401(k) · DOL Form 5500 · 2023

Kalyani Senior Services Co. 401(k) Plan

Data updated 2026-08-25

$550K
Total assets Small plan by assets
50
Participants Small participant base
19th
Percentile by assets National rank
$10,993
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kalyani Senior Services Co 401(k) Plan · Sponsored by Kalyani Senior Services Co. · North Carolina · Healthcare & Social Assistance

$550K in assets, 50 participants

Kalyani Senior Services Co.'s Kalyani Senior Services Co 401(k) Plan reported $550K in total assets and 50 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.

  • #2,484 in Healthcare & Social Assistance (17,684 peers)

Kalyani Senior Services Co. multi-year trail

Kalyani Senior Services Co.'s plans moved -98.3% in assets from 2022 to 2024; this filing shows Kalyani Senior Services Co 401(k) Plan at $550K / 50 participants.

#2,484
in Healthcare & Social Assistance (17,684 peers)
+39.6%
assets growth YoY

Kalyani Senior Services Co 401(k) Plan among the smaller filed plans by assets

Kalyani Senior Services Co 401(k) Plan vs every filed plan by assets

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

$549,632 19th percentile higher than 19% 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

Kalyani Senior Services Co 401(k) 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. Kalyani Senior Services Co 401(k) Plan is a small filing (50 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kalyani Senior Services Co 401(k) Plan end-of-year assets rose from $394K in the plan year 2022 filing to $550K in the plan year 2023 filing.
  • Kalyani Senior Services Co 401(k) Plan reported participants rose from 38 in the plan year 2022 filing to 50 in the plan year 2023 filing.
  • Kalyani Senior Services Co 401(k) Plan reported net income fell from $209K in the plan year 2022 filing to $156K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 464230633 · Kalyani Senior Services Co. PY 2023 · 401(k)

Kalyani Senior Services Co 401(k) Plan · $550K · 50 · 19th

  • EBSA $550K
  • PART 50
  • TYPE 19th
  • NET 401(k)
  • BOOK near Jcr Holdings, Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #2484

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 Carolina →

Kalyani Senior Services Co 401(k) Plan in the asset neighbourhood

Kalyani Senior Services Co 401(k) PlanKalyani Senior Services Co 4…$550KJcr Holdings, Inc. 401(k) Profit Sharing PlanJcr Holdings, Inc. 401(k) Pr…$550KCcg of Ohio, Inc. Profit Sharing PlanCcg of Ohio, Inc. Profit Sha…$550KRrim Investments Retirement PlanRrim Investments Retirement …$549KSigma Self Storage, Inc. 401(k) Profit Sharing PlanSigma Self Storage, Inc. 401…$549K
End-of-year total assets ($M) among Kalyani Senior Services Co 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kalyani Senior Services Co. multi-year asset trail

Sponsor-wide plan assets over time

All Kalyani Senior Services Co. plans reported in each filing year

Latest sponsor-wide plan assets
$7K 98.3146524129381% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M$0.8M 202220232024 $0.39M $0.01M ▼ -97.4%
Year Plans Participants Total Assets
2022 1 38 $394K
2023 1 50 $550K
2024 1 43 $7K

Kalyani Senior Services Co. filing trail (2023)

Total Assets (Beginning of Year)$394K
Net Assets (End of Year)$550K
Net Income$156K
Employer EIN464230633
Plan Effective Date2013-11-28
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Kalyani Senior Services Co 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Kalyani Senior Services Co 401(k) Plan, Total assets ($B): 0.000549632 · Participants: 50Kalyani Senior Services Co 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Kalyani Senior Services Co 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Kalyani Senior Services Co 401(k) Plan side-by-side with 3 peers →

Kalyani Senior Services Co 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Jcr Holdings, Inc. 401(k) Profit Sharing Plan in TN ($550K); by covered participants it is Osb Community Bank Employee Savings & Profit Sharing Plan in IL (50 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (50 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 Kalyani Senior Services Co 401(k) Plan assets move in 2023? ▼
Kalyani Senior Services Co 401(k) Plan surged - up 39.6% during 2023, from $394K to $550K. Reported net income was $156K.
How have Kalyani Senior Services Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kalyani Senior Services Co.'s sponsor-wide assets declined 98.3%, from $394K to $7K.
Where does Kalyani Senior Services Co 401(k) Plan rank by assets among Form 5500 filers? ▼
Kalyani Senior Services Co 401(k) Plan ranks in the 19th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Kalyani Senior Services Co 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jcr Holdings, Inc. 401(k) Profit Sharing Plan in TN ($550K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Kalyani Senior Services Co 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Osb Community Bank Employee Savings & Profit Sharing Plan in IL (50 participants, $8M 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 464230633.

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.