401(k) · DOL Form 5500 · 2023

Calumet Carton Company 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
134
Participants Small participant base
64th
Percentile by assets National rank
$94,359
Avg per participant Below avg balance/head
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Official DOL plan name: Calumet Carton Company Employee Retirement Trust · Sponsored by Calumet Carton Company · Illinois · Manufacturing

$13M in assets, 134 participants

Calumet Carton Company's Calumet Carton Company Employee Retirement Trust reported $13M in total assets and 134 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #9,583 in Manufacturing (18,722 peers)

Coverage in Illinois

Calumet Carton Company Employee Retirement Trust covers 134 participants in Illinois, about 17% of the average Illinois filer (state average ~779 per filing). Assets: $13M.

#9,583
in Manufacturing (18,722 peers)
+9.5%
assets growth YoY

Calumet Carton Company Employee Retirement Trust's mid-pack asset rank among Manufacturing and all filers

Calumet Carton Company Employee Retirement Trust vs every filed plan by assets

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

$12,644,076 Top 36% higher than 64% 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

Calumet Carton Company Employee Retirement 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. Calumet Carton Company Employee Retirement Trust sits mid-pack in the medium band (134 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Calumet Carton Company Employee Retirement Trust reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Calumet Carton Company Employee Retirement Trust end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Calumet Carton Company Employee Retirement Trust reported participants rose from 124 in the plan year 2022 filing to 134 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 362369829 · Calumet Carton Company PY 2023 · 401(k)

Calumet Carton Company Employee Retirement Trust · $13M · 134 · 64th

  • 5500 $13M
  • ASSETS 134
  • PCT 64th
  • EIN 401(k)
  • RANK near General Distributing Company 401(k) Profit Sharing Plan
  • PHOTO ind #9583

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 Illinois →

Calumet Carton Company Employee Retirement Trust in the asset neighbourhood

Calumet Carton Company Employee Retirement TrustCalumet Carton Company Emplo…$13MGeneral Distributing Company 401(k) Profit Sharing PlanGeneral Distributing Company…$13MRusmur Floors Inc 401(k) Profit Sharing Plan & TrustRusmur Floors Inc 401(k) Pro…$13MBank of Bridger 401(k) Safe Harbor PlanBank of Bridger 401(k) Safe …$13MThe 401(k) Profit Sharing Plan and Trust of World Wide Movers, Inc.The 401(k) Profit Sharing Pl…$13M
End-of-year total assets ($M) among Calumet Carton Company Employee Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN362369829
Plan Effective Date1958-12-09
Filing StatusFILING RECEIVED

Sponsor Plan History (Calumet Carton Company)

Sponsor-wide plan assets over time

All Calumet Carton Company plans reported in each filing year

Latest sponsor-wide plan assets
$14M 21.046546471125183% vs 2022
2024 filing year
$11M$12M$13M$14M$15M 202220232024 $11.6M $14M ▲ +21.0%
Year Plans Participants Total Assets
2022 1 124 $12M
2023 1 134 $13M
2024 1 123 $14M

Nearby 401(k) Plans in Illinois

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

Calumet Carton Company Employee Retirement Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Calumet Carton Company Employee Retirement Trust, Total assets ($B): 0.012644076 · Participants: 134Calumet Carton Company Employee Retirement TrustAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Calumet Carton Company Employee Retirement Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Calumet Carton Company Employee Retirement Trust side-by-side with 3 peers →

Calumet Carton Company Employee Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is General Distributing Company 401(k) Profit Sharing Plan in UT ($13M); by covered participants it is Reed Oil Company 401(k) Profit Sharing Plan in PA (134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (134 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 Calumet Carton Company Employee Retirement Trust assets move in 2023? ▼
Calumet Carton Company Employee Retirement Trust grew at a solid clip - up 9.5% during 2023, from $12M to $13M. Reported net income was $1M.
How have Calumet Carton Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calumet Carton Company's sponsor-wide assets grew 21.0%, from $12M to $14M.
Which 401(k) plans are similar in size to Calumet Carton Company Employee Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is General Distributing Company 401(k) Profit Sharing Plan in UT ($13M, 180 participants).
Which 401(k) plans cover a similar participant headcount to Calumet Carton Company Employee Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Reed Oil Company 401(k) Profit Sharing Plan in PA (134 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 362369829.

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.