401(k) · DOL Form 5500 · 2023

Minot Vocational Adjustment Workshop D/B/a Kalix 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
279
Participants Below avg headcount
74th
Percentile by assets National rank
$79,564
Avg per participant Below avg balance/head
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Official DOL plan name: Kalix Retirement Plan · Sponsored by Minot Vocational Adjustment Workshop D/B/a Kalix · North Dakota · Healthcare & Social Assistance

$22M in assets, 279 participants

Minot Vocational Adjustment Workshop D/B/a Kalix's Kalix Retirement Plan reported $22M in total assets and 279 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #13,888 in Healthcare & Social Assistance (17,684 peers)

Minot Vocational Adjustment Workshop D/B/a Kalix multi-year trail

Minot Vocational Adjustment Workshop D/B/a Kalix's plans moved +27.5% in assets from 2022 to 2024; this filing shows Kalix Retirement Plan at $22M / 279 participants.

#13,888
in Healthcare & Social Assistance (17,684 peers)
+12.1%
assets growth YoY

Kalix Retirement Plan's outsized position by total assets

Kalix Retirement Plan vs every filed plan by assets

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

$22,198,390 Top 26% higher than 74% 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

Kalix Retirement 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. Kalix Retirement Plan sits mid-pack in the medium band (279 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kalix Retirement Plan reported net income rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Kalix Retirement Plan end-of-year assets rose from $20M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Kalix Retirement Plan reported participants fell from 313 in the plan year 2022 filing to 279 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 450313122 · Minot Vocational Adjustment Workshop D/B/a Kalix PY 2023 · 401(k)

Kalix Retirement Plan · $22M · 279 · 74th

  • PHOTO $22M
  • PHOTO 279
  • PHOTO 74th
  • PHOTO 401(k)
  • PHOTO near Valeo Financial Advisors, LLC Retirement Plan
  • PHOTO ind #13888

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 Healthcare & Social Assistance retirement plans → · Plans in North Dakota →

Kalix Retirement Plan in the asset neighbourhood

Kalix Retirement Plan$22MValeo Financial Advisors, LLC Retirement PlanValeo Financial Advisors, LL…$22MGeiger Ready-Mix Co., Inc. 401(k) Profit Sharing PlanGeiger Ready-Mix Co., Inc. 4…$22MNudo Products, Inc. 401(k) PlanNudo Products, Inc. 401(k) P…$22MCreative Financial Staffing 401(k) PlanCreative Financial Staffing …$22M
End-of-year total assets ($M) among Kalix Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minot Vocational Adjustment Workshop D/B/a Kalix multi-year asset trail

Sponsor-wide plan assets over time

All Minot Vocational Adjustment Workshop D/B/a Kalix plans reported in each filing year

Latest sponsor-wide plan assets
$25M 27.48940845209034% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $19.8M $25.2M ▲ +27.5%
Year Plans Participants Total Assets
2022 1 313 $20M
2023 1 279 $22M
2024 1 274 $25M

Minot Vocational Adjustment Workshop D/B/a Kalix filing trail (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$22M
Net Income$2M
Employer EIN450313122
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Dakota

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

Kalix Retirement Plan vs. nearby 401(k) plans in North Dakota, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Kalix Retirement Plan, Total assets ($B): 0.02219839 · Participants: 279Kalix Retirement PlanSanford Retirement Savings Plan, Total assets ($B): 3.110361496 · Participants: 30495Sanford Retirement Savings PlanMdu Resources Group, Inc. 401(k) Retirement Plan, Total assets ($B): 0.829880488 · Participants: 8551Mdu Resources Group, Inc. 401(k) Retirement PlanKnife River Corporation 401(k) Retirement Plan, Total assets ($B): 0.7412361 · Participants: 5269Knife River Corporation 401(k) Retirement PlanDakotas Areawide IBEW-NECA Savings and Retirement Plan, Total assets ($B): 0.521170291 · Participants: 3853Dakotas Areawide IBEW-NECA Savings and Retirement PlanEide Bailly LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.512524705 · Participants: 2920Eide Bailly LLP 401(k) Profit Sharing Plan
Kalix Retirement Plan vs. nearby 401(k) plans in North Dakota, assets vs. participants
Compare Kalix Retirement Plan side-by-side with 3 peers →

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

Outside North Dakota, the nearest 401(k) by assets is Valeo Financial Advisors, LLC Retirement Plan in IN ($22M); by covered participants it is Virginia Cancer Institute, Inc. Retirement Plan in VA (279 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (279 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 Kalix Retirement Plan assets move in 2023? ▼
Kalix Retirement Plan grew at a solid clip - up 12.1% during 2023, from $20M to $22M. Reported net income was $2M.
How have Minot Vocational Adjustment Workshop D/B/a Kalix plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Minot Vocational Adjustment Workshop D/B/a Kalix's sponsor-wide assets grew 27.5%, from $20M to $25M.
Which 401(k) plans are similar in size to Kalix Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Valeo Financial Advisors, LLC Retirement Plan in IN ($22M, 159 participants).
Which 401(k) plans cover a similar participant headcount to Kalix Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Virginia Cancer Institute, Inc. Retirement Plan in VA (279 participants, $58M 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 450313122.

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.