401(k) · DOL Form 5500 · 2023

Kalitta Air, LLC 401(k) Plan

Data updated 2026-08-25

$265M
Total assets Near avg plan size
2,911
Participants Above avg headcount
96th
Percentile by assets National rank
$91,058
Avg per participant Below avg balance/head
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Official DOL plan name: Kalitta Companies 401(k) Savings Plan · Sponsored by Kalitta Air, LLC · Michigan · Transportation & Warehousing

$265M in assets, 2,911 participants

Kalitta Air, LLC's Kalitta Companies 401(k) Savings Plan reported $265M in total assets and 2,911 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #3,170 in Transportation & Warehousing (3,362 peers)

Coverage in Michigan

Kalitta Companies 401(k) Savings Plan covers 2,911 participants in Michigan, 4.6x the typical Michigan plan (state average ~638 per filing). Assets: $265M.

#3,170
in Transportation & Warehousing (3,362 peers)
+34.4%
assets growth YoY
2.7×
vs typical plan assets (national mean)

Kalitta Companies 401(k) Savings Plan's outsized position by total assets

Kalitta Companies 401(k) Savings Plan vs every filed plan by assets

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

$265,070,418 Top 4% higher than 96% 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

Kalitta Companies 401(k) Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kalitta Companies 401(k) Savings Plan lands in the large band (2,911 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kalitta Companies 401(k) Savings Plan reported net income rose from -$22M in the plan year 2022 filing to $68M in the plan year 2023 filing.
  • Kalitta Companies 401(k) Savings Plan end-of-year assets rose from $197M in the plan year 2022 filing to $265M in the plan year 2023 filing.
  • Kalitta Companies 401(k) Savings Plan reported participants rose from 2,620 in the plan year 2022 filing to 2,911 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 383512795 · Kalitta Air, LLC PY 2023 · 401(k)

Kalitta Companies 401(k) Savings Plan · $265M · 2,911 · 96th

  • VS-ST $265M
  • BOY 2,911
  • SCH 96th
  • EBSA 401(k)
  • PART near Qiagen 401(k) Plan
  • TYPE ind #3170

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 Michigan →

Kalitta Companies 401(k) Savings Plan in the asset neighbourhood

Robinson & Cole Savings Plan$265MKalitta Companies 401(k) Savings PlanKalitta Companies 401(k) Sav…$265MQiagen 401(k) Plan$265MAmeris Bancorp 401(k) Profit Sharing PlanAmeris Bancorp 401(k) Profit…$265MProspect Medical Retirement Savings Plan BProspect Medical Retirement …$265M
End-of-year total assets ($M) among Kalitta Companies 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$197M
Net Assets (End of Year)$265M
Net Income$68M
Employer EIN383512795
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kalitta Air, LLC)

Sponsor-wide plan assets over time

All Kalitta Air, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$341M 72.77853531314352% vs 2022
2024 filing year
$150M$200M$250M$300M$350M$400M 202220232024 $197M $341M ▲ +72.8%
Year Plans Participants Total Assets
2022 1 2,620 $197M
2023 1 2,911 $265M
2024 1 3,192 $341M

Nearby 401(k) Plans in Michigan

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

Kalitta Companies 401(k) Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 -50510152025 Total assets ($B) Participants Kalitta Companies 401(k) Savings Plan, Total assets ($B): 0.265070418 · Participants: 2911Kalitta Companies 401(k) Savings PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Kalitta Companies 401(k) Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Kalitta Companies 401(k) Savings Plan side-by-side with 3 peers →

Kalitta Companies 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Qiagen 401(k) Plan in MD ($265M); by covered participants it is Heart of Cardon LLC 401(k) Retirement Plan in IN (2,910 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($265M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,911 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 Kalitta Companies 401(k) Savings Plan assets move in 2023? ▼
Kalitta Companies 401(k) Savings Plan surged - up 34.4% during 2023, from $197M to $265M. Reported net income was $68M.
How have Kalitta Air, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kalitta Air, LLC's sponsor-wide assets grew 72.8%, from $197M to $341M.
Where does Kalitta Companies 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Kalitta Companies 401(k) Savings Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Kalitta Companies 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Qiagen 401(k) Plan in MD ($265M, 1,221 participants).
Which 401(k) plans cover a similar participant headcount to Kalitta Companies 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Heart of Cardon LLC 401(k) Retirement Plan in IN (2,910 participants, $34M 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 383512795.

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.