401(k) · DOL Form 5500 · 2023

Caldwell Tanks, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
312
Participants Below avg headcount
78th
Percentile by assets National rank
$87,336
Avg per participant Below avg balance/head
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Official DOL plan name: Caldwell Tanks Profit Sharing 401(k) Plan · Sponsored by Caldwell Tanks, Inc. · Kentucky · Manufacturing

$27M in assets, 312 participants

Caldwell Tanks, Inc.'s Caldwell Tanks Profit Sharing 401(k) Plan reported $27M in total assets and 312 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #12,951 in Manufacturing (18,722 peers)

Coverage in Kentucky

Caldwell Tanks Profit Sharing 401(k) Plan covers 312 participants in Kentucky, about 48% of the average Kentucky filer (state average ~647 per filing). Assets: $27M.

#12,951
in Manufacturing (18,722 peers)
+19.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Caldwell Tanks Profit Sharing 401(k) Plan's outsized position by total assets

Caldwell Tanks Profit Sharing 401(k) Plan vs every filed plan by assets

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

$27,248,775 Top 22% higher than 78% 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

Caldwell Tanks Profit Sharing 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. Caldwell Tanks Profit Sharing 401(k) Plan sits mid-pack in the medium band (312 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Caldwell Tanks Profit Sharing 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Caldwell Tanks Profit Sharing 401(k) Plan end-of-year assets rose from $23M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Caldwell Tanks Profit Sharing 401(k) Plan reported participants rose from 290 in the plan year 2022 filing to 312 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 610148890 · Caldwell Tanks, Inc. PY 2023 · 401(k)

Caldwell Tanks Profit Sharing 401(k) Plan · $27M · 312 · 78th

  • EIN $27M
  • EIN 312
  • EIN 78th
  • EIN 401(k)
  • EIN near New Mexico Oncology Hematology Consultants, Ltd 401(k) Profit Sharing Plan
  • EIN ind #12951

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 Kentucky →

Caldwell Tanks Profit Sharing 401(k) Plan in the asset neighbourhood

Caldwell Tanks Profit Sharing 401(k) PlanCaldwell Tanks Profit Sharin…$27MNew Mexico Oncology Hematology Consultants, Ltd 401(k) Profit Sharing PlanNew Mexico Oncology Hematolo…$27MRsni, LLC 401(k) Profit Sharing Plan and TrustRsni, LLC 401(k) Profit Shar…$27MEaton Peabody, PA 401(k) Plan$27MTcg 401(k) Plan$27M
End-of-year total assets ($M) among Caldwell Tanks Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$27M
Net Income$4M
Employer EIN610148890
Plan Effective Date2011-10-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Caldwell Tanks, Inc.)

Sponsor-wide plan assets over time

All Caldwell Tanks, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 30.771226785585696% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.9M $29.9M ▲ +30.8%
Year Plans Participants Total Assets
2022 1 290 $23M
2023 1 312 $27M
2024 1 275 $30M

Nearby 401(k) Plans in Kentucky

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

Caldwell Tanks Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Caldwell Tanks Profit Sharing 401(k) Plan, Total assets ($B): 0.027248775 · Participants: 312Caldwell Tanks Profit Sharing 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Caldwell Tanks Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Caldwell Tanks Profit Sharing 401(k) Plan side-by-side with 3 peers →

Caldwell Tanks Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is New Mexico Oncology Hematology Consultants, Ltd 401(k) Profit Sharing Plan in NM ($27M); by covered participants it is Power Auto Inc. 401(k) Plan in OR (312 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (312 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 Caldwell Tanks Profit Sharing 401(k) Plan assets move in 2023? ▼
Caldwell Tanks Profit Sharing 401(k) Plan grew sharply - up 19.1% during 2023, from $23M to $27M. Reported net income was $4M.
How have Caldwell Tanks, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caldwell Tanks, Inc.'s sponsor-wide assets grew 30.8%, from $23M to $30M.
Where does Caldwell Tanks Profit Sharing 401(k) Plan rank by assets among Form 5500 filers? ▼
Caldwell Tanks Profit Sharing 401(k) Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Caldwell Tanks Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is New Mexico Oncology Hematology Consultants, Ltd 401(k) Profit Sharing Plan in NM ($27M, 224 participants).
Which 401(k) plans cover a similar participant headcount to Caldwell Tanks Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Power Auto Inc. 401(k) Plan in OR (312 participants, $6M 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 610148890.

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.