401(k) · DOL Form 5500 · 2023
Kallis German Butcher Shop 401(k) Plan
Data updated 2026-08-25
- $97K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 6th
- Percentile by assets National rank
- $97,430
- Avg per participant Below avg balance/head
Official DOL plan name: Kallis German Butcher Shop 401(k) Plan · Sponsored by Kallis German Butcher Shop · Florida · Retail Trade
$97K in assets, 1 participants
Kallis German Butcher Shop's Kallis German Butcher Shop 401(k) Plan reported $97K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 6th 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.
- #813 in Retail Trade (8,414 peers)
Kallis German Butcher Shop multi-year trail
Kallis German Butcher Shop's plans moved +167.4% in assets from 2022 to 2024; this filing shows Kallis German Butcher Shop 401(k) Plan at $97K / 1 participant.
- #813
- in Retail Trade (8,414 peers)
- -29.8%
- assets change YoY
The plan reported a net loss of $41K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kallis German Butcher Shop 401(k) Plan among the smaller filed plans by assets
Kallis German Butcher Shop 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$97,430 6th percentile higher than 6% 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
Kallis German Butcher Shop 401(k) 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. Kallis German Butcher Shop 401(k) Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kallis German Butcher Shop 401(k) Plan reported net income fell from -$16K in the plan year 2022 filing to -$41K in the plan year 2023 filing.
- Kallis German Butcher Shop 401(k) Plan end-of-year assets fell from $139K in the plan year 2022 filing to $97K in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 592492495 · Kallis German Butcher Shop PY 2023 · 401(k)
Kallis German Butcher Shop 401(k) Plan · $97K · 1 · 6th
- PCT $97K
- PCT 1
- PCT 6th
- PCT 401(k)
- PCT near Nubeco Retirement Plan
- PCT ind #813
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 Florida →
Kallis German Butcher Shop 401(k) Plan in the asset neighbourhood
Kallis German Butcher Shop multi-year asset trail
Sponsor-wide plan assets over time
All Kallis German Butcher Shop plans reported in each filing year
- Latest sponsor-wide plan assets
- $371K 167.37304011989855% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $139K |
| 2023 | 1 | 1 | $97K |
| 2024 | 1 | 7 | $371K |
Kallis German Butcher Shop filing trail (2023)
| Total Assets (Beginning of Year) | $139K |
|---|---|
| Net Assets (End of Year) | $97K |
| Net Income | -$41K |
| Employer EIN | 592492495 |
| Plan Effective Date | 2021-11-04 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Kallis German Butcher Shop 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Nubeco Retirement Plan in MA ($97K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($97K here).
- Nubeco Retirement Plan (MA) $97K · 1
- S&l Pps, Inc. 401(k) Plan (CA) $97K · 10
- Crooked Creek Distillery, Inc. 401(k) Plan (PA) $97K · 3
- Boucher Pest Control Inc. 401(k) Plan (MA) $97K · N/A
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Beandel, Inc. 401(k) Profit Sharing Plan (UT) 1 · 0 off
- Goldsugar Foodservice, Inc. 401(k) Profit Sharing Plan (IL) 1 · 0 off
- Armo 401(k) Trust (NJ) 1 · 0 off
- Provencio Enterprises Retirement Plan (TX) 1 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.