401(k) · DOL Form 5500 · 2024

Calumet Carton Company 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
123
Participants Small participant base
63rd
Percentile by assets National rank
$113,634
Avg per participant Below avg balance/head
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Official DOL plan name: Calumet Carton Company Employee Retirement Trust · Sponsored by Calumet Carton Company · Illinois · Manufacturing

$14M in assets, 123 participants

Calumet Carton Company's Calumet Carton Company Employee Retirement Trust reported $14M in total assets and 123 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #8,972 in Manufacturing (17,777 peers)

Coverage in Illinois

Calumet Carton Company Employee Retirement Trust covers 123 participants in Illinois, about 16% of the average Illinois filer (state average ~779 per filing). Assets: $14M.

#8,972
in Manufacturing (17,777 peers)
+10.5%
assets growth YoY

Calumet Carton Company Employee Retirement Trust's mid-pack asset rank among Manufacturing and all filers

Calumet Carton Company Employee Retirement Trust vs every filed plan by assets

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

$13,976,930 Top 37% higher than 63% 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

Calumet Carton Company Employee Retirement Trust 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. Calumet Carton Company Employee Retirement Trust sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Calumet Carton Company Employee Retirement Trust reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Calumet Carton Company Employee Retirement Trust end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Calumet Carton Company Employee Retirement Trust reported participants fell from 134 in the plan year 2023 filing to 123 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 362369829 · Calumet Carton Company PY 2024 · 401(k)

Calumet Carton Company Employee Retirement Trust · $14M · 123 · 63rd

  • 5500 $14M
  • 5500 123
  • 5500 63rd
  • 5500 401(k)
  • 5500 near When I Work, Inc. 401(k) Plan
  • 5500 ind #8972

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 Illinois →

Calumet Carton Company Employee Retirement Trust in the asset neighbourhood

Calumet Carton Company Employee Retirement TrustCalumet Carton Company Emplo…$14MWhen I Work, Inc. 401(k) Plan$14MLongenecker & Associates, Inc. 401(k) PlanLongenecker & Associates, In…$14MThe Frontier Technology 401(k) PlanThe Frontier Technology 401(…$14MChartbeat 401(k) Plan$14M
End-of-year total assets ($M) among Calumet Carton Company Employee Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$1M
Employer EIN362369829
Plan Effective Date1958-12-09
Filing StatusFILING RECEIVED

Sponsor Plan History (Calumet Carton Company)

Sponsor-wide plan assets over time

All Calumet Carton Company plans reported in each filing year

Latest sponsor-wide plan assets
$14M 21.046546471125183% vs 2022
2024 filing year
$11M$12M$13M$14M$15M 202220232024 $11.6M $14M ▲ +21.0%
Year Plans Participants Total Assets
2022 1 124 $12M
2023 1 134 $13M
2024 1 123 $14M

Nearby 401(k) Plans in Illinois

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

Calumet Carton Company Employee Retirement Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Calumet Carton Company Employee Retirement Trust, Total assets ($B): 0.01397693 · Participants: 123Calumet Carton Company Employee Retirement TrustAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Calumet Carton Company Employee Retirement Trust vs. nearby 401(k) plans in Illinois, assets vs. participants

Calumet Carton Company Employee Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is When I Work, Inc. 401(k) Plan in MN ($14M); by covered participants it is Clark's Termite & Pest Control 401(k) Plan in NJ (123 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (123 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 Calumet Carton Company Employee Retirement Trust assets move in 2024?
Calumet Carton Company Employee Retirement Trust grew at a solid clip - up 10.5% during 2024, from $13M to $14M. Reported net income was $1M.
How have Calumet Carton Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Calumet Carton Company's sponsor-wide assets grew 21.0%, from $12M to $14M.
Which 401(k) plans are similar in size to Calumet Carton Company Employee Retirement Trust?
Among 401(k) plans in other states, the closest by assets is When I Work, Inc. 401(k) Plan in MN ($14M, 145 participants).
Which 401(k) plans cover a similar participant headcount to Calumet Carton Company Employee Retirement Trust?
Among 401(k) plans in other states, the closest by covered participants is Clark's Termite & Pest Control 401(k) Plan in NJ (123 participants, $2M in assets).