Profit Sharing · DOL Form 5500 · 2023
Kallet Enterprises Inc Profit Sharing Plan
Data updated 2026-08-25
- $27K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 2nd
- Percentile by assets National rank
- $13,500
- Avg per participant Low balance/head
Official DOL plan name: Kallet Enterprises Inc Retirement Plan · Sponsored by Kallet Enterprises Inc · Pennsylvania · Retail Trade
$27K in assets, 2 participants
Kallet Enterprises Inc's Kallet Enterprises Inc Retirement Plan reported $27K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 2nd 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.
- #294 in Retail Trade (8,414 peers)
What the 2023 filing shows
Kallet Enterprises Inc Retirement Plan holds $27K for 2 participants - about $13,500 per participant, among the smaller plans by assets on file.
- #294
- in Retail Trade (8,414 peers)
- +7.7%
- assets growth YoY
Kallet Enterprises Inc Retirement Plan among the smaller filed plans by assets
Kallet Enterprises Inc Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$27,000 2nd percentile higher than 2% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Kallet Enterprises Inc Retirement Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kallet Enterprises Inc Retirement Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kallet Enterprises Inc Retirement Plan reported net income rose from -$60K in the plan year 2022 filing to $2K in the plan year 2023 filing.
- Kallet Enterprises Inc Retirement Plan reported participants fell from 3 in the plan year 2022 filing to 2 in the plan year 2023 filing.
- Kallet Enterprises Inc Retirement Plan end-of-year assets rose from $25K in the plan year 2022 filing to $27K in the plan year 2023 filing.
DOL schedule card
Filing strip 822447017 · Kallet Enterprises Inc PY 2023 · Profit Sharing
Kallet Enterprises Inc Retirement Plan · $27K · 2 · 2nd
- BOY $27K
- SCH 2
- EBSA 2nd
- PART Profit Sharing
- TYPE near Roki7 Enterprises Inc. Retirement Plan
- NET ind #294
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 Retail Trade retirement plans → · Plans in Pennsylvania →
Kallet Enterprises Inc Retirement Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $25K |
|---|---|
| Net Assets (End of Year) | $27K |
| Net Income | $2K |
| Employer EIN | 822447017 |
| Plan Effective Date | 2017-08-11 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kallet Enterprises Inc)
Sponsor-wide plan assets over time
All Kallet Enterprises Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $25K 0.2712621669060156% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $25K |
| 2023 | 1 | 2 | $27K |
| 2024 | 1 | 2 | $25K |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.1B · 17,441
- University of Pennsylvania Basic Plan $1.7B · 21,016
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.1B · 3,905
- Temple University Health System, Inc. Defined Contribution Retirement Plan $763M · 10,204
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $714M · 2,458
Kallet Enterprises Inc Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Roki7 Enterprises Inc. Retirement Plan in GA ($27K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.