401(k) · DOL Form 5500 · 2024

Kaleo, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets: 137
Participants Small participant base: 72nd
Percentile by assets National rank: $158,078
Avg per participant Above avg balance/head

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Official DOL plan name: Kaleo, Inc. 401(k) Plan · Sponsored by Kaleo, Inc. · Virginia · Professional & Technical Services

$22M in assets, 137 participants

Kaleo, Inc.'s Kaleo, Inc. 401(k) Plan reported $22M in total assets and 137 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

#14,357 in Professional & Technical Services (20,173 peers)

Coverage in Virginia

Kaleo, Inc. 401(k) Plan covers 137 participants in Virginia, about 18% of the average Virginia filer (state average ~782 per filing). Assets: $22M.

#14,357
in Professional & Technical Services (20,173 peers): +6.7%
assets growth YoY

Kaleo, Inc. 401(k) Plan's outsized position by total assets

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

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

$21,656,680 Top 28% higher than 72% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Kaleo, Inc. 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. Kaleo, Inc. 401(k) Plan sits mid-pack in the medium band (137 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Kaleo, Inc. 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Kaleo, Inc. 401(k) Plan reported participants fell from 171 in the plan year 2023 filing to 137 in the plan year 2024 filing.
Kaleo, Inc. 401(k) Plan end-of-year assets rose from $20M in the plan year 2023 filing to $22M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 264174212 · Kaleo, Inc. PY 2024 · 401(k)

Kaleo, Inc. 401(k) Plan · $22M · 137 · 72nd

NET $22M
BOOK 137
VS-ST 72nd
BOY 401(k)
SCH near Amberwell Health 401(k) Plan
EBSA ind #14357

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 Virginia →

End-of-year total assets ($M) among Kaleo, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)	$20M
Net Assets (End of Year)	$22M
Net Income	$1M
Employer EIN	264174212
Plan Effective Date	2011-09-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Kaleo, Inc.)

Latest sponsor-wide plan assets: $22M 19.14613808579606% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	222	$18M
2023	1	171	$20M
2024	1	137	$22M

Nearby 401(k) Plans in Virginia

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

Kaleo, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

Northrop Grumman Savings Plan $39.5B · 104,719
401(k) Pension Plan $16.8B · 62,869
General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
Leidos, Inc. Retirement Plan $11.8B · 29,734

Compare Kaleo, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest 401(k) by assets is Amberwell Health 401(k) Plan in KS ($22M); by covered participants it is Ims Logistics 401(k) Employee Retirement Plan in MS (137 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Amberwell Health 401(k) Plan (KS) $22M · 462
Roehl Corporation Incentive Savings Plan (WI) $22M · 17
Christian Louboutin, LLC 401(k) Profit Sharing Plan & Trust (NY) $22M · 329
Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Risewell Community Services, Inc. (NY) $22M · 772

Similar participant headcount

Nearest other-state filings by covered participants (137 participants); asset peers above are excluded.

Ims Logistics 401(k) Employee Retirement Plan (MS) 137 · 0 off
Johnstone Supply of Detroit 401(k) Plan (MI) 137 · 0 off
Maval Industries, LLC 401(k) Plan (OH) 137 · 0 off
Lloyd Management Retirement Savings Plan (MN) 137 · 0 off

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 Kaleo, Inc. 401(k) Plan assets move in 2024? ▼

Kaleo, Inc. 401(k) Plan grew at a solid clip - up 6.7% during 2024, from $20M to $22M. Reported net income was $1M.

How have Kaleo, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Kaleo, Inc.'s sponsor-wide assets grew 19.1%, from $18M to $22M.

Which 401(k) plans are similar in size to Kaleo, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Amberwell Health 401(k) Plan in KS ($22M, 462 participants).

Which 401(k) plans cover a similar participant headcount to Kaleo, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Ims Logistics 401(k) Employee Retirement Plan in MS (137 participants, $930K 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 264174212.