401(k) · DOL Form 5500 · 2023

Kalman & Company Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
415
Participants Below avg headcount
75th
Percentile by assets National rank
$55,276
Avg per participant Low balance/head
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Official DOL plan name: Kalman & Company, Inc. Employees Savings & Trust · Sponsored by Kalman & Company Inc. · Virginia · Professional & Technical Services

$23M in assets, 415 participants

Kalman & Company Inc.'s Kalman & Company, Inc. Employees Savings & Trust reported $23M in total assets and 415 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,280 in Professional & Technical Services (20,321 peers)

Where Kalman & Company, Inc. Employees Savings & Trust sits by assets

Kalman & Company, Inc. Employees Savings & Trust sits in the top quartile of all filed plans by assets, $23M for 415 participants (~$55,276/participant), up 22.6% in 2023.

#15,280
in Professional & Technical Services (20,321 peers)
+22.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Kalman & Company, Inc. Employees Savings & Trust's outsized position by total assets

Kalman & Company, Inc. Employees Savings & Trust vs every filed plan by assets

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

$22,939,731 Top 25% higher than 75% 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

Kalman & Company, Inc. Employees Savings & Trust 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. Kalman & Company, Inc. Employees Savings & Trust sits mid-pack in the medium band (415 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kalman & Company, Inc. Employees Savings & Trust reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Kalman & Company, Inc. Employees Savings & Trust end-of-year assets rose from $19M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Kalman & Company, Inc. Employees Savings & Trust reported participants rose from 339 in the plan year 2022 filing to 415 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 541231255 · Kalman & Company Inc. PY 2023 · 401(k)

Kalman & Company, Inc. Employees Savings & Trust · $23M · 415 · 75th

  • ASSETS $23M
  • ASSETS 415
  • ASSETS 75th
  • ASSETS 401(k)
  • ASSETS near Therma-Stor 401(k) Plan
  • ASSETS ind #15280

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 Professional & Technical Services retirement plans → · Plans in Virginia →

Kalman & Company, Inc. Employees Savings & Trust in the asset neighbourhood

Kalman & Company, Inc. Employees Savings & TrustKalman & Company, Inc. Emplo…$23MTherma-Stor 401(k) Plan$23MAmerican Immigration Lawyers 401(k) Retirement PlanAmerican Immigration Lawyers…$23MThe Beauty Health 401(k) Plan$23MBluecrest USA Gp LLC 401(k) PlanBluecrest USA Gp LLC 401(k) …$23M
End-of-year total assets ($M) among Kalman & Company, Inc. Employees Savings & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$23M
Net Income$4M
Employer EIN541231255
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kalman & Company Inc.)

Sponsor-wide plan assets over time

All Kalman & Company Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 35.56991218698176% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $18.7M $25.4M ▲ +35.5%
Year Plans Participants Total Assets
2022 1 339 $19M
2023 1 415 $23M
2024 1 423 $25M

Nearby 401(k) Plans in Virginia

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

Kalman & Company, Inc. Employees Savings & Trust vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Kalman & Company, Inc. Employees Savings & Trust, Total assets ($B): 0.022939731 · Participants: 415Kalman & Company, Inc. Employees Savings & TrustNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Kalman & Company, Inc. Employees Savings & Trust vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Kalman & Company, Inc. Employees Savings & Trust side-by-side with 3 peers →

Kalman & Company, Inc. Employees Savings & Trust's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Therma-Stor 401(k) Plan in WI ($23M); by covered participants it is Infrastructure Consulting & Engineering, PLLC 401(k) Plan in SC (415 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (415 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 Kalman & Company, Inc. Employees Savings & Trust assets move in 2023? ▼
Kalman & Company, Inc. Employees Savings & Trust grew sharply - up 22.6% during 2023, from $19M to $23M. Reported net income was $4M.
How have Kalman & Company Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kalman & Company Inc.'s sponsor-wide assets grew 35.6%, from $19M to $25M.
Where does Kalman & Company, Inc. Employees Savings & Trust rank by assets among Form 5500 filers? ▼
Kalman & Company, Inc. Employees Savings & Trust ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Kalman & Company, Inc. Employees Savings & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Therma-Stor 401(k) Plan in WI ($23M, 143 participants).
Which 401(k) plans cover a similar participant headcount to Kalman & Company, Inc. Employees Savings & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Infrastructure Consulting & Engineering, PLLC 401(k) Plan in SC (415 participants, $42M 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 541231255.

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.