Profit Sharing · DOL Form 5500 · 2023

Kalb Equipment Company, Inc. Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
15
Participants Small participant base
47th
Percentile by assets National rank
$382,890
Avg per participant High balance/head
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Official DOL plan name: Kalb Equipment Company, Inc. Profit Sharing Plan · Sponsored by Kalb Equipment Company, Inc. · Tennessee · Manufacturing

$6M in assets, 15 participants

Kalb Equipment Company, Inc.'s Kalb Equipment Company, Inc. Profit Sharing Plan reported $6M in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #5,721 in Manufacturing (18,722 peers)

Kalb Equipment Company, Inc. multi-year trail

Kalb Equipment Company, Inc.'s plans moved +40.4% in assets from 2022 to 2024; this filing shows Kalb Equipment Company, Inc. Profit Sharing Plan at $6M / 15 participants.

#5,721
in Manufacturing (18,722 peers)
+20.2%
assets growth YoY

Kalb Equipment Company, Inc. Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

Kalb Equipment Company, Inc. Profit Sharing Plan vs every filed plan by assets

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

$5,743,344 47th percentile higher than 47% 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

Kalb Equipment Company, Inc. Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kalb Equipment Company, Inc. Profit Sharing Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kalb Equipment Company, Inc. Profit Sharing Plan reported net income rose from $361K in the plan year 2022 filing to $965K in the plan year 2023 filing.
  • Kalb Equipment Company, Inc. Profit Sharing Plan reported participants rose from 12 in the plan year 2022 filing to 15 in the plan year 2023 filing.
  • Kalb Equipment Company, Inc. Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 620926497 · Kalb Equipment Company, Inc. PY 2023 · Profit Sharing

Kalb Equipment Company, Inc. Profit Sharing Plan · $6M · 15 · 47th

  • ASSETS $6M
  • ASSETS 15
  • ASSETS 47th
  • ASSETS Profit Sharing
  • ASSETS near Pacific Science Center Retirement Plan
  • ASSETS ind #5721

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 Tennessee →

Kalb Equipment Company, Inc. Profit Sharing Plan in the asset neighbourhood

Kalb Equipment Company, Inc. Profit Sharing PlanKalb Equipment Company, Inc.…$6MPacific Science Center Retirement PlanPacific Science Center Retir…$6MPoint C, LLC Employees' Profit Sharing PlanPoint C, LLC Employees' Prof…$6MSaint Johns School 1165 (E) Plan 1165(e) PlanSaint Johns School 1165 (E) …$6MThe Lunada Bay Corporation Retirement PlanThe Lunada Bay Corporation R…$6M
End-of-year total assets ($M) among Kalb Equipment Company, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Kalb Equipment Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Kalb Equipment Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 40.38639667396494% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.78M $6.71M ▲ +40.4%
Year Plans Participants Total Assets
2022 1 12 $5M
2023 1 15 $6M
2024 1 14 $7M

Kalb Equipment Company, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$965K
Employer EIN620926497
Plan Effective Date1985-11-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Tennessee

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Kalb Equipment Company, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -2000200400600 Total assets ($M) Participants Kalb Equipment Company, Inc. Profit Sharing Plan, Total assets ($M): 5.743344 · Participants: 15Kalb Equipment Company, Inc. Profit Sharing PlanBallad Health 401(a) Plan, Total assets ($M): 478.135258 · Participants: 5420Ballad Health 401(a) PlanShreveport Electrical Industry Profit Sharing Plan, Total assets ($M): 87.734816 · Participants: 494Shreveport Electrical Industry Profit Sharing PlanNew Orleans Electrical Annuity Plan, Total assets ($M): 77.298273 · Participants: 1475New Orleans Electrical Annuity PlanUlps Employee Savings Plan, Total assets ($M): 66.606114 · Participants: 237Ulps Employee Savings PlanGerber/Taylor Capital Advisors Profit Sharing Plan, Total assets ($M): 45.840819 · Participants: 40Gerber/Taylor Capital Advisors Profit Sharing Plan
Kalb Equipment Company, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants
Compare Kalb Equipment Company, Inc. Profit Sharing Plan side-by-side with 3 peers →

Kalb Equipment Company, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Tennessee, the nearest Profit Sharing by assets is Pacific Science Center Retirement Plan in WA ($6M); by covered participants it is Sterling Oil & Chemical Company, Inc. Profit Sharing Plan in MI (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Kalb Equipment Company, Inc. Profit Sharing Plan assets move in 2023? ▼
Kalb Equipment Company, Inc. Profit Sharing Plan grew sharply - up 20.2% during 2023, from $5M to $6M. Reported net income was $965K.
How have Kalb Equipment Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kalb Equipment Company, Inc.'s sponsor-wide assets grew 40.4%, from $5M to $7M.
Which Profit Sharing plans are similar in size to Kalb Equipment Company, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Pacific Science Center Retirement Plan in WA ($6M, 128 participants).
Which Profit Sharing plans cover a similar participant headcount to Kalb Equipment Company, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sterling Oil & Chemical Company, Inc. Profit Sharing Plan in MI (15 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 620926497.

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.