401(k) · DOL Form 5500 · 2023

Kalle USA, LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets: 298
Participants Below avg headcount: 66th
Percentile by assets National rank: $47,569
Avg per participant Low balance/head

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Official DOL plan name: Kalle USA, LLC 401(k) Plan · Sponsored by Kalle USA, LLC · Illinois · Manufacturing

$14M in assets, 298 participants

Kalle USA, LLC's Kalle USA, LLC 401(k) Plan reported $14M in total assets and 298 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

#10,142 in Manufacturing (18,722 peers)

Coverage in Illinois

Kalle USA, LLC 401(k) Plan covers 298 participants in Illinois, about 38% of the average Illinois filer (state average ~779 per filing). Assets: $14M.

#10,142
in Manufacturing (18,722 peers): +23.9%
assets growth YoY

Kalle USA, LLC 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Kalle USA, LLC 401(k) Plan vs every filed plan by assets

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

$14,175,698 Top 34% higher than 66% 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

Kalle USA, LLC 401(k) 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. Kalle USA, LLC 401(k) Plan sits mid-pack in the medium band (298 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Kalle USA, LLC 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Kalle USA, LLC 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
Kalle USA, LLC 401(k) Plan reported participants rose from 275 in the plan year 2022 filing to 298 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 223585009 · Kalle USA, LLC PY 2023 · 401(k)

Kalle USA, LLC 401(k) Plan · $14M · 298 · 66th

VS-ST $14M
BOY 298
SCH 66th
EBSA 401(k)
PART near Hurley & Associates Savings & Retirement Plan
TYPE ind #10142

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 Illinois →

End-of-year total assets ($M) among Kalle USA, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)	$11M
Net Assets (End of Year)	$14M
Net Income	$3M
Employer EIN	223585009
Plan Effective Date	1998-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Kalle USA, LLC)

Latest sponsor-wide plan assets: $15M 34.34739760989605% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	275	$11M
2023	1	298	$14M
2024	1	292	$15M

Nearby 401(k) Plans in Illinois

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

Kalle USA, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
State Farm 401(k) Savings Plan $16.9B · 60,246
Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
United Airlines Pilot Retirement Account Plan $14.4B · 14,959
Walgreens Retirement Savings Plan $13.4B · 235,331

Compare Kalle USA, LLC 401(k) Plan side-by-side with 3 peers →

Kalle USA, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Hurley & Associates Savings & Retirement Plan in MO ($14M); by covered participants it is Silvertip Completion Services in TX (298 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Hurley & Associates Savings & Retirement Plan (MO) $14M · 90
Radiall USA 401(k) Profit Sharing Plan (AZ) $14M · 172
Gms Mine Repair and Maintenance, Inc. 401(k) Profit Sharing Plan (MD) $14M · 356
Softheon 401(k) Plan (NY) $14M · 206

Similar participant headcount

Nearest other-state filings by covered participants (298 participants); asset peers above are excluded.

Silvertip Completion Services (TX) 298 · 0 off
Minnesota Elevator, Inc. 401(k) Profit Sharing Plan (MN) 298 · 0 off
Cerevel Therapeutics LLC 401(k) Plan (MA) 298 · 0 off
Pioneer Title Company 401(k) Plan (ID) 298 · 0 off

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 Kalle USA, LLC 401(k) Plan assets move in 2023? ▼

Kalle USA, LLC 401(k) Plan grew sharply - up 23.9% during 2023, from $11M to $14M. Reported net income was $3M.

How have Kalle USA, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Kalle USA, LLC's sponsor-wide assets grew 34.3%, from $11M to $15M.

Which 401(k) plans are similar in size to Kalle USA, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Hurley & Associates Savings & Retirement Plan in MO ($14M, 90 participants).

Which 401(k) plans cover a similar participant headcount to Kalle USA, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Silvertip Completion Services in TX (298 participants, N/A 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 223585009.