401(k)
2024 plan-year 401(k) DOL Form 5500

KALITTA COMPANIES 401(K) SAVINGS PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

KALITTA AIR, LLC

This 401(k) plan holds $341M in total assets and serves 3,192 participants as of 2024. It is sponsored by KALITTA AIR, LLC in Michigan. The plan reported positive net income of $76M for the year.

Total Assets (2023)
$341M
Participants
3,192
State
Industry
Transportation & Warehousing

What the Filing Says About KALITTA COMPANIES 401(K) SAVINGS PLAN

KALITTA COMPANIES 401(K) SAVINGS PLAN is a 401(k) retirement plan sponsored by KALITTA AIR, LLC, headquartered in Michigan. As of the 2024 Form 5500 filing, the plan reports $341M in total end-of-year assets and covers 3,192 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 383512795, and the plan has been effective since 2011-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $265M at the beginning of 2024 to $341M at year-end — a gain of 28.6%. Net assets (after liabilities) closed the year at $341M, with reported net income of $76M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$265M
Total Assets (End of Year)$341M
Net Assets (End of Year)$341M
Net Income$76M
Plan Type401(k)
Employer EIN383512795
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (KALITTA AIR, LLC)

Year Plans Participants Total Assets
2022 1 2,620 $197M
2023 1 2,911 $265M
2024 1 3,192 $341M

Nearby 401(k) Plans in Michigan

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

Frequently Asked Questions

How much money is in the KALITTA COMPANIES 401(K) SAVINGS PLAN?
As of the 2024 Form 5500 filing, KALITTA COMPANIES 401(K) SAVINGS PLAN holds $341M in total assets with 3,192 participants. It is sponsored by KALITTA AIR, LLC.
What type of plan is KALITTA COMPANIES 401(K) SAVINGS PLAN?
KALITTA COMPANIES 401(K) SAVINGS PLAN is a 401(k) plan. It has been effective since 2011-01-01. The plan is filed with the U.S. Department of Labor under EIN 383512795.
Who sponsors the KALITTA COMPANIES 401(K) SAVINGS PLAN?
KALITTA COMPANIES 401(K) SAVINGS PLAN is sponsored by KALITTA AIR, LLC, located in Michigan. The sponsor's EIN is 383512795 and the plan operates in the Transportation & Warehousing industry.
How did KALITTA COMPANIES 401(K) SAVINGS PLAN perform in 2024?
KALITTA COMPANIES 401(K) SAVINGS PLAN grew by 28.6% during 2024, moving from $265M to $341M in total assets. Net income was $76M.
Where can I find official filings for KALITTA COMPANIES 401(K) SAVINGS PLAN?
Official Form 5500 filings for KALITTA COMPANIES 401(K) SAVINGS PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 383512795 or plan name at efast.dol.gov.
How does KALITTA COMPANIES 401(K) SAVINGS PLAN compare to other plans?
You can compare KALITTA COMPANIES 401(K) SAVINGS PLAN against other 401(k) plans on the plan type page, or view plans in Michigan on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 383512795.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.