401(k) · DOL Form 5500 · 2024
Kalitta Air, LLC 401(k) Plan
Data updated 2026-08-25
- $341M
- Total assets Above avg plan size
- 3,192
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $106,774
- Avg per participant Below avg balance/head
Official DOL plan name: Kalitta Companies 401(k) Savings Plan · Sponsored by Kalitta Air, LLC · Michigan · Transportation & Warehousing
$341M in assets, 3,192 participants
Kalitta Air, LLC's Kalitta Companies 401(k) Savings Plan reported $341M in total assets and 3,192 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #3,125 in Transportation & Warehousing (3,299 peers)
Coverage in Michigan
Kalitta Companies 401(k) Savings Plan covers 3,192 participants in Michigan, 5.0x the typical Michigan plan (state average ~638 per filing). Assets: $341M.
- #3,125
- in Transportation & Warehousing (3,299 peers)
- +28.6%
- assets growth YoY
- 3.4×
- vs typical plan assets (national mean)
Kalitta Companies 401(k) Savings Plan's outsized position by total assets
Kalitta Companies 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$340,822,220 Top 4% higher than 96% 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
Kalitta Companies 401(k) Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kalitta Companies 401(k) Savings Plan lands in the large band (3,192 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kalitta Companies 401(k) Savings Plan end-of-year assets rose from $265M in the plan year 2023 filing to $341M in the plan year 2024 filing.
- Kalitta Companies 401(k) Savings Plan reported net income rose from $68M in the plan year 2023 filing to $76M in the plan year 2024 filing.
- Kalitta Companies 401(k) Savings Plan reported participants rose from 2,911 in the plan year 2023 filing to 3,192 in the plan year 2024 filing.
DOL schedule card
Filing strip 383512795 · Kalitta Air, LLC PY 2024 · 401(k)
Kalitta Companies 401(k) Savings Plan · $341M · 3,192 · 96th
- EOY $341M
- EOY 3,192
- EOY 96th
- EOY 401(k)
- EOY near Great Northern Corporation Retirement Savings Plan
- EOY ind #3125
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 Transportation & Warehousing retirement plans → · Plans in Michigan →
Kalitta Companies 401(k) Savings Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $265M |
|---|---|
| Net Assets (End of Year) | $341M |
| Net Income | $76M |
| Employer EIN | 383512795 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kalitta Air, LLC)
Sponsor-wide plan assets over time
All Kalitta Air, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $341M 72.77853531314352% vs 2022
- 2024 filing year
| 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.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $23.1B · 43,053
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $17.3B · 31,790
- The Dow Chemical Company Employees' Savings Plan $10.8B · 17,128
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $9.6B · 42,513
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $8.3B · 60,497
Kalitta Companies 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Great Northern Corporation Retirement Savings Plan in WI ($341M); by covered participants it is Cbera Plan a in MA (3,191 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($341M here).
- Great Northern Corporation Retirement Savings Plan (WI) $341M · 1,355
- Zscaler, Inc. 401(k) Plan (CA) $341M · 2,554
- Intersystems Corporation 401(k) Profit Sharing Retirement Plan (MA) $341M · 854
- Retirement Savings Plan of Newmont (CO) $341M · 1,165
Similar participant headcount
Nearest other-state filings by covered participants (3,192 participants); asset peers above are excluded.
- Cbera Plan a (MA) 3,191 · 1 off
- Cogir Management USA, Inc. 401(k) Plan and Trust (AZ) 3,191 · 1 off
- Velociti Services 401(k) Plan (GA) 3,194 · 2 off
- Overhead Door Corporation Retirement Savings Plan (TX) 3,195 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.