401(k) · DOL Form 5500 · 2024

Caldwell Tanks, Inc. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
275
Participants Below avg headcount
77th
Percentile by assets National rank
$108,766
Avg per participant Below avg balance/head
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Official DOL plan name: Caldwell Tanks Profit Sharing 401(k) Plan · Sponsored by Caldwell Tanks, Inc. · Kentucky · Manufacturing

$30M in assets, 275 participants

Caldwell Tanks, Inc.'s Caldwell Tanks Profit Sharing 401(k) Plan reported $30M in total assets and 275 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #12,218 in Manufacturing (17,777 peers)

Coverage in Kentucky

Caldwell Tanks Profit Sharing 401(k) Plan covers 275 participants in Kentucky, about 42% of the average Kentucky filer (state average ~647 per filing). Assets: $30M.

#12,218
in Manufacturing (17,777 peers)
+9.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Caldwell Tanks Profit Sharing 401(k) Plan's outsized position by total assets

Caldwell Tanks Profit Sharing 401(k) Plan vs every filed plan by assets

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

$29,910,624 Top 23% higher than 77% 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

Caldwell Tanks Profit Sharing 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Caldwell Tanks Profit Sharing 401(k) Plan sits mid-pack in the medium band (275 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Caldwell Tanks Profit Sharing 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Caldwell Tanks Profit Sharing 401(k) Plan reported participants fell from 312 in the plan year 2023 filing to 275 in the plan year 2024 filing.
  • Caldwell Tanks Profit Sharing 401(k) Plan end-of-year assets rose from $27M in the plan year 2023 filing to $30M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 610148890 · Caldwell Tanks, Inc. PY 2024 · 401(k)

Caldwell Tanks Profit Sharing 401(k) Plan · $30M · 275 · 77th

  • NET $30M
  • NET 275
  • NET 77th
  • NET 401(k)
  • NET near Deltrol Corp. 401(k) Savings Plan
  • NET ind #12218

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 Kentucky →

Caldwell Tanks Profit Sharing 401(k) Plan in the asset neighbourhood

Caldwell Tanks Profit Sharing 401(k) PlanCaldwell Tanks Profit Sharin…$30MDeltrol Corp. 401(k) Savings PlanDeltrol Corp. 401(k) Savings…$30MEmpire Communities U.S. Retirement PlanEmpire Communities U.S. Reti…$30MVeritone, Inc. 401(k) Plan$30MTri Holdco., Inc. 401(k) Plan$30M
End-of-year total assets ($M) among Caldwell Tanks Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kentucky filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$30M
Net Income$3M
Employer EIN610148890
Plan Effective Date2011-10-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Caldwell Tanks, Inc.)

Sponsor-wide plan assets over time

All Caldwell Tanks, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 30.771226785585696% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.9M $29.9M ▲ +30.8%
Year Plans Participants Total Assets
2022 1 290 $23M
2023 1 312 $27M
2024 1 275 $30M

Nearby 401(k) Plans in Kentucky

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

Caldwell Tanks Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Caldwell Tanks Profit Sharing 401(k) Plan, Total assets ($B): 0.029910624 · Participants: 275Caldwell Tanks Profit Sharing 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
Caldwell Tanks Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Caldwell Tanks Profit Sharing 401(k) Plan side-by-side with 3 peers →

Caldwell Tanks Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Deltrol Corp. 401(k) Savings Plan in WI ($30M); by covered participants it is Territorial Savings Bank 401(k) Plan in HI (275 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Similar participant headcount

Nearest other-state filings by covered participants (275 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 Caldwell Tanks Profit Sharing 401(k) Plan assets move in 2024? ▼
Caldwell Tanks Profit Sharing 401(k) Plan grew at a solid clip - up 9.8% during 2024, from $27M to $30M. Reported net income was $3M.
How have Caldwell Tanks, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caldwell Tanks, Inc.'s sponsor-wide assets grew 30.8%, from $23M to $30M.
Where does Caldwell Tanks Profit Sharing 401(k) Plan rank by assets among Form 5500 filers? ▼
Caldwell Tanks Profit Sharing 401(k) Plan ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Caldwell Tanks Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Deltrol Corp. 401(k) Savings Plan in WI ($30M, 244 participants).
Which 401(k) plans cover a similar participant headcount to Caldwell Tanks Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Territorial Savings Bank 401(k) Plan in HI (275 participants, $43M 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 610148890.

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.