401(k) · DOL Form 5500 · 2022

Kalkaska Screw Products, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
72
Participants Small participant base
57th
Percentile by assets National rank
$95,440
Avg per participant Below avg balance/head
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Official DOL plan name: Kalkaska Screw Products, Inc. Employee Stock Ownership and 401(k) Plan · Sponsored by Kalkaska Screw Products, Inc. · Michigan · Manufacturing

$7M in assets, 72 participants

Kalkaska Screw Products, Inc.'s Kalkaska Screw Products, Inc. Employee Stock Ownership and 401(k) Plan reported $7M in total assets and 72 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.

  • #8,759 in Manufacturing (20,602 peers)

2022 asset change

Kalkaska Screw Products, Inc. Employee Stock Ownership and 401(k) Plan pulled back noticeably 14.0% in 2022 ($8M → $7M) for 72 participants.

#8,759
in Manufacturing (20,602 peers)
-14.0%
assets change YoY

The plan reported a net loss of $879K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kalkaska Screw Products, Inc. Employee Stock Ownership and 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Kalkaska Screw Products, Inc. Employee Stock Ownership and 401(k) Plan vs every filed plan by assets

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

$6,871,671 Top 43% higher than 57% 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

Kalkaska Screw Products, Inc. Employee Stock Ownership and 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. Kalkaska Screw Products, Inc. Employee Stock Ownership and 401(k) Plan is a small filing (72 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 251780487 · Kalkaska Screw Products, Inc. PY 2022 · 401(k)

Kalkaska Screw Products, Inc. Employee Stock Ownership and 401(k) Plan · $7M · 72 · 57th

  • RANK $7M
  • RANK 72
  • RANK 57th
  • RANK 401(k)
  • RANK near Petersen Automotive Interests, Inc. 401(k) Plan
  • RANK ind #8759

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 Michigan →

Kalkaska Screw Products, Inc. Employee Stock Ownership and 401(k) Plan in the asset neighbourhood

Kalkaska Screw Products, Inc. Employee Stock Ownership and 401(k) PlanKalkaska Screw Products, Inc…$7MPetersen Automotive Interests, Inc. 401(k) PlanPetersen Automotive Interest…$7MMagellan Transport Logistics 401(k) PlanMagellan Transport Logistics…$7MJ.F. Moran Company, Inc., 401(k) PlanJ.F. Moran Company, Inc., 40…$7MNorthpark Management Company Tax-Deferred Savings PlanNorthpark Management Company…$7M
End-of-year total assets ($M) among Kalkaska Screw Products, Inc. Employee Stock Ownership and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kalkaska Screw Products, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Kalkaska Screw Products, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 3.9969899606660446% vs 2022
2024 filing year
$6.6M$6.8M$7M$7.2M 202220232024 $6.87M $7.15M ▲ +4.1%
Year Plans Participants Total Assets
2022 1 72 $7M
2023 1 71 $7M
2024 1 56 $7M

2022 asset-move particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$6M
Net Income-$879K
Employer EIN251780487
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Kalkaska Screw Products, Inc. Employee Stock Ownership and 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Kalkaska Screw Products, Inc. Employee Stock Ownership and 401(k) Plan, Total assets ($B): 0.006871671 · Participants: 72Kalkaska Screw Products, Inc. Employee Stock Ownership and 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 18.071817726 · Participants: 43382General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 13.833597622 · Participants: 32974Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 9.307640951 · Participants: 16930The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 7.545889119 · Participants: 40458The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 6.44558193 · Participants: 57811Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Kalkaska Screw Products, Inc. Employee Stock Ownership and 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants

Kalkaska Screw Products, Inc. Employee Stock Ownership and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Petersen Automotive Interests, Inc. 401(k) Plan in LA ($7M); by covered participants it is Vaughn Electric Company,Inc. 401(k) Plan in TN (72 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (72 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 Kalkaska Screw Products, Inc. Employee Stock Ownership and 401(k) Plan assets move in 2022?
Kalkaska Screw Products, Inc. Employee Stock Ownership and 401(k) Plan pulled back noticeably - down 14.0% during 2022, from $8M to $7M. Reported net income was -$879K.
How have Kalkaska Screw Products, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Kalkaska Screw Products, Inc.'s sponsor-wide assets grew 4.0%, from $7M to $7M.
Which 401(k) plans are similar in size to Kalkaska Screw Products, Inc. Employee Stock Ownership and 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Petersen Automotive Interests, Inc. 401(k) Plan in LA ($7M, 352 participants).
Which 401(k) plans cover a similar participant headcount to Kalkaska Screw Products, Inc. Employee Stock Ownership and 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Vaughn Electric Company,Inc. 401(k) Plan in TN (72 participants, $4M in assets).