401(k) · DOL Form 5500 · 2022

Kaleo, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
222
Participants Below avg headcount
76th
Percentile by assets National rank
$81,876
Avg per participant Below avg balance/head
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Official DOL plan name: Kaleo, Inc. 401(k) Plan · Sponsored by Kaleo, Inc. · Virginia · Professional & Technical Services

$18M in assets, 222 participants

Kaleo, Inc.'s Kaleo, Inc. 401(k) Plan reported $18M in total assets and 222 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #16,362 in Professional & Technical Services (21,562 peers)

Coverage in Virginia

Kaleo, Inc. 401(k) Plan covers 222 participants in Virginia, about 28% of the average Virginia filer (state average ~782 per filing). Assets: $18M.

#16,362
in Professional & Technical Services (21,562 peers)
-11.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kaleo, Inc. 401(k) Plan's outsized position by total assets

Kaleo, Inc. 401(k) Plan vs every filed plan by assets

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

$18,176,569 Top 24% higher than 76% 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

Kaleo, Inc. 401(k) 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. Kaleo, Inc. 401(k) Plan sits mid-pack in the medium band (222 participants).

Form 5500 schedule snapshot

Filing strip 264174212 · Kaleo, Inc. PY 2022 · 401(k)

Kaleo, Inc. 401(k) Plan · $18M · 222 · 76th

  • PCT $18M
  • EIN 222
  • RANK 76th
  • PHOTO 401(k)
  • IND near Texans Credit Union 401(k) Savings Plan
  • EOY ind #16362

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 Virginia →

Kaleo, Inc. 401(k) Plan in the asset neighbourhood

Kaleo, Inc. 401(k) Plan$18MTexans Credit Union 401(k) Savings PlanTexans Credit Union 401(k) S…$18MCoastal Pet Products, Inc. 401(k) Plan and TrustCoastal Pet Products, Inc. 4…$18MConnolly Gallagher LLP 401(k) Profit Sharing PlanConnolly Gallagher LLP 401(k…$18MHf Sinclair Corporation Legacy Puget Sound Refinery 401(k) PlanHf Sinclair Corporation Lega…$18M
End-of-year total assets ($M) among Kaleo, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$18M
Net Income-$2M
Employer EIN264174212
Plan Effective Date2011-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kaleo, Inc.)

Sponsor-wide plan assets over time

All Kaleo, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 19.14613808579606% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $18.2M $21.7M ▲ +19.1%
Year Plans Participants Total Assets
2022 1 222 $18M
2023 1 171 $20M
2024 1 137 $22M

Nearby 401(k) Plans in Virginia

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

Kaleo, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -10010203040 Total assets ($B) Participants Kaleo, Inc. 401(k) Plan, Total assets ($B): 0.018176569 · Participants: 222Kaleo, Inc. 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
Kaleo, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Kaleo, Inc. 401(k) Plan side-by-side with 3 peers →

Kaleo, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Texans Credit Union 401(k) Savings Plan in TX ($18M); by covered participants it is Home Products International - North America, Inc. Retirement Savings Plan in IL (222 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (222 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 Kaleo, Inc. 401(k) Plan assets move in 2022? ▼
Kaleo, Inc. 401(k) Plan pulled back noticeably - down 11.8% during 2022, from $21M to $18M. Reported net income was -$2M.
How have Kaleo, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kaleo, Inc.'s sponsor-wide assets grew 19.1%, from $18M to $22M.
Where does Kaleo, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Kaleo, Inc. 401(k) Plan ranks in the 76th 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 Kaleo, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Texans Credit Union 401(k) Savings Plan in TX ($18M, 243 participants).
Which 401(k) plans cover a similar participant headcount to Kaleo, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Home Products International - North America, Inc. Retirement Savings Plan in IL (222 participants, N/A 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 264174212.

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.