401(k) · DOL Form 5500 · 2023

Caledonia Haulers, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
314
Participants Below avg headcount
60th
Percentile by assets National rank
$33,449
Avg per participant Low balance/head
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Official DOL plan name: Caledonia Haulers, Inc. Profit Sharing Plan · Sponsored by Caledonia Haulers, Inc. · Minnesota · Transportation & Warehousing

$11M in assets, 314 participants

Caledonia Haulers, Inc.'s Caledonia Haulers, Inc. Profit Sharing Plan reported $11M in total assets and 314 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #2,035 in Transportation & Warehousing (3,362 peers)

Coverage in Minnesota

Caledonia Haulers, Inc. Profit Sharing Plan covers 314 participants in Minnesota, about 28% of the average Minnesota filer (state average ~1,126 per filing). Assets: $11M.

#2,035
in Transportation & Warehousing (3,362 peers)
+17.5%
assets growth YoY

Caledonia Haulers, Inc. Profit Sharing Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Caledonia Haulers, Inc. Profit Sharing Plan vs every filed plan by assets

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

$10,502,968 Top 40% higher than 60% 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

Caledonia Haulers, Inc. Profit Sharing 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. Caledonia Haulers, Inc. Profit Sharing Plan sits mid-pack in the medium band (314 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Caledonia Haulers, Inc. Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Caledonia Haulers, Inc. Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Caledonia Haulers, Inc. Profit Sharing Plan reported participants rose from 292 in the plan year 2022 filing to 314 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 410811778 · Caledonia Haulers, Inc. PY 2023 · 401(k)

Caledonia Haulers, Inc. Profit Sharing Plan · $11M · 314 · 60th

  • BOY $11M
  • SCH 314
  • EBSA 60th
  • PART 401(k)
  • TYPE near Shamir Insight, Inc. 401(k) Plan
  • NET ind #2035

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 Transportation & Warehousing retirement plans → · Plans in Minnesota →

Caledonia Haulers, Inc. Profit Sharing Plan in the asset neighbourhood

Caledonia Haulers, Inc. Profit Sharing PlanCaledonia Haulers, Inc. Prof…$11MShamir Insight, Inc. 401(k) PlanShamir Insight, Inc. 401(k) …$11MOdyssey Behavioral Healthcare 401(k) PlanOdyssey Behavioral Healthcar…$11MThogus Products Company 401(k) Profit Sharing Plan and TrustThogus Products Company 401(…$11MFeed Energy Company and Riverhead Resources, LLC Retirement Savings PlanFeed Energy Company and Rive…$11M
End-of-year total assets ($M) among Caledonia Haulers, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN410811778
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Caledonia Haulers, Inc.)

Sponsor-wide plan assets over time

All Caledonia Haulers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 37.32336081871116% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.94M $12.3M ▲ +37.4%
Year Plans Participants Total Assets
2022 1 292 $9M
2023 1 314 $11M
2024 1 346 $12M

Nearby 401(k) Plans in Minnesota

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

Caledonia Haulers, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Caledonia Haulers, Inc. Profit Sharing Plan, Total assets ($B): 0.010502968 · Participants: 314Caledonia Haulers, Inc. Profit Sharing PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Caledonia Haulers, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Caledonia Haulers, Inc. Profit Sharing Plan side-by-side with 3 peers →

Caledonia Haulers, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Shamir Insight, Inc. 401(k) Plan in CA ($11M); by covered participants it is Bank of Ann Arbor Employees 401(k) Profit Sharing Plan in MI (314 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (314 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 Caledonia Haulers, Inc. Profit Sharing Plan assets move in 2023? ▼
Caledonia Haulers, Inc. Profit Sharing Plan grew sharply - up 17.5% during 2023, from $9M to $11M. Reported net income was $2M.
How have Caledonia Haulers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caledonia Haulers, Inc.'s sponsor-wide assets grew 37.3%, from $9M to $12M.
Which 401(k) plans are similar in size to Caledonia Haulers, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Shamir Insight, Inc. 401(k) Plan in CA ($11M, 70 participants).
Which 401(k) plans cover a similar participant headcount to Caledonia Haulers, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bank of Ann Arbor Employees 401(k) Profit Sharing Plan in MI (314 participants, $57M 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 410811778.

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.