401(k) · DOL Form 5500 · 2024

Kalida Manufacturing Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets: 246
Participants Below avg headcount: 64th
Percentile by assets National rank: $60,237
Avg per participant Low balance/head

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Official DOL plan name: Kmi 401(k) Savings Plan · Sponsored by Kalida Manufacturing Inc. · Ohio · Manufacturing

$15M in assets, 246 participants

Kalida Manufacturing Inc.'s Kmi 401(k) Savings Plan reported $15M in total assets and 246 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

#9,262 in Manufacturing (17,777 peers)

Coverage in Ohio

Kmi 401(k) Savings Plan covers 246 participants in Ohio, about 32% of the average Ohio filer (state average ~765 per filing). Assets: $15M.

#9,262
in Manufacturing (17,777 peers): +5.8%
assets growth YoY

Kmi 401(k) Savings Plan's mid-pack asset rank among Manufacturing and all filers

Kmi 401(k) Savings Plan vs every filed plan by assets

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

$14,818,378 Top 36% higher than 64% 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

Kmi 401(k) Savings 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. Kmi 401(k) Savings Plan sits mid-pack in the medium band (246 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%)

Kmi 401(k) Savings Plan reported net income rose from $655K in the plan year 2023 filing to $813K in the plan year 2024 filing.
Kmi 401(k) Savings Plan end-of-year assets rose from $14M in the plan year 2023 filing to $15M in the plan year 2024 filing.
Kmi 401(k) Savings Plan reported participants fell from 260 in the plan year 2023 filing to 246 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 341824762 · Kalida Manufacturing Inc. PY 2024 · 401(k)

Kmi 401(k) Savings Plan · $15M · 246 · 64th

NET $15M
BOOK 246
VS-ST 64th
BOY 401(k)
SCH near T.a. Solberg Co., Inc. 401(k) Plan
EBSA ind #9262

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 Manufacturing retirement plans → · Plans in Ohio →

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

Ohio filing particulars

Total Assets (Beginning of Year)	$14M
Net Assets (End of Year)	$15M
Net Income	$813K
Employer EIN	341824762
Plan Effective Date	1997-08-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Kalida Manufacturing Inc.)

Latest sponsor-wide plan assets: $15M 10.997473145334068% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	305	$13M
2023	1	260	$14M
2024	1	246	$15M

Nearby 401(k) Plans in Ohio

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

Kmi 401(k) Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

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

Compare Kmi 401(k) Savings Plan side-by-side with 3 peers →

Kmi 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is T.a. Solberg Co., Inc. 401(k) Plan in WI ($15M); by covered participants it is Russ' Restaurants Savings and Retirement Plan in MI (246 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

T.a. Solberg Co., Inc. 401(k) Plan (WI) $15M · 556
Windsor Fashions 401(k) Savings Plan (CA) $15M · 1,047
Bluestaq 401(k) & Profit Sharing Plan (CO) $15M · 104
United Companies 401(k) Plan (IN) $15M · 201

Similar participant headcount

Nearest other-state filings by covered participants (246 participants); asset peers above are excluded.

Russ' Restaurants Savings and Retirement Plan (MI) 246 · 0 off
Biltmore Farms, LLC 401(k) Plan (NC) 246 · 0 off
Precision Valve & Automation, Inc 401(k) Plan (NY) 246 · 0 off
Pioneer Bank, National Association 401(k) Savings Plan (NY) 246 · 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 Kmi 401(k) Savings Plan assets move in 2024? ▼

Kmi 401(k) Savings Plan grew at a solid clip - up 5.8% during 2024, from $14M to $15M. Reported net income was $813K.

How have Kalida Manufacturing Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Kalida Manufacturing Inc.'s sponsor-wide assets grew 11.0%, from $13M to $15M.

Which 401(k) plans are similar in size to Kmi 401(k) Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is T.a. Solberg Co., Inc. 401(k) Plan in WI ($15M, 556 participants).

Which 401(k) plans cover a similar participant headcount to Kmi 401(k) Savings Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Russ' Restaurants Savings and Retirement Plan in MI (246 participants, $6M 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 341824762.