401(k) · DOL Form 5500 · 2022

Calumet Gp, LLC 401(k) Plan

Data updated 2026-08-25

$233M
Total assets Near avg plan size
1,445
Participants Near avg headcount
96th
Percentile by assets National rank
$161,337
Avg per participant Above avg balance/head
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Official DOL plan name: Calumet Gp, LLC Retirement Savings Plan · Sponsored by Calumet Gp, LLC · Indiana · Mining & Oil Extraction

$233M in assets, 1,445 participants

Calumet Gp, LLC's Calumet Gp, LLC Retirement Savings Plan reported $233M in total assets and 1,445 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #826 in Mining & Oil Extraction (892 peers)

Coverage in Indiana

Calumet Gp, LLC Retirement Savings Plan covers 1,445 participants in Indiana, 2.7x the typical Indiana plan (state average ~541 per filing). Assets: $233M.

#826
in Mining & Oil Extraction (892 peers)
-18.4%
assets change YoY
2.3×
vs typical plan assets (national mean)

The plan reported a net loss of $53M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Calumet Gp, LLC Retirement Savings Plan's outsized position by total assets

Calumet Gp, LLC Retirement Savings Plan vs every filed plan by assets

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

$233,132,087 Top 4% higher than 96% 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

Calumet Gp, LLC Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Calumet Gp, LLC Retirement Savings Plan lands in the large band (1,445 participants).

Plan-year Form 5500 strip

Filing strip 364579817 · Calumet Gp, LLC PY 2022 · 401(k)

Calumet Gp, LLC Retirement Savings Plan · $233M · 1,445 · 96th

  • TYPE $233M
  • TYPE 1,445
  • TYPE 96th
  • TYPE 401(k)
  • TYPE near Belcan Retirement Savings Plan
  • TYPE ind #826

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 Mining & Oil Extraction retirement plans → · Plans in Indiana →

Calumet Gp, LLC Retirement Savings Plan in the asset neighbourhood

Calumet Gp, LLC Retirement Savings PlanCalumet Gp, LLC Retirement S…$233MBelcan Retirement Savings PlanBelcan Retirement Savings Pl…$233MRichards, Layton & Finger, P.a. Retirement & Savings PlanRichards, Layton & Finger, P…$233MSolera Holdings, Inc Retirement Savings PlanSolera Holdings, Inc Retirem…$233MTaylor Fresh Foods, Inc. 401(k) PlanTaylor Fresh Foods, Inc. 401…$233M
End-of-year total assets ($M) among Calumet Gp, LLC Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$286M
Net Assets (End of Year)$233M
Net Income-$53M
Employer EIN364579817
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Calumet Gp, LLC)

Sponsor-wide plan assets over time

All Calumet Gp, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$333M 28.274037138582344% vs 2022
2024 filing year
$250M$300M$350M 202220232024 $260M $333M ▲ +28.3%
Year Plans Participants Total Assets
2022 3 1,591 $260M
2023 3 1,662 $302M
2024 3 1,683 $333M

Nearby 401(k) Plans in Indiana

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

Calumet Gp, LLC Retirement Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Calumet Gp, LLC Retirement Savings Plan, Total assets ($B): 0.233132087 · Participants: 1445Calumet Gp, LLC Retirement Savings PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Calumet Gp, LLC Retirement Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Calumet Gp, LLC Retirement Savings Plan side-by-side with 3 peers →

Calumet Gp, LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Belcan Retirement Savings Plan in OH ($233M); by covered participants it is Exeter Finance LLC 401(k) Profit Sharing Plan in TX (1,445 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($233M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,445 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 Calumet Gp, LLC Retirement Savings Plan assets move in 2022? ▼
Calumet Gp, LLC Retirement Savings Plan declined sharply - down 18.4% during 2022, from $286M to $233M. Reported net income was -$53M.
How have Calumet Gp, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calumet Gp, LLC's sponsor-wide assets grew 28.3%, from $260M to $333M.
Where does Calumet Gp, LLC Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Calumet Gp, LLC Retirement Savings Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Calumet Gp, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Belcan Retirement Savings Plan in OH ($233M, 3,060 participants).
Which 401(k) plans cover a similar participant headcount to Calumet Gp, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Exeter Finance LLC 401(k) Profit Sharing Plan in TX (1,445 participants, $50M 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 364579817.

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.