401(k) · DOL Form 5500 · 2023

Kalkomey Enterprises, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
113
Participants Small participant base
44th
Percentile by assets National rank
$42,926
Avg per participant Low balance/head
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Official DOL plan name: Kalkomey Enterprises, LLC Retirement Plan · Sponsored by Kalkomey Enterprises, LLC · Texas · Educational Services

$5M in assets, 113 participants

Kalkomey Enterprises, LLC's Kalkomey Enterprises, LLC Retirement Plan reported $5M in total assets and 113 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #1,094 in Educational Services (3,735 peers)

Coverage in Texas

Kalkomey Enterprises, LLC Retirement Plan covers 113 participants in Texas, about 16% of the average Texas filer (state average ~688 per filing). Assets: $5M.

#1,094
in Educational Services (3,735 peers)
-10.4%
assets change YoY

The plan reported a net loss of $564K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kalkomey Enterprises, LLC Retirement Plan's mid-pack asset rank among Educational Services and all filers

Kalkomey Enterprises, LLC Retirement Plan vs every filed plan by assets

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

$4,850,628 44th percentile higher than 44% 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

Kalkomey Enterprises, LLC Retirement 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. Kalkomey Enterprises, LLC Retirement Plan sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kalkomey Enterprises, LLC Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to -$564K in the plan year 2023 filing.
  • Kalkomey Enterprises, LLC Retirement Plan reported participants fell from 140 in the plan year 2022 filing to 113 in the plan year 2023 filing.
  • Kalkomey Enterprises, LLC Retirement Plan end-of-year assets fell from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 752573168 · Kalkomey Enterprises, LLC PY 2023 · 401(k)

Kalkomey Enterprises, LLC Retirement Plan · $5M · 113 · 44th

  • EIN $5M
  • EIN 113
  • EIN 44th
  • EIN 401(k)
  • EIN near Dataserv, L.L.C. 401(k) Retirement Plan and Trust
  • EIN ind #1094

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 Educational Services retirement plans → · Plans in Texas →

Kalkomey Enterprises, LLC Retirement Plan in the asset neighbourhood

Kalkomey Enterprises, LLC Retirement PlanKalkomey Enterprises, LLC Re…$5MDataserv, L.L.C. 401(k) Retirement Plan and TrustDataserv, L.L.C. 401(k) Reti…$5MHonolulu Periodontics Profit Sharing PlanHonolulu Periodontics Profit…$5MSexton Dental Clinic, Inc. 401(k) PlanSexton Dental Clinic, Inc. 4…$5MLacroix Electronics Mi, LLC 401(k) PlanLacroix Electronics Mi, LLC …$5M
End-of-year total assets ($M) among Kalkomey Enterprises, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$564K
Employer EIN752573168
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kalkomey Enterprises, LLC)

Sponsor-wide plan assets over time

All Kalkomey Enterprises, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 18.215957534037113% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M$7M 202220232024 $5.41M $6.4M ▲ +18.3%
Year Plans Participants Total Assets
2022 1 140 $5M
2023 1 113 $5M
2024 1 81 $6M

Nearby 401(k) Plans in Texas

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

Kalkomey Enterprises, LLC Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Kalkomey Enterprises, LLC Retirement Plan, Total assets ($B): 0.004850628 · Participants: 113Kalkomey Enterprises, LLC Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Kalkomey Enterprises, LLC Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Kalkomey Enterprises, LLC Retirement Plan side-by-side with 3 peers →

Kalkomey Enterprises, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Dataserv, L.L.C. 401(k) Retirement Plan and Trust in MO ($5M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Kalkomey Enterprises, LLC Retirement Plan assets move in 2023? ▼
Kalkomey Enterprises, LLC Retirement Plan pulled back noticeably - down 10.4% during 2023, from $5M to $5M. Reported net income was -$564K.
How have Kalkomey Enterprises, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kalkomey Enterprises, LLC's sponsor-wide assets grew 18.2%, from $5M to $6M.
Which 401(k) plans are similar in size to Kalkomey Enterprises, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dataserv, L.L.C. 401(k) Retirement Plan and Trust in MO ($5M, 69 participants).
Which 401(k) plans cover a similar participant headcount to Kalkomey Enterprises, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (113 participants, $475K 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 752573168.

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.