401(k) · DOL Form 5500 · 2022

Kaiser Midwest, Inc. 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
131
Participants Small participant base
88th
Percentile by assets National rank
$360,817
Avg per participant High balance/head
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Official DOL plan name: Kaiser 401(k) Profit Sharing Plan · Sponsored by Kaiser Midwest, Inc. · Missouri · Wholesale Trade

$47M in assets, 131 participants

Kaiser Midwest, Inc.'s Kaiser 401(k) Profit Sharing Plan reported $47M in total assets and 131 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #6,064 in Wholesale Trade (6,843 peers)

Coverage in Missouri

Kaiser 401(k) Profit Sharing Plan covers 131 participants in Missouri, about 18% of the average Missouri filer (state average ~737 per filing). Assets: $47M.

#6,064
in Wholesale Trade (6,843 peers)
-11.3%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kaiser 401(k) Profit Sharing Plan's outsized position by total assets

Kaiser 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$47,267,079 Top 12% higher than 88% of 139,123 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 2022

Kaiser 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kaiser 401(k) Profit Sharing Plan sits mid-pack in the medium band (131 participants).

Published 5500 schedule card

Filing strip 431597251 · Kaiser Midwest, Inc. PY 2022 · 401(k)

Kaiser 401(k) Profit Sharing Plan · $47M · 131 · 88th

  • 5500 $47M
  • ASSETS 131
  • PCT 88th
  • EIN 401(k)
  • RANK near Silver Eagle Distributors Houston 401(k) Plan
  • PHOTO ind #6064

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 Wholesale Trade retirement plans → · Plans in Missouri →

Kaiser 401(k) Profit Sharing Plan in the asset neighbourhood

Ktgy Group, Inc. 401(k) and Profit Sharing PlanKtgy Group, Inc. 401(k) and …$47MKaiser 401(k) Profit Sharing PlanKaiser 401(k) Profit Sharing…$47MSilver Eagle Distributors Houston 401(k) PlanSilver Eagle Distributors Ho…$47MChicago Tube and Iron Co. Employees' Profit Sharing & 401(k) Savings PlanChicago Tube and Iron Co. Em…$47MGulf Coast Bank and Trust Company Savings Incentive PlanGulf Coast Bank and Trust Co…$47M
End-of-year total assets ($M) among Kaiser 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Missouri filing particulars

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$47M
Net Income-$6M
Employer EIN431597251
Plan Effective Date1998-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kaiser Midwest, Inc.)

Sponsor-wide plan assets over time

All Kaiser Midwest, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$66M 40.30731833460663% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $47.3M $66.3M ▲ +40.3%
Year Plans Participants Total Assets
2022 1 131 $47M
2023 1 135 $57M
2024 1 126 $66M

Nearby 401(k) Plans in Missouri

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

Kaiser 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Kaiser 401(k) Profit Sharing Plan, Total assets ($B): 0.047267079 · Participants: 131Kaiser 401(k) Profit Sharing PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 9.183956862 · Participants: 18917Bayer Corporation Savings and Retirement PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 8.685677709 · Participants: 47923Edward D. Jones & Co. Profit Sharing and 401(k) PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 4.500937056 · Participants: 59568Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 3.239485944 · Participants: 49060Centene Management Corporation Retirement PlanAnheuser-Busch 401(k) Savings and Retirement Plan, Total assets ($B): 3.061778 · Participants: 14556Anheuser-Busch 401(k) Savings and Retirement Plan
Kaiser 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Kaiser 401(k) Profit Sharing Plan side-by-side with 3 peers →

Kaiser 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Silver Eagle Distributors Houston 401(k) Plan in TX ($47M); by covered participants it is Premium Brands Holdings Corporation Retirement Plan in WA (131 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (131 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.

Frequently Asked Questions

How did Kaiser 401(k) Profit Sharing Plan assets move in 2022? ▼
Kaiser 401(k) Profit Sharing Plan pulled back noticeably - down 11.3% during 2022, from $53M to $47M. Reported net income was -$6M.
How have Kaiser Midwest, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kaiser Midwest, Inc.'s sponsor-wide assets grew 40.3%, from $47M to $66M.
Where does Kaiser 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Kaiser 401(k) Profit Sharing Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Kaiser 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Silver Eagle Distributors Houston 401(k) Plan in TX ($47M, 1,274 participants).
Which 401(k) plans cover a similar participant headcount to Kaiser 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Premium Brands Holdings Corporation Retirement Plan in WA (131 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 431597251.

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.