401(k) · DOL Form 5500 · 2024

Kelvion Inc. 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
492
Participants Below avg headcount
84th
Percentile by assets National rank
$97,405
Avg per participant Below avg balance/head
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Official DOL plan name: Kelvion Inc. Savings Plan · Sponsored by Kelvion Inc. · Oklahoma · Manufacturing

$48M in assets, 492 participants

Kelvion Inc.'s Kelvion Inc. Savings Plan reported $48M in total assets and 492 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #13,647 in Manufacturing (17,777 peers)

Where Kelvion Inc. Savings Plan sits by assets

Kelvion Inc. Savings Plan sits in the top quartile of all filed plans by assets, $48M for 492 participants (~$97,405/participant), up 18.6% in 2024.

#13,647
in Manufacturing (17,777 peers)
+18.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Kelvion Inc. Savings Plan's outsized position by total assets

Kelvion Inc. Savings Plan vs every filed plan by assets

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

$47,923,300 Top 16% higher than 84% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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

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

Kelvion Inc. 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. Kelvion Inc. Savings Plan sits mid-pack in the medium band (492 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kelvion Inc. Savings Plan end-of-year assets rose from $40M in the plan year 2023 filing to $48M in the plan year 2024 filing.
  • Kelvion Inc. Savings Plan reported participants fell from 560 in the plan year 2023 filing to 492 in the plan year 2024 filing.
  • Kelvion Inc. Savings Plan reported net income fell from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 510268494 · Kelvion Inc. PY 2024 · 401(k)

Kelvion Inc. Savings Plan · $48M · 492 · 84th

  • PCT $48M
  • PCT 492
  • PCT 84th
  • PCT 401(k)
  • PCT near Grafana Labs Retirement Plan
  • PCT ind #13647

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 Oklahoma →

Kelvion Inc. Savings Plan in the asset neighbourhood

Nystrom & Associates, Ltd. 401(k) PlanNystrom & Associates, Ltd. 4…$48MKelvion Inc. Savings Plan$48MGrafana Labs Retirement Plan$48MLjb Inc. Employee Retirement PlanLjb Inc. Employee Retirement…$48MTry-It Distributing Company, Inc & Subsidiaries Cash or Deferred PlanTry-It Distributing Company,…$48M
End-of-year total assets ($M) among Kelvion Inc. Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$48M
Net Income$8M
Employer EIN510268494
Plan Effective Date2014-10-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Kelvion Inc.)

Sponsor-wide plan assets over time

All Kelvion Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$48M 50.03467434495762% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $31.9M $47.9M ▲ +50.0%
Year Plans Participants Total Assets
2022 1 451 $32M
2023 1 560 $40M
2024 1 492 $48M

Nearby 401(k) Plans in Oklahoma

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

Kelvion Inc. Savings Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Kelvion Inc. Savings Plan, Total assets ($B): 0.0479233 · Participants: 492Kelvion Inc. Savings PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.827423826 · Participants: 13369Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.978642425 · Participants: 5204The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.415489 · Participants: 4756Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.190240873 · Participants: 4907Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 1.073833495 · Participants: 1958Devon Energy Corporation Incentive Savings Plan
Kelvion Inc. Savings Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants

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

Outside Oklahoma, the nearest 401(k) by assets is Grafana Labs Retirement Plan in NY ($48M); by covered participants it is Magic Memories Employee Retirement Plan in CO (492 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (492 participants); asset peers above are excluded.

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 Kelvion Inc. Savings Plan assets move in 2024?
Kelvion Inc. Savings Plan grew sharply - up 18.6% during 2024, from $40M to $48M. Reported net income was $8M.
How have Kelvion Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Kelvion Inc.'s sponsor-wide assets grew 50.0%, from $32M to $48M.
Where does Kelvion Inc. Savings Plan rank by assets among Form 5500 filers?
Kelvion Inc. Savings Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Kelvion Inc. Savings Plan?
Among 401(k) plans in other states, the closest by assets is Grafana Labs Retirement Plan in NY ($48M, 633 participants).
Which 401(k) plans cover a similar participant headcount to Kelvion Inc. Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Magic Memories Employee Retirement Plan in CO (492 participants, $3M in assets).