401(k) · DOL Form 5500 · 2023

Kalida Manufacturing Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets: 260
Participants Below avg headcount: 66th
Percentile by assets National rank: $53,866
Avg per participant Low balance/head

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Official DOL plan name: Kmi 401(k) Savings Plan · Sponsored by Kalida Manufacturing Inc. · Ohio · Manufacturing

$14M in assets, 260 participants

Kalida Manufacturing Inc.'s Kmi 401(k) Savings Plan reported $14M in total assets and 260 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.

#10,079 in Manufacturing (18,722 peers)

Coverage in Ohio

Kmi 401(k) Savings Plan covers 260 participants in Ohio, about 34% of the average Ohio filer (state average ~765 per filing). Assets: $14M.

#10,079
in Manufacturing (18,722 peers): +4.9%
assets growth YoY

Kmi 401(k) Savings Plan's mid-pack asset rank among Manufacturing and all filers

Kmi 401(k) Savings Plan vs every filed plan by assets

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

$14,005,127 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

Kmi 401(k) Savings 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. Kmi 401(k) Savings Plan sits mid-pack in the medium band (260 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%)

Kmi 401(k) Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $655K in the plan year 2023 filing.
Kmi 401(k) Savings Plan reported participants fell from 305 in the plan year 2022 filing to 260 in the plan year 2023 filing.
Kmi 401(k) Savings Plan end-of-year assets rose from $13M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 341824762 · Kalida Manufacturing Inc. PY 2023 · 401(k)

Kmi 401(k) Savings Plan · $14M · 260 · 66th

PHOTO $14M
IND 260
EOY 66th
5500 401(k)
ASSETS near Pooler Enterprises, Inc. Retirement Plan
PCT ind #10079

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 Ohio →

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

Ohio filing particulars

Total Assets (Beginning of Year)	$13M
Net Assets (End of Year)	$14M
Net Income	$655K
Employer EIN	341824762
Plan Effective Date	1997-08-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Kalida Manufacturing Inc.)

Latest sponsor-wide plan assets: $15M 10.997473145334068% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	305	$13M
2023	1	260	$14M
2024	1	246	$15M

Nearby 401(k) Plans in Ohio

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

Kmi 401(k) Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

GE Retirement Savings Plan $19.5B · 59,766
The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
The Progressive 401(k) Plan $9.2B · 56,176
The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
Nationwide Savings Plan $7.6B · 24,715

Compare Kmi 401(k) Savings Plan side-by-side with 3 peers →

Kmi 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Pooler Enterprises, Inc. Retirement Plan in NY ($14M); by covered participants it is Roofing Wholesale Co., Inc. 401(k) Plan in AZ (260 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Pooler Enterprises, Inc. Retirement Plan (NY) $14M · 69
Ovh US LLC 401(k) Plan (VA) $14M · 173
Uniloy 401(k) Plan (MI) $14M · 213
Orthopedic Surgery Associates 401(k) Profit Sharing Plan (CA) $14M · 7

Similar participant headcount

Nearest other-state filings by covered participants (260 participants); asset peers above are excluded.

Roofing Wholesale Co., Inc. 401(k) Plan (AZ) 260 · 0 off
Esp, Inc. 401(k) Plan (FL) 260 · 0 off
Athenex Inc 401(k) Profit Sharing Plan and Trust (NY) 260 · 0 off
Assets, Inc. 401(k) Plan (AK) 260 · 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 Kmi 401(k) Savings Plan assets move in 2023? ▼

Kmi 401(k) Savings Plan edged up modestly - up 4.9% during 2023, from $13M to $14M. Reported net income was $655K.

How have Kalida Manufacturing Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Kalida Manufacturing Inc.'s sponsor-wide assets grew 11.0%, from $13M to $15M.

Which 401(k) plans are similar in size to Kmi 401(k) Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Pooler Enterprises, Inc. Retirement Plan in NY ($14M, 69 participants).

Which 401(k) plans cover a similar participant headcount to Kmi 401(k) Savings Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Roofing Wholesale Co., Inc. 401(k) Plan in AZ (260 participants, $7M 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 341824762.