401(k) · DOL Form 5500 · 2022

Kalle USA, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
275
Participants Below avg headcount
68th
Percentile by assets National rank
$41,603
Avg per participant Low balance/head
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Official DOL plan name: Kalle USA, LLC 401(k) Plan · Sponsored by Kalle USA, LLC · Illinois · Manufacturing

$11M in assets, 275 participants

Kalle USA, LLC's Kalle USA, LLC 401(k) Plan reported $11M in total assets and 275 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #11,447 in Manufacturing (20,602 peers)

Coverage in Illinois

Kalle USA, LLC 401(k) Plan covers 275 participants in Illinois, about 35% of the average Illinois filer (state average ~779 per filing). Assets: $11M.

#11,447
in Manufacturing (20,602 peers)
-17.9%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kalle USA, LLC 401(k) Plan's outsized position by total assets

Kalle USA, LLC 401(k) Plan vs every filed plan by assets

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

$11,440,925 Top 32% higher than 68% 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

Kalle USA, LLC 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. Kalle USA, LLC 401(k) Plan sits mid-pack in the medium band (275 participants).

Published 5500 schedule card

Filing strip 223585009 · Kalle USA, LLC PY 2022 · 401(k)

Kalle USA, LLC 401(k) Plan · $11M · 275 · 68th

  • BOY $11M
  • SCH 275
  • EBSA 68th
  • PART 401(k)
  • TYPE near Astech Corp. Employees Savings Trust
  • NET ind #11447

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 Illinois →

Kalle USA, LLC 401(k) Plan in the asset neighbourhood

Kalle USA, LLC 401(k) Plan$11MAstech Corp. Employees Savings TrustAstech Corp. Employees Savin…$11MNew Line Structures 401(k) Retirement PlanNew Line Structures 401(k) R…$11MMountain Commerce Bank Retirement & Savings PlanMountain Commerce Bank Retir…$11MHealthcare Employees Retirement Savings PlanHealthcare Employees Retirem…$11M
End-of-year total assets ($M) among Kalle USA, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$11M
Net Income-$3M
Employer EIN223585009
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kalle USA, LLC)

Sponsor-wide plan assets over time

All Kalle USA, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 34.34739760989605% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11.4M $15.4M ▲ +34.4%
Year Plans Participants Total Assets
2022 1 275 $11M
2023 1 298 $14M
2024 1 292 $15M

Nearby 401(k) Plans in Illinois

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

Kalle USA, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Kalle USA, LLC 401(k) Plan, Total assets ($B): 0.011440925 · Participants: 275Kalle USA, LLC 401(k) PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Kalle USA, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Kalle USA, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Astech Corp. Employees Savings Trust in MN ($11M); by covered participants it is Tweddle Group Inc. 401(k) Plan in MI (275 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (275 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 Kalle USA, LLC 401(k) Plan assets move in 2022?
Kalle USA, LLC 401(k) Plan declined sharply - down 17.9% during 2022, from $14M to $11M. Reported net income was -$3M.
How have Kalle USA, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Kalle USA, LLC's sponsor-wide assets grew 34.3%, from $11M to $15M.
Which 401(k) plans are similar in size to Kalle USA, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Astech Corp. Employees Savings Trust in MN ($11M, 139 participants).
Which 401(k) plans cover a similar participant headcount to Kalle USA, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Tweddle Group Inc. 401(k) Plan in MI (275 participants, N/A in assets).