401(k) · DOL Form 5500 · 2023

Kaivac, Inc 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets: 104
Participants Small participant base: 51st
Percentile by assets National rank: $66,866
Avg per participant Below avg balance/head

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Official DOL plan name: Kaivac, Inc. 401(k) Plan · Sponsored by Kaivac, Inc · Ohio · Manufacturing

$7M in assets, 104 participants

Kaivac, Inc's Kaivac, Inc. 401(k) Plan reported $7M in total assets and 104 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

#6,571 in Manufacturing (18,722 peers)

Coverage in Ohio

Kaivac, Inc. 401(k) Plan covers 104 participants in Ohio, about 14% of the average Ohio filer (state average ~765 per filing). Assets: $7M.

#6,571
in Manufacturing (18,722 peers): +22.6%
assets growth YoY

Kaivac, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Kaivac, Inc. 401(k) Plan vs every filed plan by assets

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

$6,954,075 Top 49% higher than 51% 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

Kaivac, Inc. 401(k) 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. Kaivac, Inc. 401(k) Plan sits mid-pack in the medium band (104 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Kaivac, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Kaivac, Inc. 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
Kaivac, Inc. 401(k) Plan reported participants fell from 109 in the plan year 2022 filing to 104 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 311583541 · Kaivac, Inc PY 2023 · 401(k)

Kaivac, Inc. 401(k) Plan · $7M · 104 · 51st

EIN $7M
RANK 104
PHOTO 51st
IND 401(k)
EOY near Cip Real Estate Property Services 401(k) Plan
5500 ind #6571

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 Ohio →

End-of-year total assets ($M) among Kaivac, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$7M
Net Income	$1M
Employer EIN	311583541
Plan Effective Date	2007-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Kaivac, Inc)

Latest sponsor-wide plan assets: $9M 57.33250548388559% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	109	$6M
2023	1	104	$7M
2024	1	129	$9M

Nearby 401(k) Plans in Ohio

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

Kaivac, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

GE Retirement Savings Plan $19.5B · 59,766
The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
The Progressive 401(k) Plan $9.2B · 56,176
The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
Nationwide Savings Plan $7.6B · 24,715

Compare Kaivac, Inc. 401(k) Plan side-by-side with 3 peers →

Kaivac, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Cip Real Estate Property Services 401(k) Plan in CA ($7M); by covered participants it is Penn Automotive, Inc. 401(k) Plan in MI (104 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Cip Real Estate Property Services 401(k) Plan (CA) $7M · 46
Real Estate Commission Retirement Savings Plan (NY) $7M · 145,895
The Bradley Center Employee Retirement Savings Plan (PA) $7M · 270
Provenza Floors, Inc., 401(k) Profit Sharing Plan (CA) $7M · 114

Similar participant headcount

Nearest other-state filings by covered participants (104 participants); asset peers above are excluded.

Penn Automotive, Inc. 401(k) Plan (MI) 104 · 0 off
Kass Shuler, P. a. 401(k) Profit Sharing Plan (FL) 104 · 0 off
Anord Mardix (USA) Inc. (VA) 104 · 0 off
Cleveland Hardware and Forging Co. Profit Sharing (WI) 104 · 0 off

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 Kaivac, Inc. 401(k) Plan assets move in 2023? ▼

Kaivac, Inc. 401(k) Plan grew sharply - up 22.6% during 2023, from $6M to $7M. Reported net income was $1M.

How have Kaivac, Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Kaivac, Inc's sponsor-wide assets grew 57.3%, from $6M to $9M.

Which 401(k) plans are similar in size to Kaivac, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Cip Real Estate Property Services 401(k) Plan in CA ($7M, 46 participants).

Which 401(k) plans cover a similar participant headcount to Kaivac, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Penn Automotive, Inc. 401(k) Plan in MI (104 participants, N/A 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 311583541.