401(k) · DOL Form 5500 · 2023

Kalmbach Media Co. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
124
Participants Small participant base
62nd
Percentile by assets National rank
$94,496
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kalmbach Media 401(k) Plan · Sponsored by Kalmbach Media Co. · Wisconsin · Information & Media

$12M in assets, 124 participants

Kalmbach Media Co.'s Kalmbach Media 401(k) Plan reported $12M in total assets and 124 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #1,421 in Information & Media (2,818 peers)

Coverage in Wisconsin

Kalmbach Media 401(k) Plan covers 124 participants in Wisconsin, about 22% of the average Wisconsin filer (state average ~563 per filing). Assets: $12M.

#1,421
in Information & Media (2,818 peers)
-26.7%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kalmbach Media 401(k) Plan's mid-pack asset rank among Information & Media and all filers

Kalmbach Media 401(k) Plan vs every filed plan by assets

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

$11,717,496 Top 38% higher than 62% 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

Kalmbach Media 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. Kalmbach Media 401(k) Plan sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kalmbach Media 401(k) Plan reported net income fell from $1M in the plan year 2022 filing to -$4M in the plan year 2023 filing.
  • Kalmbach Media 401(k) Plan end-of-year assets fell from $16M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Kalmbach Media 401(k) Plan reported participants rose from 122 in the plan year 2022 filing to 124 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 390480740 · Kalmbach Media Co. PY 2023 · 401(k)

Kalmbach Media 401(k) Plan · $12M · 124 · 62nd

  • BOOK $12M
  • BOOK 124
  • BOOK 62nd
  • BOOK 401(k)
  • BOOK near Local 298 Annuity Fund
  • BOOK ind #1421

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 Information & Media retirement plans → · Plans in Wisconsin →

Kalmbach Media 401(k) Plan in the asset neighbourhood

Kalmbach Media 401(k) Plan$12MLocal 298 Annuity Fund$12MConsolidated Citrus 401(k) Savings PlanConsolidated Citrus 401(k) S…$12MNation's Best Holdings 401(k) PlanNation's Best Holdings 401(k…$12MFolio Wine Company, LLC 401(k) PlanFolio Wine Company, LLC 401(…$12M
End-of-year total assets ($M) among Kalmbach Media 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$12M
Net Income-$4M
Employer EIN390480740
Plan Effective Date1987-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kalmbach Media Co.)

Sponsor-wide plan assets over time

All Kalmbach Media Co. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 26.727163442598222% vs 2022
2023 filing year
$10M$12M$14M$16M$18M 20222023 $16M $11.7M ▼ -26.7%
Year Plans Participants Total Assets
2022 1 122 $16M
2023 1 124 $12M

Nearby 401(k) Plans in Wisconsin

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

Kalmbach Media 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Kalmbach Media 401(k) Plan, Total assets ($B): 0.011717496 · Participants: 124Kalmbach Media 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Kalmbach Media 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Kalmbach Media 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Local 298 Annuity Fund in NY ($12M); by covered participants it is F.L. Chamberlain School Retirement Plan in MA (124 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Kalmbach Media 401(k) Plan assets move in 2023? ▼
Kalmbach Media 401(k) Plan declined sharply - down 26.7% during 2023, from $16M to $12M. Reported net income was -$4M.
How have Kalmbach Media Co. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Kalmbach Media Co.'s sponsor-wide assets declined 26.7%, from $16M to $12M.
Which 401(k) plans are similar in size to Kalmbach Media 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Local 298 Annuity Fund in NY ($12M, 2,000 participants).
Which 401(k) plans cover a similar participant headcount to Kalmbach Media 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is F.L. Chamberlain School Retirement Plan in MA (124 participants, $1M 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 390480740.

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.