401(k) · DOL Form 5500 · 2023

Kelvion Inc. 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
560
Participants Below avg headcount
83rd
Percentile by assets National rank
$72,129
Avg per participant Below avg balance/head
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Official DOL plan name: Kelvion Inc. Savings Plan · Sponsored by Kelvion Inc. · Oklahoma · Manufacturing

$40M in assets, 560 participants

Kelvion Inc.'s Kelvion Inc. Savings Plan reported $40M in total assets and 560 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #14,246 in Manufacturing (18,722 peers)

Where Kelvion Inc. Savings Plan sits by assets

Kelvion Inc. Savings Plan sits in the top quartile of all filed plans by assets, $40M for 560 participants (~$72,129/participant), up 26.5% in 2023.

#14,246
in Manufacturing (18,722 peers)
+26.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Kelvion Inc. Savings Plan's outsized position by total assets

Kelvion Inc. Savings Plan vs every filed plan by assets

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

$40,392,139 Top 17% higher than 83% 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

Kelvion Inc. Savings 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. Kelvion Inc. Savings Plan sits mid-pack in the medium band (560 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kelvion Inc. Savings Plan reported net income rose from -$15M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Kelvion Inc. Savings Plan end-of-year assets rose from $32M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • Kelvion Inc. Savings Plan reported participants rose from 451 in the plan year 2022 filing to 560 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 510268494 · Kelvion Inc. PY 2023 · 401(k)

Kelvion Inc. Savings Plan · $40M · 560 · 83rd

  • PCT $40M
  • EIN 560
  • RANK 83rd
  • PHOTO 401(k)
  • IND near Encore Rehabilitation, Inc 401(k) Plan
  • EOY ind #14246

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 Oklahoma →

Kelvion Inc. Savings Plan in the asset neighbourhood

Kelvion Inc. Savings Plan$40MEncore Rehabilitation, Inc 401(k) PlanEncore Rehabilitation, Inc 4…$40MMorley Companies, Inc. 401(k) Profit Sharing Plan & TrustMorley Companies, Inc. 401(k…$40MGehl Foods, LLC 401(k) Salary Savings PlanGehl Foods, LLC 401(k) Salar…$40MLippes Mathias LLP 401(k) PlanLippes Mathias LLP 401(k) Pl…$40M
End-of-year total assets ($M) among Kelvion Inc. Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$40M
Net Income$8M
Employer EIN510268494
Plan Effective Date2014-10-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Kelvion Inc.)

Sponsor-wide plan assets over time

All Kelvion Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$48M 50.03467434495762% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $31.9M $47.9M ▲ +50.0%
Year Plans Participants Total Assets
2022 1 451 $32M
2023 1 560 $40M
2024 1 492 $48M

Nearby 401(k) Plans in Oklahoma

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

Kelvion Inc. Savings Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. 050001000015000 -1012345 Total assets ($B) Participants Kelvion Inc. Savings Plan, Total assets ($B): 0.040392139 · Participants: 560Kelvion Inc. Savings PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
Kelvion Inc. Savings Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Kelvion Inc. Savings Plan side-by-side with 3 peers →

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

Outside Oklahoma, the nearest 401(k) by assets is Encore Rehabilitation, Inc 401(k) Plan in AL ($40M); by covered participants it is Spl, Inc. 401(k) Profit Sharing Plan in TX (560 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($40M here).

Similar participant headcount

Nearest other-state filings by covered participants (560 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 Kelvion Inc. Savings Plan assets move in 2023? ▼
Kelvion Inc. Savings Plan grew sharply - up 26.5% during 2023, from $32M to $40M. Reported net income was $8M.
How have Kelvion Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kelvion Inc.'s sponsor-wide assets grew 50.0%, from $32M to $48M.
Where does Kelvion Inc. Savings Plan rank by assets among Form 5500 filers? ▼
Kelvion Inc. Savings Plan ranks in the 83rd 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 Kelvion Inc. Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Encore Rehabilitation, Inc 401(k) Plan in AL ($40M, 1,305 participants).
Which 401(k) plans cover a similar participant headcount to Kelvion Inc. Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Spl, Inc. 401(k) Profit Sharing Plan in TX (560 participants, $15M 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 510268494.

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.