401(k) · DOL Form 5500 · 2023

Kaleca, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
129
Participants Small participant base
35th
Percentile by assets National rank
$22,737
Avg per participant Low balance/head
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Official DOL plan name: Whitby 401(k) Profit Sharing Plan · Sponsored by Kaleca, Inc. · Washington · Agriculture, Forestry & Fishing

$3M in assets, 129 participants

Kaleca, Inc.'s Whitby 401(k) Profit Sharing Plan reported $3M in total assets and 129 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #461 in Agriculture, Forestry & Fishing (1,288 peers)

Coverage in Washington

Whitby 401(k) Profit Sharing Plan covers 129 participants in Washington, about 9% of the average Washington filer (state average ~1,476 per filing). Assets: $3M.

#461
in Agriculture, Forestry & Fishing (1,288 peers)
+27.6%
assets growth YoY

Whitby 401(k) Profit Sharing Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Whitby 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,933,124 35th percentile higher than 35% of 127,068 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 2023

Whitby 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Whitby 401(k) Profit Sharing Plan sits mid-pack in the medium band (129 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Whitby 401(k) Profit Sharing Plan reported net income rose from -$246K in the plan year 2022 filing to $637K in the plan year 2023 filing.
  • Whitby 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Whitby 401(k) Profit Sharing Plan reported participants rose from 113 in the plan year 2022 filing to 129 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 911802128 · Kaleca, Inc. PY 2023 · 401(k)

Whitby 401(k) Profit Sharing Plan · $3M · 129 · 35th

  • TYPE $3M
  • NET 129
  • BOOK 35th
  • VS-ST 401(k)
  • BOY near Land & Commercial, Inc. 401(k) Profit Sharing Plan & Trust
  • SCH ind #461

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Washington →

Whitby 401(k) Profit Sharing Plan in the asset neighbourhood

Whitby 401(k) Profit Sharing PlanWhitby 401(k) Profit Sharing…$3MLand & Commercial, Inc. 401(k) Profit Sharing Plan & TrustLand & Commercial, Inc. 401(…$3MGervais 401(k) Plan$3MCentral Alabama Gastroenterology, P.C. 401(k) PspCentral Alabama Gastroentero…$3MLight Brite Distributing, Inc. 401(k) Profit Sharing PlanLight Brite Distributing, In…$3M
End-of-year total assets ($M) among Whitby 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$637K
Employer EIN911802128
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kaleca, Inc.)

Sponsor-wide plan assets over time

All Kaleca, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 27.59697590985674% vs 2022
2023 filing year
$2.2M$2.4M$2.6M$2.8M$3M 20222023 $2.3M $2.93M ▲ +27.4%
Year Plans Participants Total Assets
2022 1 113 $2M
2023 1 129 $3M

Nearby 401(k) Plans in Washington

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

Whitby 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Whitby 401(k) Profit Sharing Plan, Total assets ($B): 0.002933124 · Participants: 129Whitby 401(k) Profit Sharing PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Whitby 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Whitby 401(k) Profit Sharing Plan side-by-side with 3 peers →

Whitby 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Land & Commercial, Inc. 401(k) Profit Sharing Plan & Trust in MD ($3M); by covered participants it is Agmus Ventures Retirement Plan in FL (129 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (129 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.

Frequently Asked Questions

How did Whitby 401(k) Profit Sharing Plan assets move in 2023? ▼
Whitby 401(k) Profit Sharing Plan grew sharply - up 27.6% during 2023, from $2M to $3M. Reported net income was $637K.
How have Kaleca, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Kaleca, Inc.'s sponsor-wide assets grew 27.6%, from $2M to $3M.
Which 401(k) plans are similar in size to Whitby 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Land & Commercial, Inc. 401(k) Profit Sharing Plan & Trust in MD ($3M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Whitby 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Agmus Ventures Retirement Plan in FL (129 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 911802128.

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.