401(k) · DOL Form 5500 · 2024
Kaulig Capital, LLC 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 150
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $56,169
- Avg per participant Low balance/head
Official DOL plan name: Kaulig Companies 401(k) Plan · Sponsored by Kaulig Capital, LLC · Ohio · Finance & Insurance
$8M in assets, 150 participants
Kaulig Capital, LLC's Kaulig Companies 401(k) Plan reported $8M in total assets and 150 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.
- #3,091 in Finance & Insurance (8,549 peers)
Coverage in Ohio
Kaulig Companies 401(k) Plan covers 150 participants in Ohio, about 20% of the average Ohio filer (state average ~765 per filing). Assets: $8M.
- #3,091
- in Finance & Insurance (8,549 peers)
- +40.6%
- assets growth YoY
Kaulig Companies 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Kaulig Companies 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,425,337 Top 48% higher than 52% 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
Kaulig Companies 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. Kaulig Companies 401(k) Plan sits mid-pack in the medium band (150 participants).
EBSA filing schedule strip
Filing strip 813380680 · Kaulig Capital, LLC PY 2024 · 401(k)
Kaulig Companies 401(k) Plan · $8M · 150 · 52nd
- EOY $8M
- 5500 150
- ASSETS 52nd
- PCT 401(k)
- EIN near Sapaugh Motors Retirement Plan
- RANK ind #3091
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 Finance & Insurance retirement plans → · Plans in Ohio →
Kaulig Companies 401(k) Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $2M |
| Employer EIN | 813380680 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Kaulig Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Sapaugh Motors Retirement Plan in MO ($8M); by covered participants it is The Custom Companies Retirement Savings Plan in IL (150 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Sapaugh Motors Retirement Plan (MO) $8M · 139
- Rmc/Cargo Largo 401(k) Plan (MO) $8M · 398
- Tori Richard, Ltd. 401(k) Retirement Savings Plan (HI) $8M · 149
- Manor Park, Inc. 401(k) Profit Sharing Plan (TX) $8M · 233
Similar participant headcount
Nearest other-state filings by covered participants (150 participants); asset peers above are excluded.
- The Custom Companies Retirement Savings Plan (IL) 150 · 0 off
- East Lawn Affiliates Profit Sharing Plan (CA) 150 · 0 off
- Golden Bank National Association 401(k) Retirement Savings Plan (TX) 150 · 0 off
- Xmek, Inc. Retirement Saving Plan (TX) 150 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.