · $5M · 25 · 48th
- SCH $5M
- SCH 25
- SCH 48th
- SCH 401(k)
- SCH near Axium Plastics, LLC 401(k) Plan
- SCH ind #9958
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 →
Kalio, Inc 401(k) Plan in the asset neighbourhood
Kalio, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Kalio, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 22.027439750949977% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 25 | $5M |
| 2023 | 1 | 23 | $5M |
| 2024 | 1 | 20 | $6M |
Kalio, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$819K |
| Employer EIN | 311582517 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Kalio, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Axium Plastics, LLC 401(k) Plan in OH ($5M); by covered participants it is Gray, Layton, Kersh, Solomon, Furr & Smith 401(k) Profit Sharing Plan and Trust in NC (25 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (25 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.