401(k) · DOL Form 5500 · 2024

Kalio, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
20
Participants Small participant base
44th
Percentile by assets National rank
$275,227
Avg per participant High balance/head
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Official DOL plan name: Kalio, Inc 401(k) Plan · Sponsored by Kalio, Inc. · California · Professional & Technical Services

$6M in assets, 20 participants

Kalio, Inc.'s Kalio, Inc 401(k) Plan reported $6M in total assets and 20 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,350 in Professional & Technical Services (20,173 peers)

Kalio, Inc. multi-year trail

Kalio, Inc.'s plans moved +22.0% in assets from 2022 to 2024; this filing shows Kalio, Inc 401(k) Plan at $6M / 20 participants.

#8,350
in Professional & Technical Services (20,173 peers)
+3.3%
assets growth YoY

Kalio, Inc 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Kalio, Inc 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$5,504,537 44th percentile higher than 44% of 123,620 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 2024

Kalio, Inc 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kalio, Inc 401(k) Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kalio, Inc 401(k) Plan reported net income fell from $819K in the plan year 2023 filing to $174K in the plan year 2024 filing.
  • Kalio, Inc 401(k) Plan reported participants fell from 23 in the plan year 2023 filing to 20 in the plan year 2024 filing.
  • Kalio, Inc 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 311582517 · Kalio, Inc. PY 2024 · 401(k)

Kalio, Inc 401(k) Plan · $6M · 20 · 44th

  • PCT $6M
  • EIN 20
  • RANK 44th
  • PHOTO 401(k)
  • IND near First Harvest Federal Credit Union 401(k)
  • EOY ind #8350

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 Professional & Technical Services retirement plans → · Plans in California →

Kalio, Inc 401(k) Plan in the asset neighbourhood

Kalio, Inc 401(k) Plan$6MFirst Harvest Federal Credit Union 401(k)First Harvest Federal Credit…$6MSfh Company LLC and Affiliates 401(k) PlanSfh Company LLC and Affiliat…$6MFedrigoni Special Papers North America Inc. Union 401(k) PlanFedrigoni Special Papers Nor…$6MBrown, Williams, Moorhead & Quinn, Inc.Brown, Williams, Moorhead & …$6M
End-of-year total assets ($M) among Kalio, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kalio, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Kalio, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 22.027439750949977% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.51M $5.5M ▲ +22.0%
Year Plans Participants Total Assets
2022 1 25 $5M
2023 1 23 $5M
2024 1 20 $6M

Kalio, Inc. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$174K
Employer EIN311582517
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Kalio, Inc 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Kalio, Inc 401(k) Plan, Total assets ($B): 0.005504537 · Participants: 20Kalio, Inc 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Kalio, Inc 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Kalio, Inc 401(k) Plan side-by-side with 3 peers →

Kalio, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is First Harvest Federal Credit Union 401(k) in NJ ($6M); by covered participants it is Aae 401(k) Retirement Plan in MN (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kalio, Inc 401(k) Plan assets move in 2024? ▼
Kalio, Inc 401(k) Plan edged up modestly - up 3.3% during 2024, from $5M to $6M. Reported net income was $174K.
How have Kalio, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kalio, Inc.'s sponsor-wide assets grew 22.0%, from $5M to $6M.
Which 401(k) plans are similar in size to Kalio, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is First Harvest Federal Credit Union 401(k) in NJ ($6M, 138 participants).
Which 401(k) plans cover a similar participant headcount to Kalio, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aae 401(k) Retirement Plan in MN (20 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 311582517.

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.