401(k) · DOL Form 5500 · 2023

Kalil Bottling Co. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
524
Participants Below avg headcount
64th
Percentile by assets National rank
$24,634
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kalil Bottling Co. Profit Sharing and Individual Retirement Savings Plan · Sponsored by Kalil Bottling Co. · Arizona · Manufacturing

$13M in assets, 524 participants

Kalil Bottling Co.'s Kalil Bottling Co. Profit Sharing and Individual Retirement Savings Plan reported $13M in total assets and 524 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #9,671 in Manufacturing (18,722 peers)

What the 2023 filing shows

Kalil Bottling Co. Profit Sharing and Individual Retirement Savings Plan holds $13M for 524 participants - about $24,634 per participant, above the median plan by assets.

#9,671
in Manufacturing (18,722 peers)
+0.8%
assets growth YoY

Kalil Bottling Co. Profit Sharing and Individual Retirement Savings Plan's mid-pack asset rank among Manufacturing and all filers

Kalil Bottling Co. Profit Sharing and Individual Retirement Savings Plan vs every filed plan by assets

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

$12,908,247 Top 36% higher than 64% 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

Kalil Bottling Co. Profit Sharing and Individual Retirement 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. Kalil Bottling Co. Profit Sharing and Individual Retirement Savings Plan sits mid-pack in the medium band (524 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kalil Bottling Co. Profit Sharing and Individual Retirement Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $97K in the plan year 2023 filing.
  • Kalil Bottling Co. Profit Sharing and Individual Retirement Savings Plan reported participants fell from 642 in the plan year 2022 filing to 524 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 860144810 · Kalil Bottling Co. PY 2023 · 401(k)

Kalil Bottling Co. Profit Sharing and Individual Retirement Savings Plan · $13M · 524 · 64th

  • EIN $13M
  • EIN 524
  • EIN 64th
  • EIN 401(k)
  • EIN near Central Investment LLC Thrift Savings 401(k) Retirement Plan
  • EIN ind #9671

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 Arizona →

Kalil Bottling Co. Profit Sharing and Individual Retirement Savings Plan in the asset neighbourhood

Kalil Bottling Co. Profit Sharing and Individual Retirement Savings PlanKalil Bottling Co. Profit Sh…$13MCentral Investment LLC Thrift Savings 401(k) Retirement PlanCentral Investment LLC Thrif…$13MMerced School Employees Federal Credit Union 401(k) Plan and TrustMerced School Employees Fede…$13MCorsicana Acquisition LLC 401(k) PlanCorsicana Acquisition LLC 40…$13MThe Dingley Press 401(k) Retirement PlanThe Dingley Press 401(k) Ret…$13M
End-of-year total assets ($M) among Kalil Bottling Co. Profit Sharing and Individual Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$13M
Net Income$97K
Employer EIN860144810
Plan Effective Date1982-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kalil Bottling Co.)

Sponsor-wide plan assets over time

All Kalil Bottling Co. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$5M$10M$15M 202220232024 $12.8M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 642 $13M
2023 1 524 $13M
2024 1 524 N/A

Nearby 401(k) Plans in Arizona

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

Kalil Bottling Co. Profit Sharing and Individual Retirement Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Kalil Bottling Co. Profit Sharing and Individual Retirement Savings Plan, Total assets ($B): 0.012908247 · Participants: 524Kalil Bottling Co. Profit Sharing and Individual Retirement Savings PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Kalil Bottling Co. Profit Sharing and Individual Retirement Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Kalil Bottling Co. Profit Sharing and Individual Retirement Savings Plan side-by-side with 3 peers →

Kalil Bottling Co. Profit Sharing and Individual Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Central Investment LLC Thrift Savings 401(k) Retirement Plan in OH ($13M); by covered participants it is Stahlbush Island Farms, Inc. 401(k) and Profit Sharing Plan in OR (524 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (524 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 Kalil Bottling Co. Profit Sharing and Individual Retirement Savings Plan assets move in 2023? ▼
Kalil Bottling Co. Profit Sharing and Individual Retirement Savings Plan held essentially flat - up 0.8% during 2023, from $13M to $13M. Reported net income was $97K.
Which 401(k) plans are similar in size to Kalil Bottling Co. Profit Sharing and Individual Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Central Investment LLC Thrift Savings 401(k) Retirement Plan in OH ($13M, 174 participants).
Which 401(k) plans cover a similar participant headcount to Kalil Bottling Co. Profit Sharing and Individual Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stahlbush Island Farms, Inc. 401(k) and Profit Sharing Plan in OR (524 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 860144810.

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.