401(k) · DOL Form 5500 · 2023
Calumet Gp, LLC 401(k) Plan
Data updated 2026-08-11
- $275M
- Total assets
- 1,529
- Participants
- 96th
- Percentile by assets
- $180,058
- Avg per participant
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.
- 96th percentile by assets (of 127,072 plans)
- #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.
- $275M
- total plan assets (2023 EOY)
- 1,529
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $180,058
- avg assets per participant
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.
Participants vs Indiana filers
In Indiana, the average filing covers about 541 participants across 2,302 plans. Calumet Gp, LLC Retirement Savings Plan reports 1,529 participants - 2.8x that state average ($275M EOY assets).
Indiana filing particulars
| Total Assets (Beginning of Year) | $233M |
|---|---|
| Net Assets (End of Year) | $275M |
| Net Income | $42M |
| Employer EIN | 364579817 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Calumet Gp, LLC)
| 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
- The Lilly Employee 401(k) Plan $11.1B · 17,583
- Elevance Health 401(k) Plan $11.0B · 76,590
- Cummins Retirement and Savings Plan $5.7B · 28,381
- Iu Health 401(k) Savings Plan $3.9B · 38,575
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Calumet Gp, LLC Retirement Savings Plan by total assets, not by location.
- Midwest Radiology P.a. Profit Sharing Plan (MN) $275M · 380
- Sally Beauty 401(k) and Profit Sharing Plan (TX) $275M · 17,873
- State Bankshares 401(k) Profit Sharing Plan (ND) $275M · 1,942
- Harbor Freight Tools Retirement Savings Plan (CA) $275M · 18,364
Frequently Asked Questions
How did Calumet Gp, LLC Retirement Savings Plan assets move in 2023? ▼
How have Calumet Gp, LLC plan assets changed over time? ▼
Where does Calumet Gp, LLC Retirement Savings Plan rank by assets among Form 5500 filers? ▼
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Next read for Calumet Gp, LLC Retirement Savings Plan
Filing takeaways
Ways to act on Calumet Gp, LLC Retirement Savings Plan's numbers.
- By total assets, Calumet Gp, LLC Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Indiana. Compare plans
- Calumet Gp, LLC's sponsor-wide assets have grown 28.3% since 2022 across 3 plan years on file. More Mining & Oil Extraction plans