401(k) · DOL Form 5500 · 2023
Kalkaska Screw Products, Inc. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 71
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $94,480
- Avg per participant Below avg balance/head
Official DOL plan name: Kalkaska Screw Products, Inc. Employee Stock Ownership and 401(k) Plan · Sponsored by Kalkaska Screw Products, Inc. · Michigan · Manufacturing
$7M in assets, 71 participants
Kalkaska Screw Products, Inc.'s Kalkaska Screw Products, Inc. Employee Stock Ownership and 401(k) Plan reported $7M in total assets and 71 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.
- #6,390 in Manufacturing (18,722 peers)
What the 2023 filing shows
Kalkaska Screw Products, Inc. Employee Stock Ownership and 401(k) Plan holds $7M for 71 participants - about $94,480 per participant, above the median plan by assets.
- #6,390
- in Manufacturing (18,722 peers)
- -2.4%
- assets change YoY
The plan reported a net loss of $21K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kalkaska Screw Products, Inc. Employee Stock Ownership and 401(k) Plan's mid-pack asset rank among Manufacturing and all filers
Kalkaska Screw Products, Inc. Employee Stock Ownership and 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,708,045 Top 50% higher than 50% 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
Kalkaska Screw Products, Inc. Employee Stock Ownership and 401(k) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kalkaska Screw Products, Inc. Employee Stock Ownership and 401(k) Plan is a small filing (71 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kalkaska Screw Products, Inc. Employee Stock Ownership and 401(k) Plan reported net income rose from -$879K in the plan year 2022 filing to -$21K in the plan year 2023 filing.
- Kalkaska Screw Products, Inc. Employee Stock Ownership and 401(k) Plan end-of-year assets fell from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Kalkaska Screw Products, Inc. Employee Stock Ownership and 401(k) Plan reported participants fell from 72 in the plan year 2022 filing to 71 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 251780487 · Kalkaska Screw Products, Inc. PY 2023 · 401(k)
Kalkaska Screw Products, Inc. Employee Stock Ownership and 401(k) Plan · $7M · 71 · 50th
- TYPE $7M
- TYPE 71
- TYPE 50th
- TYPE 401(k)
- TYPE near Qualitylogic, Inc. 401(k) Savings Plan
- TYPE ind #6390
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 Michigan →
Kalkaska Screw Products, Inc. Employee Stock Ownership and 401(k) Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$21K |
| Employer EIN | 251780487 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kalkaska Screw Products, Inc.)
Sponsor-wide plan assets over time
All Kalkaska Screw Products, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 3.9969899606660446% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 72 | $7M |
| 2023 | 1 | 71 | $7M |
| 2024 | 1 | 56 | $7M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
Kalkaska Screw Products, Inc. Employee Stock Ownership and 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Qualitylogic, Inc. 401(k) Savings Plan in ID ($7M); by covered participants it is Bryant Miller Olive 401(k) Plan in FL (71 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Qualitylogic, Inc. 401(k) Savings Plan (ID) $7M · 219
- Tribute Companies, Inc. 401(k) Plan (NC) $7M · 136
- Plews, Inc. 401(k) Plan (IL) $7M · 79
- Randolph Macon Academy Profit Sharing Plan (VA) $7M · 150
Similar participant headcount
Nearest other-state filings by covered participants (71 participants); asset peers above are excluded.
- Bryant Miller Olive 401(k) Plan (FL) 71 · 0 off
- Cse 401(k) Plan (MA) 71 · 0 off
- Definitive Audio, Inc. 401(k) Retirement Trust (WA) 71 · 0 off
- B.F. Nelson Corporation 401(k) Profit Sharing Plan (MN) 71 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.