401(k) · DOL Form 5500 · 2023

Calumet Gp, LLC 401(k) Plan

Data updated 2026-08-25

$275M
Total assets Near avg plan size
1,529
Participants Near avg headcount
96th
Percentile by assets National rank
$180,058
Avg per participant Above avg balance/head
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Official DOL plan name: Calumet Gp, LLC Retirement Savings Plan · Sponsored by Calumet Gp, LLC · Indiana · Mining & Oil Extraction

$275M in assets, 1,529 participants

Calumet Gp, LLC's Calumet Gp, LLC Retirement Savings Plan reported $275M in total assets and 1,529 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.

  • #747 in Mining & Oil Extraction (811 peers)

Coverage in Indiana

Calumet Gp, LLC Retirement Savings Plan covers 1,529 participants in Indiana, 2.8x the typical Indiana plan (state average ~541 per filing). Assets: $275M.

#747
in Mining & Oil Extraction (811 peers)
+18.1%
assets growth YoY
2.8×
vs typical plan assets (national mean)

Calumet Gp, LLC Retirement Savings Plan's outsized position by total assets

Calumet Gp, LLC Retirement Savings Plan vs every filed plan by assets

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

$275,309,187 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

Calumet Gp, LLC Retirement 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. Calumet Gp, LLC Retirement Savings Plan lands in the large band (1,529 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Calumet Gp, LLC Retirement Savings Plan reported net income rose from -$53M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • Calumet Gp, LLC Retirement Savings Plan end-of-year assets rose from $233M in the plan year 2022 filing to $275M in the plan year 2023 filing.
  • Calumet Gp, LLC Retirement Savings Plan reported participants rose from 1,445 in the plan year 2022 filing to 1,529 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 364579817 · Calumet Gp, LLC PY 2023 · 401(k)

Calumet Gp, LLC Retirement Savings Plan · $275M · 1,529 · 96th

  • EBSA $275M
  • EBSA 1,529
  • EBSA 96th
  • EBSA 401(k)
  • EBSA near Midwest Radiology P.a. Profit Sharing Plan
  • EBSA ind #747

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 Mining & Oil Extraction retirement plans → · Plans in Indiana →

Calumet Gp, LLC Retirement Savings Plan in the asset neighbourhood

Sally Beauty 401(k) and Profit Sharing PlanSally Beauty 401(k) and Prof…$275MState Bankshares 401(k) Profit Sharing PlanState Bankshares 401(k) Prof…$275MMidwest Radiology P.a. Profit Sharing PlanMidwest Radiology P.a. Profi…$275MCalumet Gp, LLC Retirement Savings PlanCalumet Gp, LLC Retirement S…$275MHarbor Freight Tools Retirement Savings PlanHarbor Freight Tools Retirem…$275M
End-of-year total assets ($M) among Calumet Gp, LLC Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$233M
Net Assets (End of Year)$275M
Net Income$42M
Employer EIN364579817
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Calumet Gp, LLC)

Sponsor-wide plan assets over time

All Calumet Gp, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$333M 28.274037138582344% vs 2022
2024 filing year
$250M$300M$350M 202220232024 $260M $333M ▲ +28.3%
Year Plans Participants Total Assets
2022 3 1,591 $260M
2023 3 1,662 $302M
2024 3 1,683 $333M

Nearby 401(k) Plans in Indiana

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

Calumet Gp, LLC Retirement Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Calumet Gp, LLC Retirement Savings Plan, Total assets ($B): 0.275309187 · Participants: 1529Calumet Gp, LLC Retirement Savings PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Calumet Gp, LLC Retirement Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Calumet Gp, LLC Retirement Savings Plan side-by-side with 3 peers →

Calumet Gp, LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Midwest Radiology P.a. Profit Sharing Plan in MN ($275M); by covered participants it is Northwestern Energy 401(k) Retirement Savings Plan in MT (1,529 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($275M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,529 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 Gp, LLC Retirement Savings Plan assets move in 2023? ▼
Calumet Gp, LLC Retirement Savings Plan grew sharply - up 18.1% during 2023, from $233M to $275M. Reported net income was $42M.
How have Calumet Gp, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calumet Gp, LLC's sponsor-wide assets grew 28.3%, from $260M to $333M.
Where does Calumet Gp, LLC Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Calumet Gp, LLC Retirement 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 Calumet Gp, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Midwest Radiology P.a. Profit Sharing Plan in MN ($275M, 380 participants).
Which 401(k) plans cover a similar participant headcount to Calumet Gp, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Northwestern Energy 401(k) Retirement Savings Plan in MT (1,529 participants, $463M 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 364579817.

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.