401(k) · DOL Form 5500 · 2023

Kaleo, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
171
Participants Small participant base
73rd
Percentile by assets National rank
$118,682
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kaleo, Inc. 401(k) Plan · Sponsored by Kaleo, Inc. · Virginia · Professional & Technical Services

$20M in assets, 171 participants

Kaleo, Inc.'s Kaleo, Inc. 401(k) Plan reported $20M in total assets and 171 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #14,793 in Professional & Technical Services (20,321 peers)

Coverage in Virginia

Kaleo, Inc. 401(k) Plan covers 171 participants in Virginia, about 22% of the average Virginia filer (state average ~782 per filing). Assets: $20M.

#14,793
in Professional & Technical Services (20,321 peers)
+11.7%
assets growth YoY

Kaleo, Inc. 401(k) Plan's outsized position by total assets

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

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

$20,294,564 Top 27% higher than 73% 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

Kaleo, 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. Kaleo, Inc. 401(k) Plan sits mid-pack in the medium band (171 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kaleo, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Kaleo, Inc. 401(k) Plan reported participants fell from 222 in the plan year 2022 filing to 171 in the plan year 2023 filing.
  • Kaleo, Inc. 401(k) Plan end-of-year assets rose from $18M in the plan year 2022 filing to $20M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 264174212 · Kaleo, Inc. PY 2023 · 401(k)

Kaleo, Inc. 401(k) Plan · $20M · 171 · 73rd

  • BOOK $20M
  • VS-ST 171
  • BOY 73rd
  • SCH 401(k)
  • EBSA near Osf International 401(k) Plan
  • PART ind #14793

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 →

Kaleo, Inc. 401(k) Plan in the asset neighbourhood

Osf International 401(k) Plan$20MKaleo, Inc. 401(k) Plan$20MEndicott Precision, Inc. Retirement PlanEndicott Precision, Inc. Ret…$20MMbl (USA) Corporation 401(k) Savings PlanMbl (USA) Corporation 401(k)…$20MTsrc Specialty Materials 401(k) Retirement PlanTsrc Specialty Materials 401…$20M
End-of-year total assets ($M) among Kaleo, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$20M
Net Income$2M
Employer EIN264174212
Plan Effective Date2011-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kaleo, Inc.)

Sponsor-wide plan assets over time

All Kaleo, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 19.14613808579606% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $18.2M $21.7M ▲ +19.1%
Year Plans Participants Total Assets
2022 1 222 $18M
2023 1 171 $20M
2024 1 137 $22M

Nearby 401(k) Plans in Virginia

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

Kaleo, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Kaleo, Inc. 401(k) Plan, Total assets ($B): 0.020294564 · Participants: 171Kaleo, Inc. 401(k) PlanNorthrop 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
Kaleo, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Kaleo, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest 401(k) by assets is Osf International 401(k) Plan in OR ($20M); by covered participants it is Anesthesiology Consultants Exchange, P.C. Profit Sharing Plan in TN (171 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (171 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 Kaleo, Inc. 401(k) Plan assets move in 2023? ▼
Kaleo, Inc. 401(k) Plan grew at a solid clip - up 11.7% during 2023, from $18M to $20M. Reported net income was $2M.
How have Kaleo, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kaleo, Inc.'s sponsor-wide assets grew 19.1%, from $18M to $22M.
Which 401(k) plans are similar in size to Kaleo, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Osf International 401(k) Plan in OR ($20M, 722 participants).
Which 401(k) plans cover a similar participant headcount to Kaleo, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Anesthesiology Consultants Exchange, P.C. Profit Sharing Plan in TN (171 participants, $117M 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 264174212.

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.